The Lead Tracker
Financial Advisors Need
Stop losing leads in spreadsheets. Leadagg gives you a clear visual pipeline, tracks ROI, and ensures no prospect slips through the cracks.
Why is growing your firm
still so chaotic?
You're excellent at serving clients, but managing new prospects often falls to messy spreadsheets, sticky notes, or "enterprise" CRMs that are too complex.
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 strips away the bloat to focus on the one thing that matters: moving prospects from "New Lead" to "Client."
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.
Real-time ROI
See your funnel efficiency and spend ledger in real-time. Know exactly where your money is going.
Custom Workflows
Custom meeting steps and follow-up logic that adapts to your specific sales cycle.
Team Sync
Perfect for solo advisors or small teams. Keep everyone on the same page.
Built for Speed
No unnecessary buttons. No complex menus. Just the tools you need to close deals.
Ready to stop the chaos?
Join the waiting list today to get early access to the cleanest, most effective lead management tool for advisors.