LeadSimple

Start off with learning what LeadSimple is and what's possible with the software!

Intro: What is LeadSimple?

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New to CRM and lead management? Start here!

Getting Started: CRM & Lead Management

Learn how to add leads to LeadSimple manually.

1: Adding Leads Manually

Learn how to set up the auto-import feature and add sources to your sources list.

2: Sources & Auto-importing Leads

Adding Leads

Learn about the three ways you can be notified about new leads.

3: Ways to be Notified

Learn how to set up notifications for large or small teams.

4: Notifications for Teams

Getting Notified about New Leads

Learn how to make automatically tracked calls and how to manually track calls made to leads.

5: Making Auto-Tracked Calls

Learn the three ways you can send emails and have them be tracked in LeadSimple.

6: Sending Tracked Emails

Learn about the texting and inbound call tracking features that can be added to any plan.

7: Texting & Inbound Call Tracking

Learn how to log activities manually, use notes, and pin activities to the top of a lead's activity feed.

8: Notes & Logging Activities Manually

Tracking Communications

Learn about what Stages & Workflows are and how to use them.

9: Stages & Workflows: What Are They?

Learn how to set up an auto-responder email for new leads that are imported into LeadSimple (and also in your other stages & workflows.)

10: Auto Emails for New Leads

Learn how to create a basic workflow of steps, both automated and manual, to help you follow up with leads.

11: Creating a Basic Workflow

Learn how to assign workflows steps to specific users and how to be reminded about specific tasks.

12: Advanced Workflows #1

Learn about the rest of the workflows settings that allow you to completely customize your workflows.

13: Advanced Workflows #2

Stages, Workflows, & Automation

Reports: Overview of the CRM Reports

Learn how to customize columns, filters, statistics, and save those settings as reports or views for easy access later.

Reports: Creating Custom Saved Views

Learn how to track and market to referral sources.

Referral Tracking: Marketing to Referrers

Keep track of the leads you receive from each referral source

Referral Tracking: Tracking Referred Business

Learn how you can use Zapier to easily integrate your LeadSimple with hundreds of other softwares to create your own custom automations.

Integrations: Integrating with Other Softwares via Zapier

Learn about LeadSimple's integration with MailChimp and what to use it for.

Integrations: Overview of MailChimp Integration

Advanced CRM Features

Demo

Pricing

Resources

Consulting

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