Streamline lead's,close more deals

Welcome to LeadPlaner, the cloud-based CRM software designed especially for financial companies to manage their sales leads intelligently and achieve better closure rates. Our robust system is tailored to meet all your sales needs, from managing leads effectively to streamlining your workflow and increasing the productivity of your sales team. Our intuitive and user-friendly solution is designed to help insurance brokers, loan brokers, and other finance professionals streamline their sales process and increase efficiency.

Features/Benefits

  • Sales optimization with integrated customizable workflows
  • Lead nurturing and advanced lead scoring
  • Sales pipeline visualization
  • Customizable reports and analytics
  • Advanced integrations
  • Personalized user environments
  • Multi-language support

We are trusted by over 7000 companies

Software That Automates Your Sales Process

Our sales software is built to automate your sales process and eliminate manual work. With our sales automation features, you can focus on selling and growing your business. Say goodbye to tedious, repetitive tasks and hello to more time spent on revenue-generating activities.

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What our customers say about us...

Used daily

"The People HR system is really in line with our culture and we see our people use it pretty much every day"

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Used daily

"The People HR system is really in line with our culture and we see our people use it pretty much every day"

Used daily

"The People HR system is really in line with our culture and we see our people use it pretty much every day"

Used daily

"The People HR system is really in line with our culture and we see our people use it pretty much every day"

Used daily

"The People HR system is really in line with our culture and we see our people use it pretty much every day"

Used daily

"The People HR system is really in line with our culture and we see our people use it pretty much every day"

Used daily

"The People HR system is really in line with our culture and we see our people use it pretty much every day"

Sales CRM Solution, That Takes Your Business to New Heights?

Our CRM solution is the ultimate lead management system for businesses in the finance industry. Sales teams can keep track of prospects and leads, manage their entire sales pipeline, and access real-time data for informed decision-making. With our finance sales system, you can expect higher lead conversion rates, more deals closed, and happier customers.

Our goal is simple, to help you maximize your sales potential!

Easy to learn

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Engaged employees

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Expert service

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Smarter decisions

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Business impact

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Clear prices

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With our comprehensive sales CRM and lead management systems, you'll be able to structure your approach to lead generation, automate your workflow, and ultimately become a more productive salesperson. Our sales automation software streamlines your lead management process, allowing you to focus on what you do best: building relationships with your clients.

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Frequently Asked Questions

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Talk with an expert

Ready to revolutionize the way you manage your sales leads? Sign up for a free trial today. Our team of experts is on hand to answer any questions you may have. With LeadPlaner, you're just a few clicks away from taking your business to new heights.

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