Leadpal helps you effortlessly convert more leads into sales with a seamless, out-of-the-box solution built for insurance brokers.
Too simple
Too complex
Too right 👍
Set up your pipeline to match your business process to support your sales teams to make more sales.
Leadpal intelligently progresses your leads forward to the next logical step and closer to a final sale.
Collaborate on leads and deals with colleagues, and set up notifications as leads progress through the pipeline.
Get detailed insights into your data. See who's smashing their sales targets and who might need more support.
Easily see which lead sources are delivering the best return on investment and cost per acquisition.
Build workflows that save time and create a seamless, predictable experience for your customers.
Never have to manually move leads between systems again, Leadpal integrates with other platforms.
Leadpal automatically pulls in all of your leads—no more copy/paste from emails and web forms.
Every action performed on a lead, whether by a human or automation, is recorded in the audit log.
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
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.
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.
