Leadtrack

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ABOUT US

With decades of experience developing and deploying software solutions we know that we are only successful if our clients are successful and that "one size does not fit all."

WHY US?

Experience

Our skilled software engineers will design your application and subcomponents to ensure you have everything you need. You can easily reach out to them with questions or requests for modifications.

Value

Many companies offer CRM or project management solutions. LEADTRACK provides an integrated CRM and Project Management package for a fraction of the price.

OUR PROCESS

1. Listen Every client relationship starts with listening to understand your needs. We will quickly determine if Contractor CRM will work for you. If not, we'll let you know.

2. Learn If we are a fit, we will discuss your goals, identify your ”pain points” and demonstrate how we can help.

3. Design & Build We write the code, create the user interface, and build workflows to match your business processes. This is a collaborative phase where we request your opinion throughout the process.

4. Launch Next we deploy the application, virtually train users and provide custom ”how to videos” to make sure everyone can navigate the system.

5. Tweak No application is perfect at launch. With your feedback we are happy to make minor changes to adapt to your processes. We normally make these changes at no additional cost.

6. Support We pride ourselves on providing fast responses to your support needs. Whether it is a bug fix, enhancement request or training need, you can submit it through our embedded Support Center.

FEATURES

Seamless CRM & Project Management Track leads through the sales cycle to close and down payment. Track projects through all project management steps to final payment then warranty and repair. The complete CRM, Project Management and Payment solution.

Scheduling A color-coded calendar with time and distance mapping for sales and crews. Stay organized and optimize your team's time with our easy-to-use scheduling feature.

Auto import lead sources Map leads from your website, or any other sources like Google Ads, Angi, Facebook, etc.

Send Email & Text Alerts Send email and texts automatically to prospects, customers, sales reps, or crews to keep everyone connected and informed with timely notifications.

Create Email & Text Campaigns Build campaign templates to streamline your outreach efforts with customizable email and text campaigns.

Task & Project Status Easily track tasks and project milestones with our intuitive and customizable status tracking.

Job Costing Access job costing information from within the system or import costs from ArcSite CAD drawing tool. Track project costs to measure profitability and change orders.

Project Management Track project milestones seamlessly from beginning to end, ensuring efficient project completion and timely payments.

Inventory Management We can build a custom inventory management system for you to help keep track of materials and trigger restocking alerts.

On-Site Payments Our Contractor CRM application interfaces with numerous payment service platforms for convenient and secure on-site payments.

Forms & Contract Templates We can build professional forms and contract templates, complete with your logo and stored in the system for easy access.

API Integration We have standard API integrations with many business tools and can program others at your request.

AVAILABLE INTEGRATIONS

What makes

and Project Manager a "power tool" and sets us apart from the competition are the many standard integrations with popular time saving apps.

AND

Working with our clients over the years we noticed they were doing hand drawings in the field and then going back to the shop, truck, or home to calculate takeoffs, labor and equipment so they could present a handwritten estimate or contract to the customer.

We knew there had to be a better way. We found the perfect solution by integrating with the ArcSite mobile CAD app for design and data collection.

Seamlessly interface with ArcSite and Contractor CRM to exchange information, drawings, material and equipment takeoffs, scheduling, quotations, project management, warranty, invoicing, and the creation of reports to measure KPIs. Please take 3 minutes to see how it works or click here for a brochure to learn more about the best CRM for contractors working with the best mobile CAD app on the market.

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