Very positive and have recommended this product several times already.

Easy integration with Salesforce, Docusign and StripeFast & efficient support thru email and slack channelsWell-thought-of features when it comes to proposal creation and products set-up.

Our customers love the look and feel of our proposals, and how easy the process makes it to transact.

Amazing tool to close sales, create subscription and manage billing and renewals.

They have also prioritized builds based on things that I have said are my biggest problems.

Easy to use solution that they continue to add new features to.

Overall, we are satisfied with the product and experience as been good. It has helped us step away from manual process and made it more efficient.

There were bugs which created problems to login or in some cases charge the customer.

Cacheflow has been a huge value-add for us in three main areas. Our closing process, pricing and collections.

Overall experience is good. Get's the job done and it's super easy to learn how to use.

Their collaboration capabilities are incredibly robust, allowing us to effectively collaborate and obtain customer signatures without the need for multiple emails or communication threads.

To complete all of these actions it used to take us 3 different systems, that didnt integrate right, and took myself hours of time scrubbing everything to make sure it was all synced.

Very easy to use and our proposals can now be sent out in minutes compared to our previous way of doing things.

Cacheflow is AWESOME for combining proposal generation, contract signatures, subscription management, and renewal / upsells.

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

We are very excited and pleased with our decision to move to LeadMaster and look forward to a long term successful relationship.

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.

This is a great software for small and medium industries for the data management and get great results from it.

I was in search of an online CRM that was easy to use, affordable, and provided great reporting tools.

It the crm that include marketing automation and help desk  not only tha but also it is easy and fast crm. It organizes leads and sources and feed them in callers in priotized order.

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

If your data is a mess, they can only do so much to organize it for you.

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.

Leadmaster has allowed us to easily integrate the data from admissions to our institutional management system with great ease.

LeadMaster offers a comprehensive CRM at a great price.

I also have a wide age range of reps and they all find the app very easy to use. I looked at several CRM's and for the price, Leadmaster was the perfect fit for us.

One difficulty is to remember that when updating the specific fields, many times the update has to occur in two locations.

Once we diligently utilized the software, we were able to create reports that showed the effectiveness of our salespeople in each step of the sales process.

Great software for first time users. You may purchase leads from different vendors as well.

It allows our company to manage customers and leads efficiently. The sales and customer service support is fantastic as well.

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

When I discovered LeadMaster, not only could I customize the interface for each client, it had excellent reporting and the pricing was amazingly affordable.

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

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.

I do not have seen any weakness in this crm because it has  marketing automation and has case management.

US Dollar

Cacheflow is a deal-closing platform that automates quotes to close. It allows businesses to create dynamic quotes in minutes, including complex usage-based pricing. 

Develop strategies and projections with detailed insights and transparency into the customer journey, and close deals faster with Cacheflow's interactive self-service checkout. 

Cacheflow is the first no-code solution to encompass the functions of a CRM, CPQ, and billing platform all in one. Integrating seamlessly with the existing tech stack, Cacheflow reduces or even eliminates manual work for RevOps, sales, legal, and compliance teams. 

Offer customers the pricing, billing, and payment options that work for them with usage-based and tiered pricing, a B2C-like checkout, and built-in financing options. 


LongDescription

Product Configurator

Price and Cost Calculations

Quotes/Estimates

Electronic Payments

Customizable Reports

Document Storage

Proposal Generation

Access Controls/Permissions

Activity Tracking

Contract/License Management

Electronic Signature

Approval Process Control

Pipeline Management

Sales Orders

Customizable Fields

Collaboration Tools

Sales Trend Analysis

Template Management

Audit Trail

Version Control

Configurable Workflow

Sales Reports

Real Time Data

Proposal Management

Client Portal

Pricing Management

Workflow Management

Real Time Updates

Activity Dashboard

Alerts/Notifications

Reporting & Statistics

Reminders

Sales Automation

Customizable Templates

Billing & Invoicing

For Sales Teams/Organizations

Accounting Integration

Discount Management

Renewal Management

Real Time Reporting

Customizable Branding

Contact Database

Approval Workflow

Customer History

Third-Party Integrations

Document Management

Document Templates

Product Catalog

Templates

Progress Tracking

Digital Signature

Automatic Formatting

Contact Management

Content Management

Real Time Notifications

Document Review

Document Automation

Drag & Drop

Guided Selling

Configuration Management

Engagement Tracking

Cataloging/Categorization

Price/Margin Management

Content Library

Automated Quoting

Pricing and Cost Calculations

Opportunity Management

Lead Management

Knowledge Base Management

Sales Onboarding & Training

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

Cacheflow

Live Online

Webinars

Documentation

Videos

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.



Forecasting

Internal Chat Integration

Lead Capture

Drip Campaigns

Sales Pipeline Management

Referral Tracking

Calendar/Reminder System

Lead Distribution

Customer Database

Call Management

Assignment Management

Email Templates

Email Marketing

Performance Metrics

Territory Management

Marketing Automation

Lead Segmentation

Forms Management

Email Management

Source Tracking

Customization

Segmentation

Data Visualization

Calendar Sync

Lead Nurturing

Interaction Tracking

Commission Management

Reporting/Analytics

Prioritization

Lead Qualification

Customizable Forms

Client Management

Campaign Management

Sales Forecasting

Prospecting Tools

Search/Filter

For Insurance Industry

Windows 7

Windows Vista

Windows XP

Mac OS

Linux

HP-UX

Solaris

Unix

IBM OS/400

Web browser (OS agnostic)

Windows 2000

Free 30 day trial.
CRM-Xpress - $0 for up to 1,000 contacts
Lead-Xpress $10/mo
CRM-Xpress $15/mo for more than 1,000 contacts
LeadMaster Professional $50/mo

Cacheflow vs LeadMaster

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Product Demo & Screenshots

Advisor Recommendations & User Awards

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