Getting new clients can feel stressful. You spend too much time managing leads, sending proposals, and onboarding, which slows your growth. Without the right tools, it’s easy to miss opportunities and feel stuck.
The good news is, the right customer acquisition tools can make this process much easier for you.
They help you track leads, connect with potential clients, and close deals faster. These tools save you time and keep everything organized, so you can focus on growing your business.
In this article, you’ll explore the 5 best customer acquisition tools that can streamline your workflow and help grow your business faster.
Quick List of The Best Customer Acquisition Tools
- Agency Handy: Perfect for agencies to manage leads, convert clients, collaborate real time, and get paid.
- Drift: Best for real-time lead engagement through live chat, chatbots, and conversational tools.
- Hotjar: Ideal for understanding user behavior through heatmaps, session recordings, and actionable feedback surveys.
- Unbounce: Perfect for creating high-converting landing pages with lead forms and A/B testing tools.
- MailChimp: A robust tool for automating email marketing, nurturing leads, and tracking campaign performance.
Comparison Table of the Top Customer Acquisition Tool
Here’s the comparison table of the top 5 customer acquisition softwares to help you decide which one suits your needs best:
| Tool Name | Unique Features | Best For | Pricing |
| Agency Handy | Custom forms Multipackage service catalogCRM (Lead + Clients) | Managing client onboarding and lead acquisition | $49/month |
| Drift | Live chat, AI chatbotsReal-timevisitor tracking | Businesses engaging visitors through real-time conversations | $25/month |
| Hotjar | Heatmapssession recordingssurveys | Marketers analyzing behavior to improve lead conversion | $39/month |
| Unbounce | Landing page builderlead capture formsA/B testing | Creating optimized landing pages to generate leads | $90/month |
| MailChimp | Email campaignslead nurturingmarketing automation | Nurturing and converting leads through email campaigns | Free plan available, paid plans start at $13/month |
Top 5 Customer Acquisition Tool for Simplifying Your Sales Process
We analyzed over 15 tools to curate this list of the top customer acquisition tools for agencies.
During the evaluation, we focused on features like lead tracking, onboarding, proposals, payment flexibility, and user-friendliness.
After a detailed comparison, we’ve selected the top 5 tools that can help you attract, convert, and manage clients effortlessly:
1. Agency Handy
Agency Handy is a complete client acquisition solution for agencies. It simplifies how you show services (+portfolio), onboard clients, and manage projects—all in one place. No need for multiple tools.
With the service catalog, you can create up to three detailed service packages with clear pricing and descriptions. Embed it on your website or share it directly, so potential clients can explore your offerings and place orders without confusion.
When a client purchases a service, they’ll be onboarded and you’ll receive an automated invoice as well. And for the client, you’ll get a client profile generated. If you are creating new client profiles, send an invitation through mail to join your workspace.
Other than that, if you have leads, you can manage the whole pipeline within the platform. Once the leads are warm, convert them to your clients.
Unlike tools like Unbounce, which specializes in landing pages, Agency Handy covers the entire client journey. From the first interaction to project completion, it ensures every step is smooth and efficient.
If you need an all-in-one tool for your agency, Agency Handy is designed for you.
Key Features of Agency Handy
Agency Handy offers a complete set of tools designed to help you attract, convert, and onboard clients efficiently. Here’s how each feature plays a role in simplifying the client acquisition process:
White Labeling
You can fully customize your workspace by adding your logo, brand colors, and even setting up a custom domain. This branded experience ensures that every interaction with potential clients looks professional and trustworthy.
Lead Inquiry and Tracking
Track every lead from inquiry to conversion with Agency Handy. Organize all communication and key details in one place, ensuring you never miss a follow-up. Monitor progress, nurture leads effectively, and keep your pipeline moving smoothly.
Client Management
Agency Handy helps you track and manage clients from lead to long-term relationships. The CRM stores client details like emails, company names, and locations in one place.
