One platform, not five logins$1 Starter trialIndustry Starter KitsAI-Powered

Book more appointments. Close more deals.Follow up automatically with LeedAgent.

Websites, CRM, inbox, automations, calendar, analytics, and a built-in phone system + dialer—designed for agents who want more conversations and fewer dropped leads.

Choose your profile mode

A flexible CRM for any industry. Clean pipeline, fast follow-up, and conversion-first pages—ready out of the box.

Start $1 TrialSee how it works
One mode per account (simple setup)Built to convert (pages + follow-up)Scale limits by plan (clear + predictable)
Lead Lifecycle
Live workflow view
Pages + forms
Funnels, drag-and-drop forms, consent capture
Phone + dialer
Call leads fast, auto-log activity
Unified inbox
SMS, email, and WhatsApp in one thread
Workflows + pipeline
Automations, stages, and follow-up sequences
Calendar + booking
Week-grid view, booking links, reminders
Analytics + A/B tests
Measure what converts and iterate
A simple system agents actually use

Capture → Follow Up → Close

You don’t need more tools. You need one workflow that turns leads into booked appointments and closed deals.

Capture

Pages, funnels, drag-and-drop forms, and booking links that convert cold traffic into scheduled calls.

  • Landing pages + service pages
  • Drag-and-drop form builder
  • Consent forms + lead routing

Follow Up

Speed-to-lead wins. Use inbox, automations, email, SMS, WhatsApp, and the built-in dialer to respond instantly.

  • Unified inbox (SMS, email, WhatsApp)
  • Workflow automations + sequences
  • Phone system + dialer

Close

Move opportunities through stages, track activity, and improve results with analytics, A/B testing, and custom CRM fields.

  • CRM with custom fields + pipeline
  • Calendar with week-grid view
  • Analytics + A/B experiments
Replace your tool stack

Save money by consolidating everything into LeedAgent

Most agents are paying for 6–10 tools that don’t talk to each other. Consolidate into one workflow and keep more of your commissions.

Typical monthly stack
$379/mo
Solo agent
Website hosting + builder
$29
Landing pages / funnels
$97
Calendar booking
$12
Email marketing + automations
$49
CRM + pipeline
$49
Unified inbox / conversations
$25
Phone system + dialer
$99
Analytics + tracking tools
$19
Estimates based on common tool pricing; your stack may vary.
With LeedAgent
$29/mo
Starter plan (includes $1 trial)
Generous included email volume (no per-email micro-fees for normal usage).
Save $350/mo
  • Conversion-first website + funnels
  • CRM with custom fields + pipeline
  • Unified inbox (SMS, email, WhatsApp)
  • Workflow automations + sequences
  • Calendar booking with week grid
  • Drag-and-drop form builder
  • Analytics + A/B testing
  • Phone system + dialer (built-in)
  • DNC center + consent forms
  • Media library + subdomains
  • Industry Starter Kit (Pro+)
  • AI-powered tools (Pro+)
Start $1 TrialCompare plans
Built for conversion + follow-up

Everything you need, organized the way agents work

A conversion-first website is only step one. The real win is what happens in the first 5 minutes after a lead comes in.

Websites + funnels that convert

Launch pages fast with layouts that are designed to get the click, the form, and the booking—not just look pretty.

  • Landing pages, service pages, and funnels
  • A/B testing to improve performance over time
  • Templates that match your chosen industry mode
Publishing
Live workflow view
Custom domain
Launch under your brand
A/B experiments
Test headlines/offers
Analytics
See what converts
Conversations inbox + automations

Keep every reply in one place and run follow-up that feels personal--without living in your phone.

  • Unified inbox: SMS, email, and WhatsApp in one thread
  • Workflow automations with multi-step sequences and conditions
  • DNC center to stay compliant across all channels
Follow-up
Live workflow view
Email campaigns
Broadcasts + sequences
Automations
Multi-step workflows
Speed-to-lead
Respond instantly
Phone system + dialer built-in

Call leads fast, route conversations, and keep every call logged to the contact—so your pipeline stays real.

