# Best Lead Scoring Software for Small Business - Page 2

## How Many Lead Scoring Software Products Does G2 Track?

**Total Products under this Category:** 109

### Category Stats (Aug 2026)

- **Average Rating:** 4.47/5 (↓0.01 vs Jul 2026) The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** Evergrowth (+2.35%) - Among all products in this category, Evergrowth recorded the largest rating increase compared to last month

_Last updated: August 01, 2026_

## How Does G2 Rank Lead Scoring Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 73,400+ Authentic Reviews
- 109+ Products
- Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

## G2 Grid® for Lead Scoring Software
 ![G2 Grid® for Lead Scoring Software plotting products by satisfaction and market presence](https://www.g2.com/categories/lead-scoring/grids.png?focus%5B%5D=506&focus%5B%5D=1934&focus%5B%5D=19743&focus%5B%5D=14535&focus%5B%5D=135441&focus%5B%5D=576&focus%5B%5D=15218&focus%5B%5D=68577)

Highlighted products: Agentforce Sales (formerly Salesforce Sales Cloud), ActiveCampaign, Apollo.io, Vanillasoft, GTM Studio - Powered by ZoomInfo, Zoho CRM, WhatConverts, and EngageBay.

Underlying data: [Grid® JSON](https://www.g2.com/categories/lead-scoring/grids.json?focus%5B%5D=agentforce-sales-formerly-salesforce-sales-cloud&focus%5B%5D=activecampaign&focus%5B%5D=apollo-io&focus%5B%5D=vanillasoft&focus%5B%5D=gtm-studio-powered-by-zoominfo&focus%5B%5D=zoho-crm&focus%5B%5D=whatconverts&focus%5B%5D=engagebay&segment=small-business)

**Sponsored**

### Apollo.io

Apollo.io is an AI-powered go-to-market (GTM) platform that helps revenue teams find, engage, and manage B2B buyers across the entire sales cycle. Apollo.io is the company behind the industry’s first fully agentic GTM platform, transforming how revenue teams execute. Going beyond automation, Apollo’s intelligent agents actively drive results across the entire sales funnel – from prospecting to deal management – all in one place. Trusted by millions of users and hundreds of thousands of companies – including Anthropic, Autodesk, and Docusign – Apollo is making world-class go-to-market simple, intelligent, and accessible for all. Apollo serves sales development representatives, account executives, sales leaders, revenue operations, and marketing teams at B2B organizations of various sizes. Teams use Apollo to build and maintain target account lists, orchestrate outbound and inbound motions, manage opportunities, and understand which activities lead to qualified pipeline and closed revenue. Key capabilities include: Data and targeting: Access to a large B2B database with company and contact details, including firmographic, technographic, and buyer signal data, so users can define ideal customer profiles and create precise segments for outreach. Prospecting and enrichment: Tools to search, filter, and save prospect lists, plus enrichment workflows that keep contact and account records up to date in Apollo and connected systems such as CRM. Sales engagement: Multi-step, multi-channel sequences for email, calls, and tasks that standardize how reps follow up with prospects, with controls for timing, throttling, and deliverability. Agentic and AI-assisted workflows: Intelligent agents and AI features that help with account research, lead scoring, message generation, and next-step recommendations so reps can prioritize and personalize at scale. Deal and activity management: Basic CRM-style functionality for tracking opportunities, stages, activities, and notes, giving teams a single view of pipeline health and sales performance. By combining data, engagement, and deal execution in one platform, Apollo is designed to reduce the number of disconnected tools in a typical GTM stack and provide a consistent workflow for building pipeline and managing deals. This helps organizations improve data quality, increase seller productivity, and run more structured, measurable go-to-market programs.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=495&secure%5Bchosen_at%5D=2026-08-02T20%3A38%3A05Z&secure%5Bdisplayable_resource_id%5D=495&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=495&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=19743&secure%5Bresource_id%5D=495&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Flead-scoring%2Fsmall-business%3Fpage%3D2%26segment%3Dsmall-business&secure%5Btoken%5D=6d9920e5557a0641232aea367a965e7f1f55b05b1e715f50e23d77d8512da528&secure%5Burl%5D=https%3A%2F%2Fwww.apollo.io%2Fdemo%3Futm_source%3Dg2%26utm_medium%3Dcpc%26utm_campaign%3DG2Clicks%26utm_content%3Dtopic%26utm_term%3Dleadscoring&secure%5Burl_type%5D=custom_url)

### [Salespanel](https://www.g2.com/products/salespanel/reviews)

Salespanel is a marketing analytics, account intelligence, and first-party intent data tracking software for B2B businesses. In the cookieless tracking era, our product helps businesses identify prospects with buying intent, track entire customer journeys, and plug data into their sales and marketing systems.  Identify target accounts, track customer journeys across multiple touchpoints, and forward prospects with high lead scores to your sales teams.  Schedule a demo or start your 14-day free trial today!