When a lead converts, their profile is automatically created with invoices, orders, and project history. You can categorize clients, group them, and import bulk data from CSV files, keeping everything organized without extra effort.
Multi Package Service Catalog
With Agency Handy, you can show an unlimited range of services, each featuring up to three customized packages with clear pricing, detailed descriptions, and visuals.
You can easily group related services into bundles, offer trial options for clients, and control access by restricting certain services or payment gateways.
Once your catalog is ready, integrate it into your website, send it directly to clients, or share it on social media.
Customizable Forms
Improve your onboarding process by creating forms customized to your agency’s needs. These forms can collect project goals, budgets, deadlines, and other important details.
Clients can easily fill out these forms, ensuring you have all the necessary information upfront to move forward with their projects. This saves time, eliminates confusion, and reduces unnecessary back-and-forth.
Order Management
After a client purchases a service, you’ll receive an order for that with a separate order ID. securing a client, you can easily turn their inquiry or proposal into a structured order. Set clear timelines, deliverables, and budgets to ensure everything stays organized. This feature keeps both you and your clients on the same page.
Quotation and Proposal System
With Agency Handy, you can craft personalized quotes and proposals for potential clients. Tailor your proposals to address each client’s specific needs and present your services in the most appealing way.
Once approved, these quotes can be converted directly into structured orders, saving time and ensuring smooth transitions. This feature simplifies deal closures, helping you secure clients more efficiently.
Invoices and Payments
Create invoices, automate reminders, and accept payments. The system supports split payments, custom discounts, and recurring billing for subscriptions. Payment reminders ensure on-time collections, reducing manual follow-ups.
Flexible Payment Gateways
Agency Handy integrates with leading payment gateways like Stripe, PayPal, and Wise, offering clients the flexibility to pay upfront or in installments.
This makes it easier for clients to commit to your services without worrying about rigid payment terms. The secure payment process builds trust and ensures transactions are smooth and reliable.
Real-Time Dashboard Insights
Stay in control with a centralized dashboard that tracks client activity, tasks, and revenue. It provides a real-time overview of your operations, so you can address issues quickly and keep your acquisition process efficient.
Best Use Cases of Agency Handy for Client Acquisition
Here are the top use cases where Agency Handy shines:
SEO & Marketing Agencies
Managing multiple clients means handling proposals, contracts, and ongoing communication.
With Agency Handy, you can send customized proposals, automate follow-ups, and track lead status all in one place. Clients can review services, accept quotes, and complete payments without unnecessary delays.
Design & Branding Agencies
First impressions matter, and so does a seamless client experience. Use Agency Handy to present structured service packages, manage inquiries, and send polished proposals.
Clients can easily submit project details via intake forms, ensuring you have the right information upfront without back-and-forth emails.
Development Agencies
Selling development services requires clear scoping and structured onboarding. With Agency Handy, you can create detailed proposals, collect client requirements through customizable forms, and manage service contracts efficiently.
Once a client signs up, order tracking and automated invoicing ensure a smooth workflow from day one.
Content & Copywriting Agencies
Acquiring clients means showing them a well-organized process. Agency Handy lets you offer structured packages, send personalized proposals, and provide an easy way for clients to approve projects.
From inquiry to onboarding, every step is handled professionally, increasing client confidence.
Video Production Agencies
Clients often need clarity on pricing, timelines, and deliverables. With Agency Handy, you can showcase your services in transparent packages, offer trial periods, and automate invoicing.
The platform also makes it easy for clients to submit project briefs and track their orders, improving the sales experience.
Freelancers & Consultants
Whether you offer coaching, consulting, or freelance services, Agency Handy helps you convert inquiries into paying clients quickly.
Use lead tracking, automated proposals, and flexible payment options to simplify the entire acquisition process while keeping everything professional.
Pros of Using Agency Handy
- Prevents lead drop-offs with structured inquiry handling.
