Top 8 Lead Tracking Tools for Sales

You could be closing more deals if you fully understand your leads.

What better way to gain this understanding than with lead tracking tools? They give you a comprehensive view of your leads’ journey through the sales pipeline.

Free lead tracking spreadsheets are great for solopreneurs, very small businesses, and sales teams trying to get their sales process off the ground.

But as your business grows, you’ll need a more flexible and dedicated lead tracking tool or proper lead management software.

1. OnePageCRM

OnePageCRM allows you to easily track and move leads through your sales pipeline.

This CRM is perfect for tracking and managing leads. Once you log in, you see an automatically sorted and prioritized list of leads with follow-up steps.

Every lead in OnePageCRM has a dedicated scrollable page. On this single page, you can manage all of your interactions with the lead:

• view their contact info,
• see your next steps and deadlines,
• update pipeline stages,
• and keep a record of all emails exchanged between you (or your team) and the lead.

OnePageCRM also makes it quick and easy to add new leads. You can automatically gather leads’ data via web forms or from websites, emails, or social media profiles. The leads appear together with to-do items (follow-up reminders) and are sorted based on the urgency of each follow-up.

Top lead tracking features and pricing

Here are OnePageCRM’s top lead tracking features available on the lowest plan:

• Automated lead capture. OnePageCRM has free tools for lead capture. For example, you can download the Lead Clipper, a free browser extension, that automatically extracts leads’ contact details from websites, emails, and social media profiles. Besides, OnePageCRM also offers free Web Forms that sync with your CRM profile.
• Data enrichment. Once you add a new lead to the CRM system, OnePageCRM can automatically enhance its profile by using FullContact’s database and pull in the lead’s social media profiles or other publicly available information.
• Kanban board. This CRM features a Kanban board where you can view and manage your entire sales and post-sales pipelines, track deals at every stage, and update each deal’s progress in a drag-and-drop interface.
• Follow-up reminders. The Next Action feature allows you to set a follow-up date for each lead. That’s why all leads in OnePageCRM are not only tracked but automatically prioritized.
• Email sync. OnePageCRM can sync with your email account, allowing you to send and receive emails to and from your leads within the app. You’ll also be able to track your email history.
• Workflow automation. With the Autoflow feature, you can set up different triggers to make your sales workflows and admin tasks run automatically. It has just enough options to speed up your processes without overwhelming you with unnecessary complexity.
• Simple dashboard. Lead tracking won’t be complete without a dashboard that provides real-time reports. OnePageCRM offers you a high-level and interactive overview of your sales progress. Plus, you can have reports automatically emailed to you and or your team regularly.
• Mobile apps. OnePageCRM has a mobile app on both iOS and Android.

Pricing starts from: $9.95 per user/month (if paid annually).

Free trial: 21-day free trial. No credit card info needed.

Best suited for: Small and medium-sized businesses looking for a simple tool to track follow-ups and interactions with leads.

Customer rating: OnePageCRM has an average rating of 4.7/5 on G2.

2. Pipedrive

Pipedrive is more focused on tracking deals, rather than leads. Instead of a list of contacts, the first thing you’ll see when you open this CRM is the pipeline containing all deals at various stages of your sales cycle.

Pipedrive also features an “Activity Calendar” where you can schedule and view all calls, meetings, and other tasks you have on your plate. The calendar syncs with your Google Calendar and Outlook, and even sends reminders for every activity.

Top lead tracking features and pricing

Here are Pipedrive’s top lead tracking features available on the lowest plan:

• Automatic lead capture (for LinkedIn only). Pipedrive integrates with LinkMatch, an add-on that collects leads directly from LinkedIn and organizes them into your “Leads Inbox”. You can also set up a chatbot or webform to automatically capture leads and add them to your pipeline. However, these add-ons come at an additional cost.
• Kanban board. Your sales pipeline comes in a Kanban board where you can visualize and update the progress of each deal using simple drag-and-drop actions.
• Follow-up reminders. The “Activity Calendar” on this CRM gives you a view of all your activities and allows you to set up reminders for each one. Deals are also color-coded according to how urgently you need to act on them.
• Simple dashboard. In the “Insights” module, you can build a dashboard that gives you real-time insights into your pipeline. You can even use the AI assistant to generate custom reports.
• Mobile apps. Pipedrive is available as a mobile app on both iOS and Android.

Pricing starts from: $14 per user/month (if paid annually).

Free trial: 14-day free trial. No credit card info required.

Best suited for: Small or medium-sized businesses with large sales teams or complicated sales processes. Pipedrive is a good solution for tracking comprehensive sales deals. Not all of its lead tracking features are included in the lowest plan, so Pipedrive is suitable for businesses with larger budgets.

Customer rating: Pipedrive has an average rating of 4.3/5 on G2.

3. Monday.com CRM

Although Monday.com is mostly known for work management, it also has a CRM template for sales. This Sales CRM comes with ready-made boards for tracking leads and deals, but it’s more suitable for the latter.

