LeadMaster makes sales lead management a snap with an easy-to-use, affordable SaaS system that combines everything a business needs to capture, track and follow up with leads, including Sales Force Automation (SFA), Customer Relationship Management (CRM) and analytics, Marketing Automation and more. This robust system is available for a monthly subscription and works for companies large and small from various industries, including advertising, banking, real estate, retail and more.
LeadMaster is multiple solutions in one. Email marketing, built-in lead nurturing, marketing analytics, a virtual call center and workflow automation are just a few of the features offered. The intuitive CRM system alone offers real-time lead capture, lead distribution, nurturing, tracking and customer reporting. Leads can be qualified and converted from almost any source - webinar, call center, landing page, sales lead suppliers and more. LeadMaster also integrates with a variety of useful sales tools, like Outlook, Google Calendar and click-to-dial VOIP.
This is one of LeadMaster's best features, along with its truly comprehensive offerings. There's no facet of sales lead management that isn't under the LeadMaster umbrella, and each can be customized for your business. Field names, dashboard charts, forms and various other functions can be tailored to your unique needs. Make more sales in less time, the ideal scenario for sales lead management.
The monthly subscription covers installation, upgrades, maintenance, and software licensing. LeadMaster also offers personal guidance from their LeadMaster Partners. Easy-to-use, easy-to-learn, with a hefty number of sales lead management offerings, LeadMaster is a great multi-purpose web-based solution.
Diane from Great Lakes Label, LLC
Portfolio size: 6 to 10 users
It's very user-friendly. It was easy to pick up and send campaigns right out of the gate.
LeadMaster functions as promised. I would like to see more advanced functions for email campaigns.
LeadMaster is a quality CRM tool. The functionality is there and it does a great job!
My questions and concerns have always been answered in a timely manner.
LeadMaster offers a comprehensive CRM at a great price. It allows our company to manage customers and leads efficiently. The sales and customer service support is fantastic as well.
Currently, the email campaign editor does not have a working spell check function.
Ask lots of questions early on from your team. Understanding everyone's needs early on is a great way to figure out whether LeadMaster is a good fit for your company.
C.J. from Blue Bridge
Portfolio size: 6 to 10 users
It's hard to setup and customize how you need it. It wouldn't support a list format that is suitable for telephone sales.
It was designed to add customers in after you see them in person or they come to your store.
It's a decent product, but it wasn't what we needed and was hard to customize.
They are very responsive, but it required an employee dedicated to supporting it.
They have very accessible and helpful support, as they had someone assigned to us for any issues.
It wasn't designed for telephone sales and was hard to build accurate statistical reports
Make sure the product is designed to fix your sales process (e.g., phone sales or face to face).
Lisa from Woodlawn
Specialty: Other services
Portfolio size: 6 to 10 users
It's very sensible; it's easy to figure out the workflow on your own.
It meets our needs very well, and it tracks our presentations and sales.
I still think that we have not taken full advantage of all the features, and it is being released to our people in a basic format, so it's hard to judge the quality in its entirety right now
They are very responsive and easy to talk to. They get back to us right away and always make the instructions easy to understand over the phone.
It's easy to make changes yourself, and there's a lot of help on the backend in learning the product with the videos and instructions. The library is an excellent tool.
I wish they would push our leadership to have the training webinar for the sales people. They need to stay on the leadership at Woodlawn to get this done. Salespeople are not utilizing the product correctly.
Sometimes, you don't need every expensive bell and whistle out there; it can get really overcomplicated. Small businesses will definitely benefit from using a product like LeadMaster.
Alexander from 8521441 Canada Incoprorated
Specialty: Other services
Portfolio size: 2 to 5 users
It can be challenging to initially figure out, but that is because of its power and efficiency. It's chess not checkers.
It fits fully with its customization. There are so many options that can be placed in it, included nurturing campaigns that automatically schedule your calls and automatically send e-mails.
It's very dynamic with many functions and high quality. We enjoy many features, including nurtring campaigns, e-mail campaigns, and lead value/with returns. It's an extremely powerful marketing tool and CRM.
Your needs will be immediately taken care of rapidly in real time. Challenges get resolved before they impact business. Recommend allowing them to customize for you to avoid challenges.