- Encourages faster commitment with clear, upfront pricing.
- Converts hesitant prospects with easy proposal approvals.
- Reduces no-response rates with automated follow-ups.
- Speeds up deal closures by eliminating manual steps.
Agency Handy Pricing
Here are the three pricing tiers of Agency Handy:
What Users Say About Agency Handy
Rating on G2: 5 out of 5
“Handy is a fantastic client portal tool for agencies due to its user-friendly interface, making it easy for clients to access and navigate through the platform.” – Andrew J.
Rating on Product Hunt: 5 out of 5
“A great tool for agency management. AgencyHandy solves all my management problems easily. A hassle-free tool you should add to your list.”- Shamima Nasrin
Why Should You Choose Agency Handy for Acquiring New Customers?
Agency Handy is tailored to help agencies attract, convert, and onboard clients seamlessly with its intuitive tools and smart features.
Here’s how it simplifies client acquisition:
| Challenges | How Agency Handy Addresses It |
| Attracting Leads Easily | Embed service catalogs on your website, so potential clients can explore and take action easily. |
| Personalized Client Proposals | Lets you create custom proposals to increase your chances of winning clients. |
| Seamless Onboarding | Uses automated invites and custom forms to speed up client onboarding. |
| Efficient Lead Tracking | Keeps track of client inquiries and follow-ups, so no lead gets lost. |
| Flexible Payment Options | Offers one-time or installment payment options through multiple gateways. |
| Clear Client Communication | Provides a branded workspace to keep client interactions smooth and professional. |
| Supporting Global Clients | Supports multi-currency payments, making it easy to work with international clients. |
2. Drift
Drift helps you connect with potential clients through real-time conversations. With its live chat and AI-powered chatbots, you can instantly engage website visitors, answer their questions, and guide them toward decisions.
It’s a great tool for agencies that want to create a personal and quick lead interaction experience.
Drift’s AI chatbots save time by automatically qualifying leads and filtering inquiries. This lets you focus on promising prospects. It also integrates with your CRM, making it easy to track conversations and follow up efficiently.
During our testing, we found Drift excellent for live engagement, but it’s primarily focused on conversations.
Overall, Drift is great for real-time interactions but works best when paired with tools that handle the entire acquisition process.
Key Features of Drift
These are some of the key features of Drift:
- Real-Time Chat Engagement: Connect with website visitors instantly through Drift’s live chat. This feature helps you engage potential clients while they’re exploring your website, increasing the chance of conversions.
- AI-Powered Chatbots: Automate lead qualification with smart chatbots that respond to inquiries, filter prospects, and even schedule meetings. This reduces the manual workload and speeds up the sales process.
- Proactive Messaging: Trigger chat messages based on visitor actions, such as viewing a specific page or spending time on your site. This ensures you’re engaging the right prospects at the right moment.
- Meeting Scheduling Tool: Drift allows potential clients to schedule calls or demos directly through the chat interface. This removes barriers and keeps the process simple and efficient.
- Integration with CRMs: Seamlessly connect Drift with your CRM to log conversations, track lead status, and streamline follow-ups. This integration ensures no lead is left unattended.
- Conversational Landing Pages: Build customized landing pages where potential clients can interact directly with your team through chat, creating a more engaging and personalized experience.
Pros of Drift
- Real-time chat lets you engage with leads instantly while they browse.
- AI-powered chatbots automate lead qualification, saving time and effort.
- Meeting scheduling directly within chat eliminates unnecessary back-and-forth.
- Proactive messaging targets visitors based on their behavior, increasing conversions.
- Seamless CRM integration ensures smooth follow-ups and lead tracking.
Cons of Drift
- Limited features for post-conversation workflows like onboarding or payment processing.
- Heavily reliant on conversational engagement; lacks tools for broader client acquisition needs.