**Average Rating:** 4.6/5.0

**Total Reviews:** 32

#### How Do G2 Users Rate Salespanel?

- **Analysis:** 8.3/10 (Category avg: 8.4/10)
- **Conversion Viability:** 7.7/10 (Category avg: 8.2/10)
- **Lead Opportunity:** 8.9/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.1/10)

#### Who Is the Company Behind Salespanel?

- **Seller:** [Salespanel](https://www.g2.com/sellers/salespanel)
- **Year Founded:** 2018
- **HQ Location:** Pune, IN
- **Twitter:** @salespanel  
148 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0f988f9a65a446ea372b1bc8aaf71a9122123e453d72fc463b8ee6c070cc3883&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F14453369&secure%5Burl_type%5D=linkedin_company_website)  
7 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Marketing and Advertising, Computer Software
- **Company Size:** 81% Small, 16% Medium

#### What Do G2 Reviewers Say About Salespanel?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **easy integration** of Salespanel, which simplifies CRM setups and enhances overall sales efficiency.
- Users value the **automation capabilities** of Salespanel, enhancing lead tracking and focusing efforts on high-potential prospects.
- Users value the **automation efficiency** of Salespanel, streamlining lead tracking and improving focus on high-value prospects.
- Users appreciate the **advanced customer engagement features** of Salespanel, enhancing lead qualification and prioritization significantly.
- Users appreciate the **efficiency** of Salespanel, streamlining lead tracking and enhancing focus on high-potential prospects.

##### Cons

- Users face a **steep learning curve** with reporting features, complicated by outdated UI and insufficient API documentation.
- Users face challenges with **data accuracy** due to insufficient API documentation and a complicated user interface.
- Users struggle with **difficult reporting** , facing a steep learning curve and outdated design complicating navigation and analysis.
- Users find the **costs escalate quickly** with increased site traffic, making it expensive for growing businesses.
- Users face **landing page issues** due to outdated UI, excessive navigation clicks, and inadequate API documentation.

#### What Are Recent G2 Reviews of Salespanel?

**["All-in-One Functionality, Easy Integrations, and Excellent Support"](https://www.g2.com/survey_responses/salespanel-review-13148307)**

**Rating:** 5.0/5.0 stars

_— Jan Jaap G._

[Read full review](https://www.g2.com/survey_responses/salespanel-review-13148307)

**["A Valuable Tool for B2B Lead Generation"](https://www.g2.com/survey_responses/salespanel-review-13149330)**

**Rating:** 5.0/5.0 stars

_— Dave B._

[Read full review](https://www.g2.com/survey_responses/salespanel-review-13149330)

#### What Are G2 Users Discussing About Salespanel?

- [What is Salespanel used for?](https://www.g2.com/discussions/what-is-salespanel-used-for)

### [Zoho SalesIQ](https://www.g2.com/products/zoho-salesiq/reviews)

Zoho SalesIQ is a customer engagement platform with live chat, website visitor tracking, and analytics capabilities that helps you know your visitors, engage them, and support your customers in real time. Loaded with all the features a customer expects and a lot more, including live visitor tracking, live chat translate, live chat, automated chat triggers, lead scoring, audio call, screen share, profanity management, chat preview, codeless bot, answer bot, chat routing, internal chat, agent mobile app, SDK for iOS and Android, and integrations with popular IM channels like Whatsapp, Instagram, FB Messenger, and Telegram. All of this in a single platform.

**Average Rating:** 4.4/5.0

**Total Reviews:** 237

#### How Do G2 Users Rate Zoho SalesIQ?

- **Analysis:** 7.9/10 (Category avg: 8.4/10)
- **Conversion Viability:** 7.5/10 (Category avg: 8.2/10)
- **Lead Opportunity:** 7.7/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.1/10)

#### Who Is the Company Behind Zoho SalesIQ?

- **Seller:** [Zoho](https://www.g2.com/sellers/zoho-b00ca9d5-bca8-41b5-a8ad-275480841704)
- **Year Founded:** 1996
- **HQ Location:** Austin, TX
- **Twitter:** @Zoho  
137,880 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9c8e45ddb296c32c6c5597ef9ba945c94562c57624f7bd1dcf1a9e9931f71578&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F38373%2F&secure%5Burl_type%5D=linkedin_company_website)  
30,766 employees on LinkedIn®
- **Phone:** +1 (888) 900-9646 

#### Who Uses This Product?

- **Who Uses This:** CEO, Director
- **Top Industries:** Information Technology and Services, Marketing and Advertising
- **Company Size:** 72% Small, 20% Medium

#### What Do G2 Reviewers Say About Zoho SalesIQ?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Zoho SalesIQ, facilitating seamless real-time engagement and efficient customer interactions.
- Users appreciate the **responsive real-time engagement** of Zoho SalesIQ, enabling effective visitor tracking and automated customer interactions.
- Users love the **real-time engagement features** of Zoho SalesIQ, enhancing interactions and boosting conversions effortlessly.
- Users appreciate the **seamless integrations** of Zoho SalesIQ, enhancing customer support and business efficiency effortlessly.
- Users praise the **superb customer support** of Zoho SalesIQ, finding it responsive and extremely helpful in managing interactions.

