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Lead-generation, Marketing, Contact and Customer Relationship Management CRM for Windows and Macintosh


Current Version: Professional Series - Windows version 8.0; Macintosh version 5.0.4
Highlights| FeaturesPurchase
Are you looking for a contact manager when you really should be looking for a marketing system that includes contact and customer relationship management features? Think about it. The reason you need such software in the first place is because you sell goods and/or services, and even if you already have all the customers and prospects you need, contact follow-up software simply won't cut it. You need a system that enables you to generate new prospects, as well as cultivate new business from existing and past clients. That's why we created LeadCommander.

LeadCommander is not just a standard contact database software with marketing features added as an afterthought. The prospecting, lead-generation and marketing tools necessary to drive new traffic into your business are key components engineered directly into the core of LeadCommander's system. This results in a smooth, flowing marketing and lead generating system that enables you to quickly and easily pluck "ripe" prospects from a list of leads, while at the same time its leading customer relationship management abilities enables you to strengthen existing relationships.

Often mis-categorized as a contact or customer relationship manager - CRM -, LeadCommander is a complete lead-generation, marketing and follow-up system that includes contact and customer relationship management features that extend far beyond the functions of pure contact and customer relationship managers. If you've ever used a contact or customer relationship manager, you know how cumbersome it is to update multiple contact records when you complete a task for the group, or try to schedule a series of activities based on of one of your marketing or follow-up campaigns! Why is that? Because contact managers typically focus strictly on helping you manage contacts on a one-on-one basis.

LeadCommander, on the other hand, concentrates on helping you establish new relationships with its lead-generation and prospecting tools, as well as provides you with the means to nurture existing relationships, all at the same time. That's not to say LeadCommander can't be used as a contact or customer relationship manager. To the contrary, LeadCommander's revolutionary contact management capabilities include the most powerful follow-up tools available anywhere. For example, most sales and marketing professionals don't just work with contacts one by one, they often work with groups of contacts at a time, for example when marketing or prospecting. Thus, LeadCommander's "extended-reach" contact management features enable you to work with groups just as easily as individual contacts. You can update groups of contacts in one-fell-swoop, schedule a series of various activities to a group of contacts (perfect for marketing campaigns, sales cycles. etc.), and even manage various projects at the same time!

When used simply as a customer relationship manager, LeadCommander not only enables you to store as many details as you like, you can do all the things a typical customer relationship managemer  allows you to do, plus search, sort, retrieve, convert and manipulate data in virtually any way you want. Imagine being able to easily implement your 12-stage follow-up campaign to all customers with whom you did business this past year, or search for all contacts that received your "new sales process" letter within the last six months to determine whether or not that newsletter is pulling!

First released in 1994 to address the marketing needs of the real estate industry, LeadCommander was quickly adopted by real estate professionals as the prospecting and lead-generation system of choice. Endorsements by the nation's largest title insurance company and by Apple's software subsidiary enabled DataBasix Technologies to continue integrating new marketing technologies into LeadCommander's repertoire. Today, LeadCommander is a leading edge contact, marketing and customer relationship management system that enables any business to easily build and maintain a solid prospect and customer base.


LeadCommander Highlights

Always on the leading edge, LeadCommander is the world's first contact and customer relationship manager that's also a...

 
  • Lead-generator
  • Prospecting System
  • Marketing Campaign Manager
  • Customer Tracker
  • Client Follow-up Program
LeadCommander enables you to quickly and easily...

  • Access new leads from unlimited sources
    • Import data from any source including MetroScan, DataQuick, Dun & Bradstreet, TRW's ConnX, SelectPhone, etc.
  • Market your wares to consumers, businesses, homeowners, renters, residences, etc.
    • Market to prospects based on any criteria including industry, annual revenue, geographic location, size of home or business, property owner status, etc.
  • Work with groups of contacts as easily as individuals
    • LeadCommander's unique ability to work with groups of records increases target-marketing effectiveness and saves you time and money
  • Implement, track and evaluate your marketing campaigns
    • Helps determine which of your marketing efforts are yielding the best return
  • Track complete customer details including activities, histories, notes, etc.
    • Keeps all customer information at your fingertips, enabling you to personalize your client follow-up actions 

And that's not all...LeadCommander enables you to search, sort, and manipulate literally any data in your database any way you want!


