ClientLogix

ClientLogix

UNAPEN
+
+

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About

One solution that is built to handle the very distinct differences in the types of relationships, distribution channels, interested parties and intermediaries in each of these lines of business. One central portal to quickly find all client, prospect and 3rd party information, streamlined portfolio setup and maintenance with a bi-directional interface to many portfolio accounting systems, plus flexible import from sponsor platforms. Heads-up CRM data and document library keeps you informed without leaving Outlook, quickly set up meetings, review/take meeting notes, view history and reminders and much more. User adoption soars when people can arrange the interface to meet their personal preferences, both in the office and on their mobile devices. Insight into social interaction helps drive client relationships and referrals.

About

As a custom-designed CRM and lead management system, Leadtrekker optimises the sales process in businesses of any size, and in any industry. It can help you improve lead response times within your team, increase accountability, and action every new prospect. Leadtrekker takes customer relationship management to a whole new level with a cloud-based platform that can be accessed from anywhere. Quality communication helps build trust with leads, customers, and suppliers. Leadtrekker can help your company create a reputation of authenticity. Sales, marketing, and customer service can review information updated on the system and take informed action with the data that has been recorded. Management and team leaders can view the status of a customer or lead without having to send an internal email, make a phone call, or plan a meeting. With Leadtrekker, reminders can also be set, as well as auto-responses that buy busy employees some time to respond to potential leads that make contact.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies in need of an CRM solution

Audience

Businesses in need of a Lead Management platform

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

UNAPEN
Founded: 1991
United States
unapen.com

Company Information

Leadtrekker
Founded: 2017
South Africa
leadtrekker.com

Alternatives

Heads-up

Heads-up

WattsNet

Alternatives

FollowYourSell

FollowYourSell

Kreate Technologies
FiveStreet

FiveStreet

Top Producer Software
MomentumTRUST

MomentumTRUST

Momentum3

Categories

CRM

Categories

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Lead Management Features

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Integrations

No info available.

Integrations

No info available.
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