Optional · scoped on a call

Run LeadEazy yourself, or have us do the work.

The subscription works on its own. These four services are optional, and we scope each one on a call.

Book a scoping call See plans and pricing

Websites

Lead generation and reporting

CRM and Ops implementation

Automation and AI

The LeadEazy subscription: CRM and Ops

Works on its own. You run it.

IllustrativeDashed boxes are optional and scoped on a call

Websites

Website forms that create leads in your pipeline.

We build the site, connect its forms and booking links to LeadEazy and, as part of the scoped work, prepare the consent pages text registration needs.

Best for: Businesses that need a new site, or a rebuild, that captures leads into LeadEazy and supports text-message registration.

See how the website service works

What you get

Website design and build
A new site or a rebuild whose forms and booking links create LeadEazy contacts.

What you provide

Brand assets and business details
Access to your domain and current site
Timely review and sign-off

Not included: the subscription. We quote price and timeline after the scoping call.

Or do it yourself

Already have a site? Forms built in Ops create the contact with the lead source attached.

See Lead capture in Ops

Lead generation and reporting

Know which source each lead came from.

We run campaigns on the channels we agree and set up reporting, so you can compare your lead sources.

Best for: Businesses that want help running paid campaigns and tracking where leads and deals come from.

See how lead generation and reporting works

What you get

Managed lead generation and ads
Campaign setup and management aimed at feeding leads straight into your pipeline.
Lead-source reporting
We map spend to lead sources and set up your reporting views.

What you provide

Your ad account access
Your advertising budget, paid directly to the ad platform
Creative approval and timely follow-up on leads
Spend and campaign information

Not included: ad spend, which you pay the ad platform directly. We do not promise a number of leads.

Or do it yourself

Running your own ads? The source is saved on every contact, and the KPI views read it.

See Reporting and KPIs

CRM and Ops implementation

Start with your pipelines and contacts already in place.

We set up your pipelines and templates and import your contacts. What else is included is agreed on a call.

Best for: Teams that have the subscription (or are about to) and want it configured properly rather than learning it alone.

See how the setup works

What you get

CRM setup
Pipelines, message templates and team access set up around how you sell.
Ops setup and contact import
Connect the CRM and Ops, import your contacts and set up your team in them.

What you provide

A description of your sales process
Existing templates and scripts, if any
A point of contact for decisions
Exports from your current system

Pipeline stages

1New
2Contacted
3Qualified
4Offer Sent
5Contract

Sample. Your stages are set up around how you sell.

Not included: carrier and registration fees for texting, which go to third parties.

Or do it yourself

Comfortable setting it up yourself? Start the trial and build your pipeline as you go.

Start the 14-day Ops trial

Automation and AI

Follow-up sequences, set up for you.

We build your follow-up sequences and reminders, and can set up AI call answering through our provider.

Best for: Teams that know what should happen after a lead arrives but have not had time to build it.

See how automation and AI setup works

What you get

Follow-up sequence setup
Follow-up sequences, reminders and routing set up for you.
AI call answering setup
Provider-backed AI call answering, scoped and set up for you.

What you provide

Your preferred messaging and tone
Your answers to the questions we ask on the call
Completed messaging registration for text steps
A phone number and any carrier-side changes needed

Follow-up sequence

1New lead arrivesFrom a form, an import or an inbound message.
2Opt-outs and send windowOpted-out contacts are skipped, and texts go out inside the send window you set.
3AI message assist drafts a replyDrafts are for a person to review and send.

Sample. Your steps and wording are agreed on a call.

Not included in any plan: AI call answering. It is billed by provider usage, and we do not promise it qualifies leads or books appointments.

Or do it yourself

Sequences are part of Ops. Text steps need registration, and they stop when a lead replies or books.

See Sequences in Ops

Subscription only, or with services?

Topic	Subscription only	Subscription with services
Who does the work	You and your team	We build or configure it with you
How it is priced	Published plans, starting at $99 a month	Priced after the scoping call. We do not publish service prices.
How you start	14-day Ops trial, no card	Book a scoping call

Who does the work
Subscription only
You and your team
Subscription with services
We build or configure it with you
How it is priced
Subscription only
Published plans, starting at $99 a month
Subscription with services
Priced after the scoping call. We do not publish service prices.
How you start
Subscription only
14-day Ops trial, no card
Subscription with services
Book a scoping call

Text-message registration (A2P)

A2P registration assistance is available. Privacy policy, terms and text-message consent wording are prepared as part of website design or rebuild work we scope with you. Third-party registration and messaging charges apply. We cannot guarantee approval.

Read how text-message registration works See what registration help covers

What happens on the scoping call.

Booking a scoping call does not commit you to anything.

Book a scoping call

01You tell us how your leads come in today and what is slowing you down.
02We tell you which service fits, or tell you to just use the software.
03We outline what we would do and what we would need from you. Cost and timing come out of that scope.