Smart lead managementmade simple
Built for insurance brokers, Leadpal® is equipped with smart features that enable you to optimise your leads, automate processes and gain insights through powerful analytics to turn more leads into sales.
Simple yet powerful lead management
Lead ManagementNurture your leads
Sales PipelineClose more sales
Workflow AutomationFocus on what matters
Sales AnalyticsSee the big picture
Ready to boost sales and uncover deeper insights?
CRMs are "huh?" 🤔 and Spreadsheets are "ugh!" 😩
What's wrong with existing solutions?
Marketing AnalyticsOptimise your marketing efforts
Assess key performance indicators such as cost-per-acquisition, return on investment, income, and more. You can quickly identify which marketing channels deliver the best results by offering a granular breakdown of data per lead source. With these actionable insights, you can make informed decisions and fine-tune your marketing strategy for maximum impact
Sales AnalyticsTake control of your sales pipeline
Focus on your most important work and win business whilst you sleep
New Lead Has Landed
Pre-empt This Date by 1 Day
Send a Reminder SMS
Build workflows that save time and create a seamless, predictable experience for your customers.
Pick a trigger that sets your automation into motion, such as a new lead landing, add a trigger option such as pre-empting a date, and then decide upon an action such as sending an SMS.
Leadpal automations help you go from idea to automated workflow in minutes.
Zero disruption to other departments
Integrates with your existing systems
Never have to move leads between systems again manually. Leadpal connects with Zapier to seamlessly integrate your leads with your existing CRM, Finance and Compliance systems.
Our lead management platform was built from the ground up for insurance brokers to enable them to define robust pipelines and gain valuable insights to their data.
Leadpal starts at just £19.99 a month per user. View our pricing page for more information.
One of the driving principles when developing Leadpal was that it had to be easy to use with a shallow learning curve. As a result, your teams will be able to quickly and easily master the platform in no time.
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