LeadCommander Professional Series Key Features and Benefits

  • Windows Vista-Ready
    • Built-in support for Windows Vista ensures a smooth transition when you're ready to migrate to Microsoft's new operating system with no loss in functionality.
  • Send Contacts and Activities into Outlook/PDAs
    • Unlike other software that sends your entire database, you can pick and choose which contacts you want sent.
      • For example, instead of ending up with thousands of prospects cluttering up your portable address book, you can send only important clients.
    • Similarly, instead of sending all upcoming activities, you can choose to send only the activities of your choice.
      • For example, instead of ending up with hundreds, if not thousands, of prospecting mailers cluttering up your portable calendar, you can send only appointments and important phone calls.
    • Supports any handheld device setup to interface with Microsoft Outlook, including PalmOS- and Windows Mobile-based cellular phones
  • Real Estate Marketing Library
    • While LeadCommander is used in a wide variety of industries, LeadCommander is used by thousands of real estate professionals. Our new Real Estate Marketing Library consists of over 200 letters, postcards, ads and more, and is designed to help maximize the effect of LeadCommander's marketing prowess.
    • Materials include Microsoft Word and Publisher documents, and can be modified to fit your own personal style.
  • Enhanced Screen Options - Windows Only
    • Designed to accommodate high-resolution video display settings
      • No squinting at miniscule objects on new Ultra XGA notebook displays (1600 x 1200)
      • Supports new widescreen monitors (1900 x 1200)
  • International Date Format Aware
    • Supports U.S. and International Date Formats
    • Network version can host users with different date formats simultaneously!
  • Integrates directly with FreedomVOICE hotline and virtual office systems - Windows Only
    • Pulls all call data from FreedomVOICE telephone server directly into LeadCommander for follow-up and prospecting
    • Call details include callers' phone numbers, even if they have Caller ID Blocking!
      • You can follow up with callers even if they don't leave a message!  
    • Call details show where callers went in your system during the call
      • You can instantly see which of your ads are pulling
      • You easily see which product or service your prospects are interested in
    • Enables you to demonstrate efficiency to your prospects with timely detailed follow-ups
    • Virtually eliminates the need for cold calling
    • Compares call log entries to existing LeadCommander contacts
      • Updates existing contacts' histories with details of the entire call path
      • Sends unknown callers into your contact database as new records
  • E-MergePlus(tm) - Windows Only
    • More than simple e-mail messaging, our trademarked E-Merge function merges contact names as salutations in e-mail messages, then connects, sends and logs sent e-mail to contact history
    • When E-Merging to groups of contacts, sends individual personalized messages to each contact which eliminates contacts receiving "CC:" or "BCC:" list of other recipients
    • Easily keep your customers and prospects abreast of important news
    • Perfect for online marketing!
    • Address validation detects common typographical errors in e-mail addresses, and offers address correction before sending; reduces possibility of jobs halting due to bad address formatting.
    • Message Preview enables you to preview messages before sending.
    • E-Mail Footers enable you to append pre-defined messages or signatures to your e-merged messages.
    • Send Attachments with your messages. You can even send multiple attachments.
    • Attachment Compression options include levels of compression; compress automatically if attachments are a certain size, compress based on number of attachments, or both.
    • HTML Support helps you spice up your correspondence by enabling you to insert HTML documents to send messages in web page format.
    • Job Recovery module offers the option of sending unsent messages should your batch jobs halt due to service interruptions.
    • Return Read Receipts can be automatically requested, enabling you to receive back notification messages when your messages are read by recipients.
    • Mail Server Authentication - the rise of security and privacy concerns has Internet Service Providers moving to mail servers that require users to supply a username and password before mail can be sent. E-MergePlus handles authentication automatically.
    • Option to break e-merge jobs into batches sent at timed intervals helps prevent mail servers from thinking you're sending unauthorized messages  
  • Remote networking via the Internet
    • Network versions include the ability to connect via local networks, as well as wide area networks
    • Remotely access a LeadCommander network host via the Internet
  • Hyper-Speed Database Search Engine
    • Rated fastest search engine by PCMagazine
    • Find records based on any criteria or combination of criteria.
    • Ability to save the searches themselves, not just the results of a search, means the next time you use your saved search, any new records added since the last time you searched won't fall through the cracks! 
