Free lead management software download
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Apart from that, you can also set a backup folder to create a backup of these details to prevent accidental data loss. Once the backup path is set, the software will save all the changes to the backup folder each time you exit this lead management software. Reflect Customer Database is another lead manager software for Windows.
It is free for non-commercial use only. It is packed in a well categorized menus. You can easily access the Lead menu for lead management process. After opening this menu, you can add new leads for your organization. It also lets you save general information about lead clients such as name of person, company name, full address, complete contact information, annual revenue, etc. In this software, you can classify lead source under cold call, existing customer, employee, partner, self generated, campaign , etc.
Once you have added a lead client to the list, you can easily update the lead status from new to assigned, in process, converted, recycled, or dead options. You can also create TO-Do list , and set priority and status open, done, not done for added To-Do tasks.
There is also an option to organize different types of events such as call, conference, meeting, seminar, recreation, social , etc. You can set time duration and start time for these events. This is basically a CRM software that lets you manage leads of your organization. The interface of this software is very well categorized in various menus.
Using this software, you can create a list of leads of your organization. Like all other software of this list, it also lets you create a lead customer database that contains full information about leads.
This information includes name of leads, company details, lead source, annual revenue of the lead, full contact information, website details, etc. It lets you specify the lead source in one of the following categories: Cold call, Existing customer, Self generated, Employee, Partner, Public relations, direct mail, conference, website, etc.
At the same time, you can specify which group of your organization is assigned to make contact with that lead. The groups are classified in three categories: Marketing Group, support group, and Team selling.
During lead listing process, it lets you classify current lead status of your leads from Cold, attempt to contact, contacted, lost lead, junk lead, pre qualified, qualified, warm, etc.
If you want, you can also add some description about the potential client. These events may be related to your leads or other organizational needs. Apart from managing leads, you can use it to manage current customers, contacts, documents, product list, organizational opportunities , etc. It also lets you create quotes and invoices for customers.
The file format supported for the same is CSV. F1 Lead Manager is next in this list of best free lead management software for Windows. It is not a very advanced tool, but serves the basic purpose of sales lead management software.
To do so, you can create a database of your business leads. In this database, you can add basic information about leads including company name, full address, contact information i. Also, you can specify the contact reference or contact person for leads. After adding all these important information about leads, you can export these details in CSV format, and also print current record.
It also lets you import leads using CSV. It is basically a CRM software. Using this lead management software, you can add leads in a list to handle them and convert them in current customer. To do so, you can create their profile containing full information about the company, contact, address, industry type, approximate opportunity amount, etc.
You can categorize your leads in new, assigned, in process, converted, recycled, or dead categorizes. At the same time, it lets you specify the lead source for the lead client as call, email, existing customer, partner, website, campaign , etc. In addition to lead management, you can also use this software to schedule events, compose and send emails, schedule meetings, etc.
It comes with a built in calendar with different viewing options such as day, weeks, months, and timeline view to check out scheduled meetings, tasks, and calls. It gives you option to create campaigns also. SaasLight Explorer is another free software that can be used as a lead manager software for Windows. It serves multiple purposes, and sales lead management is one of them.
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