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What is LeadPlotter?

Achieve Your Sales Objectives with Ease. Say goodbye to the complications that often accompany sales processes. LeadPlotter presents an all-encompassing set of tools crafted to improve your business functions within an intuitive platform. Read on to understand why it is the ultimate solution for your organization. With LeadPlotter, you receive a Personal CRM and an Account-Based Marketing (ABM) system that seamlessly organizes your leads and clients while helping you strategically plan your daily tasks according to your geographical areas. It also boosts customer satisfaction and is accessible from any device, anytime. Leverage LeadMapper to pinpoint, track, and convert potential leads from your industry into dedicated clients, including those in medical, dental, and various other sectors. By utilizing LeadMapper, you can achieve higher sales closure rates and minimize the burden of tedious tasks along the sales continuum. This cutting-edge tool empowers sales representatives and technicians alike to enhance their productivity and effectiveness in the field, allowing them to visualize and monitor potential leads and current customers using an interactive mapping feature. Consequently, LeadPlotter not only simplifies your sales operations but also plays a significant role in fostering overall business expansion and success, making it an indispensable asset for any forward-thinking company.

What is Adfile?

Manage your business effortlessly from any location at any time with your smartphone, tablet, or computer! Gain command over various tasks, including job management, project tracking, purchase orders, timesheets, invoicing, materials handling, reporting, and much more. The Adfile Lead CRM is crafted for the seamless management of your sales leads and prospects. Featuring intuitive forms and automated reminders, you won't miss another sales opportunity again. You can effortlessly share leads with your team and establish reminders in just a few easy steps. Adfile Lead CRM empowers you to add and manage your sales opportunities with simplicity. Unlike many other CRMs, Adfile’s user-friendly interface streamlines data entry, allowing your team to focus on closing deals rather than getting bogged down by administrative duties! You can easily upload job-related documents and images using your phone, tablet, or computer. Moreover, Adfile has introduced a special limited access section that enables clients to view files, which has become an invaluable resource for numerous users, improving communication, minimizing frustration, and ultimately enhancing client retention. With Adfile Lead CRM, you can refine your entire sales process not only efficiently but also effectively, leading to greater productivity and success in your business endeavors. This innovative approach ensures that you stay ahead in a competitive market while keeping your clients informed and satisfied.

Media

Media

Integrations Supported

Google Calendar
MYOB
Xero

Integrations Supported

Google Calendar
MYOB
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$49 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Lead Plotter

Date Founded

2018

Company Location

United States

Company Website

leadplotter.com

Company Facts

Organization Name

Adfile

Date Founded

2015

Company Location

New Zealand

Company Website

www.adfile.co.nz/

Categories and Features

Field Sales

Activity Tracking
CRM
Channel Management
Collaboration Tools
Controlled Access
Dashboard Management
Expense Management
Fast Estimates
Inventory Management
Invoices
Lead / Opportunity Management
Online Payments
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management
Time Tracker
Visit Scheduling
Workflow Management

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Route Planning

Capacity Planning
Drag & Drop Scheduling
Driver Management
Emergency Dispatch
GPS Tracking
Performance Metrics
Route Costing
Territory Management

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Categories and Features

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Maintenance Management

Asset Tracking
Billing & Invoicing
Calibration Management
Dispatch Management
Inventory Control
Inventory Management
Key & Lock Management
Mobile Access
Planning Calendar
Predictive Maintenance
Preventive Maintenance
Purchasing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Plumbing

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

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