Prior to subscribing to LeadMaster, I was on a trial period with Salesforce, Microsoft Dynamics, and Infusionsoft. In terms of an overall inclusive CRM, I rate the LeadMaster product the highest by far. While Salesforce is a multibillion dollar activity, they created a shell that can be used by other apps. The subscription fees to purchase the apps your business needs will set you through the rough, let alone the consulting fees and upfront costs you will need to get it to work. Furthermore, each industry is unique, and the chances of all your apps working in sync with each other is unlikely. With LeadMaster, you can purchase one single tool that you can use for all your data management, leads, and marketing. There is actually no point in marketing and generating leads without an effective CRM, and LeadMaster is the way to go.
Moreover, the customer service is unbelievable. Late at night while working on a project, I e-mailed a rep with a concern and expected a response the next morning. She responded and stayed up late to ensure my concern was solved. She asked me to take a step-by-step video, which she watched and resolved the problem. With Salesforce, the people that sell you the product know very little about what they are selling and will simply send you template instructions and videos. As I stated before, each business is different, and each industry is different; you need automation and customization. With a small reasonable fee with LeadMaster, the setup will fit your business like a glove. Take my word for it, or try the demo yourself.
Would I recommend this product? Of course!
I really have no prevailing concerns. Their customer service is always on top of any concerns I have. They tend to your business needs like I have never seen before.
Try it out. Of course, the trial period may not make you aware of how powerful it is. Its true power rests in its automation and customization. I would suggest a subscription.
Juliana from Criss & Kraft LLP
Portfolio size: 2 to 5 users
The software is very easy to use. After playing around just a couple times, I was able to understand how to change specific fields and manage the software without the help of my technical support associate.
For the most part, it works. It would better suit a company that has more of a sales component to their business. But, with the help of the technical support team, we were able to customize LeadMaster to better fulfill our needs.
The product is made very well. It definitely has the end user in mind, as it is simple and efficient for business as small as ours, and I know it will help us grow bigger as well!
They really took the time to walk me through all the features. The times we weren't video conferencing and I had a question, my technical support agent would send me videos on how to complete the task I needed! They take a very hands-on approach, which is helpful to really understanding all you can do with the software.
The best thing about the product is the easy-to-use interface. The design and layout of the software make it a great value to all companies. Not to mention the technical support is top notch. LeadMaster takes the time to personalize the software every step of the way. They go out of their way to make sure the customer understands the product and is happy with the software!
There are very few things not to like. The only issue we had was a few of the design features that could not be changed. But even then, our technical support team helped us find a way around that feature so we could still use the reports!
Ask what the customer support is like and how involved they will be in teaching you how to use the product. LeadMaster's customer service is incomparable to other CRM software because they don't charge you for the initial support one would need to learn all the features of software like this.
Carl from Alliance
Portfolio size: Single user
It is fine, but there needs to be more support and guidance from the company when you are getting going.
It works for what I do, but with more training, it would be great.
It is fine. It works well, and when I need to find a contact, it is great.
This is their problem. I wish they had given more help.
I like its ease of use.
It is difficult to get folks on the phone to assist with questions.
Have your training needs figured out when you are signing the contract.
Laurie from SGI CM
Portfolio size: 2 to 5 users
Creating reports takes a lot of trial and error. It would be nice to be able to preview and make revisions before creating a report.
This software performs nicely, but I'd like to be able auto-assign opportunities with a numbering system based on criteria such as region and service (to group my opportunities).
The quality and functionality are okay, but it has a bit of an archaic feel. A GUI update may be in order.
Help is only a phone call or email away. That gets huge points from me!
They have excellent customer service. I like the email integration with Outlook.
There's a large learning curve for customizing reports. I think the tutorials are a good start, but most of the time, I just have to play with settings and see what happens.
Watch all of the available tutorials. Be patient, and don't be afraid to make adjustments.
Jennifer from Fresh Squeezed Ideas
Portfolio size: 2 to 5 users
There is an inevitable learning curve associated with any product of this kind. LeadMaster is currently the easiest I've encountered; however, the others I've used were more complicated ERPs (turnkey products) to begin with.
At this time, since we've scaled back on our needs, it perfectly tracks our clients and upcoming opportunities (proposals). It does not do a great job of project tracking, but then again, it's not really built for that. We are also still in the process of fine-tuning the product but since refining our intended uses for it, it's been a lot easier to implement. The LeadExpress capabilities are attractive, though we have not effectively put them to use yet.
Reasonably priced, great reporting; again, there is an ideal level of customization. It could be a tad prettier, but that's not essential.
I have found the support to be quite good, though it becomes a challenge when you are a client in an unfamiliar area of business. However, I found the sales rep/account manager to be patient. I think there could be more support in helping a client understand how to go about determining the best approach for them in terms of setting up the system and process within it. It would be useful for them to have templates and tools available to help plan your system/automated workflow/nurturing track in case the concept is new on a practical level. Theoretically speaking, there is information on the LeadMaster website.
