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Description
Access your business information from anywhere at any time using your smartphone, tablet, or computer! Effortlessly manage a variety of tasks including jobs, projects, purchase orders, timesheets, invoicing, materials, and reporting, among others. Adfile Lead CRM makes it extremely straightforward to oversee your sales leads and prospects. With user-friendly forms and reminder features, you'll never overlook a sales opportunity again. You can easily share leads with your team and set up reminders in just seconds. The Adfile Lead CRM system allows you to add and manage your sales opportunities efficiently. Unlike many other CRM systems, Adfile's intuitive interface enables your team to focus on selling rather than getting bogged down with data entry. You can also upload documents and images to a job from any device. Additionally, Adfile has developed a specific area with limited access, allowing you to grant clients permission to view files. This feature has proven to be an invaluable asset for numerous users, significantly enhancing communication, reducing frustration, and leading to better client retention overall. Whether you are in the office or on the go, Adfile empowers you to stay connected and organized.
Description
Achieve Your Sales Goals. Eliminate the hassles associated with sales processes. LeadPlotter offers a comprehensive suite of tools designed to enhance your business operations within a user-friendly interface. Continue reading to discover why it stands out as the superior choice for your company. With LeadPlotter, you have access to a Personal CRM and Account-Based Marketing (ABM) system that effortlessly organizes your leads and clients while allowing you to efficiently plan your daily activities based on your locations. It also enhances customer satisfaction, all accessible from any device at any time. Utilize LeadMapper to identify, locate, and transform potential leads in your sector into loyal clients, including medical and dental practices, firms, and various organizations. By using LeadMapper, you can close more deals and reduce time-consuming tasks throughout the sales journey. This innovative tool empowers sales representatives and technicians to maximize their efficiency and effectiveness in the field, enabling them to visualize and track potential leads and existing customers on an interactive map. In this way, LeadPlotter not only streamlines your sales efforts but also contributes to overall business growth and success.
API Access
Has API
No
API Access
Has API
No
Integrations
Google Calendar
No
MYOB
No
Xero
No
Pricing Details
$49 per month
Free Trial
No
Free Version
Yes
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Adfile
Founded
2015
Country
New Zealand
Website
www.adfile.co.nz/
Vendor Details
Company Name
Lead Plotter
Founded
2018
Country
United States
Website
leadplotter.com
Product Features
Billing and Invoicing
Billing Portal
Yes
Contact Database
Yes
Contingency Billing
No
Customer Portal
No
Customizable Invoices
No
Dunning Management
Yes
Hourly Billing
No
Invoice History
No
Mobile Payments
No
Multi-Currency
No
Online Invoicing
No
Online Payments
No
Payment Processing
Yes
Project Billing
No
Recurring/Subscription Billing
No
Service Ticket Billing
No
Tax Calculator
Yes
Field Service Management
Billing & Invoicing
Yes
Contact Database
Yes
Contract Management
No
Customer Database
No
Dispatch Management
Yes
Electronic Signature
Yes
Inventory Management
Yes
Mobile Access
Yes
Payment Collection in the Field
Yes
Quotes / Estimates
Yes
Routing
No
Scheduling
Yes
Service History Tracking
No
Time Clock
Yes
Work Order Management
No
Maintenance Management
Asset Tracking
No
Billing & Invoicing
No
Calibration Management
No
Dispatch Management
No
Inventory Control
No
Inventory Management
Yes
Key & Lock Management
No
Mobile Access
No
Planning Calendar
No
Predictive Maintenance
Yes
Preventive Maintenance
No
Purchasing
No
Scheduling
No
Service History Tracking
No
Technician Management
No
Work Order Management
No
Plumbing
Billing & Invoicing
No
Customer Database
No
Dispatch Management
No
Inventory Control
No
Job Management
No
Mobile Access
No
Quotes / Estimates
No
Routing
No
Scheduling
No
Service History Tracking
No
Technician Management
No
Work Order Management
No
Tradesman Job Management
Contract Management
No
Customer Database
No
Dispatch Management
No
For Builders
No
For Electricians
No
For Field Service Businesses
No
For HVAC
No
For Plumbers
No
For Roofers
No
Invoicing
No
Job Tracking
No
Payments
No
Quoting
No
Reporting
No
Scheduling
No
Time Tracking
No
Product Features
Field Sales
Activity Tracking
No
CRM
No
Channel Management
No
Collaboration Tools
No
Controlled Access
No
Dashboard Management
No
Expense Management
No
Fast Estimates
No
Inventory Management
No
Invoices
No
Lead / Opportunity Management
No
Online Payments
No
Order Management
No
Quoting
No
Reporting / Analytics
No
Route Optimization
No
Territory Management
No
Time Tracker
No
Visit Scheduling
No
Workflow Management
No
Field Service Management
Billing & Invoicing
No
Contact Database
Yes
Contract Management
No
Customer Database
No
Dispatch Management
No
Electronic Signature
No
Inventory Management
No
Mobile Access
Yes
Payment Collection in the Field
No
Quotes / Estimates
No
Routing
Yes
Scheduling
No
Service History Tracking
No
Time Clock
No
Work Order Management
No
Route Planning
Capacity Planning
Yes
Drag & Drop Scheduling
No
Driver Management
No
Emergency Dispatch
No
GPS Tracking
No
Performance Metrics
No
Route Costing
No
Territory Management
Yes
Sales Enablement
Collaboration
Yes
Contact Management
Yes
Content Management
No
Document Management
No
Goals / Quota Management
No
Lead Management
Yes
Meeting Management
No
Performance Management
No
Presentation Management
No
Proposal Management
No
Territory Management
Yes
Training Management
No
Tradesman Job Management
Contract Management
No
Customer Database
No
Dispatch Management
No
For Builders
No
For Electricians
No
For Field Service Businesses
No
For HVAC
No
For Plumbers
No
For Roofers
No
Invoicing
No
Job Tracking
No
Payments
No
Quoting
No
Reporting
No
Scheduling
No
Time Tracking
No
