Subject:  LEADS: V5.95c Lead Tracker
Author:  Data-Plane, Inc.
Uploaded By:  JHarris332
Date:  1/15/2000

File:  LEADS.ZIP (5807239 bytes) 
Estimated Download Time (61366 baud):  < 25 minutes
Download Count:  531

Needs:  An UnZIPing Program, Windows 3.1 or later

Keywords:  Data-Plane, Harris, Home Improvement Industry, Construction, Sales, Job, Tracking, P&L, Tax, Mail Label, Check Writer, 

Type:      Shareware

Uploaded by the author

New with this version:
* Cured Y2K.
* Loads faster
* Now supports the Hill-Donnelly and Cole Cross Reference Directories.
* Added Graphing features to P&L modules.
* Added an Index Card display which allows unencumbered snapshot views of
  groups of Customer records.
* Added a host of new reports for morning daily reports.
* Added Icon which when clicked dumps all Future Appointments in Database.
* Added Pie Charts to Graphing options.
* Sales results graphed in several styles. Graphs Top 5 performers in any
  category; and Sales Categories on same time-line for comparison vs All Sales.
* Wasted Leads, Lost Sales, Avg and Net Avg Sales, and Net Yield / Lead are
  also computed as a by product of the graphing feature.
* New Memopad for keeping track of sales leads and customer contacts.
* This system allows the user to mix all methods of payments and collections,
  with a variety of bank accounts, and keep track of it all in Real Time.
  Do you know your cash position on a given job? Includes a P&L Balance sheet
  which yields real time "Cash Flow" and  up-to-the-minute profit position on
  any job. Easy to update.
* Lead Tracker(tm) records every call made through the system and saves Date,
  Time of call, phone number and who made the call; and will yield a count of
  phone calls made by any Telemarketer.
* It is now possible to find the Margins attained on Jobs sold by any Salesmen
  ...or Jobs booked by any Telemarketer.
* Tax Breakdown/Summary Reports between user selected intervals. At the click
  of a button yields tax obligations to Local, County and State governments
  automatically on completed jobs.
* The P&L Balance sheet(s) also act as Check Registers, that allow break out of
  taxes paid, and are very unique in that feature.
* Includes multi faceted Label maker.
* Check Writer automatically prints & records Bank checks extracted from the
  P&L Balance Sheet. Special Checks do not have to be purchased.

LEAD TRACKER is intended for use by anyone who operates in a marketing environment, and who wants to keep track of his/her leads. It is, in its current form, dedicated to Home Improvement contractors, but may be used by others whose business interests run along parallel lines. 

Track telemarketing sales leads and job costs and profits. Sorts, collates, and prints reports. Tracks sales leads from initial contact to callback through sale to job completion. Powerful new P&L balance sheets yield real-time profit status. A contractor should be able to automate and control his/her entire operation using this program. Includes statistical ratios and reports.

The advantage of using this system is that all formulae for the application are intrinsically included. The User is not required to implement complicated cross-references or debug any program.

And because Lead Tracker is PC based, the system retains some residual equity at all times, so that if in the future the system is abandoned, or an upgrade is made, a major portion of the initial investment can be recovered. Also, since the system is PC based, any of the workstations may be unplugged from the network and used for other purposes...and then reconnected.

In the case of the Cross-Directories, the AutoDialer Sequencer immediately creates a record after a phone call that can be used all the way through to job creation and computation of Profits and Taxes. Lead Tracker(tm) keeps track of past and future appointments and sales.

MultiMedia player preferred.

For support, contact the author directly at AOL screen name:  JHarris332

To install, run the included SETUP.EXE 

To run, launch:  LEADTRAK.EXE

Documentation:  README.DOC and UPDATE.DOC (for new features) 

Downloads for previous version:  789