LeadPerfection
by LeadPerfection Inc.
CRM and lead management for home improvement contractors
Highlights
Capabilities
Media
www.leadperfection.com
About This Product
CRM and lead management platform designed for home improvement and HVAC contractors. Provides integrated lead generation, sales pipeline tracking, and marketing automation capabilities for managing the full customer acquisition lifecycle from first contact through job completion and follow-up.
Capabilities
How this product is delivered and what's included out of the box.
- Mobile app
- Available
- Free trial
- No
- Free tier
- No
- Public API
- Yes
- Deployment
- Cloud
FSH Score Breakdown
Ease of Use 5.0
Features 7.5
Support 5.0
Value 5.5
Integrations 8.0
AI Capabilities 1.5
Customer Reviews
Features
49 features confirmed across
12categories· Showing confirmed capabilities only
CRM & Sales13features
CRMCollect data such as product needs for each homeLead ManagementInternet Lead HandlingMarketing ToolsEmail MarketingAd Performance And ROAS TrackingAuto Create Contacts Via ZapierAutomatic Lead Source AttributionContact Record CreationCreate and Manage Territories with Assignment Areas
Show 5 more
Instant Web Lead Parsing And Follow UpLead ExportAd ManagementAdvanced Audience SegmentationAutomated Customer Touchpoints And Sequences
Platform & Customization8features
Data ImportSubmit and store all canvass data in a central databaseCustom FieldsCustom FieldsBack Office Data SyncDocument ManagementJob image attachmentThird-Party IntegrationManual user mappingAI Template BuilderCustom TemplatesEmail TemplatesLinked Documents And Spec Sheets
Scheduling & Dispatch6features
SchedulingCalendar ManagementWork OrdersEnter the results of each appointmentProject ManagementProduction managementLimit Drive Time Between JobsScheduling OptimizationIntelligent appointment schedulingOnline BookingEfficient Appointment Setting
Mobile & Field Tools5features
Offline ModeForce synchronizationAuto Data EntryImage UploadDigital FormsDrag-and-Drop BuilderLink Notes And Photos To Customers, Sites, Work Orders, Or Equipment
Reporting & Analytics4features
ReportingAnalytics and reportingAnalyticsPersonal sales statisticsBreadcrumb TrackingRecall previous points visited by canvassersDesign Your Own Reports
Accounting Integration3features
Job CostingTask ManagementAccounting IntegrationAutomatically create customer record in QuickBooksAccounts ReceivableAccounts receivable synchronization
AI & Automation3features
Automation RulesWorkflow AutomationAI Automation for SchedulingCustomer Data Automation
Estimating & Quoting2features
Quoting & EstimatesSchedule in-home estimatesAutomated Estimating and Proposal Processes
Customer Communication2features
NotificationsAlerts/NotificationsCall RoutingCall Center Management
Fleet & GPS Management1feature
GPS TrackingDrop push-pins on a map to represent each home
Technician Management1feature
Automated Sourcing And Nurture Campaigns
Compliance & Safety1feature
Audits And Compliance
Integrations 8 across 4 categories
Communication 3
800response
Five9
Leap
Marketing 3
CallSource
GuildQuality
Home Service Store
Accounting 1
QuickBooks Online
QuickBooks
Payment Processing 1
PaySimple
Pricing
- Model
- Subscription
- Starting at
- Contact for pricing
- Notes
- Subscription-based. Contact for pricing. Limited public information available.
Related Products 10 across 1 category
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