LeadTrac Description
If your existing software is failing to efficiently handle your data, financial dealings, and client interactions, we should discuss potential improvements! Your business relies heavily on data management, so enhancing this aspect is crucial. With LeadTrac™, you can benefit from tailored field sets that facilitate data organization and simplify processes such as intake, enrollment, and sales. Additionally, make use of robust and adaptable workflows specific to each department to ensure that staff, tasks, and client relationships remain organized and effective. This could significantly enhance your operational efficiency and overall business performance.
LeadTrac Alternatives
Act!
Act! is the leading provider of all-in-one CRM and Marketing Automation solutions that empower small and midsize businesses to market better, sell more, and create customers for life.
Act! Premium accommodates all the unique ways you work, not the other way around, and adapts to any business or industry. Act! Premium is available both
on-premises (Act! Premium Desktop) and in the cloud (Act! Premium Cloud). Or, you can leverage a hybrid deployment for maximum flexibility! Plus, you’ll never grow out of Act!, because we offer a portfolio of CRM and marketing automation solutions that can fit your needs at any stage.
Learn more
Shape Software
Shape Software's purpose-built sales and marketing automation software empowers you to manage all aspects of your business from one platform.
The cloud-based software from Shape offers many tools to help you manage and automate your online marketing, promotions via text, email and digital marketing ads, capture leads from online sources, nurture prospects and customers and project manage your day. You can also offer customers a secure portal to streamline your intake processes, systematically score leads with ShapeIQ, and run detailed custom reporting.
Start growing your revenue with Shape's flexible suite of services today.
Learn more
Pipedrive
Pipedrive is a powerful CRM and sales pipeline management platform designed to help businesses track and optimize their sales processes. The platform offers automation tools, AI-powered sales insights, and real-time reporting to help businesses close deals faster and more effectively. With customizable workflows, integrations with a wide range of apps, and an intuitive interface, Pipedrive supports sales teams of all sizes in managing leads, automating repetitive tasks, and monitoring performance for smarter, data-driven decisions.
Learn more
Orion
The Orion Practice Management System places essential information directly on your desktop, consolidating everything necessary for your firm, including Case Management, Docket, Calendar, Emails, Contacts, Communications, Financial Statistics, and Client Documents. For the first time, this system allows law firms to transition seamlessly from an overarching perspective to intricate details with remarkable efficiency and ease, all in real-time and on-demand. By handling the data-gathering process, the Orion Practice Management System empowers you to swiftly assess the firm's health and operational status at any moment. Designed with adaptability in mind, Orion's Practice Management module allows each user to customize her profile(s) and save preferences, ensuring a personalized experience upon each login. This customization extends to selecting which columns to display, determining sorting order—ascending or descending—and adjusting the layout of various sections on the screen. Ultimately, this level of personalization enhances productivity and ensures that every user can work in a way that suits their individual needs.
Learn more
Pricing
Pricing Starts At:
$39.95 per user per month
Free Trial:
Yes
Integrations
No Integrations at this time
Company Details
Company:
National Data Systems
Year Founded:
2006
Headquarters:
United States
Website:
www.ndssite.com/solutions
Media
Recommended Products
Passwordless Authentication and Passwordless Security
It’s no secret — passwords can be a real headache, both for the people who use them and the people who manage them. Over time, we’ve created hundreds of passwords, it’s easy to lose track of them and they’re easily compromised. Fortunately, passwordless authentication is becoming a feasible reality for many businesses. Duo can help you get there.
Product Details
Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
Customer Support
Business Hours
Online Support
LeadTrac Features and Options
CRM Software
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 Software
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
Law Practice Management Software
Billing & Invoicing
CRM
Calendar Management
Client Portal
Conflict Management
Contract Management
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting
LeadTrac User Reviews
Write a Review- Previous
- Next