"You can't manage what you can't measure." - Peter Drucker
Stop making guesses and get clear answers to questions like, "How quickly are my agents following up with leads?", or "What was our cost per new contract during last quarter?", or "Where should we advertise to get the highest ROI?"
LeadSimple helps you understand bottom line performance, and answer the question "why?"
Start doubling down on what's working and phasing out what's not.
See your key stats front and center
The lead dashboard puts your most important sales stats at the top, right above your lead list. No need to dig through reports.
Use powerful filters to drill down and segment your leads by lead source, agent, last touch, etc.
Track progress through your sales funnel
Customize the stages of your sales process, and track how your leads are moving through those key milestones.
Example: track multiple "Lost" stages to find out the different reasons deals fall through.
Get a real-time view of agents in the field
View every call, email and update as it happens.
No more wondering who's doing what. No more pestering agents for updates. See real sales activities, as they are happening, without making your agents jump through any extra hoops. What are you waiting for?
“Regarding the reporting, it's a perfect balance – it provides exactly what we need, without being overly complicated.”
Jeremy Boardman, Broker - Urbane Results
Closed Business Report
Explore return on investment performance
Ever wonder how much business each of your agents has closed so far this year? Or how well your lead sources converted last year? Or how the profitability of your advertising has changed over time?