Generic CRMs track deals. This one wins them.
CRM is the growth layer of the LeadSimple platform. Every lead arrives with its calls and texts attached, moves through a playbook, and — when you win — flows straight into your PM software and onboarding Process.
Speed-to-lead on autopilot
Portals, web forms, inboxes, and call leads sync into one CRM automatically — nothing lives in a personal inbox.
Assignment rules per pipeline route each new lead to the right rep the second it lands — by source, market, or round-robin.
An intro text and email go out the moment a lead is captured, and a call task hits the rep’s queue — before a competitor picks up the phone.
If a lead sits untouched past your SLA, it escalates to a manager automatically. Nothing waits until Monday.
Every rep runs your best playbook
Tasks, scripts, and templates attached to every stage — so BDMs always know the next move, and owners feel the momentum.
Drip campaigns, call queues, and reminders keep working the deal until you win the door — even on 90-day nurtures.
One library of email and text templates across Pipelines and Processes — large teams sound consistent everywhere.
Proposal views, replies, next steps, and close probability tracked per opportunity — no spreadsheet juggling.
Close the deal, keep the momentum
Most CRMs stop at “Won.” Here, winning is a trigger: onboarding kicks off in Operations and the new doors flow into your PM software — no re-typing, no dropped handoff.
Moving a deal to Won launches your owner-onboarding Process — every step assigned, tracked, and on schedule.
Native two-way syncs with the platforms you already run on keep records clean on both sides.
Phone + Inbox, Google and Outlook email, calendars, and Zapier — the whole growth stack in one place.
Every lead qualified — automatically
AI reads each inquiry, scores it, and extracts doors, property type, and market — so reps work the best opportunities first.
Replies drafted in seconds, grounded in the deal, the conversation history, and your pricing.
When an owner calls after hours, the AI answers, qualifies, and books the discovery call — straight onto your BDM’s calendar.
Call transcripts, summaries, and AI actions log to the deal — full context for whoever picks it up next.
One CRM, every way you grow
Run BDM like a real sales org
Referrals, website leads, PPC, and cold outreach land in one pipeline with auto-assignment and SLAs. Cadences keep 90-day nurtures alive, and conversion reporting shows exactly which BDM — and which source — wins doors.
Growth you can forecast
Conversion by source, time-in-stage by rep, forecasted fees by quarter — the numbers to run growth like an operation, not a hunch.
Time-in-stage and time-to-close, broken out by rep — see exactly where deals win, stall, or die.
Which channels actually produce doors — so next quarter’s marketing budget follows the evidence.
Pipeline-weighted revenue forecasting in real time — commit to growth numbers with a straight face.
Better together
CRM is one pillar of LeadSimple, alongside Phone + Inbox, Operations, and the AI Engine. Deals don’t sit in a database — they’re answered, worked, and onboarded.
Speed-to-lead starts with answering the phone. Every call and text auto-logs to the deal — no data entry, no missed context.
Learn about Phone + Inbox →Won isn’t the finish line — it’s a trigger. Onboarding Processes run the handoff from sales to operations without dropped steps.
Learn about Operations →The same AI that answers your phones scores leads, drafts follow-ups, and keeps deal data in sync across the platform.
Explore the platform →