CRM for Sales Lead Management Optimize lead management while nurturing leads towards successful conversions and increased sales. 30 Days Free Trial Get Started Schedule Demo Trusted by 200,000+ Businesses Worldwide. What is Lead Management ? Lead management guides potential customers from initial contact to conversion by collecting data, qualifying their readiness, and nurturing them with personalized communication. This systematic approach streamlines sales processes, strengthens customer relationships, and boosts conversion rates, leading to sustained growth and success for businesses. Win more Leads with Powerful Lead Management Tools Generate Email Lead System Enrich your lead database by automatically converting email inquiries into potential leads. Know More Smart Integration with web forms Effortlessly capture and organize leads eliminating manual data entry and save time Know More Google form Integration Easily gather and manage leads from your Google Forms, creating a unified Lead flow that enhances the lead management process. Know More Distribute Round Robin Assignment Set pre-defined conditions to allocate leads based on source, region and department. Ensure fair and balanced lead allocation among your team members for efficient follow-up and increased conversions. Know More Data set Assignment Organize data by grouping it based on your lead specific criteria. The data sets can be conveniently accessed and edited by assigned team members, ensuring focused and efficient collaboration. Know More Nurture Lead Qualification Cycle Watch the system manage lead statuses based on actions, ensuring your team focuses on the hottest leads, leading to higher conversion rates. Know More Email Sequencing Deliver personalized messages at optimal times, ensuring a unique and effective approach to nurturing leads and driving conversions. Know More Lead score monitoring Assign scores that reflect lead behavior and engagement, enabling you to pinpoint the most promising prospects and fast-track them toward conversion, optimizing your sales process. Know More Convert & Analyze Convert Leads to Deals Qualify your leads to opportunities without missing the associated information like email, notes and documents. Map all the information from Leads to deals just in one click. Know More Leverage Lead Insights Measure the enquiries your received and conversion rates for different sources, territory and products. Visualize lead data, track performance, and make informed decisions to optimize your lead conversion strategies. Know More Generate Email Lead System + Enrich your lead database by automatically converting email inquiries into potential leads. Know More Smart Integration with web forms + Effortlessly capture and organize leads eliminating manual data entry and save time Know More Google form Integration + Easily gather and manage leads from your Google Forms, creating a unified Lead flow that enhances the lead management process. Know More Distribute Round Robin Assignment + Set pre-defined conditions to allocate leads based on source, region and department. Ensure fair and balanced lead allocation among your team members for efficient follow-up and increased conversions. Know More Data set Assignment + Organize data by grouping it based on your lead specific criteria. The data sets can be conveniently accessed and edited by assigned team members, ensuring focused and efficient collaboration. Know More Nurture Lead Qualification Cycle + Watch the system manage lead statuses based on actions, ensuring your team focuses on the hottest leads, leading to higher conversion rates. Know More Email Sequencing + Deliver personalized messages at optimal times, ensuring a unique and effective approach to nurturing leads and driving conversions. Know More Lead score monitoring + Assign scores that reflect lead behavior and engagement, enabling you to pinpoint the most promising prospects and fast-track them toward conversion, optimizing your sales process. Know More Convert & Analyze Convert Leads to Deals + Qualify your leads to opportunities without missing the associated information like email, notes and documents. Map all the information from Leads to deals just in one click. Know More Leverage Lead Insights + Measure the enquiries your received and conversion rates for different sources, territory and products. Visualize lead data, track performance, and make informed decisions to optimize your lead conversion strategies. Know More Schedule Demo Award Winning CRM Platform Integrations Connect your daily use tools with Apptivo More Integrations More Integrations Smart Solution for Enterprises Apptivo provides comprehensive support to fulfill enterprise needs, maximize customer value, enhance operational efficiency, and achieve sustained success. Descon Descon is a multinational conglomerate started in 1977 that bids and delivers projects on multiple sectors such as engineering, chemical and power. Descon employed Apptivo CRM Software which enabled them to realize a greater improvement in user experience. HS Brands International HS Brands is the leading mystery shopping, loss prevention & Compliance measurement solution operating worldwide. HS Brands invested in Apptivo CRM Solution that helped manage their diverse processes and built a customer centric approach. Descon Descon is a multinational conglomerate started in 1977 that bids and delivers projects on multiple sectors such as engineering, chemical and power. Descon employed Apptivo CRM Software which enabled them to realize a greater improvement in user experience. HS Brands International HS Brands is the leading mystery shopping, loss prevention & Compliance measurement solution operating worldwide. HS Brands invested in Apptivo CRM Solution that helped manage their diverse processes and built a customer centric approach. More Case Studies Customer Voices Allison Graham Chief Business Consultant Executive Officer - Elevate Biz Inc Excellent Service and Customization. Compared to other CRM's I find the customization unparalleled and the automation of moving from lead to opportunity to project very important. Everything is captured. If you have a lot of variables to track with clients and want a one-stop-shop then Apptivo is a great choice. Don Lin Chief Revenue Officer - Precision Machine & Manufacturing Apptivo is the best CRM software system available!! Outstanding!! This is the fourth implementation that i have administered in my career and it was by far the simplest and smoothest process with great customization and functionality. David Malton Founder - County Chambers of Arizona, llc One of the Best CRMs I have ever used. Apptivo is easy to navigate and use. The cost is fantastic and customers find it easy to use when sending