Missed Calls, Slow Follow-Up
Prospects contact three businesses and buy from whoever answers first. If your team is with a customer or off the clock, that lead moves on without you.
For Business Owners Who Are Done Juggling Tools
All Your Growth Tools in One Platform. All Your Follow-Up on Autopilot.
Leveraged Investments gives your business one platform and one team to capture every lead, answer every customer, and keep your pipeline moving while you run the company.
+300% More Conversations
Up to 40% Fewer No-Shows
1 Login, 1 Bill, 0 Patchwork
The Leak in Your Pipeline
Every Missed Lead Is Revenue You Already Paid For
Customers Left Waiting
Quotes sit unanswered, appointments go unconfirmed, and questions pile up in five different inboxes. Silence is one of the fastest ways to lose a sale or earn a bad review.
Team and Tools Disconnected
Your CRM, texting app, calendar, and spreadsheets do not talk to each other. Every handoff between them is a place where deals and details get dropped.
The Platform
Every Tool Your Business Needs, Built Into One System
Replace the spreadsheets, texts, and disconnected apps with one platform that runs leads, sales, and communication end to end.
Command Center
All Systems Live
Pipeline Value
$486K
+18% this month
New Leads
37
All answered
Avg. Response
41s
24/7 AI
Lead Volume, Last 12 Weeks
New Proposal, Meridian Group
Quote Sent
One Screen, Whole Business
Your Leads, Sales, and Team on a Single Command Center
Every call, text, quote, and deal stage lands in one place. You see exactly where every opportunity stands before the customer has to ask.
- Live pipeline value across every offer
- Instant AI response on every new lead
- Sales and service working from the same board
AI Lead Response
Every call, text, and web form gets an instant reply, day or night, so no lead sits untouched.
Unified Inbox
SMS and email from every customer land in one thread, so nothing gets buried in separate apps.
Visual Pipeline CRM
See every lead, quote, and active deal on one board your whole team can read at a glance.
Smart Scheduling
Automated reminders confirm appointments and consultations before your team blocks out the time.
Review Engine
Automated requests turn happy customers into five-star reviews without another manual ask.
Reporting Dashboard
Track lead sources, close rates, and revenue in one view instead of piecing it together after the fact.
Facebook
Instagram
Google
Gmail
Outlook
Stripe
Zoom
QuickBooks
Zapier
Twilio
How It Works
From Audit to Growth Mode in Weeks
Systems Audit
We walk through how your leads, sales, and customer communication actually work today. You leave with a clear picture of where revenue is slipping through the cracks.
We Build It
Our team configures your pipeline, automations, and AI follow-up around how your business already operates. Nothing generic, nothing you have to figure out alone.
You Grow
Leads get answered, customers stay informed, and your team works from one shared system. You spend your time serving customers and closing, not chasing your own follow-up.
Results
+300%
More conversations with your customers
24/7
Automated lead follow-up, nights and weekends
Up to40%
Fewer no-shows with automatic reminders
$800+
Saved monthly by replacing separate subscriptions
Two Ways to Work With Us
Run the Software Yourself or Let Us Run It for You
DIY Software
For owners who want the full platform and the confidence to run it themselves.
$199/monthRegularly $297
Cancel anytime. No long-term contracts.
- Full platform access: funnels, CRM, inbox, automations, and calendars
- Unlimited contacts and unlimited team users
- 2-way SMS and email inbox for every customer conversation
- AI-powered lead response built in from day one
- Integrations with Facebook, Google, Stripe, QuickBooks, and more
- Standard support to keep you moving
Done-For-You Partnership
For owners who want a team building and managing their systems every month.
$2,500/month
Plus a one-time $4,995 setup.
- Everything included in the DIY Software plan
- Our team builds your funnels, automations, and AI agents for you
- Custom workflows designed around your offers, team, and sales process
- Strategic consulting to grow lead volume and close rate
- Priority support with a faster response time
- Continuous optimization as your business and lead volume grow
David Robertson
Founder, Leveraged Investments
"Businesses do not lose customers because their work is bad. They lose them in the follow-up. That is the problem we built this to fix."
Why We Exist
Built for Owners Who Are Great at What They Do
David Robertson built Leveraged Investments because business owners kept losing winnable customers to problems that had nothing to do with the quality of their work. The offer was solid, the service was good, but the lead never got a callback, the customer never got an update, and the sale went to whoever answered first.
Leveraged Investments exists to close that gap. It is not just software you have to configure yourself and hope it works. It is a platform backed by a team that treats your follow-up, your scheduling, and your customer communication like it is their job to get right, not just yours. Contractors get a dedicated version of the system built around how remodeling businesses run: see the contractor division.
Questions Owners Ask
Frequently Asked Questions
Does this replace my sales team or my staff?
No, it does not replace your people. The AI catches the calls, texts, and forms your team cannot get to fast enough, so your staff spends their time on real conversations and closing instead of chasing every lead down manually.
We already use a CRM and a separate texting app. Why switch?
Most businesses are paying for four or five tools that do not talk to each other. Leveraged Investments replaces $800 to $1,000 or more in separate subscriptions with one platform, one login, and one bill.
How fast does the AI actually respond to a new lead?
The AI responds to calls, texts, and web form submissions around the clock, including nights and weekends when your office is closed. That instant response is often the difference between winning the customer and losing them to the next option on their list.
What is the difference between the two plans?
The DIY Software plan gives you the full platform to run yourself for $199 a month. The Done-For-You Partnership adds our team to build your funnels, automations, and AI agents for you, plus ongoing strategic consulting, for $2,500 a month with a one-time $4,995 setup.
Will this help with no-shows on appointments and consultations?
Yes, automated reminders reduce no-shows by up to 40 percent. Customers get confirmations and reminders before every appointment, so fewer time slots get wasted.
What kinds of businesses is this built for?
Any business that runs on leads, appointments, and follow-up: service companies, agencies, professional practices, and local businesses of every kind. There is also a dedicated division for home remodeling contractors with workflows built around how renovation businesses operate.
Do I need to be technical to use this?
No, the DIY plan is built to be usable without a technical background, and the Done-For-You plan means our team builds and manages the technical side for you. Either way, you are not left configuring automations alone.
What happens on the Free Systems Audit call?
We look at how your leads, sales, and customer communication currently flow and identify exactly where you are losing time or losing customers. You walk away with a clear picture of what a better system looks like for your business, whether or not you move forward with us.
Ready When You Are
Stop Losing Customers to Missed Calls and Silence
Book a free systems audit and see exactly where your leads and your customer communication are falling through the cracks.
Call 317-922-1993 or email support@LVGinvest.com