Manage your leads the modern way

Save time & money by using LeadSwami's custom built reports to track closure, lead flow, and conversions.

Report Templates

Reports tailored for lead management include:  leads received, conversions, contact ratio, employee closures, lead source comparison, and many more.

Access From Anywhere

Access your reports anywhere that you can access the web.  You can also have the reports emailed daily.

Smart Collaboration

Depending on your plan have access to monthly, bi-weekly, and weekly meetings to ensure that you are progressing.  Discuss industry trends and best practices.

LeadSwami builds custom reports to ensure you are buying quality leads in the right locations!


Lead purchasing and tracking is a full-time job.  LeadSwami's custom reports allow you to review your lead conversions instantly and identify trends utilizing easy to understand graphs and charts. 

Start being proactive in your lead purchasing!

Send us an Excel with 5 non-identifable pieces of your lead data.  We just need:  Date Created/Producer Name/Lead Source/Lead Status/Zip Code.

Create weekly and monthly lead purchasing goals.  Track those goals on easy to read gauges!  Easily tell if you have bought too many leads or not enough.

Identify the Zip Codes where you are the most successful.  Then purchase leads in those specific areas.  Continue to modify based on lead volume and quality!

Need to track a specific goal or cost.  Let us know and we will build the report.  We will then develop the process on how to continually track the progress.

Here are a few of our most popular reports and graphs:


A Plan to Meet Every Need

Standard

Ideal for Agents spending up to $2,500/month in leads from a few vendors.

or

30 minute initial consultation

Up to 3 lead sources

1 Agency Location

Weekly Reports

Online Access

Historical Analysis

Goal Setting & Tracking

Dedicated Lead Analyst

Vendor Campaign Management

Custom Reports

Minimum Contract

Pro

Ideal for Agents spending up to $5,000/month with multiple lead vendors and lead types.

or

30 minute bi-weekly consultation

Unlimited

1 Agency Location

Weekly Reports

Online Access

Historical Analysis

Goal Setting & Tracking

Dedicated Lead Analyst

Vendor Campaign Management

1 Custom Report

3 Months

Elite

Ideal for Agents spending over $5,000/month with multiple vendors, leads types, and locations.

or

30 minute weekly consultation

Unlimited

Up to 3 Agency Locations

Daily Reports

Online Access

Historical Analysis

Goal Setting & Tracking

Dedicated Lead Analyst

Vendor Campaign Management

3 Custom Reports

3 Months

Enterprise

Ideal for Agents spending over $15,000/month or the agent looking for full vendor and campaign management.

60 minute weekly consultation

Unlimited

Unlimited

Daily Reports

Online Access

Historical Analysis

Goal Setting & Tracking

Dedicated Lead Analyst

Vendor Campaign Management

Unlimited Custom Reports

3 Months

Get Started Today!

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