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.

A fantastic, well developed tool that not only helps organise our sales team but also drives performance each month with easily visible analytics to help you hit your targets. We would strongly recommend Leadpal to any sales driven business."
Flats Direct Company Logo
Nick Ellis
Flats Direct
CRMs are "huh?" 🤔 and Spreadsheets are "ugh!" 😩

What's wrong with existing solutions?

E-mail & spreadsheets

Too simple

CRMs

Too complex

Leadpal®

Too right 👍

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.

Fresh leads screen
Lead progressor

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?

Finally, a lead management platform designed specifically for insurance brokers to generate more sales and gain deeper insights into their businesses.

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

Convert

Smart tools to help increase your conversion rates

Report

Deeper insights to help you make data-informed choices

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

Trigger

New Lead Has Landed

Trigger Option

Pre-empt This Date by 1 Day

Action

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.

Leadpal software integrations

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?

Finally, a lead management platform designed specifically for insurance brokers to generate more sales and gain deeper insights into their businesses.
Leadpal analytics dashboard