invoices. Invoicing customers was a big issue that this solved Mallard Owen Chief Operating Officer - 123JUNK Apptivo’s onboarding team has been outstanding and continues to be a great partner as we tweak the implementation. Apptivo and the team were patient and supportive. Owen Stibbard Director - NaturalSci Regulatory Consulting Corp. Great Functionality and customization. I like that I can choose how to implement the software. With a little up-front customization, which I have completed myself, I have made the software straightforward and intuitive for the way my business operates. I don't need to adapt to suit Apptivo, it changes to suit me. Apptivo's integration with e-mail also allows us to retain customer communications in a really simple way when there is employee turnover. Jordan McCormick Director of Sales and Marketing - The Wake Park Project I have been using Apptivo for a few years now. I research frequently to see if there are better platforms. Apptivo has a suite of apps that best meet my company's needs the best and a separate program to be able to do custom estimates, it stores all my products which are many, in there and makes a real quick way to produce professional-looking estimates with the customers' info all there. Cheryl Babashoff Consultant - Yellowscope Apptivo Onboarding team has been Outstanding Apptivo’s Onboarding team has been outstanding and continues to be great partners as we tweak the implementation. Apptivo and team were patient and supportive through the entire set up and continued to extend their support whenever needed. Marcel Ottiger CEO - Chief Executive Officer - Amphasys You can start small, e.g. with the CRM apps, and then add more apps while your business is growing. The tool offers many apps that cover almost all needs of a small to medium-sized company. It is highly customizable. It is even possible to setup your own apps within just a few minutes. Thanks to a really exceptionally good support you can do all of that yourself. Overall, the platform offers a good value to prize ratio. Colin Degan Owner - Project Productions Easily adopt as few or as many plug-ins/apps as you see fit. I would easily describe Apptivo more as an 'ERP' rather than a 'CRM' as so many features are available. Automated invoicing, proposal generation and prospect management, all within one interface. Radu Tyrsina CEO & Founder at Windows Report As a mid-sized international business, it allows us to customize our existing software by utilizing the tools in their online store to simplify the process of managing all the needs of our dynamic company. This is probably the most vital attribute for us, as we can monitor and analyze all our teams and individual sales, no matter their location. It also helps us integrate existing team organizational structures to improve quotas. Bob Noble Founder - Noble Environmental Technologies It's a great and efficient CRM tool that requires very little effort to pick up and learn and is easy to integrate amongst the staff. I would definitely recommend this for businesses looking for an effective CRM tool. Bryan Meehan President - HI-TECH Business Systems "Very powerful but easy to use CRM plus much more. Like most other systems, Apptivo uses "Chat" as their primary support but for complex set-up or help their scheduled support is beyond what I experienced from others competing in this field. Streamlined, real-time access to data is a game changer. This system has most of what any organization would need and options to add unique requirements and integrations. Allison Graham Chief Business Consultant Executive Officer - Elevate Biz Inc Excellent Service and Customization. Compared to other CRM's I find the customization unparalleled and the automation of ...Read More Don Lin Chief Revenue Officer - Precision Machine & Manufacturing Apptivo is the best CRM software system available!! Outstanding!! This is the fourth implementation that i have administered in my career and it was by...Read More David Malton Founder - County Chambers of Arizona, llc One of the Best CRMs I have ever used. Apptivo is easy to navigate and use. The cost is fantastic and customers find it easy to use when sending invoices.Read More Mallard Owen Chief Operating Officer - 123JUNK Apptivo’s onboarding team has been outstanding and continues to be a great partner as we tweak the implementation. Apptivo and the team were patient and supportive.Read More Owen Stibbard Director - NaturalSci Regulatory Consulting Corp. Great Functionality and customization. I like that I can choose how to implement the software. With a little up-front customization...Read More Jordan McCormick Director of Sales and Marketing - The Wake Park Project I have been using Apptivo for a few years now. I research frequently to see if there are better platforms. Apptivo has a suite of apps that best meet...Read More Cheryl Babashoff Consultant - Yellowscope Apptivo Onboarding team has been Outstanding Apptivo’s Onboarding team has been outstanding and continues to be great partners as we tweak the implementation... Read More Marcel Ottiger CEO - Chief Executive Officer - Amphasys You can start small, e.g. with the CRM apps, and then add more apps while your business is growing. The tool offers many apps that cover almost all...Read More Colin Degan Owner - Project Productions Easily adopt as few or as many plug-ins/apps as you see fit. I would easily describe Apptivo more as an 'ERP' rather than a 'CRM' as so many features are...Read More Radu Tyrsina CEO & Founder at Windows Report As a mid-sized international business, it allows us to customize our existing software by utilizing the tools in their online store to simplify...Read More Bob Noble Founder - Noble Environmental Technologies It's a great and efficient CRM tool that requires very little effort to pick up and learn and is easy to integrate amongst the staff.Read More Bryan Meehan President - HI-TECH Business Systems "Very powerful but easy to use CRM plus much more. Like most other systems, Apptivo uses "Chat" as their primary support but for complex set-up...Read More Hot Off The Press: Latest Blogs and Social Buzz Best ways the CRM Support benefits in Resolving Customer Issues EffectivelyRead More Strеamlining your profеssional lifе with pеrsonal CRM AutomationRead More Customer Journey Map with CRM: How to Use it to Optimize Customer JourneysRead More Hot Off The Press: Latest Blogs and Social Buzz Best ways the CRM Support benefits in Resolving Customer Issues EffectivelyRead More Strеamlining your profеssional lifе with pеrsonal CRM AutomationRead More Customer Journey Map with CRM: How to Use it to Optimize Customer JourneysRead More Smarter Lead management for better sales! 30 Days Free Trial Get Started Schedule Demo