LeadTrac Reviews & Product Details

Simplicity of the interface.Less time required on training Review collected by and hosted on G2.com.

Lack of option at user end to customise. Review collected by and hosted on G2.com.

I like that everything is in the system. We have CRM, quoting system, billing, tasks and events. Everything is right there. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I like the automation. Leadtrac is a powerful program with a lot of automation. You are able to move clients through a workflow and have the system automatically reach out to the clients when necessary eliminating a lot of followup. Review collected by and hosted on G2.com.

Everything has an extra cost. You cannot create custom reports without requesting from support and that cost $125.00 per hour. Leadtrac also does not allow the user to create custom fields or field mapping like in many other CRMs, so if you want to add a new field for a client file r application you need to pay support to do so causing more charges. They almost make the client dependent or stagnant. Review collected by and hosted on G2.com.

It's a great tool to manage clients, electronic documents, and reporting, and it's accessible online. Review collected by and hosted on G2.com.

The more complex reports require coding. also there is no way to filter logs Review collected by and hosted on G2.com.