Every Lead Gets Worked. Every Deal Gets Closed.
Leads slip through the cracks. Reps forget to follow up. Deals die in the pipeline. Lead Director gives your team a guided playbook for every lead, and when you are ready, AI takes over outreach, booking, and voice coverage.
The video below shows the Base version, where your team drives every interaction. With Lead Director Pro, AI automates the outreach, follow-up emails, meeting scheduling, outbound calling, and receptionist workflows you see here.
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Try Lead Director for 7 days
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Manual CRM. Your team drives every interaction.
Automated CRM + voice operations. AI handles outreach, booking, and receptionist coverage.
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Leads pour in from ads, referrals, walk-ins and die in your inbox. Lead Director tracks every lead from first contact through close so nothing falls through the cracks.
Stop guessing who to call next. Rank-ordered queues surface the hottest leads to the right rep automatically. No noise, no confusion, just closing.
Call, email, or text any lead with a single tap. Every interaction is logged automatically, with no manual data entry and no excuses for missed follow-ups.
Book meetings directly on Google Calendar without leaving the app. Automatic reminders keep follow-ups on track so no meeting slips through.
Stage-matched templates guide every touchpoint. Your newest rep sounds like a closer because the right message fires at the right step.
Driving between appointments? Say a name and pull up any lead across your entire pipeline with hands-free, instant results.
Sitting on a spreadsheet of leads collecting dust? Bulk import from Google Sheets and your pipeline is running before lunch.
See every location. Control every role. Manage leads across all your franchise locations with role-based access and a full picture of the business.
Stop babysitting your CRM. AI runs your entire pipeline end-to-end, and leads get contacted, nurtured, and closed without a single click from your team.
Retell-powered outbound setter calls can qualify the lead, offer two concrete times, and warm-transfer to your team only when the lead asks for a human.
Inbound receptionist workflows can triage urgency, capture intake details, route or transfer the caller, and book eligible visits through the same BOS scheduling layer.
AI sends personalized sequences at exactly the right time. Every lead gets nurtured until they convert or say no, with no schedules or templates to manage.
Recent BOS integrations now wired into the Lead Director path.
AI can open the call, run qualification, handle objections, and escalate cleanly.
Scheduling is not mocked. The voice flow can work against the real calendar.
The same stack supports inbound service-business receptionist deployments.
Everything you get at each tier
| Feature | Trial | Base | Pro |
|---|---|---|---|
| Lead pipeline (New → Contacted → Meeting → Closed) | ✓ | ✓ | ✓ |
| One-tap call and email | ✓ | ✓ | ✓ |
| Meeting scheduling | ✓ | ✓ | ✓ |
| Google Sheets import | ✓ | ✓ | ✓ |
| Voice search | ✓ | ✓ | ✓ |
| Multi-location support | ✓ | ✓ | ✓ |
| Active lead limit | 200 | 1,000 | 5,000 |
| Duration | 7 days | Ongoing | Ongoing |
| Email templates | — | ✓ | ✓ |
| Outbound AI setter calls | — | — | ✓ |
| Warm transfer to owner or team | — | — | ✓ |
| Live Google Calendar booking during calls | — | — | ✓ |
| Inbound voice receptionist workflows | — | — | ✓ |
| Automated SMS sequences | — | — | Coming Soon |
| Automated email follow-ups | — | — | Coming Soon |
| Priority support | — | — | Coming Soon |
By using Lead Director you agree to our Privacy Policy. Free trial accounts are automatically deactivated after 7 days. Active leads include all leads not in a terminal state.