Lead Tracking Solutions for Finance

In the competitive world of finance, it’s essential to have a CRM on your side. With a customizable, cloud-based lead tracking solution for finance applications, your team can not only accomplish more but also deliver a more positive customer experience to both existing and potential clients.

Benefits of Customer Management Software for Financial Services

We’re dedicated to making your day-to-day tasks simpler. That’s why our cloud-based CRM offers several advantages that are bound to satisfy you and your team.

Customize Features: Tailor our lead tracking solution to your finance company’s needs. Turn features you need on, but keep the ones you don’t need off. With our flexible CRM, we adapt to your preferences.

Minimize Setup Times: Take away the financial burden of investing in hardware and software, as well as upgrades to your system, with the fast setup of our web-based sales tracking software for financial With our solution and experienced team, installation only requires 48 hours of your time.

Meet Set Budgets: Forget exceeding your budget for a customer management software for financial advisory or other services. We offer affordable prices, which lets you pay for only what you need.

Reduce Training Periods: Give your team an intuitive, easy-to-use solution and reduce your training times. Instead of spending a whole afternoon learning a new marketing automation tool for the financial services industry, you can have your team up and running in an hour with our CRM.

Integrate Applications: Say goodbye to the hassle of switching between programs. With our cloud-based solution, you can integrate your favorite applications, like Salesforce — and that makes your workday a lot easier.

Features of Our Web-Based Tracking Sales Software for Financial Applications

Our web-based tracking sales software for financial applications includes several features:

  • Easily document every interaction with your customers and prospects
  • Opportunity and pipeline management for lead tracking, forecasting, and contact management
  • Lead management for capturing, nurturing, scoring, distributing and analyzing leads
  • Marketing automation for setting up fast, result-driven and measurable campaigns
  • Email marketing and lead nurturing for launching and analyzing marketing campaigns in an instant
  • Landing pages for streamlined updates to your LeadMaster database

Whether you’re interested in marketing automation, online sales management or another solution for the financial services industry, you can trust our web-based tracking sales software for financial applications to deliver the results and convenience your team needs.

Start a Free Trial of Our Lead Tracking Solution for Finance

At LeadMaster, we believe every industry is different, which is why every market deserves a custom CRM. That’s why we’ve developed our lead tracking solution for finance — so you and your team have access to the tools you need to convert prospects into clients, drive successful marketing campaigns and streamline communications.

Get firsthand experience with our web-based sales tracking software for financial applications by starting a free 30-day trial — zero payment information required. If you need help, our Certified LeadMaster Consultants are always ready to help. Give us a call at 800-699-4164 or contact us online!