Features
The lead operating layer your team can actually follow.
LMA brings capture, follow-up discipline, offers, permissions, and reporting into one focused workflow.
Lead Capture
Create manual and imported leads with owner, priority, source, address, contact, and organization context.
Activity Timeline
Track calls, SMS, email, in-person meetings, free-text notes, call outcomes, and next follow-up dates.
Offer Management
Manage active, inactive, draft, and expired offers across fixed, percentage, combo, conditional, and flag discounts.
Role Access
Use roles, modules, permissions, and organization overrides to keep every workflow scoped correctly.
Dashboards
Give managers and admins pipeline snapshots, lead status context, and executive performance signals.
Location Context
Support country, state, postal code, and organization-level operating details for distributed lead teams.
Capability Map
The small controls that keep lead work reliable.
Capture
- Manual lead entry
- Imported lead source tracking
- Priority and status fields
Follow Up
- Call, SMS, email, and in-person logs
- Notes and call status
- Next follow-up date
Govern
- Organization roles
- Module permissions
- Organization-level overrides