Purpose-built for Independent Sales Agents

At LeadSmart, we don’t believe that your CRM platform should be a one-size-fits-all solution. Independent sales agency's needs are unique and specific. This is exactly why the LeadSmart Channel Cloud for Independent Sales Agents CRM and Customer Intelligence platform has been purpose-built to meet the specific industry needs of sales agents and independent manufacturer's reps.

LeadSmart Channel Cloud for Sales Agents includes a "plug and play" suite of Apps that can be implemented and deployed incrementally in just a matter of days.

  • Do you need to know the types of accounts your team is calling on?  The Activity Tracker App has the answer.
  • Is your team maximizing their activity and calls in their territory? The GeoTracker App and the Account Planner App will help optimize your call and activity schedule. 
  • Do you want to know exactly what is being sold (and what could be sold) to each customer?  The Revenue Expander App can help with that. 
  • Would you like a centralized location to manage all your sales leads that you develop or are shared with you from your suppliers?  The SmartLead Manager App makes that simple.  You can even share your lead and opportunity updates directly back to your manufacturer partners who are using LeadSmart Channel Cloud or Salesforce.

LeadSmart Channel Cloud also includes industry-specific tools, reports, dashboards, KPI’s created specifically for sales agents and manufacturer's reps.

Do you manage leads with distributors/dealers, sub-reps or others?  Would you like to automate the process of assigning leads to your network and making it easy for them to respond with status updates and sales info? LeadSmart Channel Cloud Pro includes a robust LeadSmart Partner Portal that enables leads and opportunities to be assigned, tracked and managed with your distribution partners and provides direct communications back to your manufacturer vendor partners if you choose.

No more emailing spreadsheets or lost leads or frustrating calls chasing down info from your your team or your distribution partners.   The bottom line is you are able to turn more leads into more revenue, month after month.

Start small and expand as you grow. You will get immediate results and return on investment (ROI) with LeadSmart.

LeadSmart Channel Cloud™

for Sales Agents

$89 per month (paid annually)

$99 per month (paid monthly)

(Per User - minimum 5 users)

LeadSmart Channel Cloud includes: 

  • LeadSmart Visual CRM and Business Intelligence Platform
  • Access to all Apps in the LeadSmart App Library including:
    • Account Manager App
    • SmartLead Manager App
    • Activity Tracker App
    • Revenue Expander App
    • Account Planner App
    • GeoTracker and Trip Planner App
  • LeadSmart VIP Support

LeadSmart Channel Cloud Pro™

for Sales Agents

$99 per month (paid annually)

$109 per month (paid monthly)

(Per User - minimum 5 users)

LeadSmart Channel Cloud Pro includes everything in LeadSmart Channel Cloud PLUS:

  • LeadSmart Partner Portal
    • Share Accounts, Contacts, Leads, Deal and Opportunities with distributor/dealer partners and back to your vendor/manufacturer
    • Enable distributor/dealer and sub-rep partners to register leads.
    • Enable distributor/dealers and or sub-rep partners to collaborate and make real-time updates.
    • Share resources, news and other relevant information with your partners.
    • Provide data-driven dashboards and reports to each partner to help them track their progress and results.
  • Partner Tracker™ - Using data from the LeadSmart Partner Portal monitor external partner engagement and how assigned leads are turning into revenue.

LeadSmart Engage™

Marketing Automation System Add-on

$149 per month paid annually

$169 per month paid monthly

(includes 5 users and 2,500 contacts)

Optional Marketing Automation Add-On to LeadSmart Channel Cloud or Channel Cloud Pro

  • Full Integration into LeadSmart Channel Cloud for tracking email and web site engagement.  
  • Full Marketing Automation features including:
    • Email Campaigns
    • Smart Marketing Automations
    • Forms and Landing Pages
    • 2,500 Contacts (contact us for discounted pricing on additional contacts)
  • 5 Marketing Automation Users Included