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Average Ratings 0 Ratings

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ease
features
design
support

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Description

LeadPerfection is an advanced platform specifically crafted to support organizations in the Home Remodeling and Home Services sectors. Its distinct advantage over other solutions lies in its classification as an enterprise-grade system, positioning it as more than just a simple “tool” but as the central nervous system of a business. Reflecting the practices of Fortune 500 companies that have effectively designed and utilized systems for numerous years, LeadPerfection is engineered to be integral to operations. Beyond merely tracking and analyzing Sales and Lead activities, it seamlessly integrates with Accounting and Payroll systems, resulting in the only fully comprehensive “closed loop” business processing system available in the market. Additionally, it features a built-in automated Do Not Call/Mail mechanism to ensure compliance. Users can input the schedules of their sales representatives for upcoming weeks, enabling efficient appointment management. Furthermore, LeadPerfection provides the flexibility to define as many as six time slots within a single day, optimizing scheduling capabilities. In this way, the platform enhances operational efficiency while streamlining communication and planning.

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

800response
Adobe Analytics
CallSource
Constant Contact
Five9
Google Chrome
GuildQuality
Hatch
Leap
Microsoft Edge
One Click Contractor
Paradigm Vendo
PaySimple
QuickBooks Online
Safari

Integrations

800response
Adobe Analytics
CallSource
Constant Contact
Five9
Google Chrome
GuildQuality
Hatch
Leap
Microsoft Edge
One Click Contractor
Paradigm Vendo
PaySimple
QuickBooks Online
Safari

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

RJR Technology

Founded

2000

Website

www.leadperfection.com

Vendor Details

Company Name

webWAH!

Country

United States

Website

www.tracemylead.com

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

Field Sales

Activity Tracking
CRM
Channel Management
Collaboration Tools
Controlled Access
Dashboard Management
Expense Management
Fast Estimates
Inventory Management
Invoices
Lead / Opportunity Management
Online Payments
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management
Time Tracker
Visit Scheduling
Workflow 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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