All-in-One CRM • AI Automations • Call Buyer Workflows

Lead Smart Inc Growth Platform — All-in-One CRM + AI Automations

Capture, qualify, and close more deals with one platform purpose-built for lead buyers, local services, and agencies. Replace 6+ tools with a single, compliant, AI-assisted workflow.

Book a Discovery Call Start Buyer Registration
80%+ processed-call sell-through* Source-level attribution White-label optional

*Processed calls; billable status depends on buyer duration criteria after transfer.

Built for Scale

High-volume buyers and agencies use our screening + routing to match demand without sacrificing quality.

  • Smart caps and geo/service filters
  • Buyer-specific notes & rules
  • Dupes + spam suppression

Compliance-First

Tight guardrails: prohibited sources, call duration rules, and audit trails to protect payouts and partners.

  • PII minimization & audit logs
  • Disallowed-source enforcement
  • Billable-duration validation

Faster Time-to-Value

Prebuilt pipelines, forms, and AI follow-ups—go live in days, not months.

  • Launch kits & templates
  • Next-best-action suggestions
  • Automated reminders & SLAs

Why Lead Smart Inc Growth Platform?

  • Run forms, calendars, SMS/email, pipelines, and reporting in one place.
  • Built for lead buyers & agencies who need scale, compliance, and speed.
  • AI assistants handle follow-ups, reminders, and smart replies.
  • Unified inbox centralizes SMS, email, GMB, FB/IG—no tab-surfing.
  • Onboarding kits (questionnaires, checklists, templates) included.
  • White-label your brand end-to-end (optional).

At-a-Glance Metrics

  • Show rate, transfer rate, billable %, CPA/CPL
  • Source-level ROI and cohort trends
  • Speed-to-lead & response SLAs

Dashboards surface bottlenecks and buyer fit so you can scale with confidence.

Features

Unified Inbox

SMS, email, GMB, FB/IG in one thread with SLA timers, templates, and AI tone controls.

  • Conversation assignment & notes
  • Canned replies + variables
  • Auto-tag by channel & source

Calendars & Forms

Branded booking, conditional intake, file upload, and pre-qualification logic.

  • No-show prevention & reminders
  • Conditional steps & disclosures
  • Embedded on WP/Elementor

Pipelines & Automation

Deal stages, tasks, reminders, and multi-step nurture across channels.

  • Drips: SMS + email + VM
  • Task queues & SLAs
  • Stage-based triggers

AI Assistants

Auto-reply, call summaries, next-best action, and follow-up generation.

  • Summarize voicemails/calls
  • Generate tailored replies
  • Detect urgency & intent

Reporting

Source attribution, show-rate trends, win reasons, and profitability rollups.

  • Buyer-level performance
  • Channel & cohort views
  • Export to Sheets/BI

White-Label Ready

Custom domain, logos, emails, and client-facing portal branding.

  • Client seats & portals
  • PDF/export branding
  • Custom domains & DNS

For Buyers

  • Secure registration + vetting workflow
  • Appointment required for qualification
  • Compliance prompts and call-quality checks
  • Auto-tagging by source: Marketplace, Search, Social, etc.
  • Buyer notes, caps, geo/service filters
  • Billing rules aligned to post-transfer duration

Prohibited Traffic Sources

Not allowed: Google My Business (GMB), Craigslist, and outbound marketing. Calls from these sources result in account termination and loss of commissions.

Quality over volume

How It Works

  1. Book a 15-min discovery call to see the platform and confirm fit.
  2. Complete buyer registration for account vetting and compliance.
  3. Go live with AI-powered campaigns tailored to your vertical.
Book Your Discovery Call Start Buyer Registration

Calls are screened before transfer; billable only when buyer duration criteria are met.

Integrations

Ad & Social

Meta, Google Ads, TikTok, YouTube, LinkedIn

Communication

Gmail/Outlook, Twilio/Voice, FB/IG DM, GMB

Ops & Analytics

Webhooks, Zapier/Make, Sheets/BI exports

Access Controls

Role-based permissions, audit logs, and PII minimization by default.

Data Handling

Encrypted in transit/at rest, regional storage options, export on request.

Traffic Rules

Automated disallow lists, duplicate filters, and call-duration validation.

Simple, Transparent Options

Buyer Plan

  • Platform access + onboarding
  • Pipelines, inbox, reporting
  • Email/SMS credits usage-based

Agency Plan

  • Multi-client workspaces
  • White-label option
  • Priority support

Custom

  • High-volume routing
  • Advanced reporting
  • Contract & SLAs

Get a tailored quote during your discovery call.

“We consolidated forms, SMS, and reporting and finally scaled buyers without drowning in tools.”

— Agency Partner

“The AI follow-ups and screening saved us hours weekly; our show rate jumped immediately.”

— Home Services Buyer

FAQ

How fast can we launch?

Most buyers go live within a few days using our prebuilt pipeline + AI templates.

Do you support white-label?

Yes. Custom domain, logo, client portal branding, and PDFs.

What if a call is screened but not billable?

Only calls meeting the buyer’s duration after transfer are billable.

Which traffic is prohibited?

GMB, Craigslist, and outbound marketing are disallowed and lead to termination.

Ready to grow with AI + compliance-first workflows?

Book a quick call or start registration to get vetted.

Book a Discovery Call Start Buyer Registration