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    CRM & Pipeline Management

    CRM and Pipelines: Manage Every Lead From First Contact to Close

    LeadLeaf CRM and pipelines give you a single system to track every contact, manage unlimited sales pipelines, and move leads from first inquiry to closed deal. Starting at $99 per month with unlimited users and unlimited contacts.

    Unlimited pipelines on every planUnlimited contacts and unlimited usersMissed call text back includedDrag and drop deal stages

    How does the LeadLeaf CRM work?

    Every contact, conversation, note, and deal lives in one record. When a lead fills out a form, sends a text, replies to an email, or calls your business, the activity is logged on their contact timeline automatically. Your team sees the full history before they respond, so no one asks a lead to repeat themselves. Unlimited users means your entire team can log in and work inside the CRM without a per seat charge.

    Every contact conversationLead fills outTeam sees the
    Form submitted9:02 am
    Text message received9:14 am
    Email replied11:40 am
    Call answered2:05 pm

    Can I build unlimited pipelines?

    Yes. You can create separate pipelines for different services, locations, or sales processes. Each pipeline has its own stages, automations, and reporting. A lawn care company can run one pipeline for weekly maintenance, one for one time cleanups, and one for snow removal, all inside the same account.

    Create separate pipelinesPipeline has itsLawn care company
    New2

    Sarah Chen

    HVAC Install

    $2,400

    Mike R.

    Repair

    $850

    Booked2

    Tom Wilson

    Tune Up

    $1,100

    Lisa K.

    Install

    $3,800

    Won1

    D. Foster

    Complete

    $4,500

    What is missed call text back?

    When a customer calls and you cannot answer, LeadLeaf sends an automatic text reply within seconds. The text acknowledges the call and offers to help or book an appointment. This turns a missed call into a captured lead instead of a lost customer who dials the next business on Google.

    Customer calls andText acknowledges theTurns a missed

    Missed call from (412) 555-0176

    Rang 4 times, no answer

    Just now
    Text sent automaticallyWithin seconds
    Sorry we missed your call, we're on the other line. How can we help you?
    Hi, I need a quote for a repair this week.
    Happy to help. Here's our booking link so you can pick a time that works.

    How do pipelines connect to automation?

    Moving a deal to a new stage can trigger a workflow. A lead moved to the Booked stage can automatically receive a confirmation text, a calendar invite, and a reminder set for the day before. You build the pipeline once and the follow up runs on its own, so nothing slips through the cracks.

    Moving a dealLead moved toBuild the pipeline
    Workflow Trigger
    Active
    1. New Contact AddedForm Submission

    Lead fills out contact form on website

    2Send Welcome Text
    Instant

    "Hi Sarah, thanks for contacting LeadLeaf! How can we help you today?"

    3Wait 2 Days → Follow Up Email
    Automated

    Send booking link if no response received

    Can I track deals by source and owner?

    Yes. Every deal carries its source, its owner, and its value. You can filter the pipeline by source to see which channels produce the best leads, and assign owners so every deal has a person responsible for it. Reporting shows you win rates by owner and by source without any manual math.

    Every deal carriesFilter the pipelineReporting shows you
    JA
    Jordan Avery
    NameJordan Avery
    SourceWebsite form
    OwnerSam Rivera
    StageBooked
    VIPRepeat customerNewsletter
    Pricing

    Which plan includes crm & pipeline management?

    See which LeadLeaf plan crm & pipeline management is included on.

    Plan Availability
    Starter($99/mo)
    Included
    Professional($299/mo)
    Included
    Premium($499/mo)
    Included
    Interface

    CRM & Pipeline Management in action

    A live view of the crm & pipeline management interface inside LeadLeaf.

    LeadLeaf CRM and pipelines interface
    Related

    Related features

    These features work alongside crm & pipeline management in the same platform.

    2-Way SMS Marketing

    LeadLeaf 2-way SMS marketing lets you text leads from a single inbox, send bulk campaigns, and automate missed call text back replies.

    Learn more

    Calendar & Appointments

    LeadLeaf calendar and booking gives customers a self-service booking page that syncs to Google and Outlook, sends automated reminders, and writes every appointment to the CRM contact record.

    Learn more

    Workflow Automation

    LeadLeaf workflow automation lets you connect triggers to multi-step actions across SMS, email, pipelines, and calendars, so follow up runs without manual work.

    Learn more
    FAQ

    CRM & Pipeline Management FAQ

    No. Every LeadLeaf plan includes unlimited pipelines. You can build as many as you need for different services, locations, or sales processes.

    Start your 14 day free trial today

    14 day free trial with unlimited users. Plans start at $99 per month.

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