  • Click-to-call from CRM and inbox
  • Auto-logging calls, notes, and outcomes
  • Missed-call follow-up to keep leads from going cold
Phone
Live workflow view
Dialer
Power through new leads
Routing
Assign calls by team rules
Call outcomes
Track dispositions
CRM + pipeline you can trust

See who’s new, who needs a follow-up, and who’s ready to close. Custom fields per industry, drag-and-drop pipeline, and media library built in.

  • Custom CRM fields tailored to your industry mode
  • Drag-and-drop pipeline with opportunity stages
  • Built-in media library for images and documents
Pipeline
Live workflow view
Contacts
Centralized lead database
Stages
New → Booked → Closed
Reporting
Measure outcomes
Calendar + booking (no extra tool)

Week-grid calendar with booking links, reminders, and clean confirmation flows. Reduce no-shows with automated follow-up.

  • Week-grid view with booking link management
  • Automated reminders and confirmation emails
  • Public booking pages under your subdomain
Booking
Live workflow view
Week grid
See your full schedule
Reminders
Reduce no-shows
Confirmation
Clear next steps
Forms + lead capture that converts

Build drag-and-drop forms with conditional logic, consent fields, and automatic lead routing into your CRM and workflows.

  • Drag-and-drop form builder with live preview
  • Industry-specific consent forms (TCPA, ACA, Medicare)
  • Instant lead routing into workflows and pipelines
Forms
Live workflow view
Visual builder
Drag-and-drop fields
Consent forms
TCPA-compliant capture
Auto-routing
Leads to workflows
Feature requests + community roadmap

Vote on upcoming features, suggest your own ideas, and see what we’re building next. Your input shapes the product.

  • Vote on features you want built next
  • Submit your own feature ideas
  • Track progress from planned to completed
Roadmap
Live workflow view
Ideas
Suggest new features
Voting
Upvote what matters
Shipped
See completed items
Repeatable workflows

Playbooks that turn leads into clients

Pick a mode and start with proven workflows. Customize them to match your offer and your market.

New Lead → Booked Call

Capture any inbound lead, respond instantly, and get them on a call before they go cold.

Speed-to-leadInboxCalendar

No-Show Recovery

Automatically rebook missed appointments with a short, multi-touch sequence.

SMSDialerAutomation

Drip Nurture Campaign

Stay in front of prospects with timed emails, check-ins, and value-first follow-up.

EmailSequencesContent

Referral & Re-Engagement

Turn past clients into referral sources and win back dormant leads with targeted outreach.

SegmentsBroadcastsPipeline
Start $1 Trial
Trusted by agents

What agents are saying

Hear from agents and professionals across industries who run their business on LeedAgent.

Testimonials
Slide 1 of 7

“LeedAgent made it easy to launch a clean website and a follow-up system without duct-taping tools together.”

I
Marcus D.
Independent Insurance Agent

“Speed-to-lead improved immediately. Conversations, pipeline, and automations finally feel connected.”

H
Jennifer P.
Health Insurance Team Lead

“The real estate preset got me set up fast. I can run pages, booking, and follow-up from one dashboard.”

R
Carlos R.
Real Estate Agent

“We needed one place to see every lead, every message, and the next action. This is the first platform that felt simple.”

S
Samantha L.
Small Agency Owner

“The biggest difference is consistency: leads don’t slip through cracks when the system runs the follow-up.”

L
David K.
Life Insurance Producer

“From rate inquiry to pre-approval, the pipeline keeps every borrower moving. I finally stopped losing deals to slow follow-up.”

L
Rachel M.
Loan Officer

“I picked General mode because I serve multiple industries. The CRM and automations adapt to whatever I throw at it.”

M
Anthony W.
Marketing Consultant
FAQ

Questions agents ask before they commit

We built this section to squash the “don’t do it” thoughts before they slow you down.

Answers up front
If you still have questions, contact us.

Clear limits, simple plans

Simple, transparent pricing

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Ready to stop losing leads?

Start with the $1 Starter trial, pick your mode, and launch a conversion-first workflow in one platform.

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