The Simple Lead Tracker
Financial Advisors Have Been Waiting For
Stop losing leads in spreadsheets or overcomplicated CRMs. leadagg gives you a clear visual pipeline, tracks your marketing ROI, and ensures no prospect ever slips through the cracks.
Demo Coming Soon
Why is tracking leads still so difficult?
For most financial advisors, growth creates chaos. You are excellent at serving clients, but managing the flow of new prospects often falls to messy spreadsheets, sticky notes, or "enterprise" CRMs that are too expensive and complex for your actual needs.
You spend money on marketing, but you aren't sure what's working. Leads come in, but without a dedicated system, they get cold, stuck in voicemail limbo, or forgotten entirely.
The "Black Hole" Effect
Leads enter your inbox but disappear before they become clients because there's no system to catch them.
Marketing Blindness
You know you're spending money on leads, but can't calculate your actual Cost Per Lead (CPL) or Closing Percentage.
Software Overkill
You don't need a complex 50-feature enterprise suite; you just need to know who to call next.
Clarity, finally.
leadagg is built specifically for small-to-mid-sized advisor offices. We stripped away the bloat to focus on the one thing that matters: moving prospects from "New Lead" to "Client."
- Built for AdvisorsPre-configured for the way you actually book meetings.
- Zero ClutterNo unnecessary buttons or complex menus.
- Pipeline VisibilityInstantly identify bottlenecks in your sales process.
- Marketing TruthSee your funnel efficiency and spend ledger in real-time.
Features built for growth
Total Pipeline Control
A drag-and-drop Kanban board designed for speed. Whether you prefer a board view or a structured list, you always know the status of every name on your list.
- Drag-and-Drop Cards
- Smart "Stale" Indicators
- Quick Filters
Configurable Workflow
Your firm isn't generic, and your software shouldn't be either. leadagg adapts to your specific sales cycle without requiring an IT degree to set up.
- Custom Meeting Steps
- Custom Follow-Up Logic
- CRM & integrations sync
Command Center Analytics
Stop guessing about your growth. Our dashboard focuses on the KPIs that actually drive revenue for financial advisors.
- First Meeting Stick Rate
- Real-time Spend Ledger
- Pipeline Velocity
Ready to take control of your pipeline?
Join the waiting list today to get early access to the cleanest, most effective lead management tool for advisors.