Each deal is like a project. It gets its own page, where you can view contact details, manage the deal’s journey through your pipeline, and keep track of all communications.

As a fully customizable platform, Monday.com gives you building blocks to shape your lead tracking system as you like. However, if you’re not experienced in CRM setup, you may end up building a system that’s too complex or inefficient.

Luckily, there’s a tutorial video explaining how to use the CRM:

Top lead tracking features and pricing

Monday CRM has several lead tracking features available on the lowest plan:

• Automated lead capture (Gmail only). Monday.com has a free browser extension, but it captures leads only from your Gmail account (not from websites or social media profiles). They also provide a simple web form builder for free.
• Kanban board. This sales CRM comes with a Kanban board for you to view all deals in your pipeline. You can also edit each deal’s progress by simply dragging and dropping it.
• Simple dashboard. The platform has a pre-built dashboard that gives you a visual overview of your sales pipeline.
• Mobile apps. Monday.com has mobile apps for Android and iOS devices.

Pricing starts from: $36 per month for the Sales CRM (if paid annually), with a minimum of 3 users per plan. Keep in mind: The Sales CRM and the work management tool have separate pricing plans, both of which have a starting limit of 3 users.

Free trial: 14-day free trial. No credit card info needed.

Best suited for: Agencies with a big team looking for a tool to track client projects and assign them to different team members, or those businesses that already use Monday.com for project tracking.

Customer rating: Monday.com’s CRM has an average rating of 4.6/5 on G2.

4. Notion templates

Notion is an all-in-one workspace where you can organize and manage all kinds of projects. It’s not a dedicated sales tracking tool. Rather, it’s a customizable platform with templates that you can use to track your leads.

There are tons of templates to choose from, but you might have to customize them to suit your business and specific sales pipeline. So, if you’re not a fan of setting up your own lead tracking system, this might not be for you.

Top lead tracking features and pricing

Since Notion isn’t a CRM, they don’t have a lead-capturing browser extension or contact enrichment functionality.

However, it does have a few features on the free plan that can be useful for lead tracking:

• Automated lead capture. Notion offers basic (non-customizable) web forms on the free plan.
• Kanban board. If your template doesn’t have one, Notion allows you to create a Kanban board to track your sales pipeline. There, you can view your sales stages and move your leads through them with drag and drop.
• Email sync (only for Gmail). Notion can connect with your Gmail account, allowing you to receive emails right on the platform. However, you’ll be getting updates for all activities in your Notion workspace, not just those related to leads. This means that this email sync is not dedicated to lead tracking.
• Simple dashboard. With Notion, you can create charts in any lead tracker template you choose. That said, there’s only one chart available on the free plan.
• Mobile apps. You can use Notion’s mobile app on your Android or iOS device.

Pricing: There’s a free plan, but paid plans begin from $10 per user/month (if paid annually).

Free trial: 30-day free trial. Needs credit card info.

Best suited for: Freelancers or solopreneurs who like DIY tools and look for a way to organize their workflow in a custom-built app. However, as your Notion database becomes more complex and your contact list grows, you might experience a larger load time, as per some reviews.

Customer rating: Notion has an average rating of 4.7/5 on G2.

5. Project.co

Project.co is a lot like Monday.com. Although it’s primarily a software for organizing and managing projects, it can also be used as a sales lead tracking tool.

This app presents all your contacts in a list and, by default, groups them according to their lead status. However, it does not come with fields to track your leads’ contact information. You’ll have to add those yourself.

Project.co also features a calendar where you can schedule activities with each lead, assign sales reps to them, and set deadlines.

Top lead tracking features and pricing

Project.co is a project management tool. That’s why it doesn’t have lead capture or data enrichment features. Its lead tracking functionality is quite limited. But you can integrate it with your Zapier account.

Project.co also has a few lead tracking features available on the lowest plan:

• Kanban board. This tool comes with a Kanban board showing how many leads you have at each stage of your sales pipeline. It also allows you to update each lead’s progress via drag and drop.
• Follow-up reminders. The lead tracker has a built-in calendar for not just scheduling activities, but also setting deadlines for them. You can even connect it to your Google Calendar.
• Mobile apps. Project.co has mobile apps available on Android and iOS devices.

Pricing: There’s a free plan (only up to 10 client records). The paid one starts from $10 per user/month.

Free trial: None. But there’s a satisfaction guarantee, meaning Project.co will give you a refund if you’re not happy with the Pro plan after 30 days of use.

Best suited for: Small businesses and teams who focus on project management and want to keep leads in the same app. It has a free plan, but it is quite limited and suitable only for those businesses that have just a couple of big customer accounts.

Customer rating: Project.co has an average rating of 4.7/5 on G2.

6. PrettySimple

PrettySimple is a mobile app created to help solopreneurs and salespeople track their leads and sales. Since it was made by solopreneurs, this lead tracking tool comes with a design that’s not just clean, but also simple to use.

