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Since 2013 we’ve been helping property managers bring structure and automation to their sales process. During that time our customer base and our product has grown and evolved which has led us to this point.

The reality is that getting the contract signed is only the start of the customer relationship. How you deliver on the expectations you set during the sales process is the difference between making a raving fan for life vs getting a bad review. 

We wanted to go deeper, to enable a seamless handoff between sales and service teams, and help you turn cold prospects into raving fans by delivering a great customer experience.

Over the last 12 months we’ve been building and developing a workflow automation platform that is now ready for release.

What’s Different about This Workflow Platform?

We designed LeadSimple's Workflow Automation to optimize for:

• Consolidation. Rather than adding another system, work with tools you already know and are comfortable with.
• Saving time. Don't settle for a simple checklist. Automate emails and text messages within LeadSimple, and much more using Zapier.
• Preventing mistakes. Easily see where every process is at, and highlight anything that's off track, before it becomes a problem.
• Ensuring a seamless handoff between sales and service teams, by keeping it all in one simple system.
• Enabling scalable growth. Unlock capacity by freeing up your team to get more done, and make it simpler to train new team members to follow your process.
  

Features & Benefits

Automate repeated tasks

• Email and SMS communication that is part of the process can be fully automated.
• Our robust Zapier integrations allow automating anything from document generation to sending mailers, and we have zap templates to help you set this up.

Avoid double data-entry

Sync your owner, tenant, and property info from your PM software automatically, and use it in your processes.

Simple to use, powerful to customize:

In case you’re wondering, you can customize it to fit exactly how your business works, using these robust features:

• Conditional Logic
• Custom Fields
• Flexible Deadlines
• Required Steps
• Step Instructions
  

PM Sync Engine

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Built in PM Process Library

Like you, we've spent more time than we care to admit looking at, thinking about, and refining property management processes.

You can benefit from our learning by viewing, cloning and editing our default processes within the LeadSimple process library.

You can also use the library to share your own processes with others.

Custom Workflow And Process Implementation

If you want deep dive assistance implementing and rolling out your processes in LeadSimple, we also offer full-service implementation consulting.

If you're an industry veteran interested in providing templates or implementation consulting to our clients, we'd love to speak to you, please inquire about our partner program!

New Pricing (And why we're suspending it until October)

In order to help get everyone get through the next 6 months we’re suspending the new pricing until October 1st. Meaning you can activate it in your account right now without switching plans until October - or you can choose not to and simply keep your existing plan as is. Read about pricing.

In Summary

We sincerely hope this release helps your business get leaner, meaner and in the kind of shape that will serve you well - both today and far into the future.

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Standing with you,

Jordan Muela, CEO

Ready to Get Started?

Our workflow automation software is available today. Choose an option below to learn more or move forward.

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