I found this to be a particular issue because we were charged for all users from the get-go (approx. 13) before everything had been set up and ready to go. As a new client, I should have thought about starting with two to three users to ensure we had the system ready and had gone live before being charged for everyone (it's really easy to add on an account). This was particularly important since at first, we required a substantial amount of customization and wasted some time by not having a defined work plan and waiting for buy-in from our company management on the work done so far. Since signing up, we have scaled back on the number of users significantly until we are ready for them to use it, and this has worked just fine.
I appreciate the attention to the individual needs of the client and patience throughout set up. I am also pleased with the level of customization the product offers and its ability to connect tasks and appointments with calendars.
Its not really a complaint, but it is a huge challenge to determine what your needs as a business are and how to set that up within the system. Without that focus and end goal for how the product will work for you, it's easy to wind up making aimless adjustments to the system.
In regards to LeadMaster specifically, sometimes the help function doesn't work or the help pages accessed through the system are too general. While there are tutorials on the website and library microsite, some of them seem a tad outdated or do not function. This hasn't been a huge problem if you have a rep available to assist you with finding the answer to your questions.
Ensure you have a concrete idea of what you are looking to achieve with the system and understand the difference between sales and project management software. The two are not always easily combined. Secondly, have an understanding as to who will be using the system and plan to soft launch it, and then slowly integrate it into the day-to-day activities of the company you are supporting with it.
Margery from Acadia
Date: November 2012
In 1999 I founded Acadia as a virtual call team, skilled at providing inside sales support and lead generation for manufacturing and technical organizations. I was in search of an online CRM that was easy to use, affordable, and provided great reporting tools. I investigated using Salesforce, but it was not flexible enough to handle multiple clients, and did not provide the ability to customize fields easily. When I discovered LeadMaster, not only could I customize the interface for each client, it had excellent reporting and the pricing was amazingly affordable. LeadMaster had my team up and running in less than one week.
The LeadMaster CRM has evolved with me as my business has grown, providing continual advancements and upgrades to meet the needs of ever changing business environments. I highly recommend LeadMaster to other colleagues and will continue to look to the LeadMaster team as a valued partner.
Thomas from Personifeye
Date: November 2012
Our company works with marketing communication firms throughout North America and for years have been using lead nurturing as a daily part of our new business development process. We depend on our own ability to generate viable and qualified leads for our services.
For several years we used one of the more recognizable Marketing Automation/CRM solutions which worked ok. The problem was it was not a lead generation, lead distribution solution. This meant we were looking out the rear view mirror instead of the front windshield.
A few months ago we were introduced to LeadMaster and immediately recognized the huge upside this cloud solution offered. We now have a lead management solution doing what was most important. Generating leads!
The extensive capabilities of LeadMaster make this a truly unique and comprehensive platform. The ability to develop workflows, launch marketing campaigns, do lead scoring, use dashboard reporting are just a few of the highlights of the solution.
The implementation was very straight forward and with the help of the LeadMaster experts, we were up and running very quickly. All of our users were able to quickly adapt to the new platform and are using it extensively. I would definitely say this is a very easy to use solution. If someone has problems using LeadMaster, it is not the software but, the user.
Customer support has been absolutely amazing and the ongoing training materials and webinars are of tremendous value.
We have seen immediate benefits in time utilization, lead quality and overall campaign success. We are very excited and pleased with our decision to move to LeadMaster and look forward to a long term successful relationship.
Shawn from Kranq Courier
Date: October 2012
If you are interested in using Leadmaster, pls be very careful their system can work for you. We have tried using if for a few years now for about 1% of our staff. The main problem with it is if you change one thing, the system does not update the other parts of the program. For small companies this might be okay, but for large ones you are then looking at reviewing 1000 other working parts of the program manually. Your staff will be using paper and pencil to do their work and their support takes along time to answer questions and deal with issues.
Scott from BIO-key International
Date: August 2011
During my career as a sales manager and business owner, I've worked with about a half dozen different CRM systems, including Salesforce. I've encountered resistance from sales reps that wanted to remain steadfast in their old habits, I've encountered CRM providers that aren't as responsive "after" the sale, and I've had CRM systems that stalled progress and potential.
Just over one year ago I contacted a former colleague and asked if there was anything "fresh" in the CRM world. He pointed me to Leadmaster, claiming that his clients loved it and found it to be the most functional CRM they had ever used. After taking a tour of the website and experiencing a demo with Tony, I was fascinated and eager to put the application into use for one of my clients.
