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.
Leads Everywhere
Seminar sign-ups in one tool, digital leads in another, referrals in a spreadsheet — you're stitching together three systems just to see the full picture.
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.
Every lead, every source, one pipeline.
Pull in leads from seminars, digital ads, referrals, and more — then manage the full journey in one place. See where every lead stands, spot stalls early, and always know who to call next.
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.