LeadTrac

RATING:

4.3

(3)
Overview

About LeadTrac

LeadTrac is a lead management solution that helps businesses streamline processes related to prospecting, interaction tracking, lead capturing, source monitoring, and more from within a unified platform. It allows team members to send emails, set up instant messaging, conduct audio calls, and manage video conferences. Key features of LeadTrac include document storage, email marketing, lead segmentation, proposal generation, and pipeline management. It lets employees capture client e-signatures, monitor negotiations, handle settlements, track expenses, and manage time-tracking processes on a centralized platform. LeadTrac is a cloud-based application and is available on monthly subscriptions. Support is extended via documentation, phone, email, and other online measure...

LeadTrac Pricing

Average $50/user

Starting price: 

$39.95 per month

Free trial: 

Available

Free version: 

Not Available

No screenshot available

LeadTrac Reviews

Overall Rating

4.3

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

5

Value for money

0

Functionality

4.5

Most Helpful Reviews for LeadTrac

3 Reviews

Janneen

Used free trial

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

CUSTOMER SUPPORT

5

Reviewed October 2015

A multi purpose platform that delivers results

As a small business I need watch my bottom line. Leadtrac enables me to manage my pipeline of prospects and clients effectively. My system is automated to fire off emails, text messages and voice messaging calls through the Leadtrac platform. This enables me to always be in contact with my prospects and clients throughout their entire life cycle. This system is easy to use, and has increased my sales potential exponentially.

Vendor Response

Thank You for your Review. We really appreciate it.

Replied October 2015

Essence

Verified reviewer

Financial Services, 501-1,000 employees

Used daily for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

3

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2018

Detailed

PROS

I like that there is an organized system. It is easy to find what your looking for within the 3 blocks. The tabs within the blocks make it easy to keep everything organized.

CONS

That there is often problems with it logging out while using it. I have to refresh the page to click on a different tab.

Amanda

Financial Services, 51-200 employees

Used daily for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

5

FUNCTIONALITY

4

Reviewed May 2023

Financial Consultant

I Have used a another system at a previous job and I like Lead track better but i think there is a better way to track the process/ progress of each lead, and an easier way to follow up with the lead

PROS

I like how user friendly Leadtrac is. Makes it easier to train usage

CONS

Lead track is noted by date it was filed in a folder. The leads should be filed in each folder/category by the last note taken. This way I know I last called on Monday so by Wednesday I know to follow up again