Your sales team is drowning in leads, but most aren't worth pursuing. The average B2B company wastes 67% of sales time on unqualified prospects who will never convert. Lead filtering software solves this by automatically scoring, segmenting, and routing leads based on criteria that actually predict conversion.
The right tool separates tire-kickers from serious buyers before your reps pick up the phone. We evaluated dozens of platforms based on filtering accuracy, automation capabilities, CRM integration depth, and ease of setup. Here are the top lead filtering solutions for teams that want to focus on prospects who actually close.
1. Orbit AI
Best for: Teams that want to qualify leads at the moment of capture
Orbit AI is an AI-powered form builder that qualifies leads before they enter your CRM, filtering prospects based on their responses and AI analysis in real-time.
Where This Tool Shines
Unlike traditional lead filtering that happens after prospects are already in your system, Orbit AI qualifies leads at the point of form submission. This means your CRM only receives prospects who meet your qualification criteria, keeping your database clean from day one.
The AI analyzes responses as prospects fill out forms, dynamically adjusting questions based on previous answers. This creates a qualification conversation that feels natural while gathering the exact data you need to make routing decisions.
Key Features
AI-Powered Lead Qualification: Automatically scores and qualifies leads based on form responses without manual rule configuration.
Conditional Logic: Shows or hides questions dynamically based on previous answers to create personalized qualification paths.
Automated Routing: Sends qualified leads directly to appropriate sales workflows or team members based on qualification criteria.
Real-Time Scoring: Assigns lead scores at the moment of submission so your team knows which prospects to prioritize immediately.
Native CRM Integrations: Connects directly with major CRMs to sync qualified leads and maintain data consistency.
Best For
High-growth teams that generate significant inbound volume and need to filter leads before they clog up sales pipelines. Particularly valuable for companies with complex qualification criteria that change based on prospect responses.
Pricing
Free tier available for teams getting started. Paid plans begin at $29/month with advanced AI qualification features and increased submission limits.
2. HubSpot Lead Scoring
Best for: Teams already using HubSpot who need native scoring capabilities
HubSpot Lead Scoring combines manual scoring rules with predictive AI to filter and prioritize contacts directly within your HubSpot CRM.
Where This Tool Shines
HubSpot's predictive lead scoring uses machine learning to analyze thousands of data points from your existing contacts, identifying patterns that indicate conversion likelihood. The system learns from your actual closed deals rather than generic industry assumptions.
The behavioral tracking component monitors how prospects interact with your website, emails, and content. This engagement data feeds into scoring models, ensuring leads who demonstrate genuine interest get prioritized over passive contacts.
Key Features
Predictive Lead Scoring: Machine learning algorithms analyze your historical data to automatically score new leads based on conversion probability.
Behavioral Tracking: Monitors website visits, email opens, content downloads, and other engagement signals to inform scoring decisions.
Custom Scoring Properties: Define your own scoring criteria and thresholds based on properties that matter to your business.
Automated Segmentation: Creates dynamic lists that automatically update as lead scores change, enabling targeted workflows.
Score Insights: Shows which factors contributed to each lead's score so reps understand why prospects are prioritized.
Best For
Companies already invested in the HubSpot ecosystem who want native filtering without adding another tool. Works best for teams with enough historical data for predictive models to learn from.
Pricing
Included in Marketing Hub Professional at $800/month and above. Requires existing HubSpot subscription, making it expensive for teams not already using the platform.
3. Salesforce Einstein Lead Scoring
Best for: Enterprise Salesforce users needing AI-powered predictive scoring
Salesforce Einstein Lead Scoring analyzes your historical conversion data to automatically score and filter leads within your Salesforce environment.
Where This Tool Shines
Einstein trains directly on your Salesforce data, learning which lead characteristics and behaviors historically predict closed deals. The system continuously refines its models as you add more conversion data, improving accuracy over time.
The score insights feature explains why each lead received its score, showing which factors contributed most to the qualification decision. This transparency helps sales teams understand prioritization logic and builds trust in the AI recommendations.
Key Features
Historical Data Training: Machine learning models trained on your actual conversion history rather than generic industry benchmarks.
Score Explanations: Detailed insights showing which factors influenced each lead's score and why they matter.
Automated Assignment: Routes leads to appropriate reps based on scores and predefined territory rules.
Sales Cloud Integration: Works natively within Salesforce workflows, triggers, and automation without third-party connections.
Continuous Learning: Models improve automatically as you close more deals and add conversion data.
Best For
Enterprise organizations with substantial Salesforce investments and enough historical data for predictive models. Best suited for teams with dedicated Salesforce administrators who can configure and maintain Einstein features.
Pricing
Available as a $50/user/month add-on to Sales Cloud subscriptions. Requires Professional edition or higher, making total cost significant for larger teams.
4. Clearbit
Best for: Data-driven filtering based on firmographic and technographic information
Clearbit enriches leads with over 100 data points about their company, enabling filtering based on size, industry, technology stack, and other firmographic criteria.
