Leadagg

Lead Management and Tracking Tool for Financial Advisors

Be among the first to experience our unique lead management solution. Collect, prioritize, manage, track, and learn about your leads so you can focus on building relationships. Sign up now for early access!

Product Demo Coming Soon

Powerful Features for Financial Professionals

Coming soon - Be among the first to experience these features by joining our waiting list!

Lead Syncing and Management
Powerful automations to sync your leads and apointment requests to a organized Lead Management System
Popular Integrations
Sync your Leadagg account with technologies currently in your tech stack
Relevent Tracking Analytics
See live analytics about your leads, marketing, sales process, and overall operations

Comprehensive Lead Insights

Coming soon - Be the first to gain these valuable insights by joining our waiting list!

Smart Lead Analysis
Analyze colder groups of leads and direct you on how to connect with them
AI Enhancements
Use the latest in AI advancements to enhance lead tracking and to generate outreach content
Show-Up Rates
Monitor appointment attendance to optimize your scheduling and follow-up processes.

Be an Early Adopter

Sign up now to be among the first to experience Leadagg and help shape the future of lead management for financial advisors.