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.
- New: Acturis integration
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?
E-mail & spreadsheets
Too simple
- Limited scalability
- Inefficient collaboration
- Lack of automation
- Limited reporting and analysis
CRMs
Too complex
- Overwhelming features
- Not built with sales in mind
- Limited connectivity
- Can get expensive
Leadpal®
Too right 👍
- Designed intuitively for brokers
- Supports sales teams to make sales
- Integrates with existing systems
- Industry-specific data insights
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.
Analytics
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
Workflow automation
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.
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