Finally trust
your growth
numbers.
Leadagg is the pipeline and marketing analytics companion for your advisory firm — so you can finally stop guessing and start making decisions you trust.
Your CRM tracks contacts. It doesn't track growth.
“I don't trust our numbers. We guess, and we go off of feelings.”
— Every financial advisor, eventually
Blind on the Numbers
You run campaigns and events but can't tell which ones actually produce clients.
Spreadsheet Chaos
Weekly exports, manual formulas, stale data — by the time you see the picture, it's already wrong.
CRM Gaps
Your CRM tracks contacts, not growth. It can't connect marketing spend to closed business.
Decisions by Feeling
Without real analytics, growth decisions come down to gut instinct — until someone asks for the numbers.
Experience Leadagg firsthand
The analytics layer your CRM is missing
Purpose-built for advisory firms that need clarity, not another CRM.
Command Dashboard
Pipeline velocity, cost per lead, case size, and close rates — all in one view. Spot stale leads before they slip away.
Marketing & Growth Metrics
See exactly which channels, campaigns, and events produce real clients. Identify areas of improvement and find opportunities for growth.
Event Tracking
Measure every seminar and workshop from attendance to closed business, then compare presenters side by side.
Advisor Intelligence
Per-advisor close rates, pipeline health, and case-size trends so you can coach and allocate with confidence.
Flexible Data Integrations
Spreadsheet uploads, a developer API, and CRM integrations coming soon — your data gets in however it needs to.
Simple, transparent
pricing
No hidden fees. No long-term contracts. Start with what you need and scale when you are ready.
Everything one advisor needs to take control of their pipeline and metrics.
- 1 user seat
- Full pipeline management
- Analytics dashboard
- Event management
- Email support
For teams that need shared visibility and deeper data imports.
- 10 user seats
- Everything in Starter
- CSV data uploads
- Priority support
The full platform with AI intelligence and custom integrations.
- 20 user seats
- Everything in Growth
- API access
- Lexa AI agent (coming soon)
- CRM integrations (coming soon)
Need a custom enterprise solution?
For larger firms wanting higher seat counts, white-label integrations, or compliance support — let's talk about building a plan around your team.
Stop guessing.
Start knowing.
Leadagg is ready for your team. Get the analytics layer your CRM is missing — start your free trial today.