Your sales team is drowning in leads, but here's the problem: most of them aren't worth pursuing. Manual lead screening burns hours that could be spent closing deals, and the inconsistency means good prospects slip through while tire-kickers get premium attention. Automated lead screening software solves this by instantly evaluating, scoring, and routing leads based on criteria that actually matter to your business.
We've tested and researched the top platforms to help you find the right fit—whether you need AI-powered qualification, CRM integration, or enterprise-scale screening capabilities. Here's what to look for and which tools deliver.
1. Orbit AI
Best for: Teams that want to qualify leads at the moment of capture with beautiful, conversion-optimized forms
Orbit AI combines intelligent form building with built-in lead qualification, screening prospects the instant they submit instead of waiting for post-capture analysis.
Where This Tool Shines
The platform's standout feature is how it embeds qualification directly into the form experience. Rather than collecting data first and screening later, Orbit AI evaluates leads in real-time as they fill out forms, immediately routing qualified prospects to the right sales rep while deprioritizing poor fits.
This approach eliminates the lag time between form submission and sales contact, which is critical when high-intent prospects are comparing multiple solutions. The form builder itself focuses on modern design that actually converts, not just captures data.
Key Features
AI-Powered Lead Qualification: Automatically evaluates form responses against your ideal customer profile and assigns priority scores.
Smart Routing: Routes qualified leads directly to appropriate sales reps based on territory, product interest, or custom criteria.
Native CRM Integration: Syncs seamlessly with Salesforce, HubSpot, and other major CRMs without middleware.
Conversion-Optimized Templates: Pre-built form designs tested for maximum completion rates across industries.
Real-Time Scoring: Instant lead prioritization visible to your sales team the moment a form is submitted.
Best For
High-growth B2B teams that generate leads through website forms and want to eliminate the gap between capture and qualification. Particularly valuable if your sales team wastes time on unqualified inquiries or if hot leads cool off during manual screening delays.
Pricing
Free tier available for teams getting started. Paid plans start at competitive rates designed for growing teams, scaling with form submissions and advanced features.
2. Clearbit
Best for: Data enrichment and firmographic screening based on company attributes and technology stack
Clearbit automatically appends detailed company and contact data to incoming leads, enabling instant screening based on factors like company size, revenue, and installed technologies.
Where This Tool Shines
Clearbit excels at transforming minimal form data into comprehensive lead profiles. Submit an email address, and Clearbit returns company size, industry, funding stage, technology stack, and dozens of other data points that help you instantly assess fit.
The platform's Reveal feature identifies anonymous website visitors by matching IP addresses to companies, creating screening opportunities even before someone fills out a form. This is particularly powerful for account-based strategies where knowing which target accounts are actively browsing matters more than individual contact details.
Key Features
Real-Time Enrichment: Appends firmographic and technographic data to form submissions instantly, no batch processing delays.
Visitor Identification: Reveals which companies are browsing your site anonymously, enabling proactive outreach to qualified accounts.
Deep CRM Integration: Native connections with Salesforce and HubSpot automatically enrich records as they're created.
Technology Detection: Identifies what software and platforms prospects use, helping qualify based on technical fit.
Custom Scoring Models: Build qualification rules based on any combination of enriched data points.
Best For
B2B companies that sell to specific company profiles and need rich firmographic data to make screening decisions. Especially valuable if your ideal customer profile includes factors like company size, industry, or technology stack that prospects rarely volunteer in forms.
Pricing
Custom pricing based on enrichment volume. Entry-level plans typically start around $99 per month for smaller volumes, scaling up for enterprise needs.
3. Chili Piper
Best for: Instant meeting booking with qualified leads, eliminating scheduling friction and speed-to-contact delays
Chili Piper screens form submissions and immediately books meetings with qualified prospects, turning hot leads into scheduled conversations within seconds.
Where This Tool Shines
The platform's genius is removing the back-and-forth scheduling dance that kills momentum with interested prospects. When a qualified lead submits a form, Chili Piper instantly displays available meeting slots and books the appointment on the spot—no email chains, no calendar links, no delays.
This speed-to-contact advantage is massive for competitive markets where prospects are evaluating multiple vendors simultaneously. The first company to get a meeting scheduled often has a significant edge, and Chili Piper automates that competitive advantage.
Key Features
Instant Booking: Shows available meeting times immediately after form submission for qualified leads.
Smart Routing Rules: Assigns meetings to the right rep based on territory, product line, deal size, or custom criteria.
Form-Based Qualification: Screens leads based on form responses before offering meeting slots.
CRM Automation: Logs all meetings and lead data directly into Salesforce or HubSpot without manual entry.
No-Show Prevention: Automated reminders and rescheduling options reduce meeting cancellations.
Best For
Sales teams with consultative sales processes that rely on discovery calls and demos. Most effective when your qualified leads are ready to talk immediately and speed-to-contact directly impacts conversion rates.
Pricing
Starts at $15 per user per month for basic meeting scheduling features. Advanced routing and qualification capabilities require higher-tier plans.
