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What is LeadSimple?

New to LeadSimple and want to learn more? Start here.

New User Overview Training Series

New Users! Start here to get an introduction and overview of LeadSimple!

Getting Started: CRM & Lead Management

New to CRM and lead management? Start here!

Getting Started: Operations Workflow Management

New to operational process and workflow management? Start here!

Getting Started: Inbox & Communication Management

New to Inbox and shared client communication management? Start here!

Getting Started: Autopilot

How to get started with property groups, auto-assignment, default due dates & starting stages, and autopilot rules

Importing, Creating & Distributing Leads

Learn how to import leads into your account, create them manually, and distribute them to your team

Tracking Calls, Emails, & Texts

Learn how to track all your communications in LeadSimple.

Managing Email & SMS Templates

Learn how to create, manage and use templates and enhance them with embedded videos

Building Sales and Operational Processes

Learn everything about setting up and automating a sales process or operational process in LeadSimple.

Managing Processes Day-to-Day

Learn what you need to run operational processes day to day

Managing Users and Teams

Learn how to set up and manage a team within LeadSimple.

Tasks & Task Management

Learn the ins and outs of tasks and how to manage your task list

Referral Tracking & Marketing

Use LeadSimple to market and track referral sources

Reporting & Forecasting

Learn about LeadSimple's reports and how to track the WHAT and WHY of your team's performance.


Learn how to setup, navigate, and use the brand new Inbox tool!

Forms & Site Tracking

Learn about LeadSimple Forms, Site Tracking and Engagement Triggers


Learn about our integrations with AppFolio, Buildium, PropertyWare, Rent Manager, Zapier, MailChimp and more!

Frequently Asked Questions

Find quick solutions to the most commonly asked questions and problems.

Advanced Features

Learn about bulk actions, tags, the duplicate checker, exporting lead data and custom fields

Contacts & Properties

Learn about Contacts and Properties, what they're useful for and how to manage them

Basics of Operations

Get an introduction to LeadSimple's Operational Process Management features.