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Prospecting, by Gotoclient

LEADia

One place for our team and our clients to grow pipeline: contacts that move across stages, messages ready to send, and reports that tell the story.

Pipeline

Every prospect, every stage, at a glance.

Sequences

Email, WhatsApp and iMessage follow-ups on schedule.

Magic Reports

Executive reports written from your real numbers.

What LEADia does

From first contact to won deal.

Prospecting pipeline

Drag contacts across stages, from new lead to won, per client and campaign.

Contact lists

Import from CSV, enrich, segment and export whenever you need.

Message templates

Email, WhatsApp and iMessage templates with client approval before use.

Sequences

Multi-step follow-ups that tell you exactly who is due today.

AI lead scoring

LEADia scores each lead and drafts the next message for you.

Magic Reports

AI-written reports from real pipeline data, always checked by a human.

Q&A

Questions, answered.

Who is LEADia for?

Gotoclient's team and its clients. Our team runs prospecting; clients follow progress, approve messages and read reports.

How do clients sign in?

With a pre-approved email address and a one-time code. There are no passwords and no public sign-up.

What can a client see or do?

It depends on their access level: Viewer, Approver, Manager or a custom set of permissions.

Does LEADia send messages automatically?

Not yet. Messages open in your own email, WhatsApp or Messages app, ready to send, so every contact stays personal.

Can I export my contacts?

Yes. Contact lists can be exported to CSV at any time.

What are Magic Reports?

Executive summaries drafted by AI from your real pipeline numbers. A person always reviews them before they are shared.

Are campaigns separated?

Yes. Each client account can run several campaigns, each with its own contacts, sequences and results.

Ready to grow your pipeline?

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