Pricing
Monthly rates starting at $129.00 per month!
Features
LeadTrax helps you become more efficient in managing and converting your leads. We work with you to determine how you can take advantage of automated features so you can spend more time trying to close business. We will work with you to:
- Aggregate all of your leads into one system.
- Customize statuses, rankings, sources, and leads types based on your company procedures.
- Assign leads to sales associates and keep track of their progress.
- Automate follow ups to sales associates based on your company business rules. If you require your associates to give you weekly updates on leads assigned to them. LeadTrax will automatically send out an email or text message reminding them.
- Set up rules to send automatic email notifications to leads. Keep your company brand in front of potential customers!
- Run reports to determine what lead sources are generating the most bang for your buck!
| FEATURE | PROFESSIONAL | ENTERPRISE |
| Web based Lead Management System for Brokers and their Agents |
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| Standard Reporting System | |
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| Advanced Reporting System | |
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| Email Alerts | |
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| Standard Business Rules | ||
| 24 hour follow up to Agent | |
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| 3 day follow up to Client | |
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| 7 day Follow Up to Agent | |
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| 30 day follow up to Agent - Recurring | |
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| Email Parsers - Ability to Import Email Leads | ||
| LeadTrax Standard Format | |
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| LeadTrax 3rd Party Formats (Custom formats converted at a fixed cost) |
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| U-Mail - Bulk Email to Leads | Optional | |
| Training / Setup Online Webinars, Group training | |
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| Support - Email, Help Desk | |
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| Custom Business Rules Supported | N/A | |
| Drip marketing Campaigns | ||
| Automated Workflow Processes | ||
| Additional Email Notifications | ||
| XML Web Service for Adding Leads | N/A | |
| Data Import of existing clients / leads | Optional | |
| Advanced Integration / Training (8 hours 1 on 1) | N/A | |
| Custom System Enhancements | N/A | |
Definitions
Standard Reporting System
The LeadTrax Standard Reporting gives you the ability to run reports to see your lead activity.
Advanced Reporting System
The LeadTrax Advanced Reporting Module allows you to print any report as a PDF, export it to Excel, HTML, or as an Image. It also supports advanced filtering / querying so you can drill down into specific areas. It is a separate module so you can easily give access to senior executives for them to retrieve reports at any time.
Email Alerts
Ability to send automatic emails to your agents for reminders to place updated notes in the LeadTrax system. You no longer need to make the phone calls or manually send the emails asking for updates, the system sends automatic email reminders for you. AND once the agent gets the email, they can place their update directly into the system, you don't need to copy and paste it onto the lead record.
Standard Business Rules
This is the ability to automate many of the routine tasks your lead coordinator does, specifically getting the status of a lead from an agent and getting feedback from the consumer. This frees up your time for much more productive tasks.
Custom Business Rules Supported
Custom business rules are ones that you decide the logic and what happens. Use them for drip email marketing campaigns to specific target audiences, workflow automation of your hard to reach leads plus many many more uses.
Email Parsers - Ability to Import Email Leads
Email parsers are used to take the lead information from the body of an email and copy it into the LeadTrax system. No more re-typing the lead into your CRM system, this does it automatically in real time. You just forward the new lead messages to our system and we do the rest. We currently have formats for many systems such as Realtor.com, ERA.com, Coldwellbanker.com. If we do not have a parser already built to meet you needs we will build it for you.
XML Web Service for Adding Leads
This service is for the web developers of your web site or third party companies you get leads from who would prefer to use an XML transfer method to place the leads into LeadTrax for you instead of utilizing an email parser. This method is better for high volumes of new leads. The process is completely controlled by your web developer and opens our entire data set for them to place your lead data into.
Data Import of Existing Clients / Leads
We can import all of your existing agents, leads, offices plus several other areas during your setup phase to eliminate the need for your group to manually enter your initial setup information to get the system live.
Custom System Enhancements
Need a new feature specific for your organization? We can give you a cost estimate and then add it to the system, enjoy the benefits of a custom system without all the costs and maintenance required of building your own solution in house.
Support - Email, Help Desk
Support is offered via email and phone support. Phone support is available from 9am - 5pm EST.