##### Cons

- Users experience **excessive notifications** , including delays and duplicates, which can disrupt the overall user experience on Zoho SalesIQ.
- Users find the **learning curve steep** with Zoho SalesIQ due to extensive customization and multiple integrations.
- Users find **customization limited** in Zoho SalesIQ, feeling overwhelmed by initial setup and execution complexities.
- Users experience **notification issues** with delays and double alerts on the Android app, impacting overall usability.
- Users find the interface of Zoho SalesIQ **not intuitive** , making initial setup and customization feel overwhelming and complex.

#### What Are Recent G2 Reviews of Zoho SalesIQ?

**["Zobot Makes Customization and Lead Qualification Effortless"](https://www.g2.com/survey_responses/zoho-salesiq-review-12630837)**

**Rating:** 5.0/5.0 stars

_— MANISH K._

[Read full review](https://www.g2.com/survey_responses/zoho-salesiq-review-12630837)

**["Real-Time Visitor Tracking and CRM Integration On-the-Go"](https://www.g2.com/survey_responses/zoho-salesiq-review-12096763)**

**Rating:** 4.5/5.0 stars

_— Nayeem M._

[Read full review](https://www.g2.com/survey_responses/zoho-salesiq-review-12096763)

### [Workbooks](https://www.g2.com/products/workbooks/reviews)

Workbooks is a cloud-based Customer Relationship Management (CRM) solution designed specifically for midmarket firms seeking to streamline their business processes and enhance customer engagement. This comprehensive platform integrates various aspects of business operations, allowing organizations to manage their sales, marketing, and customer service functions from a single interface. By combining advanced software capabilities with exceptional consultancy, implementation, and support services, Workbooks aims to deliver a seamless experience for its users. Targeted at midmarket companies, Workbooks addresses the unique challenges these organizations face, such as resource constraints and the need for scalable solutions. The platform is particularly beneficial for businesses looking to improve their customer relationships and operational efficiency without the complexities often associated with larger CRM systems. Workbooks is designed to cater to a diverse range of industries, making it a versatile choice for firms that require a tailored approach to CRM. One of the standout features of Workbooks is its co-funded implementation model, which significantly reduces the cost and risk associated with CRM projects. This approach not only makes the software more accessible but also ensures that businesses receive the necessary support during the setup process. By working closely with clients, Workbooks delivers a customized CRM solution that aligns with specific business needs, all while maintaining an off-the-shelf price point. This unique offering allows organizations to benefit from a tailored system without the financial burden typically associated with bespoke software development. In addition to its cost-effective implementation, Workbooks provides a range of key features that enhance its functionality. Users can expect robust tools for sales automation, marketing campaign management, customer service tracking, project and task management, and sales order processing. The platform also includes advanced reporting and analytics capabilities, enabling businesses to gain valuable insights into their operations and customer interactions. This data-driven approach empowers organizations to make informed decisions and optimize their strategies for better outcomes. The Workbooks platform is powered by AI agents which can be automated via workflows to boost productivity and help drive greater revenue growth. Overall, Workbooks stands out in the CRM landscape by offering a comprehensive solution that combines powerful software with dedicated support services. Its focus on midmarket firms, cost-effective implementation, and customizable features makes it an attractive option for businesses looking to enhance their customer relationship management efforts. By integrating various business functions into a single platform, Workbooks helps organizations improve efficiency, reduce operational risks, and ultimately drive growth.

**Average Rating:** 4.3/5.0

**Total Reviews:** 534

#### How Do G2 Users Rate Workbooks?

- **Analysis:** 7.5/10 (Category avg: 8.4/10)
- **Conversion Viability:** 7.9/10 (Category avg: 8.2/10)
- **Lead Opportunity:** 7.5/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 9.1/10)

#### Who Is the Company Behind Workbooks?

- **Seller:** [Workbooks](https://www.g2.com/sellers/workbooks)
- **Year Founded:** 2009
- **HQ Location:** Reading, Berkshire
- **Twitter:** @Workbooks  
2,702 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9d79783bcf88166402cb5cea759d7a4f8bf066bc96806c6d2280bdda33f6abd0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F225937%2F&secure%5Burl_type%5D=linkedin_company_website)  
65 employees on LinkedIn®
- **Phone:** +44 (0) 118 3030 100

#### Who Uses This Product?

- **Who Uses This:** Managing Director, Director
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 60% Small, 33% Medium

#### What Do G2 Reviewers Say About Workbooks?

_AI-generated summary from verified user reviews_

##### Pros

- Users highlight the **ease of use** of Workbooks, appreciating its simple navigation and intuitive interface for tracking clients.
- Users value the **powerful reporting tools** in Workbooks, which enhance decision-making and data handling efficiency.
- Users value the **friendly and reliable customer support** of Workbooks, always providing timely and insightful assistance.
- Users value the **highly customizable options** in Workbooks, allowing tailored solutions for diverse team needs.
- Users value the **extensive feature set** of Workbooks, leveraging customization for effective reporting and decision-making.

