Track every prospect.
Close more retainers.

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Sound familiar?

60%

of agency leads go cold in the pipeline because follow-up never happens

5–8

touches needed before a prospect signs a retainer — most agencies stop at 2

$250K

in annual revenue lost by agencies from slow or missed follow-up, per industry research

pipeline visibility when leads, proposals, and clients live across 5 different tools

1 day

before an inbound prospect moves on to the next agency they found online

Built for agency sales

Your full pipeline.
One place.

No more deals dying in email. No more lost proposals. Just a clear view of every opportunity.

📋

All prospects tracked

Inbound, outbound, referral — one searchable pipeline from first touch to signed contract.

📄

Send proposals fast

Scope, deliverables, pricing as line items. Branded proposals. Track when they open it.

🔄

Follow-up reminders

Daily list of prospects due for a call. Never go a week without touching a warm lead.

💰

Retainer to invoice

Won the account? Convert your proposal to an invoice in one click.

📊

Pipeline by stage

See which prospects are in discovery, proposal, negotiation, or closed.

Getting started

Up and running
in 5 minutes.

Add your first lead

Name, phone, what they need. Thirty seconds on your phone.

Send a branded quote

Line items, price, your logo. Hit send. They approve it and you win it.

Invoice and get paid

One click converts your quote to an invoice. Log hours, expenses, see your margin.

From lead to paid invoice in 90 seconds.

Watch how a real business uses LeadWiseSystem to quote and get paid.

Pipeline performance

Know exactly where your next retainer is coming from.

Stop guessing. Know your numbers on every deal.

Proposals by stage

Discovery, sent, negotiating, closed — one view, not buried in email.

Close rate by source

Which lead sources actually sign? Stop spending time on channels that don't convert.

Revenue per client

Know which clients drive the most revenue. Find more like them.

Simple pricing. No per-tech fees.

Add your whole crew. The price does not change.

Solo

$9.99

/mo or $99.99/yr

For solo operators. 1 user · 100 leads

✓Lead tracking + pipeline
✓Quotes + invoicing
✓Job scheduling + time tracking
✓Expense tracking per job
✓Profitability reports
✓Customer hub
✓Daily follow-up reminders
✓Communication log
✓Brand profiles
✓CSV import/export

Start 14-Day Free Trial

Stop losing agency deals to slow follow-up.

14 days free. No credit card. Running in 5 minutes.

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Track every prospect.Close more retainers.