Where This Tool Shines
Clearbit appends detailed company information to leads in real-time, transforming a basic email address into a complete profile with employee count, revenue, industry, location, and technologies used. This enriched data enables sophisticated filtering rules that would be impossible with form data alone.
The Reveal product identifies anonymous website visitors at the company level, creating opportunities to filter and prioritize accounts based on website behavior even before they fill out forms. This early-stage filtering helps sales teams focus outreach on companies showing genuine interest.
Key Features
Real-Time Enrichment: Appends 100+ data points to leads instantly as they enter your system, including company size, industry, and funding.
Form Shortening: Reduces form fields by auto-populating company data from email domains, improving conversion while maintaining data quality.
Visitor Identification: Reveals which companies visit your website anonymously, enabling proactive filtering and outreach.
Technographic Data: Shows which technologies prospects use, enabling filtering based on tech stack compatibility.
Native Integrations: Connects with CRMs, marketing automation platforms, and sales tools for seamless data flow.
Best For
B2B teams that filter leads based on company characteristics rather than individual responses. Particularly valuable when ideal customer profiles depend on firmographic criteria like company size or industry.
Pricing
Custom pricing based on enrichment volume. Entry-level plans typically start around $99/month for smaller teams, with costs increasing based on monthly lead volume.
5. MadKudu
Best for: Product-led growth companies filtering trial and freemium users
MadKudu combines behavioral signals with fit data to identify product-qualified leads within trial and freemium user bases.
Where This Tool Shines
MadKudu specializes in the unique challenges of PLG companies, where traditional lead scoring fails because prospects start using the product before talking to sales. The platform analyzes product usage patterns to identify which trial users demonstrate behaviors that historically predict conversion to paid plans.
The combined scoring model weighs both fit data and behavioral signals, recognizing that a perfectly-fit company that never uses the product is less valuable than a slightly-off-fit user who demonstrates power user behavior. This nuanced approach prevents teams from chasing tire-kickers just because they match ideal customer profiles.
Key Features
Product Usage Signals: Incorporates feature adoption, usage frequency, and engagement depth into scoring models.
Fit + Behavior Scoring: Combines firmographic fit with product behavior to identify genuinely qualified prospects.
PQL Identification: Flags product-qualified leads who demonstrate conversion-predictive usage patterns.
Analytics Integration: Connects with product analytics tools like Segment, Amplitude, and Mixpanel to access behavioral data.
Automated Handoff: Routes qualified users to sales at optimal moments based on usage milestones.
Best For
SaaS companies with product-led growth models, free trials, or freemium offerings. Essential for teams that need to filter thousands of self-serve signups to find genuine sales opportunities.
Pricing
Custom pricing based on company size and data volume. Typically starts around $1,000/month for growing PLG companies with established user bases.
6. LeadSquared
Best for: High-volume environments like call centers needing robust distribution
LeadSquared is a sales execution platform with comprehensive lead filtering and distribution capabilities built for teams handling thousands of leads monthly.
Where This Tool Shines
LeadSquared excels in high-velocity sales environments where leads need instant filtering and routing to available reps. The rule-based scoring system handles complex qualification logic without requiring technical expertise, making it accessible for operations teams.
The lead deduplication and validation features prevent duplicate records and filter out invalid contact information before leads reach sales queues. This upfront filtering saves significant time in call center environments where reps would otherwise waste calls on disconnected numbers or duplicate entries.
Key Features
Rule-Based Scoring: Create complex filtering rules using if-then logic without coding or technical setup.
Automated Distribution: Routes filtered leads to appropriate reps based on availability, territory, or specialization.
Lead Deduplication: Identifies and merges duplicate records automatically to maintain database integrity.
Multi-Channel Capture: Collects leads from web forms, landing pages, phone calls, and third-party sources into unified filtering workflows.
Validation Tools: Verifies email addresses and phone numbers to filter out invalid contact information.
Best For
Inside sales teams, call centers, and high-volume lead generation operations that need instant filtering and distribution. Works well for industries like education, healthcare, and financial services with complex routing requirements.
Pricing
Starts at $25/user/month with tiered pricing based on team size and feature requirements. More affordable than enterprise CRM options while offering specialized filtering capabilities.
7. Chili Piper
Best for: Instant meeting booking with qualified prospects only
Chili Piper qualifies leads via form submission and instantly routes qualified prospects to book meetings with the appropriate sales rep.
Where This Tool Shines
Chili Piper transforms the traditional form-to-follow-up process by qualifying leads and offering meeting scheduling in a single flow. Qualified prospects book time on rep calendars immediately after form submission, eliminating the delay between interest and conversation.
The real-time routing rules ensure prospects connect with the right rep based on territory, product interest, or deal size. This intelligent filtering prevents misrouted leads while giving qualified prospects instant access to the sales team when their interest peaks.
