Ease of use and client support within the software.

Lead Docket is user friendly and exactly the intake software we needed. The support team is also very responsive and helpful.

I truly enjoy how simple it is to use. One it's biggest selling point is that I don't have to have multiple pages/apps up.

Flexibility in capturing lead information, ability to integrate with other firm applications like Filevine.

The Intake Dashboard keeps you focused and organized on your pipeline and being consistent on your calls and follow-ups to potential clients.

Is it very user-friendly, organized, and customizable. It integrates with Filevine very well.

Ease of access, and user-friendliness. I also like the fact that it is customizable in so many ways and the integration with Filevine.

I enjoy the full lay out of the program in my department. However, I do believe it's start up and integration needed much more work and customization.

I love how intuitive Lead Docket is, and how easy it is to navigate and see all the information I need to see every day. The breadth and depth of reporting is also A.

The Intake Dashboard is probably my favorite feature. Keeping everything all together in one place keeps you on top of chasing leads to generate more clients and better revenue.

I love the layout and the ease of use when it comes to adding contacts.

You cannot customize it easily. Tasks are very difficult to change.

Lead Docket has allowed us the opportunity to get more clients and build our practice.

Ease of use, helps manage lead intake and capture and interaction with potential leads is great.

It has also proven to be a great management  tool for leaders to analyze work, marketing campaigns and more.

Definitely an improvement compared to what we were last using.

It is nice to have one place to track all the leads and see where you are getting the most revenue.

Service is excellent, ease of use is excellent.

I have been using Lead Docket at our company for more than 3 years with continued success.

I love the features that lead docket offers. I love that you can assign the lead to different departments and that it reminds you to follow up which is so important.

Desperately needs spellcheck and undo. Once you hit a wrong key or accidentally delete, there is no way to undo it, very problematic.

The integration process is straightforward. I like that I have the ability customize the case types and change the message templates to fit our company's needs.

Very happy with the ease of use. Integrates perfectly with Call Rail for lead tracking.

Very easy to install and set-up. An unlimited, stand-alone version can be downloaded and installed for free.

Application updates sometimes have problems after deploymentThere is a problem with the limitation for offlining the database, since it runs locally on the SQL Express server (local db).

I really like the solution which perfectly fits my needs.

The bottom line is that my investment in eWay's CRM has simplified my daily organizational activity and help me enhance my marketing efforts and grow TRI-WEH Restoration's business.

Ease of use and customization. GDPR features are amazing.

Great contant and task management, great e-mail tracking - it simply does what I expect.

Practical tool, help definitely in the all sales steps / process especially good guide to the closing sales.

The integration is superb and everything is working well for us.

Occasional application crash, some data fields are different from Outlook.

It has bugs fairly regularly. Not a ton, but enough to be inconvenient at times.

Email integration is amazing. I've been searching for a tool like this for years.

It has never been easier to take a call from a prospect and pull up the inquiry details for discussion and to progress the solution for them.

It’s easy, adoptable and fits all users. For us as a small company it’s in the right pricerange and has all the features we need.

The one thing which bothered me more than everything else would be the functionalities. It's too restricting, is what I believe.

The lack of ability to provide its models and menus with alternative display names/headings is disappointing.

An excellent programme for business corporations to exchange and share and save information in teams in small or big companies.

Synchronization process is sometimes slow, produce many warnings and the informative mini window at the center of monitor is annoying when you are reading something.

Had a bad experience when I merged new accounts  into the CRM. An error occurred that merged the new accounts into existing accounts.

The ease of tracking emails on contacts and deals has been great. The tasks manager is simple to use and effective.

I still miss the bulk change feature in lists without having to open each individual item.

This software i very easy pro use. I have overview about my costumers everytime.

They provided a free trial, reached out to us for support on multiple occasions. They really do want to make sure that this is the best tool for you.

As much as i used it i find it quite easy to use and we can easily managed the invoice and  track the activites and we can do time management and i personally love the UI and its recent update is wow.

We love the automated tasks and emails that come with the advanced projects. It is super easy to use.

The system is very clear and easy to use. We have saved the history of the relationship with all the clients and employees.

I am still very new in using Eway, but so far, my experience has beeen more than great. The team are amazing and very helpful, and most importantly easy to reach.

Good product in good price, czech language, good support, easy work on this software, easy orientation during work.

Easy to implement, easy to use, great integration with MS Office - you work in a well known interface of MS Outlook.

Customer support is also the best I've seen from any company in any industry.