Well, I've now installed Leadmaster into three clients' platforms - a medical device company, a dental manufacturer and a biometric company. The nurturing/drip marketing, the emal tools and the reports features are outstanding. More important, the sales reps that are introduced to Leadmaster immediately witness the benefits of the "marketing tools on steroids" and embrace the entire process. Eventually, the rep recognizes that having Leadmaster at their side is the equivalent of hiring the best personal assistant one could find.
Lastly, any CRM installation and build-out is going to require service. At Leadmaster I speak with the "exact" same customer service contact each and every time! They already understand my objectives, so I don't have to start each service issue by offering an entire history.
I tend to judge things by measuring their ability to meet expectations. Leadmaster has exceeded every expectation I had, and erased some of the distaste I had from bad experiences with CRM providers in the past. Leadmaster - you restored my faith that YES, a business can truly deliver on its promises and make me a stronger company!
James from GetRosy.com
Date: July 2011
GetRosy.com provides a SaaS application for the salon and spa industry. GetRosy.com had been using salesforce.com for the past 3 years, but was looking for a system that would provide lead nurturing, workflow automation, and overall ease of use - functionality that was just not available within salesforce.com without incurring a large, monthly fee.
GetRosy.com is now happily utilizing LeadMaster's Professional Edition, allowing us to take advantage of LeadMaster's ease of use, built-in automation and workflow management, and eMarketing functionality. Because of this, we have tighter control of our sales process and thus, have increased our close rate significantly.
LeadMaster support has been outstanding, and we would recommend this solution to anyone.
Kewal from Channel Tools Ltd
Date: July 2011
Channel Tools provides sales and marketing services to companies mainly in the
The reason for going to the market place for new software was we were looking for a solution that could manage a number of pain points. These included
1. Managing marketing spend
2. ROI management
3. Measuring effectiveness of multiagency and multitouch campaigns
4. True close loop reporting
5. The ability to manage a channel by using functionality for updating leads and pipelines.
6. Making sure no lead was missed and was always allocated to someone for follow up, whether from e-marketing, filling in a form on a website or even a lead from a trade show.
7. Data management and data analysis
8. Linking emarketing easily to lead generation
What we were finding was that because we worked with a number of agencies there were no standard ways of seeing trends or overall ROI. Measurement was purely at an individual activity level resulting in masses of spreadsheets or a huge professional services bill for updating a large system to have the functionality to meet our requirements.
We have been using LeadMaster for approximately a year. The system is very intuitive from an end user perspective and very flexible and adaptable. There is plenty of training material available and the support is great.
Having used the system for a year we have found that things that used to take 3 days now take three minutes. I could go on. Definitely worth taking on this program.
Brian from Nebraska Christian College
Date: July 2011
Having struggled through two inadequate database and communications systems for my college, I was looking for a low-cost product that would give me a high degree of autonomy within the system and infuse our office with efficiency in managing our sales process. Running a college admissions office is similar to selling a widget, but there are enough differences that I needed to be able to customize this system in order for it to function in an educational environment. We hit a home run with Leadmaster.
Having worked with more than five different databases in my career, I have found that Leadmaster matches or exceeds the efficiency of my previous experiences, while meeting all the needs and demands of communicating with my prospective students in this day and age. From texting to email to phone calls, I have been able to create a comprehensive communication system using Leadmaster.
It goes one step beyond just being able to manage my data and communicate with my potential students. Leadmaster also has allowed me to better manage the work flow in our office. My staff know who they are responsible for recruiting, and what the exact procedure should be with each and every student. The system also allows us to essentially go paperless in our process, cutting back on all kinds of office missteps.
Leadmaster is an intuitive system, which means that I have been able to design and use their tools with great ease. Better than any of that is that my staff, including those with little to no database background, have been able to contribute to its functionality for the office. Training was a snap, and each and every time I found myself in a pickle, the folks at Leadmaster have been fantastic in setting me straight.
I anticipate that, a year from now, Leadmaster will have played a significant role in increasing our new student enrollment. I know this because we are going to, for the first time in years, be able to track all levels of marketing effectiveness and make those critical marketing decisions in a timely manner. I will be able, through the tools of Leadmaster, to project revenue for the first time in our college's history, and be able to share with our leadership exactly why and how a student enrolls at our institution.
Leadmaster has its limitations in the sense that it is not a records management system, and any educational institution must understand this is a product designed for enrolling students, not tracking students through graduation. Leadmaster has allowed us to easily integrate the data from admissions to our institutional management system with great ease.