Lead Boss CRM

The Simple, Powerful Way to Close More Deals

The right amount of technology—no clutter, no confusion. Just the tools you need to follow up effectively, stay organized, and grow your business.

Website

CRM

Follow-Up

Messaging

Popular Features

Get Everything You Need to Capture, Nurture and Close—Fast.

One CRM, Every Tool, Zero Hassle. Save Time, Slash Costs, and Drive Growth!

Websites

  • Stop paying for a website separately from your CRM

  • Plug-n-Play Templated Websites (option to customize)

  • Free Web Hosting​

  • Webforms Integrated with CRM

CRM & Pipeline Management

  • All-in-One CRM

  • Customizable Dashboard

  • Opportunities Dashboard

  • Pre-Built Pipelines (option to customize)

  • Unlimited Contacts & Properties

Automated

Follow-Up

  • Automated Text Message Follow Up

  • Automated Email Follow Up

  • Automated Ringless Voicemail Follow Up

  • Pre-Built Short Term Follow Up Sequences

  • Pre-Built Long Term Nurture Sequences

Calendars

  • Stop paying for Calendly separately

  • Calendar for you

  • Calendar for each member on your team

E-Sign

  • Stop paying separately for E-signature software

  • Send contracts for e-signature with auto-filled merge fields

Mobile App

  • Mobile App for phones & tablets

  • Follow-Up on the go

  • Apple App

  • Android App

Popular Features

Get Everything You Need to Capture, Nurture and Close—Fast.

One CRM, Every Tool, Zero Hassle. Save Time, Slash Costs, and Drive Growth!

Websites

  • Stop paying for a website separately from your CRM

  • Plug-n-Play Templated Websites (option to customize)

  • Free Web Hosting​

  • Webforms Integrated with CRM

CRM & Pipeline Management

  • All-in-One CRM

  • Customizable Dashboard

  • Opportunities Dashboard

  • Pre-Built Pipelines (option to customize)

  • Unlimited Contacts & Properties

Automated

Follow-Up

  • Automated Text Message Follow Up

  • Automated Email Follow Up

  • Automated Ringless Voicemail Follow Up

  • Pre-Built Short Term Follow Up Sequences

  • Pre-Built Long Term Nurture Sequences

Calendars

  • Stop paying for Calendly separately

  • Calendar for you

  • Calendar for each member on your team

E-Sign

  • Stop paying separately for E-signature software

  • Send contracts for e-signature with auto-filled merge fields

Mobile App

  • Mobile App for phones & tablets

  • Follow-Up on the go

  • Apple App

  • Android App

Our Plans

Choose our Affordable Monthly plan or go with the Annual plan to get 2 Months Free

MONTHLY PLAN

$149 monthly

+ one time $297 set-up fee

HERE'S WHAT YOU GET:

  • 2 Websites

  • ​Unlimited Calendars

  • Unlimited Users

  • ​Unlimited Contacts

  • ​Unlimited Automations

  • Unified Inbox

  • Mobile App

  • Integrated E-Sign Documents

  • Integrated Cold Calling Web Forms

No contracts - cancel anytime

ANNUAL PLAN

$1,490 yearly with no set-up fee

($124 / mo)

HERE'S WHAT YOU GET:

  • 2 Websites

  • ​Unlimited Calendars

  • ​Unlimited Users

  • ​Unlimited Contacts

  • ​Unlimited Automations

  • Unified Inbox

  • Mobile App

  • Integrated E-Sign Documents

  • Integrated Cold Calling Web Forms

No contracts - cancel anytime

Book a Demo

Get an inside look at Lead Boss CRM by booking a free demo and see how it’ll drive leads, automate follow-ups, and grow your business—all before you buy.

LOVING Lead Boss CRM!

Hear what Lead Boss Users have to say!

"Lead Boss is incredible! The system is designed to help you step up your follow up and lead conversion game to BOSS LEVEL!"

Ed Cox

Land Investor

"We recently started using Lead Boss CRM, and it has been such an incredible experience, from the onboarding and the available trainings to the tech support that's available, and then just all the features in the CRM. It has been such an amazing experience for us, and we couldn't ask for more!"

Matt & Charlotte

Land Investors

"Lead Boss has all the bells and whistles you would expect for a top tier CRM. The level of customization that allows me to design the automation and follow up process how I need it is next level!"

Jean Austin

About Our CRM

Lead Boss CRM is built for land investors, by land investors—because we know what it takes to close deals. Our mission is to streamline and simplify your lead nurture and conversion process with a simple, effective CRM that keeps you organized and boosts your follow-up. Plus, our dedicated team is with you every step of the way to ensure your system is set up for success!

ChatGpt Prompts for Lead Boss CRM

How do I remove extra columns from a Land Portal CSV file before importing it into Lead Boss CRM?

Paste the prompt below into ChatGPT and upload your CSV file:

Task:
I will attach a
.csv file.

Instructions:

Remove only the columns listed below if they exist.

If a listed column does not exist, ignore it silently.