  • Activity Scheduler with point-and-click activity scheduling
    • Individual contacts
    • Groups of contacts
    • Personal activities
    • Recurring activities 
  • Activity Calendar for point-and-click activity viewing
    • View activities by month, week or day
    • View scheduled activities by type and/or priority
    • Search within individual contacts' scheduled activities
    • Globally search contacts for specific scheduled activities
    • Automatic checking of scheduled activities
      • Includes user-selectable activity carryover function for past-due activities
  • Action Plans automate scheduling of an unlimited number of plan-related activities. Perfect for:
    • Marketing campaigns
    • Sales strategies
    • Follow-up schedules
    • Special Projects, for example:
      • Closing procedures and tasks
      • Projects with time-lines 
      • Escrow-related activities
  • Added Benefits of New Professional Series Calendar:
    • While LeadCommander maintains its convenient one-click viewing of activity types, i.e. calls, appts., mailer, faxes, e-mails and other to-dos, the new Professional Series Calendar also categorizes activities by user, project, business, etc.
      • For example, activities can be scheduled for colleagues.
    • Action Plans can include tasks assigned to different users
      • For example, your assistant can be responsible for all tasks relating to mailers and faxes, while you perform all follow-up calls and attend all key meetings.
    • On-the-fly switching enables you to schedule, view and work with only activities for yourself, activities for someone else, or all users' activities at any given moment.
    • Variation: A user with multiple businesses, for example Real Estate and Tax Accounting, can keep contacts from both businesses in one LeadCommander database. When scheduling activities for the Real Estate business, activities can simply be assigned to the Real Estate business. The same for the Tax Accounting business. One click displays either business's activities or both
    • Network clients can instantly see other users' scheduled activities.
    • Business owners and managers can easily stay on top of all users' activities.
    • Ability to see other users' activities eliminates duplicate follow-up and marketing efforts.
    • Provides easy access to re-assign activities from one user and/or project to another.
    • Schedule internal meetings with multiple personnel.
  • BackupCommander Lite - Windows Only
    • Integrated WinZip32-compatible full-program backup
    • Non-proprietary format means data can be extracted even if original restore utility is lost
    • Supports diskette, Zip drives, Jaz drives, and hard drives
    • Includes four (4) compression level options
    • Includes optional password encryption
  • Data-only Backup and Restore functions
    • Saves your data in common text format
    • Alternate data-only backups with full-program backups for complete protection against disaster
  • Password Security
    • Protects your data from prying eyes
  • Pre-defined import options for leading data providers - ideal for lead-generation, "farming" and prospecting
    • MetroScan
      • Real Estate Property Data
    • Dun & Bradstreet
      • Business Data
    • DataQuick CD and On-line services
      • Real Estate Property Data
      • New Homes/New Owners
      • Mortgage Leads
    • ProCD's SelectPhone Home and Business Editions
      • Residence Telephone Directory on CD
      • Business Yellow Pages on CD
    • TRW's Neighborhood and Business ConnX CD products
      • ResidenceTelephone Directory on CD
      • Business Yellow Pages on CD
    • User-defined import option facilitates importing data in a variety of formats, i.e. ASCII, DBF, TAB, WKS...
      • Save import field orders in templates you can re-use when importing multiple data files from the same data source
  • Optional real estate property information screen
    • Perfect for businesses that aim their marketing at property owners, for example:
      • Real estate professionals
      • Bankers
      • Insurance brokers
      • Contractors
      • Video stores
      • or any other businesses that track property information as part of their marketing strategies
    • Property details include parcel and building square footage, rooms, assessed values, sale price, loan amounts, zoning, etc.
    Built-in translators for easy database upgrades
    • ACT!
    • Information Products' Farm 2000, GoldKey, MyFarm, etc.
  • Fully searchable contact History and Note pads
    • Search within individual History pads for specific activity types with the click of a button
    • Search individual History and Note pads for key words or phrases
    • Globally search Histories and Notes to monitor the effectiveness of mailing campaigns and marketing strategies
    • History entries are stamped with name of user who completed activity or task, and Notes are identified by user who entered the note
      • Makes for easy communication between teams and workgroups
      • Provides ability to "drill-down" to finite details
      • Enhances Call Report efficiency when tracking progress and evaluating performance.
  • Call Report Generator
    • View detailed and accurate activity reports by date range, contact, company, or even key words
      • Ideal for departmental meetings
