Leads360:
Our favorite lead tracking software that we reviewed is
Leads360's LeadManager system. Built
on the reliable Microsoft .NET platform, the LeadManager offers the
most customizable workflow and pipleline management. Their solution incorporates
a highly intuitive user interface that is surprisingly easy to use given
the extensive customization capabilities and deep functionality. We were especially impressed
with the custom reporting module, which effectively allows uses to run virtually any
report you can imagine. The lead distribution and filtering engine was the most
powerful in the group and sets Leads360 apart from its competition. In terms of service and
support, Leads360 is the big dog. Every client recieves FREE phone, email and live chat support
for the life of their contract. This is very important when choosing a lead management
provider because software is only as good as the people that use it. That means without
proper training and ongoing support any lead management implementation will be lacking. Leads360
provides a very hands on customer service from start to finish. Security and reliability are
also priority 1 with Leads360. Client data is hosted in downtown Los Angeles at the ironsafe
Level3 datacenter and is stored in a dedicated SQL database. Data is backed up
every 15 minutes onsite and 24 hours offsite, and can be exported at any time from
the LeadManager itself. Overall, we really like this product. The only drawback compared to
the other systems was the price, but like anything, you get what you pay for.
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LeadROI:
If a company is known for one thing, LeadROI's canned reports have made itself known
in a burgeoning, yet highly competitive lead management market. Its reports come
in all sizes and shapes, giving your company a comprehensive outlook on your leads. However, the
structure of the canned reports does not make it conducive to customize and filter other desired reports of interest.
Nevertheless, whether generated externally or internally, the leads are processed through a custom workflow
management system that delivers the leads to the right people - although some of their features seam to be a bit buggy.
LeadROI's lead management solution also comes with pre-drafted scripts for your salespeople to make your calls more clear,
precise, and easy to accomplish. One problem that you should watch out for is their billing
system, that charges you, the buyer, an annual fee that you must pay at the beginning of the contract
or a monthly fee with high interest. In addition, they only supply a limited number of support phone calls as well
as training sessions. If you wish to learn more about their system, additional fees are charged to your bill. All in all,
LeadROI has many positive features, but if you are not willing to make such a time commitment, you might want to think
twice or else dig deep into your pockets.
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icoSales:
The icoSales lead management engine provides a complete package from automated
lead delivery with lead grading and prioritization to channel integration and analysis.
The icoSales solution comes standard with Pre-Configured Integration Adaptors for all
Major Online Lead Channels including Lending Tree, LoanWeb, NextTag, and LowerMyBills yet
also allows for custom channels in accordance to your company website or telemarketing
campaigns. Once integrated, this system gives a suite of different options to choose from.
IcoSales also boasts its built-in mortgage tools, which help loan officers increase
conversion. However, icoSales lacks the support customers need in order to get their full
understanding of how to use the system. While trying to market their software to
those with a diverse marketing need, Kaleidico has missed out on some very important features
and user-friendliness in the lead management portion of their software.
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Boberdoo:
The Boberdoo lead distribution engine can work as an exclusive or non-exclusive
engine - meaning you can have the leads automatically sent to a single person
or several. Its hierarchical setup helps optimize your workflow through the
most efficient method possible. The Boberdoo advertiser tracking system monitors
the web advertising you engage in, and tracks the number of clicks and
applications you receive as compared with number of deals you close so
that you may better gauge how effective your advertising is. As the
administrator, you have the opportunity to send a newsletter to all
those connected with your lead management process. Based in Chicago,
Illinois, Boberdoo seems efficient and dependable; however, their
mortgage lead management system is just beginning in July 2005 and
has not yet acquired the necessary experience to be truly dependable.
Boberdoo is compatible with CSV, PDF and HTML, as well as Fannie Mae
and Calyx Point. The system has a $3500 base fee, as well as $65 per
hour for custom programming and designing. You also have the option of
paying a flat per-lead fee that will cover startup and monthly fees.
Those monthly fees start at $375.
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LeadMailbox:
The appeal of LeadMailbox lies in its capability of converting most types of leads
into formats that are compatible with your system, whether they are entered manually,
or directly from your lead generator. With such a system, your organization will
spend less time with the tedious process of data input, and more time closing deals.