##### Cons

- Users face a **steep learning curve** with Workbooks, struggling with setup and intuitive navigation for advanced features.
- Users experience **slow data loading** and lack features like dual screens, impacting overall efficiency and flexibility.
- Users find the **limited features** of Workbooks insufficient as their needs grow, impacting overall usability and efficiency.
- Users find the **complex features** of Workbooks can be clunky and require extra help for straightforward tasks.
- Users find the **limited customization options** in Workbooks restrict their ability to adapt easily and efficiently.

#### What Are Recent G2 Reviews of Workbooks?

**["CRM, projects, marketing, and reporting all in one flow"](https://www.g2.com/survey_responses/workbooks-review-12403469)**

**Rating:** 5.0/5.0 stars

_— Kumail R._

[Read full review](https://www.g2.com/survey_responses/workbooks-review-12403469)

**["All-in-One CRM with Room for Modernization"](https://www.g2.com/survey_responses/workbooks-review-12444760)**

**Rating:** 4.0/5.0 stars

_— Tordsen A._

[Read full review](https://www.g2.com/survey_responses/workbooks-review-12444760)

#### What Are G2 Users Discussing About Workbooks?

- [What is Workbooks used for?](https://www.g2.com/discussions/what-is-workbooks-used-for) - 1 comment

### [BreadcrumbsIO](https://www.g2.com/products/breadcrumbsio/reviews)

Breadcrumbs is a Revenue Acceleration platform with lead scoring at the core that allows you to uncover hidden revenue opportunities at the right time by turning up the volume on intent signals you already have in your database. Breadcrumbs aggregates a multitude of contact data (like demographics and activity) and pinpoints the exact moment when contacts are ready to buy, upsell, or churn - allowing you to target the right people for the right offer at the right time.

**Average Rating:** 4.3/5.0

**Total Reviews:** 22

#### How Do G2 Users Rate BreadcrumbsIO?

- **Analysis:** 9.6/10 (Category avg: 8.4/10)
- **Conversion Viability:** 7.8/10 (Category avg: 8.2/10)
- **Lead Opportunity:** 10.0/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.1/10)

#### Who Is the Company Behind BreadcrumbsIO?

- **Seller:** [BreadcrumbsIO](https://www.g2.com/sellers/breadcrumbsio)
- **Year Founded:** 2020
- **HQ Location:** San Francisco, US
- **Twitter:** @BreadcrumbsIO  
266 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4761db564a21a3b646278af9acd62c73ed107f30aa00d0469a83b82b70a68d93&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbreadcrumbsio%2F&secure%5Burl_type%5D=linkedin_company_website)  
4 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 65% Small, 35% Medium

#### What Are Recent G2 Reviews of BreadcrumbsIO?

**["Breadcrumbs Integration is no more complicated"](https://www.g2.com/survey_responses/breadcrumbsio-review-8326423)**

**Rating:** 4.5/5.0 stars

_— Justin C._

[Read full review](https://www.g2.com/survey_responses/breadcrumbsio-review-8326423)

**["All the data you need, in one place"](https://www.g2.com/survey_responses/breadcrumbsio-review-7154925)**

**Rating:** 4.0/5.0 stars

_— Annette P._

[Read full review](https://www.g2.com/survey_responses/breadcrumbsio-review-7154925)

#### What Are G2 Users Discussing About BreadcrumbsIO?

- [What are breadcrumbs in UX design?](https://www.g2.com/discussions/what-are-breadcrumbs-in-ux-design)
- [Are breadcrumbs good for accessibility?](https://www.g2.com/discussions/are-breadcrumbs-good-for-accessibility)
- [What are software breadcrumbs?](https://www.g2.com/discussions/what-are-software-breadcrumbs)
- [What is the purpose of the breadcrumb feature?](https://www.g2.com/discussions/what-is-the-purpose-of-the-breadcrumb-feature)