Drift Pricing
Here are the pricing of Drift:
What Users Say About Drift
Review on G2:
Its user friendly interface paired with dynamic notifications to keep me up to date with prospects I am actively working has definitely helped make a more efficient and streamlined process when it comes to managing my territory of accounts.
But, Cost,training, initial setup and information is not always correct. – Matthew T.
Review on Product Hunt:
Drift for sales has been an integral part of our sales process, allowing us to not only schedule more meetings, but also to allow us to continue the conversation rather than starting it all over again. – Remington Begg
3. Hotjar
Hotjar is an analytics tool designed to help agencies improve website performance by understanding visitor behavior.
With features like heatmaps, session recordings, and surveys, it provides insights into how visitors interact with your site.
These tools are essential for identifying bottlenecks in the user journey and optimizing elements like navigation and call-to-action buttons to boost conversions.
Hotjar’s conversion funnel analyzes pinpoints where visitors drop off during the lead-generation process, while session recordings give a real-time view of user behavior.
Surveys add a personal touch, allowing you to gather direct feedback and refine your website for better results.
During our testing, Hotjar’s heatmaps were especially effective in identifying areas where users engaged the most. However, while Hotjar offers detailed insights, it lacks engagement tools like live chat or AI-driven lead qualification provided by Drift.
Compared to Unbounce, which focuses on landing page optimization, Hotjar delivers a broader understanding of overall website behavior but doesn’t directly improve lead capture strategies.
Overall, Hotjar is perfect for agencies wanting to optimize their website for better client acquisition.
Key Features of Hotjar
Here’s how Hotjar helps you optimize your client acquisition process:
- Heatmaps: Hotjar’s heatmaps show where visitors click, scroll, and linger on your website. This helps you identify high-impact areas, optimize layouts, and guide visitors to take action.
- Session Recordings: Replay user sessions to see how visitors interact with your site in real time. Identify behaviors, remove obstacles, and improve the user experience to boost conversions.
- Conversion Funnels: Analyze where visitors drop off in your funnel and identify problem areas. Refine weak points and optimize pages to retain leads and improve conversion rates.
- Feedback Surveys: Gather visitor opinions to understand their needs and preferences. Use this input to adjust content or navigation and create a user-friendly journey.
- Behavior Analytics: Track visitor actions to uncover patterns and make data-driven decisions. These insights help refine the customer journey and enhance lead acquisition efforts.
Pros of Hotjar
- Collect feedback through surveys to refine user experience.
- Heatmaps show interaction hotspots to optimize conversions.
- Identify drop-off points with conversion funnel analysis.
- Session recordings reveal user behavior for better decision-making.
- Behavior analytics improve website design and lead capture.
Cons of Hotjar
- Relies heavily on analytics, lacking direct engagement tools like live chat or forms.
- Free plan offers limited functionality, restricting detailed session recordings and heatmaps.
Hotjar Pricing
Hotjar offers plans to suit businesses of all sizes and budgets:
What Users Say About Hotjar
Review on G2:
Hotjar is incredibly intuitive, offering valuable heatmaps, session recordings, and feedback tools that help us better understand user behavior and improve our website performance. Sometimes session recordings are slow to load. – Sidra A.
Review on Product Hunt:
Hotjar is great for getting user feedback, whether it be by creating surveys, asking them to rate your page, or using recordings to get “silent” feedback. Moreover, you can brand their tools to make them go with the rest of your website. However, since they limited usage on the free plan, I use Hotjar less. – Rachel
4. Unbounce
Unbounce helps you create landing pages that convert visitors into leads. Its drag-and-drop builder and customizable templates make it easy to design professional pages tailored to your campaigns.
If you’re looking to capture more leads, Unbounce provides tools like forms, pop-ups, and sticky bars to grab attention and collect contact information quickly.
One of its best features is AI-powered Smart Traffic, which automatically sends visitors to the page version most likely to convert, saving you time on manual A/B testing.
Pop-ups allow you to display targeted offers, making it easier to engage visitors and encourage them to take action.