Automated emails can be customized to be sent to your clientele based on trigger
status events. With real time leads, you can customize your system so that an email
is sent while the potential client is still browsing the internet, effectively
making yourself the the first contact. Leads are automatically distributed to
loan agents, and the agents can import loans with Fannie Mae and Calyx Point
thereafter. Moreover, because it strives to be a seamless liaison between
you and your lead sources, LeadMailbox's lead management system enables you
to increase productivity by redirecting your lead pipeline through its secure
online database. As a web-based system, it has made relationships with several
online lead providers. As its client, you will have access to its network of
providers and will have leads delivered directly into your database.
LeadMailbox offers the most preset interfaces among all lead management
systems. Though there is not a per-seat fee, there is a $500 setup fee
and $0.25 per lead processed ($100/mo minimum). Set in Redondo Beach,
Lead Mailbox offers very little insight and info on its site.
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LoanBright:
LoanBright offers mortgage companies the ability to selectively or completely
outsource their online marketing, lead generation and sales force automation
functions. LoanBright's internet marketing services, as delivered through its
self-operated Multi-Lender Mortgage Marketplace Engine, help its clients
effectively acquire new customers. Centered in Colorado, LoanBright has
certain restrictions in terms of correspondence templates. Their Response
Management System helps you to aggregate and efficiently distribute leads
through its entirely web-based interface. Because the LoanBright RMS
system tracks how fast each loan officer first contacts each potential
client, you will have strong oversight as to how committed your loan
officers are to closing a deal, and you can distribute leads accordingly.
For 30 seats, LB will cost you approximately $30 per person per month.
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LeadTrack:
LeadTrack is a sales lead automation system used by corporate marketing, sales
departments, telemarketers and advertising agencies. It seems to combine customer
relationship management (CRM) and database inquiry processing requirements with
lead tracking, customer quotation, order forecasting and media analysis. Unfortunately
LeadTrack is not web-based so does not provide lead hosting. There bonus package,
LeadTrack, Plus is currently operating on a variety of platforms including single-user
personal computers, client server and Web-based applications. The program's ready-to-use
screens allow the user to more easily input and modify leads, fulfill inquiries and run
numerous reports including Inquiry Aging, Viable Leads, Media Impact Studies and Territory
Analysis. LeadTrack Plus also links to all word processing programs and facilitates
importing and exporting of data base files including magazine inquiries and trade
show files. A nice feature is the Report Writer which allows any users to relatively
easily create unique reports. LeadTrack Plus can be installed in a client server
network environment with multiple users.
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X-Sells:
Boasting a helpful, detailed site, the X-Sells Karma Lead Management System
lets you take qualified leads and assign them to the right salesperson or
channel partner in real time with the notification suited to their specific
needs. Leads are routed automatically or with manual overrides so that the
lead management process offered to you fits your needs. By ensuring that
the most viable prospects get to your sales force on time, with proper
notification and background, X-Sells helps your business maintain a
competitive edge. Set in Canton, Massachusetts, X Sells has a dedicated
team-client approach and focuses solely on helping companies with complex
sales cycles to increase sales and marketing ROI. X-Sells has helped
clients in the U.S. and abroad to design, implement, and scale competitive
sales teams that accelerate revenue growth, reduce the cost of sales and
reduce customer churn.
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Juncture Mortgage:
With Juncture Mortgage steering you through the response process
for every lead you acquire, you will get details on response time,
conversion rates, and profitability so you can determine in real-time
the effectiveness of your marketing campaign. The appeal of Juncture
Mortgage lies in the 29 reports they can produce and deliver to you
whenever you need them. Their custom reports help you figure out what
solutions are the most beneficial for you. Juncture Mortgage’s
Vendor Reports help you pick the perfect lead generator for your
business, and accordingly, will determine which vendors are responsible
for the poor leads that you have paid for. Those proprietary reports
will help you fill the informational gaps that exist in your business
today. Their comprehensive software and hardware system offers you
full control over returns to your investments in marketing and
advertising. Moreover, the increased visibility you will acquire
over your pipeline and lead campaign offers you information and
insight that you will be able to utilize in your next campaign.
With a pricing system that is similar to that of LoanBright,
Juncture Mortgage has a per-seat fee rather than a per-lead fee,
as well as a server setup fee. Set in Irvine, California, Juncture
Mortgage seems devoted to closed-loop sales; however, their poor
client services and inability to respond to client calls and
inquiries in a timely and efficient manner suggest otherwise.
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