### [Saleswings](https://www.g2.com/es/products/saleswings/reviews)

SalesWings es una plataforma de aceleración de ingresos impulsada por IA que ayuda a los equipos de marketing, ventas y agentes emergentes a hacer que cada interacción sea oportuna, relevante e impactante. Proporciona una visión holística y de primera mano de los intereses, la intención y la preparación para la venta de los compradores a través de leads y cuentas, y está diseñada para complementar las nubes de marketing B2C con la "capa B2B" que falta. Diseñada para pilas centradas en Salesforce y herramientas de compromiso adyacentes, SalesWings ofrece integraciones nativas de primera clase con Salesforce Sales Cloud, Marketing Cloud (todas las ediciones), Data Cloud y Agentforce, además de Braze, Segment y otros, para que los insights lleguen donde los equipos ya trabajan. Es un socio certificado de Salesforce ISV y Braze Alloys. Las capacidades principales incluyen la recopilación de datos de comportamiento enriquecidos, la puntuación de leads/cuentas (basada en puntos, predictiva y de ajuste/calificación), el etiquetado de intereses, alertas de ventas en tiempo real (correo electrónico/Slack/navegador), un asistente de ventas de IA para las mejores acciones siguientes, y atribución nativa de CRM e informes de impacto de campañas. SalesWings Interactions añade pop-ups en el sitio dirigidos por comportamiento de alto rendimiento para capturar y calificar la demanda sin una gran carga operativa. Quién se beneficia: La generación de demanda y las operaciones de marketing mejoran la segmentación de la audiencia, el ROI de los canales y la atribución; los equipos de SDR/BDR aumentan la velocidad de respuesta y la conversión con listas y alertas priorizadas; las operaciones de ventas orquestan transferencias más limpias; los AEs obtienen mapas de interés a nivel de cuenta para expandir el tamaño y el tiempo de los acuerdos. Diferenciación: Frente a Salesforce Einstein Lead Scoring, SalesWings añade señales de comportamiento de primera mano nativas, áreas de interés accionables (no solo un número), alertas en tiempo real y activación de MAP dentro de Salesforce Marketing Cloud y Braze. Contra 6sense y Demandbase, SalesWings se mantiene ligero, sin créditos de intención/datos de terceros o DSP para ejecutar, mientras profundiza la activación de señales de primera mano dentro de SFMC/Braze y Salesforce. Comparado con Qualified, SalesWings complementa los viajes existentes con puntuación, etiquetas e Interactions en lugar de reemplazarlos con un SDR autónomo de IA. Outfunnel se centra en la sincronización y la puntuación basada en reglas; SalesWings proporciona asistencia de IA, atribución nativa de CRM y compromiso en el sitio. Por qué importa ahora: Para los equipos que utilizan Salesforce/Braze y necesitan precisión B2B sin expansión de la pila, SalesWings ofrece un tiempo más rápido para obtener valor, menor gestión del cambio e informes de calidad de decisión: poder con simplicidad, integrado donde ocurre el trabajo de ingresos.

**Average Rating:** 4.8/5.0

**Total Reviews:** 34

#### How Do G2 Users Rate Saleswings?

- **Análisis:** 8.5/10 (Category avg: 8.4/10)
- **Viabilidad de conversión:** 8.8/10 (Category avg: 8.2/10)
- **Oportunidad de plomo:** 9.2/10 (Category avg: 8.8/10)
- **¿Ha sido the product un buen socio para hacer negocios?:** 9.6/10 (Category avg: 9.1/10)

#### Who Is the Company Behind Saleswings?

- **Vendedor:** [Saleswings](https://www.g2.com/es/sellers/saleswings)
- **Año de fundación:** 2016
- **Ubicación de la sede:** Lausanne, Switzerland
- **Twitter:** @SalesWingsApp  
4,523 seguidores en Twitter
- **Página de LinkedIn®:** [www.linkedin.com](https://www.g2.com/es/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=03c0ab6a4d718bf01adcf870920b5e523aee634244c258cae023516b814e1f0a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F9328185%2F&secure%5Burl_type%5D=linkedin_company_website)  
17 empleados en LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Software de Computadora, Tecnología de la información y servicios
- **Company Size:** 41% Medium, 32% Small

#### What Do G2 Reviewers Say About Saleswings?

_AI-generated summary from verified user reviews_

##### Pros

- Los usuarios encuentran Saleswings extremadamente **fácil de usar** , apreciando la configuración sencilla y el soporte al cliente excepcional.
- Los usuarios elogian el **excepcional soporte al cliente** de Saleswings, destacando la asistencia personalizada y la orientación completa a lo largo de su viaje.
- Los usuarios aprecian el **diseño intuitivo** de SalesWings, que simplifica los conocimientos y mejora la efectividad del marketing y las ventas.
- A los usuarios les encanta cómo la **integración de CRM mejora la visibilidad y los conocimientos** , conectando sin problemas los esfuerzos de marketing, ventas y finanzas.
- Los usuarios aprecian los **análisis detallados** de SalesWings, transformando los datos de participación en información procesable para mejorar la toma de decisiones.

##### Cons

- Los usuarios encuentran la interfaz de Saleswings **torpe** , especialmente con problemas de organización en las secciones de gestión de etiquetas y puntuaciones.
- Los usuarios desean **un filtrado más intuitivo** en Saleswings, buscando una mejor visibilidad de etiquetas y funcionalidad de búsqueda de cuentas.
- Los usuarios sienten que **el filtrado podría estar más afinado** , lo que hace que sea un desafío gestionar etiquetas y buscar cuentas de manera efectiva.
- Los usuarios notan **problemas de diseño** con las páginas de etiquetas desordenadas y el administrador de puntuaciones, necesitando mejores herramientas de organización para una experiencia mejorada.
- Los usuarios notan la **interfaz desordenada** en Saleswings, particularmente con opciones de organización para etiquetas y puntuaciones siendo limitadas.

