The Platform

One platform. Every tool. All AI.

Lead Me 2 Win replaces your entire stack — CRM, funnels, email, SMS, calendars, payments, reviews, automations and reporting — under one login, with AI working at every step.

CRM · Pipeline Board
Open Deals
42
Pipeline Value
$284k
New
Dana Cole 88
Kitchen remodel — quote requested
$9,400
Working
Omar Haddad
Follow-up scheduled via workflow
$6,200
Won
Trina Ford
Closed from unified inbox
$18k
CRM & Sales

Your whole pipeline, one command center

Unlimited contacts and users, visual Kanban pipelines, and a unified inbox that pulls every conversation into one thread — so nothing slips and everyone stays in sync.

  • Visual pipelines & opportunitiesDrag-and-drop deals through custom stages with tasks, tags, smart lists and custom fields.
  • Unified inbox for everythingSMS, email, calls, social DMs and chat-widget messages in one place, per contact.
  • Full history on every interactionUnlimited contacts and users — every touch logged automatically, forever.

Funnels & Pages

Landing pages, sales funnels, opt-in forms, quizzes and surveys.

Chat Widget

Capture visitors on your site and route them straight to your inbox.

QR & Card Scanner

QR codes and an AI business-card scanner that adds contacts instantly.

Never miss a call

Missed-call text-back plus full call tracking on every number.

Lead Capture & Marketing Assets

Build everything that captures a lead

A drag-and-drop builder for your entire web presence — no developer required. Publish sites, funnels and forms, then turn browsers into booked appointments.

  • Website & funnel builderLanding pages, sales funnels, opt-in forms, quizzes and surveys — drag and drop.
  • Membership sites & coursesPackage your knowledge into gated content and online courses that sell.
  • Capture from anywhereChat widget, QR codes, AI business-card scanner, missed-call text-back and call tracking.
Campaigns · Multi-channel
📣 Spring Promo Broadcast
Sent to 1,240 contacts across email + SMS — 38% opened, 96 replies routed to your inbox.
● Drip sequence running · step 3 of 6
Two-way SMSThanks for booking! Reply YES and we'll add a reminder the day before. Want our seasonal maintenance plan too?
Communication & Marketing

Reach every lead on every channel

Email, two-way SMS, WhatsApp and social — planned, scheduled and automated from one calendar, so your marketing runs whether you're at a desk or on a job.

  • Email + two-way SMSReal conversations at scale, with WhatsApp support built in.
  • Social media plannerPlan, schedule and post across your channels from one place.
  • Broadcasts, sequences & dripsOne-off blasts or long-running nurture campaigns that run themselves.
Workflow Builder
Trigger · New form submission
If service = "Emergency" → text back in 60s → notify on-call tech → book next open slot.
● 12 workflows active · 3,140 actions this month
AI-enhanced stepAI reads the message, scores intent, and picks the best follow-up path automatically — no manual sorting.
Automations & Workflows

Your business runs while you sleep

A visual workflow builder chains triggers, conditions and actions into hands-off systems — automating entire client journeys, follow-ups and bookings end to end.

  • Visual workflow builderTriggers → conditions → actions, mapped out on a canvas anyone can read.
  • Automate whole journeysFollow-ups, bookings, reminders and nurture — from first touch to closed deal.
  • AI-enhanced workflowsLet AI decide the next best step inside any automation you build.

Smart Calendars

Round-robin and team scheduling that fills your slots automatically.

Payments & Invoicing

Send invoices, take payments, and get paid without leaving the platform.

Reputation

Automated review requests and monitoring to grow your 5-star rating.

Confirmed & Reminded

Automatic confirmations and reminders cut no-shows to a minimum.

Operations & Booking

Book it, run it, get paid

Turn interest into scheduled, paid work. Calendars, payments and reputation management operate together so your day-to-day runs itself.

  • Calendars & team schedulingRound-robin routing spreads appointments across your team automatically.
  • Payments & invoicingQuote, invoice and collect — all tied to the contact record.
  • Reputation managementRequest reviews at the right moment and monitor them in one dashboard.
Agency · Analytics
Sub-Accounts
24
Leads This Month
6,880
Traffic
+31%
vs last month
Booked
412
appointments
Revenue
$1.2M
attributed
Agency & Reporting

Run it for yourself — or your clients

White-label the whole platform, prove ROI with advanced reporting, and deploy proven setups from the snapshot marketplace. Manage it all from the mobile app.

  • White-labelingYour brand, your domain, unlimited sub-accounts under one roof.
  • Advanced reporting & analyticsAttribution, pipeline and campaign dashboards that prove what's working.
  • Snapshots & mobile appDeploy ready-made setups from the community marketplace, manage on the go.
AI at Every Step

The AI isn't bolted on — it's the platform

Voice AI answers your phone, Conversation AI replies across every channel, and AI scores, drafts and coaches inside the tools you already use. Meet the employees that never clock out.

Ready to Win

Put your whole business on one platform

Book a free demo and we'll migrate you, set up your automations, and turn on your AI — live in 48 hours.