[ Leadsie Reviews ](https://www.g2.com/products/leadsie/reviews) [ Leadsie Reviews ](https://www.g2.com/products/leadsie/reviews) # Leadsie Features ##### ## Onboarding Setup (3) Workflows Provide customizable workflows for onboarding activities and tasks. Templates Include templates for onboarding project plans and documents. Checklists Generate checklists to monitor the prograss of onboarding projects. Show More ##### ## Project Tracking (8) Monitoring Track tasks, project, and dependencies using timeline views or GANTT charts. Resources Allocate resources to tasks and projects, and track their costs. Content Manage onboarding documents, training materials, and other content. Tasks Assign and track onboarding tasks to internal and external stakeholders. Optimization Identify trends and analysis that can be used to optimize onboarding. Kanban Board Visualization tool to organize and optimize tasks and track their status at every stage of workflow Goal Setting/Tracking Establish measurable goals and objectives and track their progress over a specific period of time Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Show More ##### ## Customer Engagement (6) Portal Provider a portal for customers and external users to collaborate and share documents. Customer Engagement Initiate interactions with customers by proactively starting conversations or providing informational content Branding Create white-label portals by customer, product, or project. Visibility Provide multiple levels of visibility accrosss all onboarding stages. Collaboration Allow internal and external users to collaborate without loging into the system. Customizable Branding Add customized logos and colors to align with company branding Show More ##### ## Additional Functionality (94) Commenting/Notes Leave comments and notes on documents for others to view API Application programming interface that allows for integration with other systems/databases Third-Party Integrations Set up connections to third-party platforms to improve business processes Task Management Create, manage and track all task activities and progression Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Time Tracking Measure and track time including hours worked and paid time off (PTO) Data Security Protect sensitive data for digital privacy Single Sign On Allow users to access multiple services after entering their login credentials once Activity Tracking Track and document all activities across devices, networks, and other systems Customizable Fields Customize data fields to support various needs and use cases Content Management Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Churn Management Identify customers at risk of migration and activate strategies to retain them Ad hoc Analysis Client Management Manage contact details and communication with clients Chat/Messaging Communicate using direct chat or messages within the system Forecasting Form predictions based on past and present data/trends Mobile Access Access software remotely via mobile devices Form Builder Adds a customizable form to the landing page, usually for the purposes of lead generation Surveys & Feedback Gauge satisfaction and receive information for improvement and success Revenue Management Monitor sales and make necessary adjustment in order to increase demand and revenue Onboarding Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service Workflow Management Create, design and manage workflows for repetitive tasks AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Calendar Management Track and manage schedules and meetings via an integrated calendar Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Client Database Electronic storage of stakeholder contact information Electronic Forms Digital forms that are shared and accessed online Gantt/Timeline View Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies Client Tracking Track all company interactions with current clients To-Do List A digital list of items that need to be completed Document Management Store, manage, and track all electronic documents in a centralized location Generative AI Use AI to generate content in the form of text, images, videos, etc. Self Service Tools Customer Segmentation Process of dividing customers into groups based on common characteristics Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Data Import/Export Import and export data to and from software applications Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Electronic Signature Digitally sign online documents Task Progress Tracking Track the status and progress of tasks Audit Trail A record of all activities within the system, including user access, changes made, etc. Reminders Timed notification for any upcoming task, deadline, appointment, or activity Online Payments Accept and process online payment transactions Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Document Generation Custom forms to streamline repetitious aspects of a document Real-Time Data Receive data and information in real time CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Email Management Manage, store and organize emails within the system or via third-party apps Multi-Language Manage and support multiple languages Commenting/Notes Leave comments and notes on documents for others to view Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Campaign Analytics Track and interpret campaign performance metrics Tagging Attach digital tags to documents and assets for identification, search, or monitoring purposes Template Management Create, save, and re-purpose templates for emails, forms, etc. Access Controls/Permissions Define levels of authorization for access to specific files or systems Email Management Manage, store and organize emails within the system or via third-party apps Time Tracking Measure and track time including hours worked and paid time off (PTO) Assignment Management Assign issues and tasks based on availability or required skills Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Gantt/Timeline View Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies Status Tracking Track the status over time for a request, process, asset, or transaction Billing & Invoicing Create, manage, and send invoices or bills to customers Reminders Timed notification for any upcoming task, deadline, appointment, or activity Data Visualization Graphical representation of data Resource Management Process of planning, scheduling and executing the optimal