#### What Are Recent G2 Reviews of Saleswings?

**["Configuración fácil, documentación clara y soporte receptivo de SalesWings"](https://www.g2.com/es/survey_responses/saleswings-review-12258802)**

**Rating:** 5.0/5.0 stars

_— Adriana E T._

[Read full review](https://www.g2.com/es/survey_responses/saleswings-review-12258802)

**["SalesWings convierte los datos de compromiso en claros conocimientos sobre clientes potenciales y decisiones de gasto más inteligentes."](https://www.g2.com/es/survey_responses/saleswings-review-12406055)**

**Rating:** 5.0/5.0 stars

_— Rhiannon R._

[Read full review](https://www.g2.com/es/survey_responses/saleswings-review-12406055)

#### What Are G2 Users Discussing About Saleswings?

- [¿Para qué se utiliza Saleswings?](https://www.g2.com/es/discussions/what-is-saleswings-used-for)

### [Ortto](https://www.g2.com/products/ortto/reviews)

Autopilot is now Ortto. Ortto, a complete marketing automation and analytics platform, empowers marketers to execute impressive campaigns that drive business growth. By combining three powerful tools into one platform underpinned by AI, teams finally benefit from their marketing automation, customer data, and analytics working together. Sophisticated yet easy-to-use, customers trust Ortto to understand their impact, discover their next marketing opportunity, and continuously iterate to deliver great customer experiences at scale.

**Average Rating:** 4.4/5.0

**Total Reviews:** 610

#### How Do G2 Users Rate Ortto?

- **Analysis:** 8.3/10 (Category avg: 8.4/10)
- **Conversion Viability:** 7.9/10 (Category avg: 8.2/10)
- **Lead Opportunity:** 8.6/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.1/10)

#### Who Is the Company Behind Ortto?

- **Seller:** [Ortto](https://www.g2.com/sellers/ortto)
- **Company Website:** ortto.com
- **Year Founded:** 2015
- **HQ Location:** Sydney, Australia
- **Twitter:** @ortto  
180 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=eeab78941023bd93b8b98b16672f6e9cb88c77f9c038adcded0c2f62f513eb02&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fortto&secure%5Burl_type%5D=linkedin_company_website)  
25 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Marketing Manager, CEO
- **Top Industries:** Marketing and Advertising, Computer Software
- **Company Size:** 71% Small, 27% Medium

#### What Do G2 Reviewers Say About Ortto?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Ortto, making marketing automation and customer data management effortless.
- Users commend the **responsive support team** of Ortto, enhancing their experience with efficient problem-solving and assistance.
- Users love the **intuitive interface** of Ortto, making it easy to manage customer journeys and launch campaigns quickly.
- Users love Ortto for its **powerful marketing features** , simplifying automation, lead management, and analytics in one platform.
- Users value Ortto's **robust data integration** capabilities, enhancing marketing strategies and facilitating informed decision-making.

##### Cons

- Users find Ortto **expensive** , especially as pricing increases with contact growth and essential features are behind a paywall.
- Users find the **learning curve steep** , particularly for complex automations, requiring additional training for effective use.
- Users find Ortto's **limited features** hinder effective reporting, customization, and overall functionality for advanced needs.
- Users express frustration with the **limited customization options** in Ortto, hindering their ability to tailor reports effectively.
- Users find that Ortto has a **steep learning curve** , requiring extensive training to unlock its full potential.

#### What Are Recent G2 Reviews of Ortto?

**["Automation options are incredible"](https://www.g2.com/survey_responses/ortto-review-8022737)**

**Rating:** 5.0/5.0 stars

_— Diana C._

[Read full review](https://www.g2.com/survey_responses/ortto-review-8022737)

**["Extensive Features, Fast Support, Great Value"](https://www.g2.com/survey_responses/ortto-review-12951693)**

**Rating:** 5.0/5.0 stars

_— Kenji S._

[Read full review](https://www.g2.com/survey_responses/ortto-review-12951693)

#### What Are G2 Users Discussing About Ortto?

- [What is Ortto used for?](https://www.g2.com/discussions/ortto-what-is-ortto-used-for) - 1 comment
- [What's another word for autopilot?](https://www.g2.com/discussions/what-s-another-word-for-autopilot)
- [What does it mean to be on autopilot?](https://www.g2.com/discussions/what-does-it-mean-to-be-on-autopilot)

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Spotlight Categories

[Contract Lifecycle Management (CLM) Software](https://www.g2.com/categories/contract-lifecycle-management-clm)

[Sales Performance Management Software](https://www.g2.com/categories/sales-performance-management)

[Product Analytics Software](https://www.g2.com/categories/product-analytics)

[Board Management Software](https://www.g2.com/categories/board-management)

[Account-Based Orchestration Platforms](https://www.g2.com/categories/account-based-orchestration-platforms)

Similar Categories

- [Lead Capture](/categories/lead-capture)
- [Lead Intelligence](/categories/lead-intelligence)

- [Lead Mining](/categories/lead-mining)
- [Other Lead Generation](/categories/other-lead-generation)

- [Visitor Identification](/categories/visitor-identification)

[Browse Lead Scoring Themes](/categories/lead-scoring/themes)

 ![Alanna Iwuh](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Alanna Iwuh")
A

Researched and written by [Alanna&nbsp;Iwuh](https://research.g2.com/insights/author/alanna-iwuh)

Updated 

Products classified in the overall Lead Scoring category are similar in many regards and help companies of all sizes solve their business problems. However, small business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Small Business Lead Scoring to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Small Business Lead Scoring category.

In addition to qualifying for inclusion in the Lead Scoring Software category, to qualify for inclusion in the Small Business Lead Scoring Software category, a product must have at least 10 reviews left by a reviewer from a small business.

