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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

We simplify Sales, Quotation and Service by moving away from scattered spreadsheets to a single, centralized application. We help you save time and keep you informed. All information about the sales process is available in one place. Customers, Opportunities, Quotations and Orders, Invoices, Service Tasks and any other information you may need. We can help you improve your communication vertically and horizontally. We offer a platform for sales managers, service reps, estimators and finance to communicate about the sales process. CRM software for sales reps offers complete information and seamless transitions. Consolidating information in one tool can increase employee productivity and communication. All customer information can be tracked in one place without any compromise on data security or ease of use. You don't have to stop improving your sales process by using a traditional enterprise CRM.

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

P3Infotech Solutions

Founded

2016

Country

India

Website

www.orgzit.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

Lead Management

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

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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