and effective use of human capital across projects Prioritization Arrange tasks based on the level of priority or urgency Workflow Management Create, design and manage workflows for repetitive tasks Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns File Sharing Public or private sharing of digital files such as documents, audio/video, images, and more Customizable Reports Alter the layout and content of reports Task Scheduling Track and manage the scheduling of tasks Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Project Management Plan and coordinate all the resources, costs and time needed to execute assignments API Application programming interface that allows for integration with other systems/databases Third-Party Integrations Set up connections to third-party platforms to improve business processes Document Management Store, manage, and track all electronic documents in a centralized location Project Tracking Monitor the progress of projects from start to finish Task Management Create, manage and track all task activities and progression Deadline Management Specify or track the date/time a project, task, etc., is due for completion Calendar Management Track and manage schedules and meetings via an integrated calendar Digital Asset Management Manage digital assets Real-Time Data Receive data and information in real time Generative AI Use AI to generate content in the form of text, images, videos, etc. AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Task Progress Tracking Track the status and progress of tasks Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Client Management Manage contact details and communication with clients Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Distinct Marketing Functionality Provide unique marketing functionalities that do not fit into existing marketing categories. Specialized or Emerging Capabilities Provide specialized, emerging, or cross-functional capabilities that enhance processes, workflows, or decision-making Niche Application Address unique or niche requirements not covered by mainstream software solutions Show More ## Top-Rated Alternatives [ ![ChurnZero](https://images.g2crowd.com/uploads/product/hd_favicon/406ee354cde7795c1eda6dbbfc881232/churnzero.svg "ChurnZero") ChurnZero 4.7/5(1,608) ](https://www.g2.com/products/churnzero/reviews) [ ![Totango](https://images.g2crowd.com/uploads/product/hd_favicon/b1404b38f1aa49d5ed67749ecadcf286/totango.svg "Totango") Totango 4.3/5(1,150) ](https://www.g2.com/products/totango/reviews) [ ![Planhat](https://images.g2crowd.com/uploads/product/hd_favicon/419a7323b926f3ff16b400b2b7ca40c1/planhat%282%29.svg "Planhat") Planhat 4.5/5(954) ](https://www.g2.com/products/planhat/reviews) [ View All Alternatives ](https://www.g2.com/products/leadsie/competitors/alternatives) ##### Categories on G2 [ Client Onboarding ](https://www.g2.com/categories/client-onboarding)[ Other Marketing ](https://www.g2.com/categories/other-marketing) ##### Explore More [ Is a dedicated database comparison tool worth it for a small development team, or does a careful manual review of migration scripts cover the same ground at that scale? ](https://www.g2.com/discussions/is-a-dedicated-database-comparison-tool-worth-it-for-a-small-development-team-or-does-a-careful-manual-review-of-migration-scripts-cover-the-same-ground-at-that-scale)[ What is the best asset leasing software for a small equipment rental business that wants something powerful enough to grow with them without a huge learning curve from day one? ](https://www.g2.com/discussions/what-s-the-best-asset-leasing-software-for-a-small-equipment-rental-business-that-wants-something-powerful-enough-to-grow-with-them-without-a-huge-learning-curve-from-day-one)[ Which consumer insights software is the most accurate for tracking changing customer preferences across multiple countries for a brand managing research across several markets simultaneously? ](https://www.g2.com/discussions/which-consumer-insights-software-is-the-most-accurate-for-tracking-changing-customer-preferences-across-multiple-countries-for-a-brand-managing-research-across-several-markets-simultaneously%20) [ Most efficient AI infrastructure software for digital services ](https://www.g2.com/discussions/what-is-the-most-efficient-ai-infrastructure-software-for-digital-services)[ What work instructions tools actually replace paper-based checklists in a way that frontline workers adopt rather than just tolerating? ](https://www.g2.com/discussions/what-work-instructions-tools-actually-replace-paper-based-checklists-in-a-way-that-frontline-workers-adopt-rather-than-just-tolerating)[ Pros and Cons Details ](https://www.g2.com/products/leadsie/reviews?qs=pros-and-cons) Show More [ Is a dedicated database comparison tool worth it for a small development team, or does a careful manual review of migration scripts cover the same ground at that scale? ](https://www.g2.com/discussions/is-a-dedicated-database-comparison-tool-worth-it-for-a-small-development-team-or-does-a-careful-manual-review-of-migration-scripts-cover-the-same-ground-at-that-scale)[ What is the best asset leasing software for a small equipment rental business that wants something powerful enough to grow with them without a huge learning curve from day one? ](https://www.g2.com/discussions/what-s-the-best-asset-leasing-software-for-a-small-equipment-rental-business-that-wants-something-powerful-enough-to-grow-with-them-without-a-huge-learning-curve-from-day-one)[ Which consumer insights software is the most accurate for tracking changing customer preferences across multiple countries for a brand managing research across several markets simultaneously? ](https://www.g2.com/discussions/which-consumer-insights-software-is-the-most-accurate-for-tracking-changing-customer-preferences-across-multiple-countries-for-a-brand-managing-research-across-several-markets-simultaneously%20) [ Most efficient AI infrastructure software for digital services ](https://www.g2.com/discussions/what-is-the-most-efficient-ai-infrastructure-software-for-digital-services)[ What work instructions tools actually replace paper-based checklists in a way that frontline workers adopt rather than just tolerating? ](https://www.g2.com/discussions/what-work-instructions-tools-actually-replace-paper-based-checklists-in-a-way-that-frontline-workers-adopt-rather-than-just-tolerating)[ Pros and Cons Details ](https://www.g2.com/products/leadsie/reviews?qs=pros-and-cons)