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Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

Take charge of your customer service department comprehensively, handling everything from engineering service tickets to managing the customer portal. Enhance your sales operations from the very first lead to securing appointments and further engagements. Transform your customer relationships with ease while dramatically cutting down on administrative tasks. Access crucial data and information whenever necessary to meet your objectives and foster business expansion. Manage the entire quote, order, and invoicing process seamlessly within your holiday home dealership. Distribute workloads among your engineers, ensuring complete visibility while enabling your team to finish tasks, reassign jobs, or upload images from any device, even without an internet connection. This streamlined approach not only boosts efficiency but also enhances team collaboration and customer satisfaction.

Description

TraceMyLead™ stands out as a premier cloud-based software solution for sales and appointment scheduling, specifically tailored to improve operations within the Remodeling and Home Improvement Industry. Our sophisticated lead management system empowers users to effortlessly coordinate appointments, oversee leads, and manage marketing, sales, and field service projects seamlessly. Whether you are a contractor, home service professional, or remodeler, our CRM software enables you to run your business efficiently from any location and on any device. By providing you with unparalleled oversight and insights into your operations, TraceMyLead allows you to optimize your company's profitability. Additionally, the platform's marketing, sales, and production modules help ensure that your financial resources are utilized effectively. Elevate your office's productivity while fostering a positive work environment that boosts employee satisfaction and morale. Our innovative slot-based scheduling feature guarantees that your sales representatives will never be overbooked, preventing any missed opportunities for sales. Furthermore, this reliable system not only streamlines your operations but also supports your growth in an increasingly competitive market.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$50 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

Elite Dynamics

Founded

2015

Country

United Kingdom

Website

www.elitedynamics.co.uk/elitedealers

Vendor Details

Company Name

webWAH!

Country

United States

Website

www.tracemylead.com

Product Features

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

Dealership Management

Accounting
Auto Dealerships
Collections Management
Contact Database
Customer Database
Document Management
Equipment Dealerships
F&I Management
Financing Management
Form Printing
Lease Management
Marine Dealerships
Online Inventory
Parts Management
Powersports Dealerships
RV Dealerships
Service Department
Trailer Dealerships
Used Car Dealerships
Website Integration

Lead Management

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

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal 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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