Grow your business
with smart lead management
Leadpal® is the lead management platform built with smart features that help you turn more leads into sales, save time by automating workflows and discover hidden insights to make data-driven choices.
- New: Acturis integration
CRMs are "huh?" 🤔 and Spreadsheets are "ugh!" 😩
What's wrong with existing solutions?
E-mail & spreadsheets
Too simple
- Basic and unorganised
- Leads get lost and forgotten
- Copy/paste data between systems
- Data? erm...
CRMs
Too complex
- Generic yet complex functionality
- Not built with sales in mind
- Limited connectivity
- Generic data
Leadpal®
Too right 👍
- Designed intuitively for brokers
- Supports sales teams to make sales
- Integrates with existing systems
- Industry-specific data insights
How Leadpal works
Get started In 3 simple steps
1. Set up your pipeline
Create the stages of your sales funnel and define the data you need your teams to collect before a lead can move through your pipeline.
It’s completely customisable to fit your business process.
2. Manage leads and collect data
As your sales teams collect the required data, your leads will automatically progress through your pipeline.
Our lead progressor technology ensures teams can't miss vital lead data accidentally.
3. Discover hidden data-insights
You get reliable data interpreted into deep business insights to help you make data-informed choices.
For example, you'll know which lead sources bring you the best ROI and which sales agents are smashing their targets.
Ready for more sales and deeper insights?
Effortlessly manage & convert your leads, and report on your data
Give your brokerage a competitive advantage with Leadpal; the easiest way to manage leads, increase conversion rates and gain deeper insights in to your data.
Manage
Support and enhance your business process
- Custom built pipeline
- Instant lead delivery
- Collaborate with team mates
Convert
Smart tools to help increase your conversion rates
- Automate workflows
- Time-sensitive automations
- Intelligently progress leads
Report
Deeper insights to help you make data-informed choices
- Per lead source CPA & ROI
- Drill down into the data
- Report on user, branch or area
Popular features
Customisable pipeline
Set up your pipeline to match your business process to support your sales teams to make more sales.
Smart lead progressor
Leadpal intelligently progresses your leads forward to the next logical step and closer to a final sale.
Collaboration
Collaborate on leads and deals with colleagues, and set up notifications as leads progress through the pipeline.
Analytics
Get detailed insights into your data. See who's smashing their sales targets and who might need more support.
Marketing Insights
Easily see which lead sources are delivering the best return on investment and cost per acquisition.
Automations
Build workflows that save time and create a seamless, predictable experience for your customers.
Integrations
Never have to manually move leads between systems again, Leadpal integrates with other platforms.
Auto lead ingestion
Leadpal automatically pulls in all of your leads—no more copy/paste from emails and web forms.
Audit log
Every action performed on a lead, whether by a human or automation, is recorded in the audit log.
Focus on your most important work and win business whilst you sleep
Automate workflows
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.
Leadpal FAQ's
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 pricing is based on the size of your organisation and is typically charged on a per-department basis.
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.
No. You can cancel anytime, and we will not bill you again unless you decide to re-subscribe. You will still have access to your data.
Ready to start converting more?