In our experience, Unbounce stands out for its ease of use and flexibility in creating landing pages that match campaign goals. Its customization options make it simple to design personalized pages.
However, compared to MailChimp, which focuses on nurturing leads after capture, Unbounce is limited to lead generation.
If your goal is to generate leads and optimize landing pages, Unbounce is an excellent choice. Its combination of smart features, AI optimization, and ease of use makes it a powerful tool for agencies focused on client acquisition.
Key Features of Unbounce
Here are the key features of Unbounce to streamline client acquisition:
- Drag-and-Drop Builder: Easily create and customize landing pages with Unbounce’s drag-and-drop builder. No coding is required, making it ideal for quickly building high-converting campaigns.
- AI-Powered Smart Traffic: Automatically route visitors to the most effective landing page variant using AI. This improves conversion rates without the need for manual A/B testing.
- Pop-Ups and Sticky Bars: Engage visitors with targeted offers using pop-ups or sticky bars. These tools grab attention and encourage visitors to sign up or share their contact details.
- Landing Page Templates: Access a library of pre-designed templates that are optimized for conversions. You can customize them to match your brand and campaign goals.
- A/B Testing: Test multiple versions of your landing pages to determine which performs best. Use the data to make informed decisions and optimize for lead generation.
Pros of Unbounce
- AI-powered Smart Traffic improves conversion rates by routing visitors effectively.
- Pop-ups grab attention and encourage lead submissions quickly.
- A/B testing refines landing pages with actionable data insights.
- Drag-and-drop builder simplifies landing page creation without coding skills.
- Templates focus on lead conversion with customizable designs.
Cons of Unbounce
- Does not support native CRM integration, requiring external tools for lead management.
- AI-powered Smart Traffic requires a certain volume of traffic to function effectively.
Unbounce Pricing
Unbounce’s pricing plans are designed to fit different levels of business needs:
What Users Say About Unbounce
Review on G2:
Within hours of signing up, we had our first landing page live & collecting leads. The testing feature & real-time reporting make this a must-have tool for our business. Some of the drag & drop features have slightly different usage than other tools we use, but the learning curve is minimal. – Joe M.
Review on Product Hunt:
If you say it’s free, then make it free without requiring signing up or subscribing to anything. – Nazareno Cruzada
5. MailChimp
MailChimp is a well-known platform that helps you connect with prospects through email campaigns and landing pages. It’s particularly strong in lead nurturing, using tools like automation, segmentation, and pre-designed templates to send tailored messages.
For client acquisition, MailChimp supports your efforts by keeping prospects engaged and encouraging them to take action.
With MailChimp, you can automate workflows, track campaign performance, and segment your audience based on behavior. Its email editor lets you create professional campaigns without technical skills.
The platform also provides insights to improve conversion rates by showing which campaigns perform best.
MailChimp is excellent for nurturing potential clients and keeping them engaged. However, compared to Agency Handy, it lacks tools for onboarding, service catalog creation, and integrated payment options.
While MailChimp is great for communication and engagement, Agency Handy is the superior choice for managing the entire client acquisition process.
Key Features of MailChimp
Here’s how MailChimp supports your client acquisition efforts:
- Email Campaigns: Create professional email campaigns using MailChimp’s drag-and-drop editor and customizable templates. Engage potential clients and drive them to take action.
- Audience Segmentation: Segment your audience based on behavior, preferences, or demographics. Send personalized messages that resonate and improve your chances of converting leads.
- Marketing Automation: Automate follow-ups and nurture leads with tailored workflows. This keeps prospects engaged while saving you time and effort.
- Landing Pages: Design landing pages to capture leads directly from your campaigns. Use customizable forms to collect contact details and start building client relationships.
- Analytics and Reporting: Track campaign performance with detailed insights into open rates, clicks, and conversions. Use this data to refine your strategy and improve acquisition outcomes.
