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LeadTrac

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Last updated on

Company health

Employee growth
13% increase in the last year
Web traffic
17% decrease in the last quarter

Ratings

G2
3.6/5
(5)

LeadTrac description

LeadTrac is a web-based customer relationship management (CRM) tool designed for legal practices. It helps manage leads, clients, and important case documents, like enrollment agreements. The software also offers program quoting, reporting features, and tools for managing sales representatives.


Who is LeadTrac best for

LeadTrac is a CRM solution tailored for law practices that need help managing leads, clients, and case documents. In our experience, it's a solid fit for firms focused on improving their sales processes. We find that its features are particularly useful for managing enrollment agreements and program quotes, making it a practical tool for legal professionals..

  • Great for small legal firms (1-100 employees) seeking better client and lead management.

  • Specifically designed for the legal industry, streamlining case document and sales process management.


LeadTrac features

Supported

Electronic Shelf Labels (ESLs): Electronic Shelf Labels (ESLs) enable dynamic pricing updates and reduce labor costs by eliminating the need for manual price changes. This automated system ensures pricing accuracy and improves operational efficiency by allowing quick price adjustments in response to market demands or promotional strategies. ESLs help retailers save on labor costs associated with manual price tag updates, minimize pricing errors, and optimize pricing strategies for enhanced profitability. The digital displays on ESLs also provide opportunities for enhanced customer engagement, displaying product information, promotions, or advertisements.

Supported

Self-Checkout Kiosks: Self-checkout kiosks empower customers to manage their checkout process, offering a convenient and efficient shopping experience. This can lead to reduced wait times in traditional checkout lines and improved customer satisfaction. Self-checkout kiosks allow retailers to optimize staffing, freeing up employees to focus on other tasks such as customer service, inventory management, or store maintenance.

Supported

Mobile POS Systems: Mobile POS systems provide flexibility and mobility, enabling transactions to be processed anywhere within the store. This can enhance customer service by allowing staff to assist customers directly on the sales floor, reducing wait times and improving the overall shopping experience. Mobile POS systems also offer opportunities for upselling and cross-selling by providing real-time access to product information and inventory levels.

Supported

Inventory Management Systems: Inventory management systems provide real-time visibility into stock levels, enabling retailers to track items, manage stock efficiently, and reduce losses due to spoilage, theft, or overstocking. Accurate inventory data helps in making informed purchasing decisions, optimizing stock levels, and ensuring that popular products are always available to customers.

Supported

Data Analytics Dashboards: Data analytics dashboards provide valuable insights into sales trends, customer behavior, and inventory performance. These dashboards help retailers make data-driven decisions, optimize pricing and promotions, and identify areas for improvement. By analyzing sales data, retailers can gain a deeper understanding of customer preferences, optimize product offerings, and improve overall business performance.

Supported

Loss Prevention Solutions: Loss prevention solutions help retailers minimize losses due to theft, fraud, or administrative errors. These solutions might include surveillance systems, employee monitoring tools, or inventory tracking systems to identify and prevent potential losses. Effective loss prevention strategies contribute to improved profitability and operational efficiency.

Supported

Self-Service Kiosk: The Self-Service Kiosk empowers customers to take control of their own checkout process, resulting in a faster and more efficient shopping experience. It helps reduce wait times at traditional checkout lines and boosts overall customer satisfaction. This also allows for staff optimization, freeing up employees to focus on other essential tasks like customer service or inventory management.


LeadTrac alternatives

  • Logo of GrowPath
    GrowPath
    Streamlines legal operations, boosting caseloads and firm revenue.
    Read more
  • Logo of Lawmatics
    Lawmatics
    Client intake, CRM, and marketing automation for lawyers.
    Read more
  • Logo of SmartAdvocate
    SmartAdvocate
    Legal case management: automation, insights, and increased efficiency.
    Read more
  • Logo of MyCase
    MyCase
    Legal practice management software streamlining firm operations and client communication.
    Read more
  • Logo of Clarify CRM
    Clarify CRM
    Streamlines sales and customer relationships with unified data and automation.
    Read more
  • Logo of OplaCRM
    OplaCRM
    Streamlines B2B sales, boosts efficiency, and reveals growth insights.
    Read more

LeadTrac FAQ

  • What is LeadTrac and what does LeadTrac do?

    LeadTrac is a web-based CRM designed specifically for law practices. It helps manage leads, clients, and case documents, including features for program quoting, reporting, and sales representative management. We find this makes it a valuable tool for streamlining legal operations and improving client relationships.

  • How does LeadTrac integrate with other tools?

    I haven't found any information about LeadTrac integrations with other tools. It's a good idea to check their website or contact their sales team for the most up-to-date details on integrations.

  • What the main competitors of LeadTrac?

    LeadTrac's main competitors include GrowPath, Lawmatics, SmartAdvocate, and MyCase. These alternatives offer similar features for legal practice management, client intake, and marketing automation. They focus on streamlining operations and improving efficiency for law firms.

  • Is LeadTrac legit?

    LeadTrac appears to be a legitimate CRM, but with mixed reviews (3.6/5 on G2). We advise potential users to thoroughly research and compare it with alternatives like Lawmatics or MyCase before committing.

  • How much does LeadTrac cost?

    I'm sorry, but pricing information for LeadTrac is not available at this time. We recommend checking their website or contacting their sales team for the most up-to-date pricing details.

  • Is LeadTrac customer service good?

    Based on the reviews, LeadTrac's customer service receives praise for its helpfulness with integrations and setup, including training on automation features. However, there is a concern about charges for tech support calls, which some users may find undesirable.


Reviewed by

MK
Michal Kaczor
CEO at Gralio

Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.

TT
Tymon Terlikiewicz
CTO at Gralio

Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.

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