💧 Struggling to stay focused: Hours of wasted productivity because you struggle to prioritize the right tasks?
💧 Missed opportunities: Are you losing sales because you struggle to create a system for consistent follow up?
💧 Endless to-do lists: Are you exhausted by repetitive manual tasks that could easily be automated, making it hard to move your business forward?
💧 Goal overload: Do you have scattered goals because everything feels like a priority and it's hard to know where to focus?
💧 Inconsistent customer service: Are inconsistent follow-ups or delayed responses creating confusion for your customers?
💧 Marketing Overwhelm: Do you ignore your marketing or waste money because it's complex and results are difficult to measure?
💧 Distracted by Shiny Objects: Do you chase every new idea, tool and strategy hoping it will finally be THE ONE that works?
We get it—managing a business can feel a constant juggling act, but we’re here to help simplify things and get you back on track.
When you’re experiencing a sales slump, more marketing might seem like the obvious fix. But the problem is usually much deeper than that. Without a solid foundation to build on, flashy ads and clever campaigns will only take you so far.
That's where we come in.
Instead of continuing to pour money into a leaky bucket, we'll help you shift your focus to what really matters: optimizing your operating processes.
When you have streamlined workflows and efficient systems, you have a well-oiled machine that helps boost your income and grow a more successful business. By investing in the backbone of your operation, you're not just chasing quick wins – you're setting yourself up for long-term success.
So let's roll up our sleeves, dig deep, and build your dream business--together.
Identify the Leaks
First things first – let's find those sneaky leaks that are slowing your business down and holding you back. Once we know where your leaks are we can create a custom strategy for your business so it will run smoother and more efficiently.
Plug the Holes
Next, we need to plug up the holes. That means automating your systems and streamlining your processes to eliminate time-wasting manual tasks. Let the machines do what they do best so you can work ON Your business not IN it.
Fill the Bucket
Finally, we’ll focus on filling the bucket and closing more deals. It begins by starting closest to the money. When you understand how customers happen in your business your sales and marketing becomes effortless. Our process begins with getting to the heart of your customer’s secret desires.
Say About Us
Running a business is tough enough without feeling like your efforts are slipping through the cracks.
Take our quiz to help you identify the bottlenecks in your operations—the spots where time, money, or opportunities might be getting stuck.
Ready to remove the obstacles and boost your success?
At Leadli, we believe that exceptional support is the backbone of your success. That’s why we offer a range of solutions to guide you every step of the way—before, during, and after your onboarding journey.
Running a small business as a solo entrepreneur or with a lean team is a different game from managing a large corporation. Unfortunately, many software solutions out there are designed as if every business has Fortune 500 resources. The result? You’re left juggling overpriced, overcomplicated tools or piecing together an inefficient patchwork of apps.
It doesn’t have to be this way. By focusing on a handful of essential tools tailored to your needs, you can simplify your operations, save money, and set yourself up for long-term success. Here are the five tools every entrepreneur actually needs to thrive:
If you’re still relying on spreadsheets to manage your customer information, it’s time to upgrade. A Customer Relationship Manager (CRM) isn’t just a contact list; it’s the heartbeat of your business. It organizes everything from lead tracking to sales forecasting, allowing you to deliver a seamless and unforgettable customer experience.
With a CRM, all your customer data lives in one place—no more hunting through emails, sticky notes, or social media DMs. Tools like Leadli go beyond basic CRM functions, helping you customize workflows, track meaningful interactions, and nurture relationships with ease. By investing in a CRM, you’re not just organizing your data; you’re building the foundation for sustainable growth.
An online calendar is a must-have for any entrepreneur looking to make scheduling easy and efficient. Offering online booking removes friction for potential customers, letting them book appointments or consultations instantly—even at 2 a.m. Convenience matters, and when you provide a simple way to connect, your prospects are more likely to take action.
Online booking tools integrate seamlessly with CRMs, automatically syncing appointments and customer data. This eliminates manual data entry and keeps your sales process running smoothly. With an online calendar, you can focus on serving clients while the system takes care of the logistics.
