For insurance professionals.
AI-powered lead management with built-in calling, SMS campaigns, and Sofia — your AI assistant that searches leads, makes calls, and sends texts on command.
LeadGPT is the AI-powered CRM built for sales professionals who work from their phone. Manage leads, make calls, send texts, and run SMS campaigns — all from one app with a built-in business phone and an AI assistant named Sofia.
SMART LEAD MANAGEMENT
Import, organize, and track leads with AI-powered lead scoring. Sort by score, status, or last contact. Create custom statuses that match your workflow. View enriched profiles with business demographics and contact details.
BUILT-IN BUSINESS PHONE
Make and receive calls using your business phone numbers — keep your personal number private. Support for multiple DID numbers with automatic caller ID matching by area code. Full call history with AI-generated transcripts, summaries, and sentiment analysis.
UNIFIED MESSAGING
SMS conversations with leads in a clean, threaded interface. Filter by unread or pinned. Use message templates for fast replies. See calls and texts together in a unified communication timeline.
SMS CAMPAIGNS
Send personalized text campaigns to targeted lead segments. Smart staggered delivery sends messages with natural timing to avoid carrier blocking. Track delivery, responses, and conversion rates in real time. Pause, resume, or cancel campaigns on the fly.
SOFIA AI ASSISTANT
Ask Sofia anything. She can search your leads, initiate calls, send texts, show pending tasks, and give you insights — all through a simple chat interface. It's like having a virtual assistant in your pocket.
AI RECEPTIONIST
Never miss a call. Sofia answers inbound calls, qualifies leads, books appointments, and sends you transcripts with key points and sentiment analysis. Configure greetings, transfer rules, operating hours, and voicemail settings.
DASHBOARD & ANALYTICS
See your business at a glance — total leads, conversion rates, response times, and action items that need attention. Calendar integration keeps your follow-ups on track.
TEAM COLLABORATION
Invite team members, manage roles, and track performance across your organization.
ADDITIONAL FEATURES
Push notifications with quick actions (reply, call back, mark done)
Calendar integration with event tracking
Contact import from your phone
Custom lead statuses and sorting
Action items with one-tap completion
Dark mode support
Secure authentication
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