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LeadTrak icon

LeadTrak

3.2 for Android

The description of LeadTrak

No more lost leads or missed opportunities! Specifically designed to help the
pre-need efforts of funeral homes and cemeteries, LeadTrak is a cloud-based
customer relationship management tool which allows you to store pre-need
customer and prospect contact information, leads, and sales opportunities in
one central location, accessible in real time.

LeadTrak Funeral and Cemetery CRM is customized for pre-need selling. Monitor selling activities and store
leads in one central location with a web-based CRM that allows you to capture and monitor:

 Leads
 Web inquiries
 Family Service Opportunities
 Owner Upgrades
 Call Lists
 Service Requests

The database is secure and can be reworked for years to come. Sales Managers can monitor activity levels
for each counselor and for their team. Your counselors more become more organized, more efficient, and
more professional. What’s more, it costs considerably less than off the shelf CRM systems that aren’t
customized to our industry.

Features Include:
 Click to call feature makes prospecting easier
 Call scripts with answers to objections help counselor’s sound professional and set more appointments
 Exclusive mapping functions groups leads geographically, making follow up more efficient
 Counselors are reminded about all upcoming appointments, tasks, and newly assigned leads
 LeadTrak is available on any PC or Mac computer
 Android and Apple (IOS) apps run LeadTrak on smartphone or tablet
 Users can see only their own records
 Managers can see his or her team’s records
 Security protocols prohibit users from exporting or deleting records unless authorized to do so
 Leadtrak is hosted in the U.S. by Epicom, the leader in SugarCRM hosting
 Contains more than 30 professionally written messages that can be sent in letter form or emailed

Benefits
 Appointments are kept and consumer’s receive follow up phone calls when promised
 Counselors see the s history in the lead record which make conversations more personal
 Professionally written letters and emails makes communication more courteous and professional
 Upgrades of lot owners are managed more professionally; original lot owner records are not at risk
 LeadTrak identifies potentially duplicate leads. All parties—including the sales manager—are
immediately notified

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