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What is LeadMaster?

LeadMaster is a customer relationship management (CRM) solution focused around an online sales lead management system.

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TrustRadius Insights

LeadMaster is a versatile software that offers a range of use cases for businesses. Users find it easy to track and interact with …
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per seat

LeadMaster Standard Edition


per seat

Entry-level set up fee?

  • $500 hours required
For the latest information on pricing, visit…


  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services
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Product Demos

LeadMaster 3CLogic Integration Demo


3CLogic's webinar with Leadmaster CRM (Outdated Software Demo)


LeadMaster CRM Live Demo

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Product Details

What is LeadMaster?

LeadMaster offers on-demand customizable sales lead management software and services. According to the vendor, the product serves both large and small companies. Features include real-time lead capture, lead distribution, lead tracking & custom reporting. LeadMaster's value proposition is that the product makes it easy to qualify and convert leads from virtually any source - landing page, call center, webinar, and lead vendors.

According the vendor, these are the key differentiators of the product:

1 - All-in-One solution (email marketing, lead nurturing, landing pages, quota management)
2 - Easy, comfortable, familiar interface
3 - Powerful - quick actions and business rules
4 - Customizable - custom fields & forms, customize pages
5 - Lead-Xpress - not everyone likes or wants to use a CRM
6 - Smart Queue - if you have people on the phone, you’ll love the Smart Queue
7 - Cost effective - minimal financial commitment, no long-term contract, month-by-month

LeadMaster serves customers in a variety of industries: advertising, insurance, education, mortgage, real estate, manufacturing, call center, healthcare, etc.

LeadMaster Features

Sales Force Automation Features

  • Supported: Customer data management / contact management
  • Supported: Workflow management
  • Supported: Territory management
  • Supported: Opportunity management
  • Supported: Integration with email client (e.g., Outlook or Gmail)
  • Supported: Contract management
  • Supported: Quote & order management
  • Supported: Channel / partner relationship management

Customer Service & Support Features

  • Supported: Case management
  • Supported: Call center management

Marketing Automation Features

  • Supported: Lead management
  • Supported: Email marketing

CRM Project Management Features

  • Supported: Task management
  • Supported: Reporting

CRM Reporting & Analytics Features

  • Supported: Forecasting
  • Supported: Pipeline visualization
  • Supported: Customizable reports

Customization Features

  • Supported: Custom fields
  • Supported: Scripting environment
  • Supported: API for custom integration

Security Features

  • Supported: Role-based user permissions

Integrations with 3rd-party Software Features

  • Supported: Marketing automation

Platform Features

  • Supported: Mobile access

LeadMaster Screenshots

Screenshot of LeadMaster Home Page showing Xtreme-Reports Advanced ReportingScreenshot of Page showing the list of accountsScreenshot of Highly customizable page showing contact details.Screenshot of Sample business rule used to assign all new incoming leads via round robin queue.

LeadMaster Video

A quick overview of LeadMaster

LeadMaster Integrations

LeadMaster Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android
Supported CountriesAll
Supported LanguagesMost labels are customizable in any language
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Reviews and Ratings


Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

LeadMaster is a versatile software that offers a range of use cases for businesses. Users find it easy to track and interact with customers by accessing recent updated notes, which enhances their customer management capabilities. Additionally, LeadMaster enables the creation of reports that effectively measure the performance of salespeople at each stage of the sales process. This allows businesses to identify areas for improvement and optimize their sales strategies. For telemarketing campaigns, LeadMaster proves to be particularly useful as it enables users to search within the program and make detailed notes. The software also helps users stay organized and accountable by providing reminders for leads and offering visibility into the performance of fellow team members. With LeadMaster, businesses can streamline their marketing efforts and promote greater accountability in their teams. LeadMaster serves as a comprehensive solution, meeting various requirements from CRM to outbound marketing applications and real-time lead integration. It acts as a centralized collaboration point for business teams and back-office support, facilitating seamless communication with customers and efficient tracking of updates and documents. Although some older employees may experience difficulties initially understanding the LeadMaster system, the setup and support team are reported to be helpful in getting companies up and running smoothly. Furthermore, customers appreciate the ongoing training materials and webinars provided by LeadMaster's customer support team. In terms of cost-effectiveness, companies have chosen LeadMaster over competitors like Salesforce due to its flexibility, affordability, and ability to handle multiple clients. The software offers extensive capabilities such as workflow development, marketing campaigns, lead scoring, and dashboard reporting. LeadMaster has proven beneficial for various industries as well. For instance, the Professional Edition of LeadMaster caters specifically to the needs of the salon and spa industry, offering lead nurturing, workflow automation, eMarketing functionality, tighter control of the sales process, increased close rates, improved time utilization, lead quality, and overall campaign success. Educational institutions also find value in LeadMaster as it provides a low-cost solution with a high degree of autonomy and efficiency in managing the sales process. The software enables customization and comprehensive communication with prospective students, resulting in increased new student enrollment. LeadMaster's intuitive system and helpful support team make it accessible even for users with little database background. In summary, LeadMaster's key use cases revolve around customer management, sales performance assessment, telemarketing campaign support, marketing streamlining, CRM applications, real-time lead integration, centralized collaboration, and customized solutions for specific industries. Users appreciate the software's ease of use, features, functionality, and ongoing training materials provided by the LeadMaster support team. Furthermore, LeadMaster has been praised for its ability to generate viable and qualified leads. Its lead generation and distribution solution allows businesses to effectively generate leads and track their quality. With LeadMaster, companies can easily manage lead disposition and follow-ups, ensuring no potential opportunity slips through the cracks. The software's implementation is reported to be straightforward, with users quickly adapting to the platform with the help of LeadMaster experts. The system's intuitive nature, flexibility, and adaptability contribute to significant time savings and increased efficiency in managing sales processes. LeadMaster's impact goes beyond just sales processes. For educational institutions, LeadMaster plays a significant role in increasing new student enrollment by tracking marketing effectiveness and enabling revenue projection. The software integrates data from admissions to institutional management systems seamlessly, improving workflow management and reducing reliance on paper-based processes. While some challenges may arise when updating different parts of the program for larger companies, overall, LeadMaster has proven to be a functional CRM that overcomes resistance from sales reps. It provides responsive customer support and has become a preferred choice for multiple clients due to its extensive functionality. In conclusion, LeadMaster serves as a comprehensive solution for various business needs, including customer management, sales performance assessment, telemarketing campaign support, marketing streamlining, CRM applications, lead generation and distribution, centralized collaboration, customized industry solutions, and efficient workflow management. Users appreciate its ease of use, features, functionality, ongoing training materials, and excellent customer support. By leveraging LeadMaster's capabilities, businesses can optimize their sales strategies and drive success in their respective industries.

Helpful customer support: Several reviewers have found the customer support provided by the company to be helpful and responsive. They have had positive experiences when seeking assistance from the customer support team.

Intuitive user experience: Many users have praised the intuitive user experience of LeadMaster, stating that they find the platform simple to use. This has made it easier for them to navigate and utilize the various features offered by the software.

Efficient automation and integration: A significant number of reviewers appreciate how LeadMaster allows for easy integration with other systems, making it convenient to import data and automate processes. Users have found value in scheduling actions and having the system automatically send reminders and emails, which has improved their efficiency in managing leads and staying organized.

Outdated and Limited Platform: Some users have expressed dissatisfaction with the platform, stating that it is outdated and limited in its capabilities compared to other alternatives. They feel that the software has a significant learning curve, especially for beginners.

Slow Performance and Technical Issues: Several users have reported experiencing slow performance while using the CRM. They have also encountered glitches and technical issues, with some even losing or having their data deleted.

Difficult Navigation and Learning Curve: Users have found certain areas of the software difficult to navigate, making it time-consuming to find specific information. They feel that the CRM is not intuitive and requires a significant amount of time to learn its features. Running reports and evaluating efficiency has also been challenging for some users.

Users reviewing LeadMaster have made the following recommendations:

  1. Thoroughly understand and train employees on how to use LeadMaster for efficient use. This recommendation emphasizes the necessity for proper training to maximize the benefits of the software.