Show More

* * *

## How Do You Choose the Right Lead Scoring Software?

### What You Should Know About Lead Scoring Software

### What is Lead Scoring Software?

Lead scoring software is used by companies to evaluate the sale potential of each business lead or opportunity. By using this type of software, companies create scales and benchmarks against which to rank prospects. Lead scoring software helps teams focus on lead opportunities that are most likely to convert into sales, thus saving time. Driving focus on high-value leads helps sales reps save the time they would have spent on less valuable leads, and with that time they are enabled to craft better messaging when approaching ideal customers who have a higher probability of becoming a sale.

Lead scoring systems use a methodology that assigns numerical point values to each lead a business generates. Leads can be evaluated with certain scoring criteria, including the professional information they have submitted to a company and how they have engaged with a website and brand across the internet. The lead scoring model helps sales and marketing campaigns prioritize effective leads, respond to them, and increase the rate at which those leads become customers.

#### What Types of Lead Scoring Software Exist?

There are two main types of lead scoring software—predictive and rules-based software. More information about both types is listed below.

**Predictive lead scoring software:** Predictive lead scoring software is the most common type of lead scoring software. This type of scoring relies on a predictive model as well as machine learning and complex algorithms to identify which leads are best for a company to pursue. These models use external data points, such as demographic information, employee count, job openings, web presence, etc., along with historical data and any interactions the lead prospect previously had with the company, to create a more accurate and informed score. The software also creates a predictive model, often using data from a CRM or marketing platform to pinpoint any behaviors and characteristics that closed or won accounts share.

**Rules-based lead scoring software:** Rules-based lead scoring software is a more traditional type of scoring and is usually standard in most marketing automation platforms. It assigns a numeric value to attitudes, characteristics, and behaviors of a prospect, which is defined by a company’s marketing team, although input from sales is common. The intent is that these scores increase the number of quality leads that are passed to sales. Rule-based scoring can be broken into two categories—implicit and explicit data. Implicit data tracks lead behavior on a website. Explicit data is quantified based on information a prospect enters into a form.

### What are Common Features of Lead Scoring Software?

There are several features included in lead scoring software that benefits marketing, finance, sales, and the company as a whole. The most important features are further discussed below:

**Importing and exporting data:** This feature provides options to easily import and export data to and from multiple file types, such as PDFs, spreadsheets, text files, and more.

**Integration:** Lead scoring software integrates with marketing and sales software, as well as lead intelligence and advanced analytics platforms.&nbsp;

**Comparisons:** This software feature assists in comparing lead scores to company benchmarks while providing reporting and analysis that sales teams use to determine which opportunities to follow, and more importantly, which to avoid.

**Scoring:** Scoring features use criteria such as revenue, budget, and company size to assign scores to leads.

**Rankings:** Lead scoring software contains functionality to create and manage ranking scales for leads based on company objectives and their market position.

[**Analysis**](https://www.g2.com/categories/lead-scoring/f/analysis) **:** Lead scoring software analyzes which leads should be prioritized and then accelerates them up the sales pipeline. The software also matches and assigns leads to the correct sales representative and aligns lead scores with predefined lead distribution criteria.

**Scoring management:** Lead scoring software reports on and analyzes lead scores to determine the conversion rate of lead opportunities, and aligns lead scores and strategy with existing sales operations.

**Attribution:** This aspect of software syncs lead data within the sales database for consistency and accuracy, and provides analysis on lead scores, sales funnel insights, and both open and closed opportunities.&nbsp;

Other Features of Lead Scoring Software: [Lead Management Capabilities](https://www.g2.com/categories/lead-scoring/f/lead-management)

### What are the Benefits of Lead Scoring Software?

Organizations use lead scoring software because it is a key component in an efficient marketing and sales process. By assigning scores to leads, companies determine which leads are ready to send directly to sales and which leads still need to be developed by the marketing team. This practice not only provides sales teams with better-qualified leads but also streamlines communication between the two departments. Below are the benefits associated with using lead scoring software:

**Increased efficiency:** Lead scoring boosts sales efficiency by providing insights into a consumer’s readiness to make a purchase.

**More impactful marketing:** Marketing effectiveness increases when integrating lead scoring software integrates with business practices, enabling organizations to effectively measure the return on investment (ROI) of their marketing efforts.

**Facilitates collaboration:** Lead scoring increases collaboration between marketing and sales to define the profile of sales-ready leads, thus promoting sales and marketing alignment.

**Prioritizes leads:** Through determining which leads to focus on, lead scoring software boosts revenue and helps sales teams avoid wasting time on leads that are not ready to become closed deals.

### Who Uses Lead Scoring Software?

Lead scoring software is mostly used by sales and marketing teams. The most important and relevant reasons for these teams using this software are given below:

**Sales teams:** Lead scoring software allows sales managers and sales teams to measure leads and focus only on the strong or warm leads that produce sales and revenue. This, in turn, helps maximize conversion rates and shorten sales cycles.

