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.


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.


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.


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


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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