4. Leadfeeder
Best for: Identifying and scoring companies that visit your website before they submit forms
Leadfeeder reveals which companies are browsing your site, scores them based on behavior and fit, and alerts your team when high-value accounts show buying intent.
Where This Tool Shines
Most lead screening tools only work after someone fills out a form, but Leadfeeder identifies qualified prospects during their anonymous research phase. By matching IP addresses to companies, it shows you which organizations are exploring your pricing page, reading case studies, or comparing features—even if they haven't made contact yet.
The behavioral scoring adds crucial context: a target account that visits your site once gets a different priority than one that returns multiple times and spends fifteen minutes on your product pages. This intent signal helps sales teams focus on accounts that are actively in-market.
Key Features
Company Identification: Matches website visitors to company records using IP address intelligence.
Behavioral Scoring: Ranks companies based on pages viewed, visit frequency, and time spent on key content.
Custom Filters: Create segments based on company attributes, behavior patterns, or your ideal customer profile.
CRM Synchronization: Automatically syncs identified companies with Salesforce and HubSpot records.
Real-Time Alerts: Slack notifications when target accounts or high-scoring companies visit your site.
Best For
Account-based sales teams that want to engage prospects before they submit forms, and companies with longer sales cycles where multiple stakeholders research anonymously before making contact.
Pricing
Free tier available with limited features. Paid plans start at $139 per month, scaling based on the number of companies identified and advanced filtering needs.
5. MadKudu
Best for: Product-led growth companies that need to identify high-intent users based on product usage signals
MadKudu uses machine learning to analyze product usage patterns and firmographic data, identifying which free users or trial accounts are most likely to convert to paid customers.
Where This Tool Shines
Traditional lead scoring focuses on form fills and marketing engagement, but MadKudu specializes in product-qualified leads (PQLs)—users whose behavior inside your product indicates serious buying intent. It analyzes patterns like feature adoption, usage frequency, team size, and collaboration activity to predict conversion likelihood.
This is transformative for PLG companies where thousands of users might sign up for free accounts, but only a small percentage represent real revenue opportunities. MadKudu helps sales teams focus on the users who are actually getting value and approaching natural upgrade moments.
Key Features
Machine Learning Models: Predictive scoring based on historical conversion patterns and product usage signals.
Product Usage Integration: Connects with your product analytics to incorporate behavioral data into scoring.
PQL Identification: Automatically flags users who match product-qualified lead criteria based on engagement depth.
Data Warehouse Support: Integrates with Segment, Snowflake, and other data platforms for comprehensive analysis.
Custom Model Training: Adapts scoring algorithms to your specific product and customer patterns over time.
Best For
SaaS companies with freemium or free trial models where product usage is the strongest signal of purchase intent. Essential if your sales team struggles to prioritize among thousands of self-serve signups.
Pricing
Custom pricing based on user volume and integration complexity. Typically positioned for mid-market to enterprise companies with significant self-serve user bases.
6. HubSpot Lead Scoring
Best for: Teams already using HubSpot who want native lead scoring without adding another tool
HubSpot Lead Scoring provides both manual and predictive scoring capabilities built directly into the HubSpot CRM, using behavioral tracking and demographic data to qualify leads automatically.
Where This Tool Shines
The platform's native integration means no data syncing, no middleware, and no technical setup headaches. Every form submission, email open, page view, and CRM interaction automatically feeds into lead scores without requiring separate tools or custom integrations.
HubSpot offers both traditional rule-based scoring (assign points for specific actions) and predictive scoring that uses machine learning to analyze historical conversion patterns. This dual approach works well for teams that want to combine their institutional knowledge with data-driven predictions.
Key Features
Predictive Scoring: AI analyzes past conversions to automatically score new leads based on similarity to customers.
Manual Scoring Rules: Create custom point systems based on demographics, behavior, and engagement patterns.
Cross-Channel Tracking: Incorporates data from emails, forms, website visits, social media, and sales interactions.
Automated Workflows: Trigger actions like sales notifications, email sequences, or CRM updates based on score thresholds.
Custom Properties: Score leads on any HubSpot field, including custom properties specific to your business.
Best For
Companies already invested in the HubSpot ecosystem who want comprehensive lead scoring without managing multiple platforms. Most valuable if you're using HubSpot Marketing Hub and need scoring that reflects the full customer journey.
Pricing
Included in Marketing Hub Professional (starting at $800 per month) and Enterprise tiers. Not available in the free or Starter plans.
7. Salesforce Einstein Lead Scoring
Best for: Enterprise Salesforce users who need AI-powered predictions based on massive historical datasets
Salesforce Einstein Lead Scoring analyzes your historical Salesforce data to predict which leads are most likely to convert, automatically updating scores as new information becomes available.
Where This Tool Shines
Einstein's advantage is the depth of data it can analyze within Salesforce. It examines not just lead attributes and activities, but also opportunity patterns, account relationships, and conversion timelines to build sophisticated predictive models.
