Built for Marketing Agencies

Track Every Prospect.
Close More Retainers.

Manage your new business pipeline, send proposals that track views, and follow up before they go cold. $290/yr. No per-seat fees.

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14 days free. No credit card.

The Follow-Up Problem Is Costing You Business

Proposals sent and never followed up

Most agencies send a proposal and wait. The prospect reads it three times and does not respond. Usually, they just needed one more touch to close.

Multi-person pipelines get messy fast

One person is pitching, another is building the deck, a third is on follow-up. Nobody knows where the deal is. LeadWiseSystem keeps the full history in one place.

Everything You Actually Need

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Proposal view tracking

Know exactly when a prospect opens your proposal and how many times. Follow up the day they are reading it.

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Team pipeline visibility

No seat fees. Up to five users see and update every deal. No more chasing each other for status.

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Activity history per lead

Every call, email, meeting, and note in one timeline. Anyone can pick up a deal without asking what happened last.

Without LeadWiseSystem

Leads tracked in spreadsheets
Follow-up only when you remember
No idea which leads are still warm
Quotes emailed as PDFs, no tracking

With LeadWiseSystem

Every lead has a follow-up date
Reminders by text or email, automatically
Full pipeline visible in seconds
Quotes sent and tracked in one place

Close More Retainers with Less Chasing

14-day free trial, no credit card. Set up in under an hour and start following up today.