LeadMaster Software


 

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.

 

LeadMaster - Build homepage
 
  • LeadMaster - Build homepage
    Build homepage
  • LeadMaster - Manage accounts
    Manage accounts
  • LeadMaster - Build contact database
    Build contact database
  • LeadMaster - Campaign management
    Campaign management
  • LeadMaster - Custom reporting
    Custom reporting
  • LeadMaster - Search records
    Search records
Supported Operating System(s):
Windows 7, Windows Vista, Windows XP, Mac OS, Linux, HP-UX, AIX, Solaris, Unix, IBM OS/400, Web browser (OS agnostic), Windows 2000

24 Reviews of LeadMaster

 

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Software Advice Reviews (23)
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Showing 1-20 of 23

Helena from Attendee Interactive
Specialty: Software / IT
Number of employees: 11-50 employees Employees number: 11-50 employees

January 2017

January 2017

Sales Associate

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

We looked at many options and really wanted something that follow-up our workflow. Happy client!

Pros

Quick set-up, easy to use and good training.

Cons

Not always knowing where to go at first which is typical with a new product.

Advice to Others

Do your research and more then one demo to ensure all your questions are answered.

 
 

Rod from WaterQuest
Specialty: Other services
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2016

November 2016

CRM Leadmaster

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Set up and support team were very helpful in getting us up and running.

Pros

Fairly simple to use for lead tracking, appointment, reminders ect.

Cons

Priority lists were a little complicated and difficult to set up. Support team is difficult to get in touch with after launch.

Advice to Others

Good CRM for the price. Probably better for those who are a little more experienced with CRMs

 
 

Larry from Optimum Healthcare IT
Specialty: Consulting
Number of employees: 201-500 employees Employees number: 201-500 employees

October 2016

October 2016

Leadmaster CRM - Solid Option

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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.

 
 

Kathi from Strategic Operations
Specialty: Other

July 2015

July 2015

Robust, deeply customizable, and excellent support

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

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.

Likes Least

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.

Recommendations

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

May 2015

May 2015

Hillandale's Experience with Leadmaster

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

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.

Likes Least

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.

Recommendations

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
Specialty: Banking

November 2014

November 2014

LeadMaster Lead Management Review

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

I like its integration with Outlook and Google Calendar. It's very user friendly.

Likes Least

It's a bit difficult to set up and a bit difficult to customize.

Recommendations

It provides use-cases for specific business cases and specific tests to evaluate these use cases.

 
 

Marcello from Cornerstone Realtors
Specialty: Real Estate

November 2014

November 2014

Top producer

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

I like the affordability and reliability. I also like the performance and technology.

Likes Least

I don't like the fact that there are no actual easy to use tasks for reminders.

Recommendations

My recommendations are to study and practice the software well enough before using it.

 
 

Jim from Guns for Poland
Specialty: Maintenance / Field Service

October 2014

October 2014

costof program

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

Easy to use, easy to fix, easy to load and easy to update.

Likes Least

Cost is a little much, but I guess that it's not too bad under the circumstances.

Recommendations

Try before you buy, get tech support and debug all progarms first.

 
 

Diane from Great Lakes Label, LLC
Specialty: Manufacturing

October 2014

October 2014

LeadMaster Lead Management Complete Marketing Automation

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

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.

Likes Least

Currently, the email campaign editor does not have a working spell check function.

Recommendations

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
Specialty: Banking

October 2014

October 2014

VP of Sales

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

They have very accessible and helpful support, as they had someone assigned to us for any issues.

Likes Least

It wasn't designed for telephone sales and was hard to build accurate statistical reports

Recommendations

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

August 2014

August 2014

An easy yet dependable CRM that gets the job done

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

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.

Likes Least

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.

Recommendations

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

July 2014

July 2014

All inclusive, inclusive, CRM tool. Powerfull automation & customizati

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

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!

Likes Least

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.

Recommendations

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
Specialty: Legal

July 2014

July 2014

Easy-to-use, fast and simple product

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

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!

Likes Least

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!

Recommendations

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
Specialty: Insurance

July 2014

July 2014

It is a good program, but the training was not that great

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

I like its ease of use.

Likes Least

It is difficult to get folks on the phone to assist with questions.

Recommendations

Have your training needs figured out when you are signing the contract.

 
 

Laurie from SGI CM
Specialty: Construction

July 2014

July 2014

CM Marketing Tool

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

They have excellent customer service. I like the email integration with Outlook.

Likes Least

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.

Recommendations

Watch all of the available tutorials. Be patient, and don't be afraid to make adjustments.

 
 

Jennifer from Fresh Squeezed Ideas
Specialty: Consulting

March 2014

March 2014

Pleased with Customization

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

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.

Likes Least

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.

Recommendations

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

November 2012

Date: November 2012

 

Thomas from Personifeye

November 2012

Date: November 2012

 

Shawn from Kranq Courier

October 2012

Date: October 2012

 

Scott from BIO-key International

August 2011

Date: August 2011

 
 
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