Best Lead Management Software for Microsoft Excel
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Compare the Top Lead Management Software that integrates with Microsoft Excel as of November 2025
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This a list of Lead Management software that integrates with Microsoft Excel. Use the filters on the left to add additional filters for products that have integrations with Microsoft Excel. View the products that work with Microsoft Excel in the table below.
What is Lead Management Software for Microsoft Excel?
Lead management software is a tool designed to help businesses capture, track, and nurture leads throughout the sales process. These platforms provide features for organizing and prioritizing leads, automating follow-up tasks, and tracking lead interactions across multiple channels, such as email, phone calls, social media, and website visits. Lead management software typically integrates with customer relationship management (CRM) systems to streamline lead data and sales pipeline management. Key capabilities often include lead scoring, segmentation, and reporting to help sales teams identify high-potential prospects and optimize their outreach efforts. By automating and centralizing lead management, these tools improve conversion rates and overall sales efficiency. Compare and read user reviews of the best Lead Management software for Microsoft Excel currently available using the table below. This list is updated regularly.
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1
WinMan ERP
WinMan ERP Software
Never miss a key contact or risk losing important details with WinMan ERP’s built-in CRM. Effortlessly manage your contacts by storing all their information, direct dial numbers, mobile numbers, email addresses, and locations, in one centralised system. Upload as many contacts as you need and easily relate them to specific accounts, giving you quick and organised access to the details that matter most. With just a click, everything you need is at your fingertips, streamlining your communications and improving efficiency. WinMan ERP’s Contact Management is the reliable solution for keeping your relationships and records in perfect order. -
2
1CRM
1CRM Systems Corp.
1CRM is the All-in-One CRM solution for your business. Available on the Cloud or On-Premise, with quote and orders management, calendar/email, project management, product catalogs, marketing automation, customer service, inventory management and more! Highly customizable to suit the unique needs of your business, including a free Mobile Client App 1CRM has got you (and your customers) covered, whether you are in the office, or on-the-go! A complimentary guided tour of the system, with a 30-day free trial offered to every client, you are sure to hit the ground running from day 1 of your 1CRM experience, with professional services and training available, onboarding could not be simpler.Starting Price: $13.00/month/user -
3
LeadsBridge
LeadsBridge
LeadsBridge is an iPaaS solution that enables companies to enhance their omnichannel strategy by orchestrating their business data. LeadsBridge fulfills your integration needs, focusing on bridging gaps between advertising platforms and sales funnels, and delivering tailor-made integrations made upon your business needs. The LeadsBridge platform is suited for companies that want to streamline their advertising activities by integrating the marketing technology stack with Facebook & Instagram Ads, Google Ads, and LinkedIn Ads. With more than +370 out-of-the-box integrations available at the moment, you can easily connect your chosen software with your advertising platform, seamlessly synchronizing data for your marketing workflows. LeadsBridge main features include: - Lead Sync - Audience Targeting - Online to Offline Tracking - Platform to Platform - eCommerce Synchronization - Tailor-Made integrationStarting Price: $29 -
4
HubSpot CRM
HubSpot
HubSpot brings your marketing, sales, and service teams together on the same AI-powered customer platform. HubSpot's Customer Platform is not just a tool; it's the heartbeat of your business. Designed with passion and precision, our CRM stands out as the ultimate solution for empowering your team to build deeper customer relationships. It transforms the way you engage with your clients by offering a seamlessly integrated, all-in-one platform for sales, marketing, and customer service. With HubSpot's CRM, you gain unparalleled insights into your customer interactions, all organized in an intuitive, easy-to-navigate dashboard that promises to skyrocket your team's efficiency. Our platform is engineered to grow with you, offering scalable solutions that adapt to your evolving business needs. What's more, HubSpot's Customer Platform includes a robust free version, packed with essential features, making it the perfect choice for ambitious businesses of all sizes.Starting Price: Free -
5
monday.com
monday.com
Simplify the way your team works with monday.com, a cloud-based project management platform that provides customizable no-code solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and more. monday.com allows businesses of all sizes to work in an efficient environment where every team member can assign tasks, automate repetitive work, collaborate in real-time, and share files. With this platform, you can manage everything from simple to complex projects and ensure seamless communication between team members. Customizable dashboards give quick high-level overviews of every project, visual boards help organize tasks, and thanks to integrations with third-party applications such as Outlook, Zoom, Gmail, Google Drive, Dropbox, Excel you can continue working with all your existing tools within the platform. monday.com also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries and verticals.Starting Price: $39/month for 5 users -