There are no complicated features or integrations. It lets you capture your leads, record where they came from, and sort them by temperatures such as “Cold”, “Warm”, and “Hot”.

You can’t access PrettySimple’s web version without an iOS device. To use this lead tracker in your web browser, you must first download the mobile app and sign up. Afterward, you can log in and use the app through your web browser (if you want).

Top lead tracking features and pricing

PrettySimple has only a couple of lead tracking features:

• Follow-up reminders. PrettySimple lets you set reminders to follow up with your leads.
• Simple dashboard. The dashboard uses charts to show you the total value of your pipeline, how many leads you’ve won or lost, and which channels are bringing in the most leads.
• Mobile app. This lead tracker has a mobile app for iOS devices.

Pricing starts from: $4.99/month.

Free trial: 14-day free trial. Credit card details required.

Best suited for: Solopreneurs who use iOS devices and need something basic to track leads.

Customer rating: PrettySimple is not featured on G2, but it has received an average rating of 5/5 from 46 users on the App Store.

7. Sheetify CRM

Sheetify CRM is the only tracker on this list of tools that doesn’t require any subscription. You pay once and get lifetime access to the Google Sheet.

This spreadsheet CRM has a tab for tracking all your leads’ information. It also features a tab for scheduling and managing sales tasks, a calendar to track your deals and sales tasks, and an email marketing add-on that allows you to send emails directly from within the tracker.

Despite all these features, Sheetify CRM is a spreadsheet, and as such, has limits. Once your business grows, it won’t be able to keep up.

Here’s a short video tutorial on how Sheetify CRM works:

Top lead tracking features and pricing

Here is a list of Sheetify CRM’s lead tracking features:

• Kanban board. This lead tracking spreadsheet has a tab resembling a Kanban board where you can view and update your sales pipeline.
• Follow-up reminders. Sheetify CRM has a sales calendar that displays all your deals and their timelines. The “Client Tasks” tab also lets you schedule and manage sales activities. You can even connect the tab to Google Tasks and get reminders when it’s time to take action.
• Email sync (for Gmail only). Since Sheetify CRM is a Google Sheets product, you can sync it with your Gmail account. Once that’s done, you’ll be able to send single emails or run entire email campaigns directly from the spreadsheet.
• Simple dashboard. This lead tracking spreadsheet comes with a dynamic dashboard. There, key insights about your sales pipeline are presented to you in tables, charts, and graphs.

Pricing starts from: $97 (a one-time purchase).

Free trial: None.

Best suited for: Micro businesses who are still heavily reliant on spreadsheets (especially Google Sheets) and are not ready to make a move to a CRM product. Sheetify CRM is a good transition option.

Customer rating: Sheetify CRM is not featured on G2 or other review websites.

8. SheetGo

SheetGo lives on Google Sheets, but it’s a more sophisticated option than the free lead tracking templates we reviewed in another blog post.

Each sales rep gets their own spreadsheet for managing leads, while the sales manager or team lead has a separate sheet for supervision.

SheetGo’s master dashboard gathers data from all the spreadsheets and uses it to create real-time sales reports or insights.

Top lead tracking features and pricing

Since it’s not a dedicated lead tracking tool, SheetGo has only a couple of lead tracking features:

• Simple dashboard. All of SheetGo’s spreadsheets come with dynamic dashboards where sales teams can view key sales metrics in pie charts, line graphs, and bar charts. There’s also a master dashboard that provides a visual overview of the data in all of SheetGo’s spreadsheets.
• Workflow automation. The sales reps’ spreadsheets come with a few formulas that help cut down on manual data entry work. On top of that, SheetGo uses pre-built workflows to automatically pull data from each sales rep’s sheet and fill out the sales manager’s spreadsheet.

Pricing starts from: $22/month, but there’s a free plan.

Free trial: 14-day free trial. No credit card info is required.

Best suited for: Micro businesses who still use spreadsheets for tracking leads but want to automate some very minor parts of their workflows. Unlike Sheetify CRM, SheetGo has a free (although limited) plan, so it can satisfy the needs of those businesses who are ready to make a step towards a more sophisticated spreadsheet setup but are still not ready to pay.

Customer rating: SheetGo has an average rating of 4.3/5 on G2.

The Best Lead Tracking Software for Sales

Lead tracking tools allow you to gather and visualize your leads’ data. The whole point of having a lead tracker is to nurture new connections and turn them into loyal customers.

That’s why great lead management software should do more than just organize leads. It should also help you reach out at the right time, stay on top of follow-ups, and move each lead forward in your pipeline.

Something as simple as a spreadsheet can be just right if you’re working with a small pool of contacts. If you’re the type to customize and build your own system, you could opt for Notion templates or specialized add-ons on Google Sheets (like SheetGo or Sheetify CRM).

And if you want something more powerful but still simple, OnePageCRM can work for you. It captures leads automatically, records the sales activities in one place (including emails), shows your next steps, and reminds you to follow up. It’s also more affordable than most other lead tracking tools.