LeadFlex Pro

Flexible Lead Management. Built to Scale.

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Design prototype

Lead management built for three tiers of the funnel

Consumers submit industry-specific intake forms. Agencies route each Lead to the right Lead Recipient. Everyone works from the same record.

Explore the Agency portalView the public intake form

Platform Owner

Manage Agencies, subscription plans, industries and intake-form templates.

Open Platform portal

Agency

Run campaigns and intake forms, sign up Lead Recipients and route every Lead.

Open Agency portal

Lead Recipient

Receive assigned Leads, work them with your team and track retained cases.

Open Recipient portal