Key Features
Form-to-Meeting Flow: Qualifies leads through form questions then immediately presents calendar booking for qualified prospects.
Real-Time Routing: Directs prospects to appropriate reps based on territory, product, or custom qualification criteria.
Instant Scheduling: Qualified leads book meetings immediately rather than waiting for follow-up emails or calls.
Native CRM Integration: Works directly within Salesforce and HubSpot forms without requiring separate qualification tools.
Queue Management: Distributes meetings fairly among team members based on availability and workload.
Best For
Inbound sales teams that want to convert qualified prospects while their interest is highest. Particularly effective for companies with clear qualification criteria and available sales capacity to take immediate meetings.
Pricing
Basic routing starts at $15/user/month. The Concierge product with advanced qualification and instant booking begins at $30/user/month. Custom enterprise pricing available for larger teams.
8. Leadfeeder
Best for: Filtering anonymous website traffic into qualified company leads
Leadfeeder identifies which companies visit your website anonymously and filters them into qualified leads based on engagement and firmographic data.
Where This Tool Shines
Leadfeeder reveals the companies behind anonymous website traffic, transforming invisible visitors into actionable leads. The platform identifies businesses visiting your site even when individuals don't fill out forms, creating opportunities to filter and prioritize accounts based on website behavior.
The intent signal filtering helps teams focus on companies demonstrating genuine interest through repeat visits, time on key pages, or viewing pricing information. This behavioral filtering identifies prospects actively researching solutions rather than casual browsers.
Key Features
Company Identification: Reveals which businesses visit your website anonymously using IP address matching.
Custom Filtering: Create filters based on company size, industry, location, and website behavior to surface qualified accounts.
Intent Signals: Identifies high-intent visitors based on pages viewed, visit frequency, and time spent on site.
CRM Synchronization: Syncs identified companies to your CRM with automatic lead assignment based on filtering rules.
Lead Scoring: Assigns scores to identified companies based on fit criteria and engagement patterns.
Best For
Account-based marketing teams and B2B companies that want to identify and filter prospects before they submit forms. Valuable for organizations with long sales cycles where prospects research extensively before engaging.
Pricing
Free tier available with limited company identifications. Paid plans start at $139/month with increased identification limits and advanced filtering features.
9. Freshsales
Best for: Budget-conscious SMBs needing simple AI-powered filtering
Freshsales is an affordable CRM with built-in AI contact scoring that helps small and mid-sized teams filter leads without complex setup.
Where This Tool Shines
Freshsales makes AI-powered lead filtering accessible to teams without enterprise budgets or technical resources. The Freddy AI scoring system works out of the box, analyzing contact data and behavior to prioritize leads without requiring manual configuration or data science expertise.
The behavior-based lead signals track email opens, website visits, and other engagement activities to inform filtering decisions. This automatic tracking eliminates the need for separate marketing automation tools while providing the behavioral data necessary for intelligent lead prioritization.
Key Features
Freddy AI Scoring: Built-in artificial intelligence that automatically scores contacts based on profile data and behavior.
Behavioral Signals: Tracks email engagement, website visits, and other activities to identify high-interest prospects.
Visual Pipeline Filtering: Filter and segment deals in pipeline view based on lead scores and qualification criteria.
Built-In Communication: Integrated phone and email tracking feeds behavioral data into scoring models without third-party tools.
Mobile Access: Filter and prioritize leads from mobile apps so field sales teams focus on best prospects.
Best For
Small and mid-sized businesses that need lead filtering capabilities without the complexity or cost of enterprise platforms. Ideal for teams transitioning from spreadsheets or basic CRMs who want AI-powered prioritization.
Pricing
Free tier available for basic CRM functionality. The Growth plan with AI scoring starts at $15/user/month, making it one of the most affordable options for teams on tight budgets.
Choosing the Right Lead Filtering Solution
The best lead filtering software depends on where prospects enter your funnel and how you need to qualify them. Teams generating significant form submissions should prioritize filtering at the point of capture with solutions like Orbit AI, which qualifies leads before they enter your CRM.
If you're already invested in a CRM ecosystem, native scoring tools like HubSpot Lead Scoring or Salesforce Einstein eliminate integration complexity while leveraging your existing data. These platforms work best when you have substantial historical conversion data for predictive models to learn from.
Product-led growth companies face unique filtering challenges that require specialized solutions. MadKudu excels at identifying which trial users demonstrate conversion-predictive behaviors, while traditional lead scoring systems miss the nuances of freemium and self-serve models.
For teams that need firmographic filtering based on company characteristics, Clearbit provides the enrichment data necessary to qualify leads on factors beyond form responses. This approach works particularly well when ideal customer profiles depend on company size, industry, or technology stack.
Budget-conscious small businesses should consider Freshsales, which delivers AI-powered filtering at a fraction of enterprise platform costs. The out-of-the-box scoring eliminates the setup complexity that often prevents smaller teams from implementing lead filtering.
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.