6
monday sales CRM
monday.com
Built on top of monday.com Work OS, monday sales CRM empowers business owners and sales teams to manage all aspects of their sales cycle and customer data, streamlined in one centralized place. They can capture leads from any source, easily manage their contacts’ information, and track every deal's status so that no opportunities slip through the cracks. monday sales CRM lets you create no-code automations, eliminating hours of repetitive processes, and seamlessly integrates with the tools sales teams already use ensuring maximum efficiency. Without the need for an IT professional, build customizable dashboards to get the full overview of your sales cycle to confidently analyze data and optimize your sales processes. Manage your post-sales activities such as client onboarding and their projects to nurture stronger customer relationships. Best of all, it’s extremely user-friendly, standing out from traditional platforms, making it a CRM your sales team would actually want to use.Starting Price: $10 seat / month -
7
Marketo
Marketo
Marketo Engage, part of Adobe Experience Cloud, is a complete solution for lead management and B2B marketers looking to transform customer experiences by engaging across every stage of complex buying journeys. Natively supporting both demand and account-based marketing strategies, Marketo Engage brings together marketing and sales to orchestrate personalized experiences, optimize content, and measure business impact across every channel, from acquisition to advocacy. Leverage rich behavioral data, built-in intelligence, and sophisticated journey flows to identify, engage, and accelerate your best opportunities in concert with sales. Use predictive content, A/B testing, and personalization to deliver consistent and relevant experiences each and every time. Reach prospects and buyers across every channel including email, display, mobile, social, search, and offline to deliver timely, engaging experiences. Understand, prove, and optimize your marketing impact.Starting Price: $895 per month -
8
Thryv
Thryv
The end-to-end client experience software for growing small businesses. Get the job, manage the job, get paid and get credit online with Thryv. Thryv is a secure, easy to use small business management platform that automates tasks and puts your customers at the center of your business. ThryvPay can help services businesses save thousands when you accept and process credit card and ACH payments. Take advantage of next day funding, automated recurring payments, client-side convenience fees, QuickBooks integration, automatically scheduled payments and more. Desktop, tablet, or app on the go, Thryv puts the complete business management and exceptional customer service at your fingertips. Thryv works with the digital tools you’re already using to run your small business, streamlining the way you work. -
9
REIPro
REIPro
All the Features You Need, All In One Place. Start Simplifying Your Real Estate Business with Tools that will Help You Close More Deals. REIPro is the result of two of the brightest minds in their respective fields coming together to create something more than just another real estate investing software. Chris Goff, long-time investor and one of the most sought-after REI educators in the country, teamed up with Bo Manry, expert online marketing professional and talented software engineer, to develop a tool that could positively change the way people of every experience level and background invest in real estate.Starting Price: $97 per month -
10
Azurepath
Azurepath
Azurepath is an easy to use lead management software created to help generate, manage, and boost prospects. Using the drag and drop feature, users can easily track activity, keep leads current, generate reports and forecasts, and create critical insights automatically and in real-time. Never lose track of another lead again and track all account history by giving your sales team the edge they have wished for by implementing the Azurepath solution.Starting Price: $14.95/month/user -
11
Creatio
Creatio
Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom. With Creatio, you can take advantage of a ready-to-go industry-leading CRM while also enabling users - whether business users without coding skills or professional developers - to create powerful business apps and easily automate various aspects of the company’s operations with no code. Creatio CRM is a full-fledged suite of products for marketing, sales, and service automation integrated on one no-code platform. Creatio products can be deployed as a single CRM bundle or as standalone solutions to fit your company’s exact needs. Accelerate lead-to-revenue with 360-degree customer view, advanced lead & opportunity management, omni-channel campaign automation and more. Featuring a variety of built-in tools for workflow automation, the Creatio platform allows you to create business applications of any complexity and scale.Starting Price: $25 per user per month -
12
BeTyphon
BSD Technologies
Complete all sales activities, see detailed company and contact records and view communication history all in one place so that you can manage leads without the hassle or wasted efforts. Betyphon’s helps you to manage and follow up all leads in one place. It lets you assign different prospects to different agent and track them in one place. You can personalize your customer outreach without searching for details. Organize and score leads as they are captured. Leads can be organized in multiple ways – by geography, by the media channel they are sourced from, their behavioral traits and more. Without a flexible lead management system, it can be challenging to coordinate distribution, follow up and management schedule. Easy and straightforward manner to manage individual leads. Track the performance all automated when and how you like. Make your operations more transparent & increase your business.Starting Price: $13.81 per user per month -
