Lee's CRM Now Available |
Custom CRM for My Lead Systems
I've spent years plugging customers into pre-built CRMs, and none of them were ever tailored and ready to go for the actual leads you generate. Mine is different. It's built specifically to work with the exact leads you generate through my system from day 1.
For example, on Turning 65 campaigns, I've created a text and email drip campaign that runs up to fifteen months, all the way through your lead's IEP. Every other lead type has a matching campaign built the same way.
I Set It Up For You
Every automation, every message, and every calendar link are configured and ready as soon as we launch.
I Teach You How To Use It
We'll walk through it together so you're comfortable running it yourself, no guesswork required. I'll handle the intial setup of everything.
It Works While You Don't
Once it's live, your leads get followed up with automatically via email and text, with bookings sent directly to your calendar link, day or night, whether you're on the phone or asleep.
Every element of this system was built specifically for agents working Medicare and Final Expense leads, not a generic CRM you have to bend to fit your business.
Simple, Straightforward Pricing
Free for 60 days after purchasing a lead system. $150 a month after that.
The only thing you have to pay for up front is your text message service setup, usually around $25.
Automated Email Drips
Every lead gets a structured series of follow-up emails, written specifically for the leads you generate through my system, not generic templates.
Text Message Follow-Up
Automatic text messages follow the same proven sequence, timed to keep you top of mind without you lifting a finger.
Built-In Calendar
Leads can book directly onto your calendar. No back-and-forth, no missed calls, just booked appointments.
Website Integration
Your own branded contact form, built right into your website, feeding leads straight into the CRM automatically.
The Perks That Come With It
Signing up doesn't just get you a CRM. Here's what else comes with it, at no extra cost.
- Lifetime support for your lead system and CRM, for as long as you're using it.
- No yearly domain or website hosting renewal fee. I cover that for you ($100 per year normally)
- No need to pay for third-party tools like Calendly, Zapier, Mailchimp, or Text Magic. Everything you need is already built in.
- No long-term contract. Cancel any time, no penalty, no hard feelings!
- New campaigns get added to your account automatically as they're built, at no extra charge.
Everything above is included the moment you sign up. Nothing extra to buy, nothing extra to configure.
Built To Actually Last
Most agents give up on a lead after a week or two. This system doesn't.
- Structured, active outreach the moment a lead comes in, tapering over time so no one gets bombarded
- Follow-up continues for months, not days, quietly working in the background long after most agents would have moved on
- Every message is tailored to the specific lead type: Turning 65, AEP, Final Expense, and more
- Nothing sends outside reasonable business hours
The result: leads who aren't ready today don't just disappear. They stay warm until they are booked or opt out.
Not A Generic CRM
This isn't a one-size-fits-all system you have to configure yourself. It's built around the exact leads you will be generating.
- Matches the exact lead types you generate through your system
- No generic templates. Every message reflects what your leads actually asked about
- New lead types get added automatically as they become available
- You never touch the backend. It's ready to go from day one
Two months free will give you plenty of time to see it work for yourself before you ever pay a dime.
Don't like it? I'll happily move you off to a CRM of your choice that you can customize yourself.
Don't want to use a CRM? That's cool too, CRMs are not mandatory but they generally help increase your sales long term.
Ready To Get Started?
Use the form below or call me at (800) 717-3915 with any questions.