Email marketing is one of the most cost-effective ways to stay on your audience’s radar. It’s not just about promoting products; it’s about building trust and keeping your brand top of mind. By sharing helpful tips, updates, and behind-the-scenes insights, you can nurture relationships and drive repeat business.
To maximize results, connect your email marketing platform to your CRM. This integration allows you to create personalized, data-driven campaigns that resonate with your audience. Automating key emails—such as welcome series, follow-ups, and re-engagement campaigns—keeps your business moving forward without adding extra work to your plate.
A sales funnel simplifies your customer’s decision-making process by providing a clear path from interest to purchase. Unlike traditional websites, which can feel overwhelming and unfocused, a funnel is designed to guide visitors step-by-step toward a specific goal.
With a tool like Leadli’s funnel builder, you can create polished, high-converting funnels in minutes. Use templates to jump-start your design, customize steps to fit your offerings, and integrate with your CRM to track data seamlessly. Funnels aren’t just tools; they’re strategic pathways that optimize every stage of the customer journey.
Making it easy for customers to pay is non-negotiable. Online payment systems streamline the checkout process, enabling clients to sign contracts and submit payments in one smooth transaction. They’re fast, convenient, and essential for maintaining cash flow.
Modern payment systems handle one-time charges, recurring subscriptions, and scheduled payments with ease. They’re secure, flexible, and integrate seamlessly with other tools, ensuring a hassle-free experience for both you and your customers.
While these five tools are essential, the real game-changer lies in how they work together. Automated workflows bring your systems into harmony, eliminating redundancies and saving you time. Leadli’s workflow builder integrates CRM, email marketing, calendar, funnels, and payments into one cohesive platform, letting you focus on growing your business instead of managing tech.
Investing in the right tools doesn’t have to mean breaking the bank or dealing with unnecessary complexity. With a streamlined tech stack and smart automation, you can create a business that’s efficient, scalable, and customer-focused.
Ready to simplify your operations and elevate your customer experience? Schedule a live demo with Leadli to see how we can help you achieve your goals—without the overwhelm.
No. We're not into gatekeeping. We're also not into nickel and diming you to death. Your monthly subscription of $249 gives you unlimited users, contacts, workflows, calendars, media storage, product management, funnels and pages, invoicing and payments.
Yes. There are some features that we do charge extra for since they have a hard cost associated with them, but we give you a $249 use credit each month to help offset those costs. The majority of our clients never exceed their use credit.
Marketing Emails: .002/email
SMS Text Messages .0237/text segment
Phone Calls: .042/min outbound | .0255/min inbound
Premium workflows .03/per workflow
Content AI: .27/1000 words or .18/image
It’s simple—every month, your $249 subscription includes $249 worth of credits for SMS, phone calls, and email sends. This ensures your CRM investment directly supports your customer communication.
Most of our clients find the $249 credit is more than enough for their needs. If you exceed it, you’ll simply pay for the additional usage at standard rates.
The cost of the initial buildout averages between $1,500-$5,000 depending on.....
Does Leadli integrate with other systems?
Yes, Leadli integrates with a whole host of software systems including Google Business, Stripe, Shopify, #Slack, Quickbooks and more. Leadli also integrates with Zapier.
Absolutely. (Is this a DIY or DFY service?)
Will you set up my account?
You can use our easy to follow set up guide or we can set it up for you.
Do you have a DIY option?
Yes, absolutely! If you prefer a hands-on approach and want to set up and customize your Leadli account yourself, we offer a DIY option. You'll have full control to build out your account exactly how you like, with all the tools and resources you need to get started.
This is a partnership and we want to make sure you're as much a good fit for us as we are for your business, so we offer you your first 30 days free.
Your subscription come with 24/7 chat support or you can work with our team for an hourly rate. For more information on support, please visit our services solutions page.
I already have a website, can I still use Leadli?
Absolutely! If you have a WordPress website you love, you can easily integrate forms, webchat and other Leadli features seamlessly without having to reinvent the wheel.
How many contacts or users do I get with my Leadli account?
With Leadli, you get unlimited users and contacts—no caps, no tiers, and no additional charges as your business grows. Whether you have 50 contacts or 50,000, you'll always pay the same flat rate, so you can expand your reach without worrying about extra fees or thresholds.