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Average Ratings 0 Ratings

Total
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

openCRX serves as your sophisticated private cloud solution, featuring cutting-edge customer relationship management (CRM), calendaring, and issue tracking capabilities, making it a premium open-source option. It is essential to identify and evaluate your core business processes and how they interface with the CRM application. This involves outlining functional requirements and recognizing opportunities for optimization and automation, along with understanding the systems and their interconnections. Establishing a shared terminology, documenting business logic, and crafting a tailored blueprint for success are crucial steps in developing a CRM solution that aligns with your business needs. At CRIXP, we possess the expertise needed to seamlessly integrate openCRX with all pertinent systems, and we will collaborate closely with your IT specialists to determine the most effective integration strategy for your specific environment. By doing so, we ensure that your CRM implementation is not only efficient but also fully aligned with your business objectives.

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

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

RJR Technology

Founded

2000

Website

www.leadperfection.com

Vendor Details

Company Name

CRIXP

Founded

2003

Country

Switzerland

Website

www.crixp.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

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

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