Seamlessly Integrate with Your CRM:
- ADD Systems
- Blue Cow/PDI Technologies
- Cargas
- Automated Wireless
- Fuel Data Systems
- & More
Arm Your Sales and Service Personnel With In-Field Lead Management
Looking for a way to organize, track, and convert new fuel, equipment, or service leads? Meet LeadSheets, your turnkey in-office and in-field data entry and lead management partner.
Whether an extension to your LeadPro™ portal or other lead tracking CRM, or a standalone service, your office staff, technicians, and salespeople can access LeadSheets’ Cloud-based module on any mobile device to record in detail a customer’s account information, contact information, status, and products/services currently in use and of interest. Enter and track locations, fuels, comfort equipment, system upgrades, price protection, budgets, service orders, service plans, and more — all automatically writing back to your enterprise software in real-time.*
Leveraging custom fields to replicate your existing lead tracking documents, and easy print-to-PDF functionality, LeadSheets makes quick work of complex data entry in the office and out in the field to ensure a synchronized workflow.
*subject to enterprise software capabilitiesLeadPro™ Integrates with These Essential Value-Added Programs:
- Automatic customer review collection
- Customer account management
- Service contract enrollment
- New customer enrollment with credit check
- Price protection enrollment
- Budget plan calculator and enrollment with recurring billing
- Automatic payment enrollment
- Risk management
- Loyalty rewards programs
- GHG emissions calculators
- Duty to Warn acknowledgment and recording
- Bill presentment and payment solutions
- Diversified services cross-marketing
- Virtual service calls
- Social media, email, and text messaging programs
- Remote Services
