Track your leads. Measure your success.
LEAD MANAGEMENT
The Lead Management system inside your Success Center gives you full visibility into every opportunity — whether it comes from your website, ads, chat, or outside sources. Backed by AI-enhanced insights, you’ll see where leads come from, how they convert, and what they’re worth — all in one centralized place.
MyAdvice Lead Management
Marketing without measurement is a recipe for missed opportunity.
Here’s what you get, why it matters, and what’s included.
Bidirectional SMS Capabilities
Engage leads in real-time with faster, more personal follow-up.
Send and receive texts directly through your Success Center. View full conversation history, track delivery status, and assign leads with ease — all while reducing friction and increasing speed to response.
Additional Visibility
Understand which leads drive growth — and how.
Each lead includes projected revenue and service-specific values, helping you prioritize what matters. With AI-informed sorting and lead filtering, you’ll quickly spot what’s driving results.
Revenue + Lifetime Value Projections
See beyond the click — estimate real revenue potential.
Lead records display both per-visit and lifetime value estimates, based on service category and industry benchmarks — giving you clearer insight into ROI at every stage.
Location Filters
Drill down into lead flow by region, office, or market.
Track which locations are driving the most volume and which leads are converting — so you can adjust strategy and support accordingly.
Customizable Status + Field Options
Tailor lead tracking to your team’s workflow.
Add custom fields like referral source, insurance provider, or client type. Let team members record key info that improves collaboration and follow-through.
Assignment Capabilities
Ensure every lead has an owner.
Assign leads to specific staff or locations to avoid missed follow-up. You’ll improve accountability — and conversions.
Internal + External Auto-Responders
Respond immediately. Alert your team automatically.
Auto-replies welcome new leads with custom messages while internal notifications ensure your team knows exactly who to contact and when.
Ad-Hoc Notes
Keep your team aligned on every interaction.
Add quick notes to any lead — so everyone stays in the loop, even across shifts or locations.
External Leads
Track phone calls, emails, and offline leads in one system.
Not every lead starts online. Add walk-ins, referrals, or call-ins manually to keep all opportunities visible and measurable.
See every lead. Track every dollar. Grow smarter.
You’ve worked too hard for your leads to get lost in the shuffle. The AI-powered Success Center helps you capture, track, and convert every opportunity — all in one place.
