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 7.3
Support 5.0
Value 5.5
Integrations 8.0
AI Capabilities 1.5
Customer Reviews
Features
66 features confirmed across
14categories· Showing confirmed capabilities only
CRM & Sales15features
CRMCollect data such as product needs for each homeAdvanced Audience SegmentationCustomer segmentationAuto Create Contacts Via ZapierAutomatically create customer records in QuickBooksLead ExportInternet lead importLead ManagementInternet Lead HandlingMarketing ToolsMarketing AutomationSales Pipeline TrackingSales Pipeline TrackingContact Record CreationQuickBooks customer record creation
Show 7 more
Create and Manage Territories with Assignment AreasInstant Web Lead Parsing And Follow UpAutomatic Lead Source AttributionAutomatic lead source attributionAd Performance And ROAS TrackingMarketing ROI TrackingAutomated Customer Touchpoints And SequencesCustomer satisfaction survey automationDynamic Territory ManagementTerritory and zip code coverage managementAd Management
Platform & Customization9features
Data ImportSubmit and store all canvass data in a central databaseDocument ManagementDocument ManagementRole-Based Access ControlRole Based Access ControlThird-Party IntegrationIntegration With Third Party AppsCentralized Data StorageCentralized canvass data storageBack Office Data SyncAI Template BuilderData ExportInternet lead import
Show 1 more
Linked Documents And Spec Sheets
Customer Communication7features
Email IntegrationEmail integrationVoIP Phone SystemCall Center ManagementNotificationsAlerts/NotificationsCall RoutingCall Center ManagementAuto DialerOutbound dialing automationIntegrated Caller IDCaller ID pre-fillCall Queue ManagementCall center management with automated lead queues
Reporting & Analytics7features
ReportingAnalytics and reportingAnalyticsActivity DashboardBreadcrumb TrackingRecall previous points visited by canvassersReporting ForecastingSales forecastingCall TrackingInbound call loggingDesign Your Own ReportsNet Promoter Score (NPS) TrackingPromoter-level tracking
Scheduling & Dispatch6features
SchedulingCalendar ManagementWork OrdersEnter the results of each appointmentOnline BookingAppointment SchedulingProject ManagementProduction managementScheduling OptimizationEfficient Appointment SettingLimit Drive Time Between Jobs
Mobile & Field Tools6features
Offline ModeForce synchronizationAuto Data EntryCollect data such as product needs for each home which your canvassers visitImage UploadOptionally take a photo of the homeTechnician Mobile AppMobile AccessAI Photo AnalysisAttach photos to appointment or job recordsLink Notes And Photos To Customers, Sites, Work Orders, Or Equipment
Estimating & Quoting3features
Quoting & EstimatesSchedule in-home estimatesProposal ManagementQuote And Proposal ManagementAutomated Estimating and Proposal Processes
Technician Management3features
Call Monitoring & CoachingCall recording accessTraining CoursesTeam TrainingAutomated Sourcing And Nurture CampaignsLead automation
Accounting Integration3features
Job CostingMarketing source tracking and profitability calculationAccounting IntegrationAutomatically create customer record in QuickBooksAccounts ReceivableAccounts receivable synchronization
AI & Automation3features
Automation RulesWorkflow AutomationAI Automation for SchedulingCustomer Data Automation
Invoicing & Payments1feature
Payment ProcessingMobile payment processing
Fleet & GPS Management1feature
GPS TrackingDrop push-pins on a map to represent each home
Compliance & Safety1feature
Audits And Compliance
Training & Education1feature
Contractor Training and Support IncludedStaff training
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.