13
Magileads
Magileads
Automated prospecting solution that includes Access to a dynamic database of French and international contacts Omnichannel prospecting solution: Mail, LinkedIn, SMS, VMS Analysis of the commitment and responses of your prospects in real time (lead scoring) Socio-professional statistics reporting Management of your campaigns by a Magileads project manager Centralization and management of all your employees' e-mail and LinkedIn accounts Personalized onboarding Creation of your B2B prospecting targets Copywriting and scripting of your campaign sequences Direct conversational model with your prospects via your e-mail and LinkedIn accounts Management of all your collaborators' campaigns on a centralized solution A dedicated project manager Preparatory meeting (Go to Market strategy, stakes, objectives, framing plan) Creation of your lists by prospect segments Creation of your e-mail and LinkedIn messages (Test & Learn) Creation of your multi-channel acqStarting Price: $133 - B2B databases included -
14
Mattermark
Mattermark
Discover, prospect, and track the world’s fastest-growing companies and investors. Automatically enrich your leads and accounts with company data from Mattermark. 80+ fields per company including geography, industry, revenue, personnel, funding, and employee growth. Identify the right contact based on title, function, and seniority. Get smarter about outreach by monitoring changes in team size, web traffic, media mentions and more. We leverage machine learning, web crawlers, primary sources, and natural language processing to extract data from millions of news articles and websites daily. Our team of in-house analysts verify the data every day - so you can close deals with conviction. The world’s business information in one place, filterable and sortable. Mattermark makes it faster and easier to source the best deals. Search company and investor profiles for deep insights into their growth and performance over time. Break the cycle of doing business without good data.Starting Price: $49 per user per month -
15
MLeads
MLeads
Your search ends here, MLeads is a cloud technology (SaaS) based innovative mobile platform for Lead management that you can access anytime anywhere on any devices. Quick captures and organizes leads by events or Groups using any lead retrieval methods like speak, scan a business card, scan badge, scan QR Code, bump leads, quick note lead, quick record lead or type. Send bulk personalized email follow-ups using predefined email message templates in seconds, set drip email schedules, tasks and meetings, and more. Capabilities on lead's background on different platforms like Facebook, Linked-In, Twitter, Google, and Website. Users have the capability to take instant follow-up action using call, Messages, emails, meetings, tasks and many more. Export your leads to excel, Aweber, and salesforce. Users can Import your Leads from different source systems from excel file, Gmail, Yahoo, Aweber, Salesforce etc.Starting Price: $7.99 per month -
16
TeamGram
TeamGram
The CRM that doesn’t stop when you close. TeamGram works across departments, helping everyone in your company collaborate to achieve amazing sales performance and customer satisfaction. Use it to write quotes, track orders, manage post-sale activities, assign tasks to mobile teams and more. TeamGram dashboard provides real-time insights into vital business metrics, without having to dig through spreadsheets. Quickly discover what needs your attention and make faster decisions. The pipeline view enables you to see all your deals at a glance and makes it easier to focus on your next actions. Drag&drop your deals from one stage to the next, take control of your sales process in a very simple and visual way.Starting Price: $12 per user per month -
17
HubSpot Customer Platform
HubSpot
Put your customers first and grow better with HubSpot’s AI-powered customer platform. Connect your front office teams through a complete view of the customer journey. Use AI-powered tools to deliver a seamless customer experience Easily adapt to emerging industry trends and technologies. Traditional CRMs alone aren't enough to drive growth. Most aren’t designed for customer connection, which is critical in an AI-driven world where customers can explore, evaluate, and buy with efficiency. HubSpot’s customer platform is so much more. It’s powered by Smart CRM that combines customer data with AI to help you adapt, products for engaging customers across the entire journey, and an ecosystem of integrations, education, and community. It’s built for businesses to connect with customers, and grow better.Starting Price: Free -
18
CallXon
CallXon
CallXon is a systematic approach to track your leads that integrates lead management, task funneling, and remote calling as a whole. CallXon is a cloud-based platform created by a diverse group of 20 passionate(and growing) people aiming to revolutionize the financial service industry with modernized debt collection solutions which is time-efficient and cost-efficient. CallXon integrated lead management, task funneling, and remote calling in a single platform increasing the productivity of the collection process as a whole. CallXon helps to provide more timely, detailed and accurate customer reporting,executive performance and further action to execute. Systematic approach to track your leads, filter out task for follow-up execution, effective task allocation to executive, location constraints for calling is removed, groups customer as their behaviour, and generates graphical reports and progresses.
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