Overview
What is Trace My Lead?
TraceMyLeadâ„¢ is a Field Service Management Software designed to enhance the business process of the Remodeling and Home Improvement Industry. According to the vendor, this solution is specifically tailored for contractors, home service professionals, remodelers, and sales and marketing professionals...
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Get StartedPricing
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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Product Details
- About
- Tech Details
What is Trace My Lead?
TraceMyLeadâ„¢ is a Field Service Management Software designed to enhance the business process of the Remodeling and Home Improvement Industry. According to the vendor, this solution is specifically tailored for contractors, home service professionals, remodelers, and sales and marketing professionals in the remodeling and home improvement industry. With its comprehensive features and user-friendly interface, TraceMyLeadâ„¢ aims to streamline operations and boost productivity for businesses of all sizes.
Key Features
Appointment Scheduling: According to the vendor, the software offers a slot-based scheduling process to avoid overbooking sales reps and losing sales opportunities.
No-Lost Lead Technology: The vendor claims that this feature transfers leads to the follow-up list of any active sales rep or rehash agent, ensuring no lost leads.
Lead Dashboard: The software provides a "at-a-glance" view of leads entered, their source, and the number of leads on any given day, according to the vendor.
Unlimited Salesreps and Users: The vendor states that the software allows an unlimited number of sales reps and users to be added to the TraceMyLead software.
24x7 Customer Support: The vendor offers 24x7 customer support by trained experts with industry know-how.
Trace My Job - PRO: According to the vendor, this feature includes a mobile sales quotation and invoicing system powered by invoiceASAP, along with job and installation tracking capabilities. It also offers 1-way integration with Quickbooks.
Action Items: Users can create sales reps "to-dos" attached to specific leads, as claimed by the vendor.
Customer Care: The software automatically sends prospects an email or physical letter confirming their appointment, according to the vendor.
Document Management: Users can go paperless by attaching PDF documents to lead records, enabling easy access and organization, as claimed by the vendor.
Job Scheduling Software: The software enables efficient scheduling and management of jobs to optimize productivity and resource allocation, according to the vendor.
Trace My Lead Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Web-Based |