**Marketing teams:** Marketing teams use lead scoring software to increase marketing qualified leads (MQL) and sales accepted leads (SAL) conversion rates, which could result in more revenue through increased sales. All departments within a company are expected to take on more revenue responsibility, and marketing departments get value from this software by chasing only viable leads.

**Finance teams:** Finance teams use lead scoring software to track and analyze metrics in regards to sales efficiency, conversion rates, and sales cycles. The more efficient the sales cycle is, the more cost savings a company realizes, and vice versa. Tracking the amount of time and money lost on subpar or premature leads allows an organization to make forecasts and adjustments to minimize these risks in the future.

#### Software Related to Lead Scoring Software

There are several solutions that benefit sales and marketing departments that also integrate with or provide similar features of lead scoring software. A couple examples of these software categories are listed below:

[CRM software](https://www.g2.com/categories/crm) **:** CRM software, sometimes referred to as sales force automation (SFA) software, helps businesses track and manage interactions in a single system of record by creating a customer profile. A CRM records interactions between a business, its prospects, and its existing customers. It also eases those interactions by placing all relevant customer data, including contact information, history, and transaction summaries into a concise live record. Effective CRM also helps organizations follow up with key prospects.

&nbsp;[Lead capture software](https://www.g2.com/categories/lead-capture) **:** Lead capture software is used by companies to find new sales opportunities. Since most markets are very competitive, companies must discover new business opportunities ahead of the competition. Lead capture software is used by salespeople for lead generation through using information gathered from various sources including direct from leads, sales representatives, marketing practitioners, or customer support agents.

[Lead-to-account matching and routing software](https://www.g2.com/categories/lead-to-account-matching-and-routing) **:** Another related software is lead-to-account matching and routing tools. This software type automatically matches new leads to account records in a CRM and then connects them to salespeople in the same territory. Although the basic functionality is similar to a CRM or marketing automation platform, lead-to-account matching and routing systems have the advantage of managing complex workflows.

### Challenges with Lead Scoring Software

Although lead scoring tools have the potential to greatly improve the process of finding MQLs and high-value customers, they do not come without complications. Below is a list of key challenges associated with lead scoring software:

**Based on assumptions:** Setting up lead scoring in an automated tool requires attributing positive or negative traits of MQLs based on assumptions and guesses. Predictive lead scoring often hones in on traits such as demographics or information entered into a business’ website. However, what makes a lead high value can vary from company to company and product to product.

**Labor-intensive:** Building an automated lead scoring system requires an immense amount of brainpower and labor. In addition, although a formula may fit in the present, it will need to be continuously revised and optimized. Lead scoring is not a cavalier undertaking and should not be underestimated.

### How to Buy Lead Scoring Software

#### Requirements Gathering (RFI/RFP) for Lead Scoring Software

The first step of buying a lead scoring software is developing a list of features and functionalities a product must have to suit one’s company. Buyers can start by creating a short list of general features and must haves, and then create a long list that has more specific functionalities that could act as tiebreakers.

#### Compare Lead Scoring Software Products

**Create a long list**

Buyers can consider the following features to assemble a long list of potential products:

- Integration capabilities with other tools (e.g., CRM and marketing databases)
- Cost

**Create a short list**

Buyers can consider the following features to assemble a short list of top contenders for purchase:

- Rules-based lead scoring vs. predictive lead scoring
- Cloud-based program vs. on-site hardware

**Conduct demos**

After narrowing down the long list to a short list, one should conduct product demonstrations to ensure the way the software operates would suit their business. Buyers must be certain to see if a rules-based or predictive lead scoring system would work better. Also, if the product operates on a cloud, it’s important to ask questions about cybersecurity and collaboration with remote teams.

#### Selection of Lead Scoring Software

**Choose a selection team**

The selection team for purchasing lead scoring software should consist of the chief marketing officer, chief executive officer, management leads in IT, and the chief finance officer. Leadership across these various disciplines will ensure the chosen product accomplishes key business goals within a reasonable budget.

**Negotiation**

During the negotiation process, one should be prepared to come up against the vendor’s strongest salespeople. For this reason, one must have all company goals and needs clearly articulated to ensure the product is indeed the best fit.

**Final decision**

In order to make the final decision, each member of the decision-making team must agree that the product meets key criteria. Marketing must be convinced there will be a measurable ROI. The CEO will be looking for signs that the product serves the bottom-line—numbers and money. Therefore, a CEO must believe a lead scoring system will help boost revenue and please investors. IT executives will look out for technicalities and the ease of integration into current operating systems. Finally, the CFO will need to be persuaded that the lead scoring tool will shorten sales cycles and increase conversion rates. Once all of these stakeholders are on board, the final decision can be made.

### Lead Scoring Software Trends

**Artificial intelligence (AI):** Lead scoring platforms equipped with AI can collect and analyze more data in a shorter period of time. AI helps this software analyze data from several sources, including social media, email, CRM systems, and other company systems. AI is also able to create and test different predictive scoring models, automatically selecting the best one based on a sample data set. Another functionality of AI that plays an important part in lead scoring software is increasing accuracy in data by constantly incorporating new insights and continually reanalyzing data.