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Description

CLMT serves as an effective client management tool designed for monitoring customer contact information, opportunities, and follow-up activities. It is constructed with SharePoint as the backend and PowerApps for the frontend interface. The Contacts feature acts as the primary repository for all individuals associated with various companies, allowing for multiple contacts to be linked to a single entity. Users have the capability to search through the Contacts list using various criteria such as name, city, state, and country. Additionally, users can create new contacts, modify existing ones, or remove them as needed. The Companies section functions as the central database for all businesses, enabling users to search through the list using similar parameters as the Contacts feature. Users can also add new companies, update their details, or delete them from the system. Furthermore, CLMT allows users to categorize leads by separating qualified from unqualified prospects, and it helps prioritize leads based on their likelihood of conversion, ensuring a more efficient sales process. This comprehensive management system significantly enhances the overall customer relationship management experience.

Description

LeadMaster is an all in one customer relationship management (CRM), and lead management software solution. LeadMaster is a powerful tool that supports sales and marketing teams. It offers a variety of tools to capture, follow-up, and/or track leads. LeadMaster is a suite of integrated modules that can be used to automate and streamline email marketing, CRM and sales force automation.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

ActiveCampaign
Airtable
Bitbucket
CallFire
Choozify Visitor ID
Clio
Docusign
Drip
HubSpot CRM
Mailgun
Microsoft Outlook
Paradiso LMS
QuickBooks Online Advanced
Quickbase
Quote Roller
Shopify
SurveyMonkey
Tick
Zoho Billing
Zoho CRM

Integrations

ActiveCampaign
Airtable
Bitbucket
CallFire
Choozify Visitor ID
Clio
Docusign
Drip
HubSpot CRM
Mailgun
Microsoft Outlook
Paradiso LMS
QuickBooks Online Advanced
Quickbase
Quote Roller
Shopify
SurveyMonkey
Tick
Zoho Billing
Zoho CRM

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$50.00/month/user
Offer a 30-day free trial.
Small Business Plan - $150 per month (for 1 user)
Professional Plan - $250 per month (for 3 users)
Organization Plan - $500 per month (for 10 users)
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

AIBASOFT

Founded

2017

Country

India

Website

www.aibasoft.com

Vendor Details

Company Name

LeadMaster

Founded

1998

Country

United States

Website

www.leadmastercrm.com

Product Features

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Product Features

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Sales Tracking

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

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