Learn LeadSimple
Small lessons.
Lasting know-how.
Short videos and step-by-step guides for the work you do every day.
All lessons
7 lessons
0:45Newest lesson
See the full story before you reply
Review the people, property, and workflow linked to a conversation before drafting a clear reply.
0:45Phone & inbox
Keep follow-ups from slipping away
Snooze a conversation until a useful follow-up time, then find it in the Snoozed queue.
0:45Phone & inbox
Hand off a conversation with context
Save an internal note and assign a conversation owner so your teammate has the context and the next step.
0:45Phone & inbox
Share an inbox with your team
Give your team a shared view of requests, conversation context, and mailbox access in LeadSimple One.
0:45AI assistant
Give LeadSimple AI a task
Assign a clearly scoped task to LeadSimple AI, follow its plan, and review the result before approving completion.
0:49Reporting
See owner service gaps early
Use connected communication and workflow data to spot owner service gaps, inspect overdue work, and prepare a clear update.
0:53Workflows
Make a workflow your own with AI
Start with a built-in maintenance workflow. Use the AI assistant to adjust a follow-up, review the change, and put it to work.