Smart CRM & Pipeline Management
Organize, Track & Close Deals – Without the Chaos
You’re getting leads… but they slip through the cracks.
You’re getting leads… but they slip through the cracks.
Sticky notes, scattered spreadsheets, and “I’ll follow up later” never turned anyone into a client.
Missed messages. Forgotten follow-ups.
No visibility on where your leads are in the buying journey.
You waste hours switching between tools, and by the time you reply… they’ve already gone with someone else.
ABOUT US
Automate your business with AI, so you can:
Focus on serving clients — not chasing leads
Never miss a follow-up again
Track sales performance without manual reporting
Scale without hiring extra admin help
Why It Works for Real Businesses
Case Study 1: Coach Sarah (Fitness Coach)
Sarah struggled to keep up with DMs and emails from prospects.
After switching to LeadMode.ai’s CRM, she created a 3-stage pipeline: Interested → Discovery Call → Paying Client.
Every time a new lead came in via her funnel, the system auto-tagged them and scheduled a call.
Within 6 weeks, she tripled her client base — without hiring an assistant.
✅ Automated tagging
✅ Follow-up reminders
✅ Discovery call calendar sync
Expert Consultation
Get tailored advice from SEO experts to elevate your digital presence and strategy.
Discover & Strategy
Uncover insights and develop a strategic plan to optimize your online performance.
Technical SEO Training
Learn essential technical SEO skills to enhance your website’s search engine performance.
How Easy Is It to Use?
💻 No tech skills required: Just drag & drop your leads through the pipeline
🔔 Auto-notifications: Get instant alerts when a lead takes action
🧠 AI-assist: Let AI add notes and assign lead scores automatically
📊 Real-time dashboards: Know exactly where every deal stands
Want it done for you? We include our $499 Account Setup – FREE with any plan. Your pipelines, automations, and tagging? We build them for you.
FEATURES
Case Study 1: Coach Sarah (Fitness Coach)
Sarah struggled to keep up with DMs and emails from prospects.
After switching to
LeadMode.ai
’s CRM, she created a 3-stage pipeline: Interested → Discovery Call → Paying Client.
Every time a new lead came in via her funnel, the system auto-tagged them and scheduled a call.
Within 6 weeks, she tripled her client base — without hiring an assistant.
✅ Automated tagging
✅ Follow-up reminders
✅ Discovery call calendar sync
FEATURES
Case Study 2: Mike’s HVAC Services (Home Services)
Mike’s team had leads coming in from Facebook Ads and his website, but no way to track them.
Using the Smart CRM, he built separate pipelines for “Quotes” and “Scheduled Jobs.”
His team received automated alerts, and clients got appointment reminders by SMS.
Result: 48% more booked jobs in 30 days.
✅ Pipeline visibility for team
✅ Missed lead alerts
✅ SMS automation built-in
FEATURES
Case Study 3: Law Firm & Legal Intake
A small legal firm struggled with client intake and dropped follow-ups.
With LeadMode.ai, they implemented a pre-qualification form connected to their CRM.
Leads were scored and routed to the right attorney.
They now convert 2x more leads, and reduce no-shows by 60%.
✅ Pre-qual form integration
✅ Auto-reminders via email & SMS
✅ Centralized client intake pipeline
Pricing – Four Plans. One Powerful Platform.
Essentials
Normally $297/mo
$197
monthly
2 Way Text Conversation
2 Way Email Conversation
Google Business Messaging
Web Chat
Reputation Management
Facebook Messenger
Google Call Tracking
Missed Call Text Back
Text To Pay
Calendar
Opportunities
Funnels
Proposals & Estimates
Invoicing
Blogs
Forms
Social Planner
Basic
Normally $497/mo
$297
monthly
2 Way Text Conversation
2 Way Email Conversation
Google Business Messaging
Web Chat
Reputation Management
Facebook Messenger
GMB Call Tracking
Missed Call Text Back
Text To Pay
Calendar
CRM
Opportunities
Funnels
Proposals & Estimates
Invoicing
Blogs
Forms
Social Planner
Email Marketing
Communities
Memberships & Courses
Websites
Ultra
Normally $997/mo
$497
monthly
SaaS billing for your clients
2 Way Text Conversation
2 Way Email Conversation
GMB Messaging
Web Chat
Reputation Management
Facebook Messenger
GMB Call Tracking
Missed Call Text Back
Text To Pay
Calendar
CRM
Opportunities
Email Marketing
AI Bot Trainer for your chats
Funnels
Memberships
Websites
Workflows
Forms
Surveys
Trigger Links
SMS & Email Templates
All Reporting
Triggers
AI Ads Campaigns
Social Planner
Invoice
Proposals & Estimates
Blogs
Affiliate Manager
Premium
Normally $1997/mo
$1599
monthly
Everything in Ultra
Full White-Label Setup
Unlimited Sub-Accounts
Custom Domain, Logo, Branding
Reseller SaaS Mode Enabled
Stripe Billing Integration
API Access + Webhooks
Dedicated Account Manager
AI Snapshot Funnel Setup (Done-for-You)
06 28564421
Who Is LeadMode For?
Coaches
Small Businesses
Contractors
Consultants
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