LeadMaster is a SaaS-based all-in-one lead management solution that offers capabilities to capture, track and follow up with leads. The solution comprises of integrated modules for sales force automation, customer relationship management, marketing automation, business analytics and more. Available on a monthly subscription basis, the solution is used across a wide range of large and midsize industry verticals including advertising, banking, real estate, retail and more.
LeadMaster offers multiple features integrated into one full package. Email marketing, lead nurturing, marketing analytics, a virtual call center and workflow automation are just a few of the features offered. The intuitive CRM system 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 tools, like Outlook, Google Calendar and click-to-dial VOIP. Field names, dashboard charts, forms and various other functions can be tailored according to business' unique needs.
The monthly subscription covers installation, upgrades, maintenance, and software licensing. LeadMaster also offers personal guidance from their LeadMaster Partners.
Desirae from ClientsFirst Consulting
Employees number: 2-10 employees
As is the case with most CRMs, the more organized your company's data and processes are, the faster you can get your system up and running and focus on user adoption and training. Likewise, if these things are not addressed prior to setup, you can end up with a mess of useless data and reports.
What I liked most about this app is that it asks the customer to decide for themselves what information they need and how they want to access it. It also integrates very well with Outlook and Google Calendar.
What I liked least about this app is that, while the initial questions regarding your business and data for setup can help customize the program to fit your needs like a glove, if your processes are not shored up at the start and you aren't exactly sure what you need to track and how you need to track it, the setup can become confusing. It is easy to accidentally make unnecessary adjustments to the system.
Helena from Attendee Interactive
Specialty: Software / IT
Employees number: 11-50 employees
We looked at many options and really wanted something that follow-up our workflow. Happy client!
Quick set-up, easy to use and good training.
Not always knowing where to go at first which is typical with a new product.
Do your research and more then one demo to ensure all your questions are answered.
Rod from WaterQuest
Specialty: Other services
Employees number: 11-50 employees
Set up and support team were very helpful in getting us up and running.
Fairly simple to use for lead tracking, appointment, reminders ect.
Priority lists were a little complicated and difficult to set up. Support team is difficult to get in touch with after launch.
Good CRM for the price. Probably better for those who are a little more experienced with CRMs
Larry from Optimum Healthcare IT
Employees number: 201-500 employees
While I have not purchased this solution yet, I will be based on the demos and conversations that I have had. The ease of use along with the features and functionality are exactly what I am looking for.
ease of use along with the features and functionality
Kathi from Strategic Operations
LeadMaster is designed in an internet era for people and companies who need their CRM product to work for them. While many programs tell the user how to organize themselves, LeadMaster asks the customer to decide for themselves what information they need and how they want to access it. Reports are simple to generate, and even forms are fairly straightforward to create within the program. Pricing is actually accessible for smaller companies. The support is excellent, with very helpful technicians who do a LOT to provide guidance, information, and service.
The only "downside" might be an overabundance of riches. Because the program is so customizable, it can be a little overwhelming on the front end to have to make all the decisions about data and reporting. Its very robustness can be daunting when starting at the beginning.
As with any CRM program, the more organized your initial data, the easier and faster you can get set up. Consequently, the opposite is also true. If your data is a mess, they can only do so much to organize it for you. The program can be made to do anything you want, but you have to know what exactly you want!
Jane from Hillandale Family of Communities
Specialty: Healthcare / Medicine
Leadmaster is a very affordable, flexible product that can be customized to your needs. It is important to us to have a full service system that can be defined by our unique needs and wants. Every component of our daily tasks has been created and we are confident as we continue to customize the system it will yield exactly what we need for our business and strategies.
I believe implementing any type of system has it's growing pains and learning curve. One difficulty is to remember that when updating the specific fields, many times the update has to occur in two locations.
If you are searching for a system that can be manipulated to your needs, Leadmaster is a product to consider. The service upon implementation and afterwards has been exceptional! When we have a question, the answers are provided immediately. It is a great tool and a great service!
Charles from Bank of America
I like its integration with Outlook and Google Calendar. It's very user friendly.
It's a bit difficult to set up and a bit difficult to customize.
It provides use-cases for specific business cases and specific tests to evaluate these use cases.
Marcello from Cornerstone Realtors
Specialty: Real Estate
I like the affordability and reliability. I also like the performance and technology.
I don't like the fact that there are no actual easy to use tasks for reminders.
My recommendations are to study and practice the software well enough before using it.
Jim from Guns for Poland
Specialty: Maintenance / Field Service
Easy to use, easy to fix, easy to load and easy to update.
Cost is a little much, but I guess that it's not too bad under the circumstances.
Try before you buy, get tech support and debug all progarms first.
Diane from Great Lakes Label, LLC
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
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
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
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
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
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
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
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
Thomas from Personifeye
Date: November 2012
Shawn from Kranq Courier
Date: October 2012
Nicole from Warrenton Select/Summit Motors
For our smaller dealerships who have never used a crm, Leadmaster not only gave them the understanding of the systems, the ease of use, the customer service, but an increase in sales because of the ability to use drip campaigns to keep potential clients interested. The ability to now expand on the simplicity of the product that we began with, will open up even more opportunities for our sales people.