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Average Ratings 141 Ratings

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features
design
support

Description

LeadPerfection is an advanced platform specifically crafted to support organizations in the Home Remodeling and Home Services sectors. Its distinct advantage over other solutions lies in its classification as an enterprise-grade system, positioning it as more than just a simple “tool” but as the central nervous system of a business. Reflecting the practices of Fortune 500 companies that have effectively designed and utilized systems for numerous years, LeadPerfection is engineered to be integral to operations. Beyond merely tracking and analyzing Sales and Lead activities, it seamlessly integrates with Accounting and Payroll systems, resulting in the only fully comprehensive “closed loop” business processing system available in the market. Additionally, it features a built-in automated Do Not Call/Mail mechanism to ensure compliance. Users can input the schedules of their sales representatives for upcoming weeks, enabling efficient appointment management. Furthermore, LeadPerfection provides the flexibility to define as many as six time slots within a single day, optimizing scheduling capabilities. In this way, the platform enhances operational efficiency while streamlining communication and planning.

Description

The number one unified B2B sales platform for medium-sized to enterprise CPG/FMCG manufacturers & distributors. This omnichannel commerce platform will manage all aspects of your B2B sales - and includes a robust trade promotions module. With it's B2C-like experience, Pepperi consists of a B2B eCommerce storefront, mobile order-taking app (iOS/Android), Sales Force Automation, Trade Promotions, Retail Execution, Route Accounting / DSD & Inside Sales - in ONE integrated cloud-based platform that runs online & offline on all devices to maximize online B2B and in-person sales. The Pepperi IPaaS (Integration Platform as a Service), will keep your data syncing seamlessly to your existing software such as ERPs, Accounting software, Payment & Shipping gateways. Pepperi is trusted by over 1000 companies in 65 countries. and has offices in the US, Europe, Middle East and Australia.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online
Constant Contact
Dropbox
Five9
Google Chrome
GuildQuality
Hatch
Intact Xline
Leap
Microsoft Edge
One Click Contractor
Oracle CRM On Demand
PayPal
PaySimple
Safari
Sage 50
Sage Intacct
Sales Robots
Xero
Zoho Books

Integrations

QuickBooks Online
Constant Contact
Dropbox
Five9
Google Chrome
GuildQuality
Hatch
Intact Xline
Leap
Microsoft Edge
One Click Contractor
Oracle CRM On Demand
PayPal
PaySimple
Safari
Sage 50
Sage Intacct
Sales Robots
Xero
Zoho Books

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

RJR Technology

Founded

2000

Website

www.leadperfection.com

Vendor Details

Company Name

Advantive

Founded

2022

Country

United States

Website

www.pepperi.com

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

eCommerce

CRM
Catalog Management
Channel Management
Customer Accounts
Data Security
Email Marketing
Inventory Management
Kitting
Loyalty Program
Mobile Access
Multi-Store Management
Order Management
Product Configurator
Promotions Management
Returns Management
Reviews Management
SEO Management
Shopping Cart
Templates

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

Multi-Channel eCommerce

Catalog Management
Channel Management
Data Synchronization
Email Marketing
Inventory Management
Marketplace Integration
Mobile Commerce
Order Management
Promotions Management
Returns Management
SEO Management
Shopping Cart
Social Commerce

Order Entry

Back Order Management
Customer Database
Inventory Management
Order Fulfillment
Order Management
Real Time Order Entry
Remote Order Entry
Shipping Management
Warehouse Management

Order Management

Back Order Management
Catalog Management
Inventory Management
Order Entry
Order Fulfillment
Order Tracking
Recurring Orders
Returns Management
Shipping Management
Special Order Management

Retail Execution

AI / Image Recognition
Collaboration Tools
Data Collection
Inspection
Pricing / Placement Optimization
Product Education
Product Promotion Strategy
Retail Site Audit
Workforce Management

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

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