      • Perfect for evaluating performance and marketing effectiveness 
  • Built-in letter writer
    • Fire off form letters to contacts with a few simple mouse-clicks
  • Form letter database
    • Provides for quick letter writing, or use when performing E-Merges 
    • Stores up to 2 Gigabytes or 1,000,000+ letters
  • Enhanced label and envelope printing
    • Custom messages on envelopes
    • Return address options for envelopes and select label formats 
    • Postal Barcoding options for bulk mailing
    • Multiple label and envelope sizes
    • Starting label selector enables you to choose the label you want to start printing on -- no more wasted labels!
  • Support for mail merging with your favorite word processor
    • Launches your word processor (Mac version requires System 7.5 or higher)
    • Enables you to continue using your existing forms; letters, labels, envelopes, etc.
    • Supports mail merge using data from any field(s)
  • Multiple external program launching and merging
    • Use LeadCommander data with external programs, eg. MS Word, MS Publisher, MS Excel, etc.
    • Sends data to and opens external programs automatically
  • Unlimited phone numbers per record
    • Perfect for today's multiple office, fax, voice mail, pager, cellular, e-mail and personal numbers
  • Built-in telephone dialer
    • Provides for swift telemarketing and follow-up calls
    • Supports long-distance and local long-distance access codes
  • Web Page Launcher 
    • Instantly opens web sites for addresses contained within contact records
      • Easy access to your contacts' web sites enable simple review of their web-based information
  • User-definable Free Fields
    • Track important data not already provided for
  • Container storage within records
    • Store pictures of contacts, real estate properties, etc.
    • Store movie or video clips of contacts, properties, etc.
    • Store recordings of conversations
  • Link to folders, documents or files from other programs
    • Great for those spreadsheet quotes or special documents you create for your contacts
    • Folders and Files are linked to contact records
  • Multiple contacts per record help you keep in touch with primary as well as alternate contacts
    • Supports an unlimited number of alternate contact phone numbers
  • Multiple addresses per record
    • Primary mailing address
    • Alternate address
    • Shipping address
    • Billing address
    • Site address
  • Enhanced printing of contact and activity lists
    • Lists print all contact phone numbers to ensure you have the means to communicate with contacts even when out of the office or away from the computer
  • 'Combo' layouts print contact data along with histories, notes and activities
    • Enables you to keep key contact information on hand when away from the computer or on the road
  • Record "Tags"
    • Tag individual or groups of records for quick searches
    • Each network client maintains their own record tags
  • Database "Bookmarks"
    • Remember your place in the database for easy return
    • Each network client maintains their own bookmarks
  • Sensible data entry
    • "Mouse-less" data entry module improves efficiency be letting you keep your hands on the keyboard
    • Add new records using information from an existing record
    • Insert data into fields via user-definable list boxes
    • Drag and drop data between fields
  • Automatic duplicate record checking upon data entry
    • Prevents unintentional record duplication
  • A truly practical and intuitive user interface design
    • Descriptive buttons bars provide access to commonly used features and functions
    • Record data is divided into separate screens; work with only the data particular to the task at hand
    • Visual "key data" indicators save you time by letting you to see at a glance whether a contact's record contains other pertinent key information, without having to actually switch between views, modules, or forms
    • Sort on any field with the click of a mouse, or define your own sort
    • Complete, searchable, and printable on-line documentation
  • Built-in Transfer functions
    • Easily exchange data with other LeadCommander users, even if you're not networked
  • ESA Log Module
    • Converts calls from ESA Activity Log into contacts for follow-up and prospecting
    • Details include date, time, phone numbers, fax numbers, even voice- and fax-on-demand files accessed!
    • You know which product or service your prospects are interested in even if they don't leave a message!
    • Enables you to demonstrate efficiency to your prospects with timely detailed follow-ups
    • Virtually eliminates the need for cold calling
    • You can easily determine which ads are pulling
    • Compares ESA call log entries to existing LeadCommander contacts
      • Updates existing contacts' histories with details of their access into your ESA system!
  • Generate ESA Broadcast Lists on the fly
    • Automatically formats phone and fax numbers for ESA
  • ...and much, much more!

     

    LeadCommander runs on all flavors of Windows, including 95, 98, ME, NT, 2000, XP and Vista. On the Macintosh, LeadCommander runs in Classic mode and on OS9x and earlier. Owners of newer Macintosh computers may run the Windows version native.

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