iSpeedToLead includes analytics and reporting tools to help you track the performance of your lead conversion efforts through a detailed built-in CRM. From the CRM, you can view key lead details, update lead progress, and organize your workflow to improve follow-up and conversions.

Calling and SMS (Important)

At this time, iSpeedToLead does not support placing calls or sending SMS to leads directly from the platform.
To call or text your leads, you’ll need to use:

• Your own CRM, or

• Your phone (including a physical phone)

Adding notes to a lead

You can store important details and updates by leaving notes directly on each lead:

1. Go to My CRM

2. Open the specific lead

3. Click the Details button

4. In the order view, at the top, you’ll see the Notes section

5. Add and save any notes you need

In the same top section of the lead/order view, you’ll also find:

• AI Summary

• AI Goal / Strategy

• AI Scripts

These tools help you quickly understand the lead, plan your approach, and keep your follow-up organized.

Updating lead statuses

To track progress and performance, you can assign different statuses to leads, such as:

• Closed Deal

• Contract Sent

• Offer Made

• Contact Attempted

• Dead Deal

• (and other statuses available in your workflow)

Keeping statuses accurate helps you measure outcomes and identify what’s working in your conversion process.

Filtering and performance insights

At the top of the CRM, you can use the search bar filters to narrow leads by the parameter you need (for example, by status or other lead attributes). Filtering helps you:

• Review pipeline health faster

• Spot bottlenecks (e.g., too many “Contact Attempted”)

• Better understand your team’s and your own conversion performance