Easy to use, highly intuitive, outlook based - amazing crm, integral to our business. The continued ongoing support and customer service is top shelf.

This has been a wonderful tool for a individual as free option.

The integration with Outlook is seemless and the interaction between projects, tasks, journals, contacts and companies is amazing.

US Dollar

Lead Docket is a cloud-based customer relationship management (CRM) solution that helps law firms to track leads. Key features include a real-time dashboard, contact management, task management and reporting. It enables users to search, sort and filter lead as needed.


Users can track and store a lead's contact details, and leads can be filtered based on submission channel. Leads can be uploaded from internal and external sources. The solution allows users to create a lead database, as well as schedule appointments, meetings and phone calls. Users can also set callback reminders. 


Lead Docket’s reporting feature can be used to track cost per lead, lead volume, revenue and other key performance indicators. Other functionalities include referral management, custom intake scripts and call tracking. The solution offers integration with third-party applications such as Google, Microsoft Azure, SendGrid and MailChimp.


Pricing is per user per month. Support is offered via email and over the phone.



LongDescription

Lead Notifications

Online Forms

Lead Capture

Customizable Reports

Activity Tracking

Sales Pipeline Management

Referral Tracking

Calendar/Reminder System

Data Extraction

Lead Distribution

Pipeline Management

Customer Database

Customizable Fields

Data Import/Export

Contact Management

Lead Management

Performance Metrics

Shared Contacts

Lead Segmentation

Forms Management

Workflow Management

Source Tracking

Visual Analytics

Activity Dashboard

Alerts/Notifications

Reporting & Statistics

Segmentation

Data Visualization

Lead Nurturing

Interaction Tracking

Dashboard

Reporting/Analytics

Contact Database

Batch Processing

Lead Qualification

Customizable Forms

Pipeline Reports

Third-Party Integrations

Task Management

Live Chat

Campaign Management

Prospecting Tools

Search/Filter

Mac OS

Web browser (OS agnostic)

Windows 8

Windows 10

Lead Docket pricing starts at $300 per month.

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

2-10

11-50

51-200

201-500

501-1000

1000+

Lead Docket

CRM tools within e-Way CRM are integrated with Outlook, allowing for further use and expansion of the system. With this software, marketing is done easily and efficiently because it can assist in creating strategic plans, sending bulk emails, generating leads and evaluation. It also has tools to have successful sales.


The CRM, together with Outlook, stores data about the customers and allows users to access them. The software also offers a project management module that allows automation of the workflow. Additionally, assessment of the business performance is possible with the analytics tool available in this software. Professionals can also use it as a web application or via mobile devices. It works offline so employees can track business opportunities and engage with customers, even from remote locations.


File Management

Commenting/Notes

Real-Time Analytics

Engagement Tracking

Deadline Management

Milestone Tracking

Document Templates

Project Workflow

Customer Surveys

Case Management

Forecasting

Multi-Channel Marketing

Status Tracking

Meeting Management

Billable Items Tracking

Internal Chat Integration

Committee Management

Subcontractor Management

Due Date Tracking

Time Tracking

Project Templates

Trust Accounting

Performance Management

Email Alerts

Document Storage

Access Controls/Permissions

Data Synchronization

Customer Segmentation

Timer

Subscription Management

Charting

Progress Tracking

Drip Campaigns

Job Costing

Contract/License Management

Task Scheduling

Ad hoc Reporting

Financial Management

SSL Security

Relationship Tracking

Time Clock

Invoice Management

Portfolio Management

Project Planning/Scheduling

Project Management

Task Planning

Auto-Dialer

Projections

Multi-Campaign

Communication Management

Call Recording

Registration Management

Team Assignments

Resource Management

Customer Advocacy

Calendar Management

Collaboration Tools

Activity Management

Assignment Management

Sales Trend Analysis

Conflict Management

Client Tracking

Template Management

Scheduling

Campaign Segmentation

Email Tracking

Email Campaign Management

Call List Management

Campaign Planning

Accounting

Multiple Projects

Buyer Management

Email Templates

Subscriber Management

Email Distribution

Sales Approval

Opportunity Management

Project Time Tracking

Email Marketing

Cost-to-Completion Tracking

Mobile Access

Planning Tools

List Management

Premium monthly: $24 per user, per month.
Premium lifetime: $369 per user + 15% annual support fee.

A free plan is also available.

Lead Docket vs eWay-CRM

User Ratings & Reviews

Pricing

Product Demo & Screenshots

Advisor Recommendations & User Awards

Additional Info

Support and Training

Popular Comparisons