Capture
A new lead enters from your website, phone, ads, or another source.
Never miss the next opportunity
Your business shouldn’t lose a deal because no one was available.
LeadlyOS keeps your front office active 24/7—answering calls, following up, booking appointments, and showing you what matters.
Start simple. No technical experience needed.
Product preview · Sample information
Today’s overview
AAWhat needs your attention
6Hot leads
4Appointments
12Follow-ups
Top prioritiesView all
Call qualified leadHigh interest · ready for human follow-up
HOTReview new appointmentAutomatically booked for this afternoon
2:30 PMCheck follow-up queueLeads waiting for your approval
12 leads● LeadlyOS keeps working when your team is busy
How it works
From new lead to booked appointment.
Every lead moves toward the right next step.
Respond
LeadlyOS calls or texts quickly while the lead is still interested.
Qualify
It asks the right questions and records the important details.
Book
Qualified leads are scheduled or handed to the right team member.
Follow up
No-answer and not-ready leads stay organized and in motion.
One connected system
Every conversation, lead, and next step in one place.
Calls and texts handled in one place.
Answer, call, text, and keep the full conversation together.
JM
Jordan M.Interested · replied 2m ago
OpenTR
Taylor R.Follow-up scheduled
TomorrowKnow who is ready and what happens next.
Qualify leads, book appointments, update the CRM, and follow up.
New8
Contacted14
Qualified6
Open one dashboard and know what to do.
See hot leads, appointments, priorities, and business performance.
This weekLead activity
More than leadsSee the whole business.
See the whole business.
Not just the pipeline.
Marketing, finances, projects, and priorities—together.
Marketing
Track spending and see which sources create deals.
Finances
Monitor revenue, expenses, and profit trends.
Projects
See progress, deadlines, and what is stuck.
Daily assistant
Get a briefing, ask questions, and know what to do next.
Leadly AssistantThe business assistant that never loses context.
Insights depend on the business tools and information connected to LeadlyOS.Fewer missed deals.
Clearer days.
Better decisions.
Keep the business active, organized, and moving forward.
Currently in development
Built to protect opportunities first.
Then connect marketing, finances, projects, and team priorities in one system.