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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.
Description
A CRM solution integrated with Microsoft, specifically designed for the insurance industry, streamlines sales processes and manages marketing campaigns effectively. It assesses sales activities in relation to production objectives while offering an exceptional, ready-to-use user experience tailored to the sector. The system features lead tracking capabilities to attract new agents, profile potential clients, and maintain relationships with current agents. Users can develop targeted campaigns, segment their audience precisely, and leverage comprehensive dashboard reporting for insights. Additionally, it allows for seamless integration with iPipeline Agency Integrator and can utilize existing organizational data to enhance functionality. This innovative platform ensures that insurance professionals can optimize their operations and achieve better results.
API Access
Has API
API Access
Has API
Integrations
AWeber
Airtable
Drip
Engaged CRM
Gmail
Go-Insur
I Done This
Instagram
Intercom
MailerLite
Integrations
AWeber
Airtable
Drip
Engaged CRM
Gmail
Go-Insur
I Done This
Instagram
Intercom
MailerLite
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)
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
Pricing Details
No price information available.
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
LeadMaster
Founded
1998
Country
United States
Website
www.leadmastercrm.com
Vendor Details
Company Name
iPipeline
Founded
1995
Country
United States
Website
www.ipipeline.com/products/crm-for-distributors/
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
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management