The transparency is particularly valuable—Einstein shows you which factors are driving each lead's score, helping sales teams understand why certain leads are prioritized. This explainability builds trust in the AI recommendations and helps reps have more informed conversations.
Key Features
AI-Powered Predictions: Machine learning analyzes historical conversion patterns to score new leads automatically.
Dynamic Score Updates: Scores adjust in real-time as leads engage with your content or sales team.
Native Salesforce Integration: Works seamlessly within Salesforce without data exports or third-party connections.
Transparent Scoring Factors: Shows which attributes and behaviors are influencing each lead's score.
Account-Level Scoring: Extends beyond individual leads to score entire accounts based on engagement patterns.
Best For
Enterprise organizations with substantial Salesforce data history and complex sales processes. Most effective when you have at least 1,000 converted leads for the AI to learn from.
Pricing
Available as an add-on to Sales Cloud at $50 per user per month. Requires Sales Cloud Professional edition or higher as the base subscription.
8. Drift
Best for: Conversational qualification through AI chatbots that engage and screen leads in real-time
Drift uses AI-powered chatbots to have qualifying conversations with website visitors, asking screening questions and routing qualified prospects directly to sales reps for immediate conversations.
Where This Tool Shines
Drift transforms lead screening from a post-submission process into a real-time conversation. Instead of waiting for someone to fill out a form and then evaluating their fit, Drift's chatbots engage visitors immediately, asking qualifying questions in a natural conversational flow.
The platform excels at creating urgency and capturing high-intent moments. When a qualified prospect from a target account hits your pricing page, Drift can instantly connect them with a sales rep for a live conversation—no forms, no delays, no cooling-off period.
Key Features
AI Qualification Bots: Chatbots that ask screening questions and evaluate responses to determine lead quality.
Instant Sales Routing: Connects qualified prospects directly with available sales reps for immediate conversations.
Intent Data Integration: Incorporates signals like page visits and content engagement into qualification decisions.
In-Chat Meeting Booking: Schedules follow-up meetings without leaving the chat interface.
ABM Targeting: Customizes chat experiences and routing based on account-based marketing lists.
Best For
Sales teams with high-velocity processes who can respond to inbound conversations in real-time. Most effective for companies where immediate engagement significantly impacts conversion rates.
Pricing
Premium plans start around $2,500 per month. Pricing scales based on website traffic volume and advanced features like custom chatbot logic.
9. Qualified
Best for: Account-based screening that identifies and prioritizes target accounts the moment they arrive on your site
Qualified focuses on account-based pipeline generation, matching website visitors against your target account lists and alerting sales reps when high-priority companies show buying intent.
Where This Tool Shines
Qualified is built specifically for account-based sales motions where landing a meeting with the right company matters more than lead volume. The platform matches anonymous website visitors against your ABM lists in real-time, instantly alerting the account owner when someone from a target company is actively browsing your site.
The Salesforce-native architecture means everything lives inside your CRM—no data syncing issues, no separate platforms to manage, and complete visibility for your sales team within their existing workflow.
Key Features
Real-Time Account Matching: Identifies visitors from target account lists instantly as they browse your website.
Priority Alerts: Notifies account owners via Slack or email when their target accounts visit the site.
Conversational Qualification: Chatbots that customize conversations based on account tier and previous interactions.
Salesforce-Native Build: Operates entirely within Salesforce for seamless CRM integration and data management.
Account-Level Insights: Tracks engagement across all contacts within an account, not just individual leads.
Best For
Enterprise sales teams running account-based strategies with defined target account lists. Most valuable when you're selling to large organizations with multiple stakeholders and long sales cycles.
Pricing
Custom enterprise pricing based on account volume and features. Typically starts around $3,500 per month for mid-market implementations.
Finding Your Perfect Fit
The right automated lead screening software depends entirely on how your team generates and qualifies leads. If you're capturing leads through website forms and want to qualify them at the moment of submission, Orbit AI delivers intelligent screening built directly into the form experience—no post-capture delays or integration complexity.
For teams that need rich company data to make screening decisions, Clearbit's enrichment capabilities transform minimal form data into comprehensive firmographic profiles. If your sales process relies on immediate conversations with qualified prospects, Drift's conversational approach or Chili Piper's instant booking eliminate the scheduling friction that kills momentum.
Product-led growth companies should look at MadKudu's specialized focus on product usage signals, while enterprise teams with complex Salesforce implementations will appreciate Einstein's deep predictive capabilities. HubSpot users benefit from native scoring that requires zero additional tools, and account-based teams get the most value from Qualified's target account matching.
The common thread across successful implementations is speed: the faster you can identify qualified leads and get them to the right sales rep, the higher your conversion rates climb. Whether that happens through AI-powered forms, real-time chatbots, or predictive scoring models matters less than eliminating the delays that let hot prospects cool off.
Transform your lead generation with AI-powered forms that qualify prospects automatically while delivering the modern, conversion-optimized experience your high-growth team needs. Start building free forms today and see how intelligent form design can elevate your conversion strategy.