Pros of MailChimp
- Automate email campaigns to nurture and engage potential clients.
- Landing pages convert leads effectively from email campaigns.
- Segment audiences for targeted, personalized messaging.
- Analytics provide insights to optimize campaign performance.
- Free plan offers essential tools for small businesses to start.
Cons of MailChimp
- Automation workflows are less advanced compared to other marketing platforms.
- Audience segmentation can feel restrictive without upgrading to higher-tier plans.
Mailchimp Pricing
MailChimp’s plans cater to businesses of varying sizes:
What Users Say About MailChimp
Review on G2:
There is not a large learning curve to use the software and it has good support for any time you have questions. The audience functions are good, but can be confusing the more complex you try to set up different segments and audiences and use them at the same time. – John A.
Review on Product Hunt:
simple tool, quit effective. But not the most optimized or cost friendly solution. Gets the job done. – Jeffrey Lai
Key Features to Consider While Choosing a Customer Acquisition Tool
When choosing a customer acquisition tool, focus on features that make it easier for you to attract, convert, and onboard clients. Here are the top features to consider:
Customizable Onboarding
A good tool should simplify how you bring new clients onboard. Features like customizable forms and automated workflows help you gather important client details upfront, saving you time.
This makes the transition from prospect to client smooth and hassle-free.
Lead Tracking and Management
Tracking your leads from the first inquiry to conversion is a must. Look for tools that help you organize leads, set follow-up reminders, and track their progress.
This ensures you don’t miss opportunities and keeps you on top of your sales process.
Quotations and Proposals
Creating personalized quotes and proposals should be quick and easy.
A great tool allows you to tailor these documents to your client’s needs, so they feel valued. This can speed up the decision-making process and help you close deals faster.
Analytics and Insights
You need to know what’s working and what’s not. Tools with strong analytics provide reports on lead behavior and campaign success. This data helps you improve your strategies and make informed decisions.
Integration Capabilities
Your tool should work well with other software you use, like CRMs or payment platforms. Integration keeps your workflow smooth and avoids unnecessary manual work. It saves you time while improving efficiency.
So, What’s the Best Customer Acquisition Tool for Business Growth
After testing and comparing many tools, we found that Agency Handy is the best choice for customer acquisition. It has all the features you need to attract leads, convert them into clients, and manage the entire process effortlessly.
From customizable onboarding forms to lead tracking and service catalogs, it gives you everything in one place.
One of the best things about Agency Handy is how easy it is to use. You don’t need to spend hours figuring it out. Whether you’re running a small team, a startup, or a growing agency, the platform adapts to your needs.
While tools like Drift or Unbounce might help with specific tasks like live chat or landing pages, they don’t provide the full client acquisition workflow that Agency Handy does.
It’s an all-in-one solution that takes care of everything from start to finish.
Conclusion
Finding the right customer acquisition tools is key to growing your business. These tools simplify lead management, client onboarding, and engagement, saving you time and effort.
By using the right tool, you can focus more on building strong relationships and turning leads into loyal clients.
Each tool we’ve discussed brings something unique to the table. Some excel in real-time engagement, while others focus on landing page optimization or email nurturing.
The best choice depends on your business needs, whether you prioritize simplicity, specific features, or scalability.
FAQs
What is the difference between customer acquisition and customer retention?
Customer acquisition focuses on attracting and converting new leads into paying clients. It involves strategies like lead generation, engagement, and onboarding. On the other hand, customer retention is about keeping your existing clients happy and loyal through excellent service.
Do customer acquisition tools require technical expertise?
No, most tools are designed to be user-friendly, with intuitive interfaces and easy setup. They’re built for teams of all skill levels, even those without technical backgrounds.
What is the customer acquisition process?
The customer acquisition process involves identifying potential customers, engaging them through marketing efforts, and converting them into paying clients. This process typically includes lead generation, nurturing, and closing deals through various online and offline channels.
