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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

HelloSetter is an innovative cloud-driven AI service that specializes in voice appointment scheduling for various home-service sectors, such as roofing, HVAC, plumbing, solar energy, and remodeling contractors. It efficiently makes outbound calls to potential leads, conducting job-qualification inquiries, addressing typical customer questions and objections, and scheduling estimates or service appointments according to available calendar slots. In cases where a lead is unavailable, HelloSetter is designed to make follow-up calls during pre-set calling hours, and it can manage return calls to its designated number as well. Businesses can easily input leads through multiple channels, including web forms, Google Sheets, CSV imports, or webhook integrations. The platform boasts a comprehensive suite of features, which includes a calendar, call summaries, recordings, transcripts, and a user-friendly dashboard for analyzing call results. Additionally, users have the flexibility to link their existing calendars and customize call scripts, define service areas, set calling hours, and establish qualification criteria during the initial setup process. This adaptability ensures that businesses can tailor the service to meet their specific operational needs effectively.

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 Yes 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

Apple Calendar Yes 
Calendly Yes 
Google Calendar Yes 
Google Sheets Yes 
Housecall Pro Yes 
Jobber Yes 
Microsoft Outlook Yes 

Integrations

Apple Calendar No 
Calendly No 
Google Calendar No 
Google Sheets No 
Housecall Pro No 
Jobber No 
Microsoft Outlook No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$50 per month
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

HelloSetter

Website

hellosetter.com

Vendor Details

Company Name

webWAH!

Country

United States

Website

www.tracemylead.com

Product Features

Product Features

Lead Management

Activity Tracking Yes 
Campaign Management No 
Lead Capture Yes 
Lead Distribution Yes 
Lead Nurturing Yes 
Lead Scoring Yes 
Lead Segmentation No 
Pipeline Management Yes 
Prospecting Tools Yes 
Source Tracking Yes 

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