What’s New in LeadSimple: e-Signatures, Workflow Designer, Operations Pro, and AI Agents

Property management teams are under more pressure than ever to respond quickly, reduce manual work, improve visibility, and keep operating costs under control. The tools your team uses should make that easier — not add more disconnected steps, duplicate data entry, or extra subscriptions to manage.

That is why LeadSimple is continuing to invest in a more connected operating system for property management teams. Our latest product updates are designed to help you manage more work directly in LeadSimple, from signed documents and workflow design to maintenance coordination and AI-powered communication.

In this product announcement roll-up, we are highlighting four major updates: e-Signatures, the new workflow designer, Operations Pro with LeadSimple Maintenance, and AI Voice Agent and AI Texting Agent for Phone + Inbox.

e-Signatures: Send and manage signed documents inside LeadSimple

With e-Signatures, your team can prepare, send, and manage signature requests directly from LeadSimple. Instead of switching between your CRM, operations tools, and a separate e-signature platform, you can keep document signing connected to the process, contact, or record where the work is already happening. This helps property management teams reduce manual tracking, simplify handoffs, and potentially replace a separate e-signature subscription. e-Signatures are available now. Learn more in the full e-Signatures announcement.

New workflow designer: Build and improve processes with more flexibility

The new workflow designer gives teams a more flexible way to build, review, and improve processes in LeadSimple. Whether your team is managing leasing follow-up, owner onboarding, renewals, maintenance coordination, or internal operations, clearer workflow design makes it easier to standardize work and keep teams aligned. For property management companies that are growing, the workflow designer helps turn day-to-day best practices into repeatable processes your team can actually follow. The new workflow designer is available now. Read the full workflow designer announcement.

Operations Pro with LeadSimple Maintenance: Manage work orders from request to resolution

Operations Pro now includes LeadSimple Maintenance, helping teams manage more maintenance work directly in LeadSimple. Your team can collect resident requests, convert maintenance text conversations into work orders, triage priority and access details, coordinate vendors, review quotes, route owner approvals when needed, and keep residents and owners updated along the way. The maintenance dashboard also helps teams monitor open work, quote status, monthly costs, and average completion time. Operations Pro is available as an upgrade. Explore the full Operations Pro with Maintenance announcement.

AI Voice Agent and AI Texting Agent: Let AI support your team’s communication

AI Voice Agent and AI Texting Agent help property management teams respond faster and manage more conversations from Phone + Inbox. The AI Voice Agent can answer inbound calls, collect key details, and create a Phone + Inbox conversation with a transcript, summary, and suggested next steps. The AI Texting Agent helps manage SMS follow-up from the same shared inbox your team already uses for calls, emails, voicemails, and texts. These AI agents are included in Phone + Inbox plans and help teams reduce missed opportunities, improve speed-to-response, and keep communication connected to the right workflow. Learn more in the full AI Agents announcement.

Why these updates matter

The common thread across these releases is simple: your team should be able to manage more work from one connected system.

For property management companies, disconnected tools often create hidden operational costs. A signature request happens in one platform. A maintenance request comes in through another channel. A workflow lives in a separate checklist. A resident text sits in someone’s inbox. A missed call turns into a missed opportunity.

LeadSimple is designed to bring more of that work together.

These updates help teams:

• Reduce tool switching
• Replace or consolidate separate software subscriptions
• Improve visibility across key workflows
• Standardize repeatable processes
• Respond faster to owners, residents, vendors, and prospects
• Keep work connected to the right people, properties, and records

Get started with the latest LeadSimple updates

Whether you are already using LeadSimple or evaluating it for your property management company, these updates are designed to help your team operate with more clarity and less manual work.

e-Signatures and the new workflow designer are available now. Operations Pro with LeadSimple Maintenance is available as an upgrade. AI Voice Agent and AI Texting Agent are included in Phone + Inbox plans.

Ready to see what these updates can do for your team?

Get in touch to get started or upgrade your account.