CRM (Leads, Pipeline, Tasks)

Our Integrated CRM inside Lead Snap brings together your lead management, client prospecting and day-to-day tasks, so that you’re never wondering where a prospect is in your lead generation business’s pipeline.

Every lead that you generate is tracked on your “All Leads” Dashboard, providing a clear view how many leads each property (which in Lead Snap is called a “Company”) has produced, which companies have produced the most leads, and which clients have received the most leads over the past 30 days (or whatever period of time you designate; the All Leads Dashboard is customizable).

All Leads Dashboard

Top Companies (Lead Generation Properties like Websites & GMBs)

Top Clients

Additionally, you’ll be able to quickly see which leads have most recently come in as well as which clients have accessed their portal.

All Calls

In the “All Calls” Section, you’ll be able to see details of which calls have come in.

Leads By Company

The “Leads By Company” section allows you to see exactly how many leads have come in from each lead generation property that has been added to Lead Snap.

Advanced Search

Using the “Advanced Search” selectors, you can scope in on your call leads via company (lead generation property), date range, call duration, answer status and more.

Leads By Company

The “Leads By Company” section allows you to see exactly how many leads have come in from each lead generation property that has been added to Lead Snap.

Leads By Client

On the other hand, the “Leads by Client” section enables you to examine how many as well as what kind of leads each of your clients have received.

Spam

In the “Spam” section, you’re able to view the invalid leads that have come in. One of the unique features of Lead Snap is our powerful Spam Filters that have prevent 99% percent of the spammy “leads” from continuing on to your clients, drastically reducing the occurrence of the “that’s not a lead” conversations.

Spam Filter

Our Spam Filter Parameters can detect spam by phone numbers, keywords, domains, email addresses and countries.

Recently, an agency that generates hundreds of thousands of leads each month for their clients told us that Lead Snap filtered over 20,000 spammy leads in a 30 day period, reducing their by-hand sorting by 90%.

The “Website Forms” section gives you the ability to map the fields on your lead generation companies to fields in Lead Snap, which enables you to have cleanly sorted form leads all in one place, while maintaining the clean, integrated appearance of your lead gen company.

Add Forms

Inside Lead Snap, you can add as many forms as you’d like, with as many custom fields as you need.

Contacts

Within the “Contacts” section, you can see every contact on the “All Contacts” tab, as well as create custom tags via the “Manage Tags” tab.

Pipelines

Inside the “Pipelines” section, you can create various sales pipelines with your business’s custom stages.

Tasks

Using the “Task” section, you can create custom tasks for each user in your business, designate which company, contact or deal is related to the task, add a due date and reminders, as well as any helpful details inside the notepad at the bottom of the window.

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Adam

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Alec

...One of the keys to closing him initially was showcasing where he was positioned in comparison to his competitors using the Heat Map feature on LeadSnap

Blake

Our agency started using LeadSnap's Heat Map tool to prospect via screencast for new seo/lead gen clients and it's a game changer

Charlie

The Heat Maps make it so easy to show a prospect how they are doing when it comes to ranking! Thank you Patric for an awesome product!

Dave

Shout out to Patric and his development team!

Jarret

I started using some of Patric's techniques just over the last few weeks and have seen a drastic improvement...Thank you for the amazing software and kick in the butt.

Jeff

The Lead Gen Swiss Army Knife! I've been fortunate enough to have access to the unbelievable tools Patric has created with LeadSnap. I use these tools all day.

Jonny

Thank You Patric, what a useful tool... still some ways to go, BUT pretty cool when you have a roadmap to success!

Joseph

Just closed on 4 lead gen sites today...that heat map is a wicked tool to leverage. 36k raise 🙌💰

Kyle

Thanks to Patric’s LeadSnap software, I can easily show the value of SEO in an easily digestible image…Love it.

Marie

I just got my first client thanks to Patric's LeadSnap CRM!...

Martin

Thanks Patric…nothing quite like this tool. Now time to ask for a raise 🥰

Raffi

LeadSnap for the win… Patric good work, loving these heatmaps

Ryan

Just cannot stress enough how OUTSTANDING the LeadSnap platform is!!! Thanks again (for like the 123,143,645th time) Patric

Ryan

…thanks to Patric and his beastly tool that blew them away in my presentation!

Vadim

I was one of the LeadSnap beta users…All I’m trying to say that if you are serious about growing…then this avenue is certainty one of the quickest and easiest way to go.

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