TraceMyLead

Deployment

Web-based

Best for

MediumLarge

Overview

About TraceMyLead

TraceMyLead is an industry-leading cloud-based sales scheduling software designed to enhance the business process of remodeling and the home improvement industry. With our advanced lead management system, you can easily manage leads, appointments, marketing, sales, field service projects, and more. Contractors, home service pros, and re-modelers manage your business easily and seamlessly from anywhere on any device.

At a glance

Software information

Industries served, licensing and the support TraceMyLead provides.

Licensing

  • Monthly Payment
  • Free trial

Support

  • Phone
  • Email

Training

  • Help Guides
  • Video Guides
  • Blogs

Knowledge Base

  • Help Guides
  • Video Guides
  • Blogs

Review analytics

What customers report

5.0
Based on 3 verified reviews
Ease of use5.0
Features & functionality5.0
Customer support5.0

What users like the most

  • The best schedule software I could find. It easily schedules appointments with a user-friendly interface. It is so easy to use and it is actually helpful in getting tasks done. It does exactly what I want, great software with great UI.
  • The program excels in tracking information for potential clients. It prompts relevant questions for different case types, ensuring no crucial details are overlooked. The program records all incoming calls, providing a valuable resource to review conversations and catch any details that may have been missed during the initial discussion. The ability to keep all potential cases in one place is a huge advantage.
  • The customer service is top-notch, always quick, friendly, and reliable. Their support enhances the overall usability of the program. The call recording feature is a valuable asset for coaching employees

What users like the least

  • I wish it had a bit more customization options.
  • Inputting a case for the first time can be a bit confusing. Having a How-To Guide would be beneficial to assist users, especially newcomers, in navigating the system more smoothly.
  • Although it doesn't happen frequently, there are instances of lagging, crashes, and slow loading times. While not a constant issue, it can be inconvenient when it does occur.

What users say

Review Analytics of TraceMyLead

Every review is verified through Goodfirms before it's published.

5.03 Verified Reviews
Ease of use5.0
Features & functionality5.0
Customer support5.0
Review Summary
Summarized from 3 verified reviews · Updated September 2026
TraceMyLead is praised for its user-friendly interface and ease of navigation, with reviewers noting it works well even for non-technical users. The platform effectively manages lead tracking and appointment scheduling with automated reminders and notifications to reduce no-shows. Users highlight the centralized case management system and call history records as valuable for organizing potential clients. Customer support is consistently described as prompt and reliable, though some mention a brief learning curve initially.
✦ AI-generated summary. May not reflect every review.
Detailed Reviews of TraceMyLead
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What reviewers mention most

AnonymousVerified Review
Posted on Mar 18, 2024

“The program's design makes tasks more manageable, contributing to a hassle-free experience.”

Overall rating5.0
Ease of use5.0
Features & functionality5.0
Customer support5.0
- My experience with this program has been overwhelmingly positive. It's incredibly user-friendly, and even for someone like me who isn't very tech-savvy, managing everything is a breeze. The customer service is consistently prompt, friendly, and reliable, making the whole experience even better. The program's easy-to-use interface is a standout feature. It simplifies tasks for individuals who may not be tech-savvy, ensuring a smooth experience for everyone. The navigation is smooth as you input information, streamlining the follow-up process.
AnonymousVerified Review
Posted on Mar 18, 2024

“It efficiently serves its purpose”

Overall rating5.0
Ease of use5.0
Features & functionality5.0
Customer support5.0
My overall experience with this program has been great. It's a fantastic tool for tracking information on potential clients, and I appreciate how it prompts me with essential questions for each case type. The ability to manage all potential cases in one place, keeping tabs on their status, and having a record of call history is a game-changer. While there may be a slight learning curve, once you are trained, the program proves to be very user-friendly. It effectively streamlines the process of tracking potential cases, making it a worthwhile investment. Considering the comprehensive case tracking, call recording feature, and overall convenience, the program is definitely worth the investment. It proves to be a valuable asset for businesses dealing with potential clients and streamlining case management.
AnonymousVerified Review
Posted on Jan 8, 2024

“TraceMyLead is very efficient, very useful and very easy to access software.”

Overall rating5.0
Ease of use5.0
Features & functionality5.0
Customer support5.0
This software is great and it has set up automated reminders for appointments to reduce no-shows and improve efficiency. this software effectively manages calendars to provide a clear overview of appointments and availability. With the help of Alerts and notifications to stay informed about upcoming events. Its mobile accessibility helps us in accessing scheduling features on the go with mobile-friendly options for flexibility. On this platform setting up appointments is quick and efficient, contributing to a more seamless scheduling experience.

Capabilities

TraceMyLead features

The full feature set, grouped by module.

Scheduling Software

  • Appointment Scheduling
  • Calendar Management
  • Online Booking
  • Real-time Scheduling
  • Reminders
  • Reports & Analytics

Lead Management Software

  • Lead Capture
  • Lead Distribution
  • Lead Nurturing
  • Lead Scoring
  • Pipeline Management
  • Operations Management
  • Sales Tracking
  • Source Tracking

Plans

TraceMyLead pricing

Price Type
Month
Free Version
No
Payment Frequency
Monthly Payment
Free Trial
30 Days
Standard$50 / month

Media

Screenshots & video

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