LeadTrac

Web-based CRM for managing leads, clients, enrollment agreements, electronic documents, sales reps, program quotes, reporting, etc.

LeadTrac

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User in Financial Services

Advanced user of LeadTrac

★★★★★

Using LeadTrac for student loans and CRM

What do you like best?

I like that everything is in the system. We have CRM, quoting system, billing, tasks and events. Everything is right there.

What do you dislike?

I would like it if LeadTrac had a mobile app or at least adapted better to mobile. The interface is a little archaic however functional.

What problems are you solving with the product? What benefits have you realized?

The most beneficial aspect is inputting data files and having the system work up a quote. The disposition buttons really help with tracking the sales cycle.

Review source: G2.com