--- title: "Take the Leads Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Take the Leads Software - reviews, pricing plans, popular comparisons to other Predictive Lead Scoring products and more." source_url: "https://www.capterra.com/p/10036952/Take-the-Leads/" page_type: "product" language: "en" --- # Take the Leads Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 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/)[Predictive Lead Scoring](https://www.capterra.com/predictive-lead-scoring-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 Free version not included 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://www.g2.com/products/take-the-leads/claim_requests/new?auto=true) ## Take the Leads Overview Updated September 2026 AI summary Take the Leads supports small businesses in managing and optimizing their sales pipeline through lead capture, qualification, nurturing, and segmentation. With features like interaction tracking, real-time data, automated alerts, and generative AI, it facilitates lead distribution and sales reporting. The platform offers web and mobile deployment, along with API access and third-party integrations for flexible use. ## 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. [4.3 (716)](https://www.capterra.com/p/75130/Marketo-Lead-Management/reviews/) Starting Price $29 per user, per month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 3.8 (4,388) Value For Money 0.0 (0) Value For Money 3.9 (3,517) Customer Service 0.0 (0) Customer Service 3.9 (3,527) ## Take the Leads alternatives [4.4 (18,810)](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 [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) [4.5 (4,487)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/152373/HubSpot-CRM/) [Seamless](https://www.capterra.com/p/207295/Seamless-AI/) [4.5 (590)](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 [Learn More](https://www.capterra.com/p/207295/Seamless-AI/) [AWeber](https://www.capterra.com/p/95949/AWeber-Email-Marketing/) [4.4 (323)](https://www.capterra.com/p/95949/AWeber-Email-Marketing/reviews/) Starting price $15.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/95949/AWeber-Email-Marketing/) ## 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 trades contractors and service businesses that depend on lead generation, including plumbers, electricians, roofers, HVAC professionals, and similar home service providers. Features and Usability ### What are the key features of Take the Leads? Take the Leads includes lead capture, lead generation, lead nurturing, lead qualification, and lead segmentation for sales teams. It also offers interaction tracking, source tracking, alerts and notifications, activity dashboard, and reporting and analytics. Additional features include web forms, template management, third-party integrations, API access, and generative AI. Pricing ### How much does it cost and what fees or limitations are included? Take the Leads starts at $29/month for the Solo plan, which covers 1 user and includes AI lead scoring, basic reporting, email and SMS notifications, and unlimited lead ingestion. The Team plan is $79/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, Twilio, and Stripe for communication and payments, plus Bark, Houzz Pro, and Nextdoor for lead and local service workflows. Getting Started and Support ### What training and onboarding options does Take the Leads offer? Take the Leads provides documentation to help teams get started. Documentation offers written reference material for reviewing features, following setup steps, and finding guidance at any time. Getting Started and Support ### What customer support options does Take the Leads offer? Take the Leads provides email/help desk support, FAQ/forum access, a knowledge base, and chat. These channels give users multiple ways to find answers or contact support directly. ## Features AI summary Based on 5,388 Predictive Lead Scoring reviews Capterra data shows that buyers of Lead Management software rank the following features as their top priorities: - **Contact Management** (**44%** of reviewers rated this feature as critical) - **CRM** (**47%**) - **Lead Capture** (**42%**) Take the Leads supports **Lead Capture**, which helps businesses bring new prospects into the system and keep lead intake organized. However, it does not include **Contact Management** or **CRM**. Instead, it offers **Reporting/Analytics** (**37%**) and **Interaction Tracking** (**36%**), giving teams other ways to monitor lead activity and review performance trends. These features help businesses track outreach, spot patterns in the sales process, and make better follow-up decisions. 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 ### All Features - 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 - Lead Capture: Automatically identify and save contact information of potential customers - Lead Distribution: Route and distribute your leads to third party buyers - Lead Generation: Manage the process of attracting and converting business prospects into leads - Lead Nurturing: Engage with a lead throughout the sales process by actively providing information - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Lead Segmentation: Divide leads into buckets based on predefined criteria and routing rules - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Real-Time Data: Receive data and information in real time - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Sales Reports: Reports specific to sales analysis for trends and strategies - Sales Trend Analysis: Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Web Forms: 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 [View pricing plan details](https://www.capterra.com/p/10036952/Take-the-Leads/pricing/) 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 Enterprise Custom Quote Available. It includes: - Unlimited Users - API Access - Dedicated Support - Custom Integrations - 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.