Average Ratings 1 Rating

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

LeadMaster is an all in one customer relationship management (CRM), and lead management software solution. LeadMaster is a powerful tool that supports sales and marketing teams. It offers a variety of tools to capture, follow-up, and/or track leads. LeadMaster is a suite of integrated modules that can be used to automate and streamline email marketing, CRM and sales force automation.

Description

Optimize essential workflows to drive sustainable growth. Agencies require a structured approach to seek and secure new business while simultaneously offering exceptional service to retain existing clients. Equip your agency with cutting-edge technology to automate routine tasks, enabling you to provide outstanding value to both prospects and clients. By leveraging technology, you can stay ahead of qualified leads and maintain your current client base, enhancing your sales, renewals, and service processes. Transform the entire journey—from lead generation to contract renewals—by utilizing the innovative tools offered in the Zywave Sales Cloud. Elevate your competitive edge with our all-inclusive suite of resources designed to generate fresh leads, foster relationships with prospects and current clients, and optimize servicing workflows. This robust platform simplifies your entire sales approach, allowing you to identify and engage new leads effortlessly, manage communications seamlessly, and take charge of prospect meetings by presenting actionable insights. With these tools at your disposal, your agency can achieve remarkable efficiency and effectiveness in all areas of operation.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

AWeber Yes 
Buffer Yes 
Campaign Monitor Yes 
Choozify Visitor ID Yes 
Deputy Yes 
Google Docs Yes 
HubSpot Customer Platform Yes 
Jira Yes 
MailerLite Yes 
Microsoft SharePoint Yes 
Paradiso LMS Yes 
Planview AgilePlace Yes 
Redbooth Yes 
Slack Yes 
SurveyMonkey Yes 
Trello Yes 
Weebly Yes 
Zoom Yes 
Zywave BrokerageBuilder No 

Integrations

AWeber No 
Buffer No 
Campaign Monitor No 
Choozify Visitor ID No 
Deputy No 
Google Docs No 
HubSpot Customer Platform No 
Jira No 
MailerLite No 
Microsoft SharePoint No 
Paradiso LMS No 
Planview AgilePlace No 
Redbooth No 
Slack No 
SurveyMonkey No 
Trello No 
Weebly No 
Zoom No 
Zywave BrokerageBuilder Yes 

Pricing Details

$50.00/month/user
Offer a 30-day free trial.
Small Business Plan - $150 per month (for 1 user)
Professional Plan - $250 per month (for 3 users)
Organization Plan - $500 per month (for 10 users)
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

LeadMaster

Founded

1998

Country

United States

Website

www.leadmastercrm.com

Vendor Details

Company Name

Zywave

Founded

1995

Country

United States

Website

zywave.com

Product Features

Lead Management

Activity Tracking No 
Campaign Management Yes 
Lead Capture Yes 
Lead Distribution Yes 
Lead Nurturing Yes 
Lead Scoring Yes 
Lead Segmentation Yes 
Pipeline Management Yes 
Prospecting Tools No 
Source Tracking Yes 

Sales Tracking

Activity Dashboard Yes 
Alerts / Notifications Yes 
Appointment Scheduling Yes 
Call Logging Yes 
Comments / Notes Yes 
Custom Reports Yes 
Document Management Yes 
Email Templates Yes 
Interaction Tracking Yes 
Lead Management Yes 
Lead Scoring Yes 
Pipeline Management Yes 
Reporting / Analytics Yes 
Task Management Yes 

Product Features

Insurance Agency Management

Claims Management No 
Commission Management No 
Contact Management No 
Document Management No 
Insurance Rating No 
Life & Health No 
Policy Management No 
Property & Casualty No 
Quote Management No 

Alternatives

Freshsales Reviews

Freshsales

Freshworks

Alternatives

AgencyZoom Reviews

AgencyZoom

Vertafore
Zywave CPQ Reviews

Zywave CPQ

Zywave
monday CRM Reviews

monday CRM

monday.com
Partner Platform (Partner XE) Reviews

Partner Platform (Partner XE)

Strategic Insurance Software, LLC