CRM Automation

Automation That Will Transform Your Business

Pricing: Dependent on Scope of Project

Leadpro Systems offer bespoke CRM and other Automation solutions that will help you to save time, save money and to generate more revenue in your business. Tell us what you need in your CRM and we will build it for you.

What Do You Need?

  • We don't want to presume that we know what automation you need.

  • Maybe you need report automation or communication automation or other types of automation.

  • Reach out to us, explain to us what automation you need and we will build a solution for you.

  • Below is a few examples of CRM automation that is possible.

Possible Automation Solutions

Manage unlimited leads and clients in your own CRM:

  • Capture any client details you want.

  • Upload photos and documents inside client profiles.

  • Add client notes inside client profiles.

  • Add tasks for yourself or your team inside client profiles.

  • Send payment links (USA and UK) inside client profiles.

  • Make calendar bookings inside client profiles.

  • Send email, sms / text, Google Business, Facebook, Instagram and WhatsApp messages directly to the client on his or her profile.

  • Receive calls from clients within the system (can be linked to your mobile phone).

  • Make calls to the client from within the system (can be linked to your mobile phone).

  • Tag clients.

  • Get notified of all incoming leads.

  • Track and capture all incoming queries (phone, email, sms / text, chat widget, forms, surveys, Facebook, Google Business, Instagram).

Complete Quote and Invoicing System:

  • Create quotes and invoices effortlessly.

  • Upload your product and service rates for quick access when doing a quote or invoice.

  • Create recurring invoices easily.

  • When a quote is sent, Leadpro Systems can automatically follow up with the client on a regular basis to determine if they accept or reject the quote.

  • When an invoice is sent, Leadpro Systems can automatically follow up with the client on a regular basis to remind them of payment.

  • Create invoice and quote templates to easily duplicate them for future use.

  • Export all transaction on a line-item basis that you can send to your accountant.

  • When invoice is marked as paid, then a Google 5-star review campaign gets activated automatically. You can build unlimited 5-star reviews on autopilot.

Calendars:

  • Bookings become a breeze with our calendar software.

  • Create various calendars for different teams that can be synced with Google Calendar and Outlook.

  • Manage your teams through calendars.

  • The client and your team(s) get booking notifications and can also get 48-hour, 24-hour and 3-hour reminders before a meeting.

  • Create any customization around calendar bookings that you want.

Sales or Lead Pipelines:

  • Fully customizable solution to suit your business.

  • Manage leads and clients from 'New Lead' to 'Invoice Paid' and everything in between.

  • Create advanced automation around different stages of your pipeline.

  • Convert pipelines into a ticketing, job card or tracking system.

  • Track your money flow through the different stages of your sales or lead pipeline.

Centralized Communication:

  • Manage all communication from various channels on ONE platform.

  • Send and receive conversations on Facebook, Google Business, Instagram, WhatsApp, email or sms / text through Leadpro Systems.

  • No need to log into these different platforms in order to send and receive messages.

  • We integrate these platforms for you.

  • Track all communication per client in ONE place.

Automated Google Reviews:

  • Create unlimited 5-star Google reviews for your business on autopilot.

  • When an invoice is paid or when you identify a client as someone who you might get a review from, then our automated review software will hunt for high quality reviews on your behalf.

  • No need to chase for reviews anymore. Our automation software does this for you.

  • Our artificial intelligence (AI) solution also replies in a professional and courteous way to reviews that was left by clients.

Websites and Funnels:

  • Own a beautiful website or funnel design that converts online visitors into sales or calls.

  • Fully mobile optimized for mobile visitors.

  • Get unlimited forms, surveys, and chat widget functionality so you can capture new inquiries effortlessly.

  • Get immediate notifications when a new online visitor completed a form, survey or chat widget.

Email Marketing Platform:

  • Create stunning email templates that you can use to nurture your clients and prospects.

  • You no more need external email marketing software. Leadpro Systems cover it all.

Social Media Planner:

  • Connect Facebook, Instagram, Google Business, LinkedIn, X and Tiktok and manage all of them from Leadpro Systems.

  • No need to log into various social media profiles every day.

  • Send posts to all of them simultaneously from one platform.

Mobile App:

  • Manage leads and clients.

  • Communicate through various channels like phone calls, sms / text, email, WhatsApp, Facebook DM's, Google Business, etc.

  • Send invoices.

  • Manage calendar bookings.

  • Manage sales and lead pipelines.

  • Manage your business from anywhere in the world.

Add Staff Members:

  • Add staff members to run your business for you.

  • Manage their user rights so they only see what they need to.

Additional Benefits:

  • Get lifetime live Zoom support while you're a client.

  • Get access to training on how to use the platform.

  • Get lifetime access to all future version and security upgrades.

  • Full setup of the system for your business. We will setup...

  • Tracking numbers and call tracking,

  • Tracking forms, surveys and chat widgets,

  • Email domains,

  • Website or funnel

  • Content that needs to be implemented on the website or funnel,

  • New domain, if necessary,

  • Automated Google review integration,

  • Configuring invoice and quote settings,

  • Uploading your product list and more...

Would You Like To Chat?

Please submit the form below and we will follow up with you in 24 to 48 hours.

Your Country

I agree to terms & conditions provided by Leadpro Systems. By providing my phone number, I agree to receive text messages from Leadpro Systems for communication purposes. I understand that I can unsubscribe at any time.

NEXT

Sign Up For Exclusive Business Growth Tips

Leadpro Systems LLC

30 N Gould St Ste R

Sheridan, WY, USA

82801

209 Hans Strijdom Ave

Centurion, South Africa,

0157

info@leadproltd.com

Copyright © , Leadpro Systems, All Rights Reserved