# Take the Leads Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Take the Leads Software - reviews, pricing plans, popular comparisons to other Lead Management products and more. Source: https://www.capterra.com/p/10036952/Take-the-Leads --- # Take the Leads Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on February 24, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) Take the Leads ## What is Take the Leads? Take the Leads is a lead management software that consolidates leads from multiple platforms into a unified inbox. The system features AI-powered lead scoring that evaluates opportunities based on factors like deal size and conversion likelihood, helping prioritize valuable prospects. The platform streamlines the quoting process by tracking quotes, pricing, and job outcomes to enhance win rates. It also identifies returning customers, which can strengthen business relationships. Take the Leads offers a mobile-first dashboard that allows for lead management from any location, complemented by team management tools that facilitate collaboration. The dashboard presents analytics and ROI tracking to measure platform performance and lead conversion rates. The system automatically ingests leads from connected email accounts and can capture submissions from website contact forms, eliminating the need to monitor multiple applications. ## What is Take the Leads used for? [Lead Management](https://www.capterra.com/lead-management-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $29 Flat Rate, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Take the Leads?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://atomic-software.com/&name=Take the Leads) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Take the Leads 0.0 VS. [4.5 (4,470)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting Price $29 per user, per month Starting Price $20 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.4 (4,371) Value For Money 0.0 (0) Value For Money 4.3 (3,503) Customer Service 0.0 (0) Customer Service 4.4 (3,512) ## Take the Leads alternatives [4.4 (18,790)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars Highest Rated [4.7 (738)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) Starting price $7.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.3 (6,982)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [4.5 (565)](https://www.capterra.com/p/207295/Seamless-AI/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars ## FAQs about Take the Leads Overview ### What company size and specific industries is Take the Leads built for? Take the Leads is designed for small to mid-sized service businesses that rely on lead generation platforms, especially trades contractors, plumbers, electricians, roofers, HVAC professionals, and similar field service providers. It fits companies in home services and other trade-based industries that need a way to manage incoming leads. Features and Usability ### What are the key features of Take the Leads? Take the Leads offers lead capture, lead generation, lead qualification, lead nurturing, and lead distribution for sales teams. It also includes web forms, interaction tracking, source tracking, real-time data, reporting and analytics, sales reports, alerts and notifications, an activity dashboard, third-party integrations, and API access. Talk to an expert ### More questions? Ask our experts Pricing ### How much does it cost and what fees or limitations are included? Take the Leads starts at $29 per month for the Solo plan for 1 user, with AI lead scoring, basic reporting, email and SMS notifications, and unlimited lead ingestion. The Team plan costs $79 per month for up to 5 users, and Enterprise pricing is not listed. A free trial is available. Integrations ### Which third-party tools and platforms does Take the Leads integrate with? Take the Leads integrates with 7 third-party tools, including Gmail, Mailgun, and Twilio for communication, plus Stripe for payments. It also connects with Bark, Houzz Pro, and Nextdoor, covering lead generation and service workflow needs across local business and home services categories. Getting Started and Support ### What training and onboarding options does Take the Leads offer? Take the Leads provides documentation as its training option. This written reference material can help users review setup steps, learn core features, and find guidance while working through the product at their own pace. Getting Started and Support ### What customer support options does Take the Leads offer? Take the Leads provides email/help desk support, chat, a knowledge base, and FAQ/forum resources. These channels give users several ways to get help and find answers. Without reviewer feedback on support experiences, no claims can be made about response times, helpfulness, or common frustrations. ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges API Application programming interface that allows for integration with other systems/databases For Sales Teams/Organizations Caters to sales teams Generative AI Use AI to generate content in the form of text, images, videos, etc. Interaction Tracking Track interaction history by documenting conversations for contacts Take the Leads 20 features Dashboard to view the status of ongoing processes, identify current incidents and track past activities Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Caters to sales teams Use AI to generate content in the form of text, images, videos, etc. Track interaction history by documenting conversations for contacts Automatically identify and save contact information of potential customers Route and distribute your leads to third party buyers Manage the process of attracting and converting business prospects into leads Engage with a lead throughout the sales process by actively providing information Score a lead on their quality or likelihood to buy based on certain behaviors Divide leads into buckets based on predefined criteria and routing rules Observe and track the demand, usage, progress or quality of a system, product, or user Receive data and information in real time View and track pertinent metrics to find patterns and gain insights from data Reports specific to sales analysis for trends and strategies Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. Create, save, and re-purpose templates for emails, forms, etc. Set up connections to third-party platforms to improve business processes Web form that allows users to enter data that is sent and processed for different reasons Get Advice We can help you find the software with the features you need. ## Pricing Free Trial Solo $29.00 Flat Rate,Per Month It includes: - 1 user - Unlimited lead ingestion - AI lead scoring - Email & SMS notifications - Basic reporting - Email support Team $79.00 Flat Rate,Per Month It includes: - Everything included in the Solo plan - Up to 5 team members - Custom roles & permissions - Lead assignment - Shared dashboard - Priority support ## Integrations [ Gmail](https://www.capterra.com/p/202338/Gmail/)[ Stripe](https://www.capterra.com/p/123889/Stripe/)[ Houzz Pro](https://www.capterra.com/p/199689/Houzz-Pro/)[ Twilio](https://www.capterra.com/p/180158/Twilio-Communications-Platform/)[ Mailgun](https://www.capterra.com/p/159630/Mailgun/)[ Nextdoor](https://www.capterra.com/p/207178/Nextdoor/)[ Bark](https://www.capterra.com/p/276483/Bark/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.