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Leads360 specializes in lead management software and solutions for debt settlement companies, debt consolidation companies, and consumer credit counseling services that want to get the most out of their leads. Our goal is to help clients acquire and convert more leads, into enrollments. We make leads more valuable™.

Leads360 SmallBusiness LogoLeads360 SmallBusiness is the perfect product for small and medium sized organizations who want to follow a proven roadmap to success. Small Business edition comes with a pre-configured workflow for built on best practices provided by industry experts and our top performing debt clients. There is very little configuration necessary so you can start converting more leads, more quickly.

Why did we create Small Business?

We regularly hear from our clients, “just show me what to do to be more successful”. That is why we created Leads360 Small Business. We built a product for debt companies that are looking for a turn-key solution to enroll more clients, instead of maximum customizability.

When it comes to internet leads, there are very specific and proven best practices to achieve success. Leads360’s Small Business edition incorporates input from hundreds of our best performing clients as well as industry experts and partners, to give our clients a simple and easy way to achieve exponential results!

Some of the key features available in Small Business:Click here for more details

Receive leads in real time from hundreds of lead providers.

• Leads360 ensures that your debt counselors get their leads within seconds of being received.

Intelligently and automatically distribute and redistribute leads to counselors

• Choose to distribute leads based on five best practice criteria:
• • Lead Campaign or Source (ex. Marketing Channel or Lead Provider)
  • Lead Status (ex. New, Contacted, or Application Milestone Statuses)
  • Location (ex. State, or Zip Code)
  • Program Type (ex. Settlement, Consolidation, or CCCS)
  • Value (ex. Compensation)

Track leads through the life of the sales cycle

• Maintain visibility over the entire sales pipeline
• Prompt counselors to work the right leads at the right time
• Help counselors to frequently and effectively follow-up
• Identify bottlenecks and trouble areas before losing a deal
• Stay in touch with prospects automatically, using preloaded nurturing emails
• Automatically send converted leads to processing and track first payment status

Robust Data and Analytics

• Leads360 metrics and milestones
• • Measure the performance of your organization
  • Track which leads and lead providers are converting
  • Benchmark counselors against one another
• Measure performance over time to maximize revenue and profitability
• Compare the success and ROI from different lead providers and marketing sources

Leads360 Enterprise LogoLeads360 Enterprise is designed to meet the needs of larger debt settlement companies which require a highly configured or customized business process. Enterprise edition starts with pre-configured templates, but allows clients to fully configure the workflow, processes, distribution, and analytics capabilities. In short, if you can think it, Enterprise can do it.

Leads360’s Enterprise edition requires additional training and includes access to a dedicated Customer Success Manager (CSM) who works closely with you to develop a custom tailored lead management platform. In addition to your personal CSM, you will have unfettered access to our debt industry experts and their growing experience in this young industry.

Some of the key features available in Enterprise:Click here for more details

Receive leads in real time from any lead provider or source.

• Leads360 ensures that your counselors get their leads within seconds of being received.

Intelligently and automatically distribute and redistribute leads to loan officers

• Enterprise allows unlimited custom distribution and redistribution rules based on any criteria.
• Fully customizable Actions, Statuses, and Workflows can be implemented match the requirements of any debt settlement company, debt consolidation company, or consumer credit counseling service.
• Enterprise allows counselors to be assigned to custom groups with different distribution and workflow rules for each group.
• • Different sales teams can use different approaches
  • Specialized groups such as qualification teams or sales managers can be can be given unique workflows.
• Send leads to where they are needed most
• • Leads are only sent to counselors ready to work them
  • Neglected leads are automatically redistributed
  • Leads can be actively pushed to counselors (“Push Distribution”)
  • Leads can also be pulled from a pool by counselors (“Pull Distribution”)
  • Individual counselors can have a by minute, daily, hourly, or monthly lead cap assigned
• Enterprise allows leads to automatically change status based on distribution rules.
• Custom reminders can be created to prompt debt counselors, administrative staff, managers or others, to perform certain actions at various stages in the sales cycle.

Track leads through the life of the sales cycle

• Maintain visibility over the entire sales pipeline
• Prompt counselors to work the right leads at the right time
• Help counselors to frequently and effectively follow-up
• Identify bottlenecks and trouble areas before losing a deal
• Automatically send converted leads to processing and track first payment status.

Fully customizable reporting and analytics

• Leads360 metrics and milestones
• • Measure the performance of your organization
  • Benchmark and rank counselors and teams against one another
• Custom Views and Reports
• • Custom reports can be created and saved based on any fields and criteria
  • Create custom lead forms and views
• Measure performance over time to maximize revenue and profitability
• Compare the success and ROI from different lead providers and marketing sources
• Test and tweak your custom workflow to increase efficiency

Fully customizable marketing automation and email campaigns

• Create your own marketing campaigns from the ground up
• • Upload and edit an unlimited number of emails
  • Build a relationship with prospects through frequent communication
  • Tailor communication to specific statuses and lead data
  • • Provide relevant and timely information
    • Let leads360 do the work of staying in touch with “cool” leads, until they are ready to be sold.
• Implement automated emails for internal use
• • Automatically alert staff when a lead reaches a certain milestone
  • Quickly alert managers to problems