Name: LeadTrac
Price: 39.95 USD
Rating: 9 (1 reviews)
Author: National Data Systems

Help Desk

Web and Video Conferencing

Customer Support

Interactive Application Security Testing (IAST)

Development

Audit

Board Management

Business Intelligence (BI)

Collaboration

Enterprise Legal Management

Transportation & Logistics

Enterprise

Accounting

Anti-Money Laundering (AML)

Subscription Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Recognition

HR Management

Payroll

Succession Planning

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

3D Printers

Application Delivery Controllers (ADC)

Bot Mitigation

Cloud Storage

Computerized Maintenance Management Systems (CMMS)

Data Mapping

Data Pipeline

Desktop Management

Desktop Outsourcing

Extended Detection and Response (XDR)

Fraud Detection

Hosted Virtual Desktop

IT Operations Analytics

Infrastructure-as-Code (IaC)

Integration Platform as a Service (iPaaS)

Internet of Things (IoT)

Interoperability

Network Performance Monitoring

Relational Database Management Systems

Smart Contracts

Tape Storage

Vulnerability Management

Workload Automation

Information Technology

A/B Testing

AI Writing Assistant Software

Ad Serving & Retargeting

Affiliate

All-in-One Marketing

Contact Management

Content Management

Contest Management

Digital Asset Management

Email Marketing

Gamification

Marketing Automation

Search Engine Marketing (SEM)

Social Media Management

Survey & Forms Building

Video Collaboration

Web Analytics

Marketing

Project Management

Transcription

Professional Services

Customer Relationship Management (CRM)

Intelligent Virtual Assistant

Multichannel Retail

Presales

Sales

Certificate Lifecycle Management

Database Security

GDPR Compliance

Security

Construction Accounting

Hotel Management

Loan Servicing

Vertical-Specific

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LeadTrac by National Data Systems, LLC is a CRM and case management software solution designed to streamline workflow, simplify cases, and manage clients for businesses and law firms of all sizes. According to the vendor, LeadTrac offers technology solutions for data management, finance management, and communication. It is aimed at debt settlement companies, law firms, legal professionals, business consultants, and financial services providers.

## Key Features

**Finance Management**: According to the vendor, LeadTrac allows users to centralize financial information in one location for easy access. Users can upload bills, notes, settlement offers, settlements, and other important details. The software provides a comprehensive view of important financial data.

**Data Management**: According to the vendor, LeadTrac streamlines workflow and enhances transparency by centralizing lead tracking, client management, case details, and documentation. Users can keep all important data in one online platform for easy access and organization. The vendor also claims that LeadTrac ensures data security and privacy.

**Communication Management**: The vendor states that LeadTrac improves communication with clients and boosts overall efficiency. The software streamlines internal and client communication on tasks, case status updates, action items, and more. This helps to keep everyone informed and on the same page.

**Sales and Lead Management**: According to the vendor, LeadTrac simplifies the lead tracking process and sales operations. Users can generate agreements for client signature with ease. The vendor claims that LeadTrac can help shorten sales cycles, increase win rates, and sustain revenue growth.

**Negotiations and Settlements**: The vendor states that LeadTrac optimizes settlement timing and offers. The software streamlines negotiations and efficiently manages settlements, which can accelerate time to revenue.

**Business Process Automation**: According to the vendor, LeadTrac improves operational efficiency and standardizes department processes. It increases accountability and visibility by allowing users to log, track, and report by user, group, team, department, and company.

**Customer Service**: The vendor claims that LeadTrac improves client communication with email, audio, and SMS text messages. It aims to increase customer satisfaction and reduce churn, while also expanding revenue opportunities.

**Lead and Case Management**: LeadTrac aims to streamline organization and increase transparency. According to the vendor, it ensures data security and privacy by storing all leads, client information, case details, and documents in a single online platform.

**Process Automation and Workflows**: According to the vendor, LeadTrac allows users to track client and case progress and milestones effortlessly. Workflows can be connected to tasks and client communication, creating a seamless case management process.

**Client Communications: Email, Audio, SMS, & Video Conferencing**: LeadTrac provides an integrated suite of communication tools, including email, audio, SMS, and video conferencing. According to the vendor, this allows for effective communication with clients and real-time collaboration, regardless of location.

User-friendly Interface: Several users have praised LeadTrac for its user-friendly interface, stating that it is intuitive and easy to navigate. This has made it easier for them to train new users on the software, saving time and effort in the onboarding process.

Comprehensive Features: Many reviewers appreciate that LeadTrac offers a wide range of features all within one system. These include CRM, quoting system, billing, tasks and events, among others. Having everything in one place improves efficiency by eliminating the need to switch between multiple platforms.

Robust Workflow Automation: Users have highlighted LeadTrac's automation capabilities as a major advantage. They have mentioned that the software can automatically reach out to clients when necessary, reducing the need for manual follow-up. This feature has helped streamline client management processes and saved valuable time for users.

Lack of Mobile App: Several users have expressed the need for a mobile app or better mobile adaptation in LeadTrac. This absence has been identified as a limitation, potentially hindering users' ability to efficiently manage their leads on the go.

Additional Costs for Features: Users have reported that there are additional costs associated with almost everything in LeadTrac. This includes creating custom reports and adding new fields, which requires support and incurs extra charges. Some users have found this pricing structure to be burdensome and feel that it restricts their ability to fully utilize the software's capabilities without incurring additional expenses.

Limited Customization Options: Reviewers have mentioned limitations when it comes to customizing LeadTrac. Users are unable to create custom fields or perform field mapping on their own, leading them to rely on support services that come at an added cost. This lack of flexibility can make users feel constrained and hinder their ability to tailor the software to meet their specific needs.

LeadTrac has become an invaluable tool for users seeking to efficiently track and manage their leads. Users have praised the system for its ability to easily track the progress of each lead and facilitate effective follow-ups. With LeadTrac, users no longer have to worry about missing out on potential opportunities as they can input data files and generate quotes effortlessly. The disposition buttons within the platform have proven to be a simple yet effective way to track the sales cycle, allowing users to stay organized and on top of their prospects.

One of the standout features of LeadTrac is its automation capabilities, which have greatly improved cross-departmental communication and task assignment. Users have found that the automated email, text message, and voice messaging functionalities enable them to stay in constant contact with both prospects and clients throughout their entire life cycle. This feature has been particularly beneficial for small businesses seeking to manage their pipeline effectively. Furthermore, LeadTrac's user-friendly interface has received praise from users who have reported a significant increase in their sales potential since implementing the software. Overall, LeadTrac has proven to be a reliable solution for lead tracking and management, offering users a streamlined way to organize their leads while maintaining constant communication with clients.

Basic

monday CRM provides control over the entire sales funnel and helps users close deals faster by automating manual work and streamlining sales activities from A-Z.

Standard

Free Forever

CRM Bundle

LeadTrac

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

National Data Systems

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

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LeadTrac

Overview

What is LeadTrac?