  2. Consider business size when choosing. While some users find LeadMaster suitable for very small, basic businesses, they recommend looking for a more robust option for larger businesses. This recommendation suggests that LeadMaster may not have all the features necessary to meet the needs of larger organizations.

  3. Think through requirements before building applications to streamline development and implementation. Users advise fully thinking through requirements before building applications to ensure a smooth and successful integration of LeadMaster into existing workflows.

These recommendations provide valuable insights into areas where users believe LeadMaster could be improved or optimized for better performance and user satisfaction.

Attribute Ratings


(1-1 of 1)
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Score 8 out of 10
Vetted Review
Verified User
After having worked with more than five distinct databases throughout the course of my career, I have discovered that LeadMaster matches or exceeds the efficiency of my previous experiences while simultaneously meeting all of the needs and demands of communicating with my prospective students in this day and age. Through the use of LeadMaster, I was able to set up a thorough communication system that includes not only texting but also emailing and phone conversations. Additionally, LeadMaster has enabled me to better manage the workflow in our workplace. My staff is aware of the students for whom they are responsible for recruiting and are familiar with the process that should be followed with each and every one of them. The system also gives us the ability to almost eliminate the use of paper in our workflow, which helps us cut down on a variety of office blunders.
  • It has business app
  • Use the cloud based technology
  • No integrations at all
  • no communication gap
  • Software customizations as per your business and working
  • strong customer support
  • Need to give all features/access to top level designations of the company. (title based access/feature)
  • need to enhance more communication with team with real-time notifications.
  • Need to improve in deep reporting metrics
My company works with a client who offers a SaaS solution to the beauty sector. We had been using Salesforce for three years but needed a system with lead nurturing, workflow automation, and user-friendliness that Salesforce lacked without a hefty monthly price tag. We are taking use of LeadMaster's eMarketing, automation, and workflow management capabilities as well as the streamlined nature of the Professional Edition. We've been able to better regulate the sales process and boost our conversion rate as a result. We have been very pleased with LeadMaster's customer service and would suggest their product without reservation.
Sales Force Automation (8)
Customer data management / contact management
Workflow management
Territory management
Opportunity management
Integration with email client (e.g., Outlook or Gmail)
Contract management
Quote & order management
Channel / partner relationship management
Customer Service & Support (2)
Case management
Call center management
Marketing Automation (2)
Lead management
Email marketing
CRM Project Management (2)
Task management
CRM Reporting & Analytics (3)
Pipeline visualization
Customizable reports
Customization (3)
Custom fields
Scripting environment
API for custom integration
Security (1)
Role-based user permissions
Social CRM
Integrations with 3rd-party Software (1)
Marketing automation
Platform (1)
Mobile access
  • To mange the vendor/customer as per services or requirement helps to improve service wise business
  • reporting helps to know the service wise sale
  • a bit communication lag between team that create a delay in closing deal.
My client has been using Salesforce for the past two years, but they were looking for a system that would provide lead nurturing, workflow automation, and overall ease of use – functionality that was just not available within Salesforce without incurring a large, monthly fee. I'm using one of my clients who has been using Salesforce for the past two years.
Because of LeadMaster's user-friendliness, robust automation and workflow management, and eMarketing capabilities, we have decided to employ the Professional Edition. As a result, we are able to better regulate the sales process and achieve a higher closure rate.
My ability to more effectively manage the workflow in our office has been greatly enhanced by LeadMaster. Each member of my team is aware of the students they are responsible for recruiting and the specific process that should be followed with each and every one of them. The system also enables us to practically eliminate the use of paper in our process, which helps to reduce the number of different types of office errors.
The reason to give this rating because of the following.
1. Assessing the efficiency of campaigns involving several agencies and points of contact
2. True close loop reporting
3. The capacity to manage a channel through the use of features for updating leads and pipelines.
4. Ensuring that no leads were lost and that they were always assigned to someone for follow-up, whether the lead originated through e-marketing, the filling out of a form on a website, or even a lead from a trade fair
5. Creating a seamless connection between marketing and lead generating
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