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features
design
support

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Description

Instead of spending excessive time inputting data and generating contacts, prioritize the conversion of leads into successful deals. Consolidate all pertinent lead information in one centralized location. Utilize straightforward, pre-defined reports to help optimize your workflow and remove obstacles. By organizing your processes, you can enhance revenue generation. Monitor upcoming tasks and gather insights from historical data. After consulting with numerous businesses, we identified essential features to develop a user-friendly CRM. You can establish multiple sales pipelines to oversee various facets of your sales strategy. Additionally, leads within a sales pipeline can be filtered by users, products, sources, zones, contacts, or any combination thereof. Furthermore, you can perform a variety of tasks directly from the sales pipeline view, including adding or renaming leads, assigning users to leads, or transitioning leads through different stages of the pipeline, thus simplifying your sales management. This comprehensive approach ensures that your team stays aligned and focused on closing deals efficiently.

Description

Convert your leads into revenue at every phase of the sales journey. Optimize every facet of your lead generation strategy, from acquisition and allocation to the sales cycle and follow-up processes. Achieve complete transparency regarding the performance of your sales team and business collaborators, allowing you to evaluate their effectiveness with leads. Monitor the profitability associated with each lead source, representative, and branch office. Seamlessly integrate all your lead sources into a single platform through our Lead Capture API and advanced email parsing technology. Our system is compatible with your company’s website, as well as platforms like Zillow, Buyside, ReadyChat, Realtor.com, Homes.com, and numerous other lead generation partners. Automatically distribute leads to sales representatives following round robin or broadcast assignment protocols, and establish time constraints for lead acceptance. Additionally, keep track of acceptance durations, multiple inquiries, and a variety of other metrics to enhance overall efficiency and effectiveness!

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

APIANT
Box
Campaign Monitor
CommVersion
Dropbox
Easyflow
Formstack
Formstack Documents
Google Calendar
Google Drive
Integry
Mailchimp
Mailjet
Olark
Quickwork
Stackreaction
Unbounce
Zapier
Zillow
realtor.com

Integrations

APIANT
Box
Campaign Monitor
CommVersion
Dropbox
Easyflow
Formstack
Formstack Documents
Google Calendar
Google Drive
Integry
Mailchimp
Mailjet
Olark
Quickwork
Stackreaction
Unbounce
Zapier
Zillow
realtor.com

Pricing Details

$9 per user per month
Free Trial
Free Version

Pricing Details

$299 per user per month
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

Clinchpad Technologies

Founded

2012

Country

New Caledonia

Website

clinchpad.com

Vendor Details

Company Name

LanTrax

Country

United States

Website

lantrax.com/leadtrax/

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

Product Features

Lead Management

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

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