LEADTRACK provides integrated CRM and project management software, helping contractors streamline operations from lead to final payment. While some users find help documentation insufficient for self-starters, its highly customizable nature and dedicated support justify the initial guidance needed. Overall, LEADTRACK’s tailored approach makes it a compelling choice for trade-based businesses.
LEADTRACK Specifications
Contact Management
Lead Management
Sales Pipeline Tracking
Task and Activity Management
What Is LEADTRACK?
LEADTRACK is a specialized CRM software explicitly designed for contracting businesses seeking to manage their entire operational workflow. It combines lead management, project tracking, and customer communication in one platform. LEADTRACK features, such as job costing and crew scheduling, help businesses optimize profitability and field team efficiency. The solution is ideal for contractors who have outgrown generic CRMs and require a system tailored to their unique project-based processes.
LEADTRACK Pricing
The LEADTRACK cost is based on the specific needs and scale of your contracting business. The company emphasizes a collaborative process to design and build a solution that fits your unique workflows.
LEADTRACK Integrations
LEADTRACK software supports integration with multiple business systems and platforms, such as:
- ArcSite
- QuickBooks
- Google Calendar
- Cronofy
- Stripe
- Zoho
Who Is LEADTRACK For?
LEADTRACK is ideal for a wide range of contracting industries, including:
- Concrete contractors
- Electrical services
- Fencing companies
- Flooring installers
- Foundation repair
- Gutter services
- Synthetic turf installers
Is LEADTRACK Right For You?
If your contracting business requires more than a generic CRM, LEADTRACK could be the right fit. Its standout offering is the combination of a robust project management system with a highly customizable CRM, explicitly tailored for trades. Its value lies in the consultative ‘Design and Build’ approach, ensuring the software truly matches your operational processes, from scheduling crews to final invoicing.
Still doubtful if LEADTRACK is the right fit for you? For further guidance, please contact our customer support team at (661) 384-7070.
LEADTRACK Features
This integrated system allows you to manage the entire customer lifecycle, from tracking initial sales leads to managing project milestones and post-job warranties. It centralizes all data, ensuring a smooth transition from a closed deal to a completed project.
See How It WorksOptimize your team’s efficiency with a color-coded calendar that provides time and distance mapping for sales reps and field crews. This feature helps you organize daily routes and appointments, minimizing travel time, and maximizing productivity on job sites.
See How It WorksGain critical financial insights by tracking project costs directly within the system. You can measure profitability against the budget and manage change orders effectively. It also supports importing cost data from the ArcSite CAD tool for enhanced accuracy and workflow automation.
See How It WorksAutomate your lead generation by mapping and importing leads directly from your website, Google Ads, Angi, Facebook, and other online sources. This ensures no potential customer falls through the cracks and saves significant time on manual data entry.
See How It WorksStreamline your cash flow by accepting customer payments directly at the job site. The application interfaces with numerous secure payment service platforms, providing convenience for your clients and ensuring you get paid faster upon project completion or milestone achievement.
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