Do not:

Delete, filter, modify, sort, or reorder any rows

Reorder remaining columns

Add new columns

Preserve the original row order and the order of all remaining columns exactly as they appear in the source file.

Save the updated file using the exact same filename as the original, with _columnsRemoved appended immediately before the .csv extension.

Example:
original_filename.csvoriginal_filename_columnsRemoved.csv

After processing, provide a download link to the updated .csv file.

Do not explain your actions, provide progress updates, confirmations, or commentary of any kind.

Columns to remove (if present):

BETTY_UPDATED_OWNER_FULL_NAME

BETTY_UPDATED_BUSINESS_NAME

BETTY_UPDATED_O_1_L_N

BETTY_UPDATED_O_1_F_N

BETTY_UPDATED_ADDRESS_ZIP

BETTY_UPDATED_ADDRESS_STATE

BETTY_UPDATED_ADDRESS_CITY

BETTY_UPDATED_ADDRESS_LINE2

BETTY_UPDATED_ADDRESS_LINE1

Input custom_field_1

FL FEMA Map Date

FL FEMA Flood Zone

FL Inside SFHA

FL Panel Nbr

FL FIRM ID

FL FEMA Map Nbr

FL Community Nbr

FL Community Name

Vacant Flag Date

Vacant Flag

Prev Mtg 1 Financing Type

Prev Mtg 1 Loan Type

Prev Mtg 1 Loan Due Date

Prev Mtg 1 Interest Rate

Prev Mtg 1 Term

Prev Mtg 1 Lender

Prev Mtg 1 Loan Amt

Prev Mtg 1 Recording Date

Prev Mtg 1 Page

Prev Mtg 1 Book

Prev Mtg 1 Doc Nbr

Prev Sale Seller 2 Full Name

Prev Sale Seller 1 Full Name

Prev Sale Buyer 2 Full Name

Prev Sale Buyer 1 Full Name

Prev Sale Price Code

Prev Sale Document Type

Prev Sale Contract Date

Prev Sale Page

Prev Sale Book

Prev Sale Doc Nbr

Prev Sale Transaction ID

Mtg 2 Fyn Type

Mtg 2 Doc

Concurrent Mtg 2 Loan Due Date

Concurrent Mtg 2 Interest Rate

Concurrent Mtg 2 Term

Concurrent Mtg 2 Lender

Concurrent Mtg 2 Loan Amt

Concurrent Mtg 2 Recording Date

Concurrent Mtg 2 Page

Concurrent Mtg 2 Book

Concurrent Mtg 2 Doc Nbr

Mtg 1 Fyn Type

Mtg 1 Doc

Concurrent Mtg 1 Loan Due Date

Concurrent Mtg 1 Interest Rate

Concurrent Mtg 1 Term

Concurrent Mtg 1 Lender

Concurrent Mtg 1 Loan Amt

Concurrent Mtg 1 Recording Date

Concurrent Mtg 1 Page

Concurrent Mtg 1 Book

Concurrent Mtg 1 Doc Nbr

Current Sale Seller 2 Full Name

Current Sale Seller 1 Full Name

Current Sale Buyer 2 Full Name

Current Sale Buyer 1 Full Name

Current Sale Price

Current Sale Doc Type

Current Sale Contract Date

Current Sale Page

Current Sale Book

Current Sale Doc Nbr

Current Sale Transaction ID

Meridian

Subdivision Tract Nbr

Subdivision Phase Nbr

Legal Unit

District

Section

Block

Land Lot

Lot Code

Topography

Nbr of Comm Units

Nbr of Bldgs

Nbr of Units

Style

Stories Nbr

Sewer Type

Roof Type

Roof Cover

Bldg Quality

Porch

Pool

Patio

Other Rooms

Driveway

Parking Spaces

Loc Influence

Heat Fuel

Heating Type

Garage Type

Floor Cover

Fireplaces

Interior Walls

Exterior Walls

Deck Ind

Const Type

Bldg Condition

Bldg Class

Basement

Air Conditioning

Amenities

Bath Plumbing

Partial Baths

Full Baths

Total Baths

Total Rooms

Bedrooms

Effective Year Built

Year Built

Garage Finished Area

Garage Unfinished Area

Garage Area

Basement Finished Area

Basement Unfinished Area

Basement Area

Attic Finished Area

Attic Unfinished Area

Attic Area

Taxable Area

Gross Area

Ground Floor Area

Living Area

Building Sq Ft

Bldg Area Ind

Building Area

School/Tax District 3

School/Tax District 2

School/Tax District 1

Tax Jurisdictions

Assessed Year

Market Year

Tax Year

Improvement Market Value

Improvement Assessed Value

Land Assessed Value

MLS Parcel Acreage

MLS sqft

MLS Bedrooms

MLS Price

MLS Description

MLS Status

MLS ID

School District

Time Share Code

Mobile Home Ind

Census Block

APN Alt Ind

Slope Max

Slope Min

Elevation Max

Elevation Min

Elevation AVG

Extreme Slope (15%+)

Heavy Slope (10-15%)

Moderate Slope (5-10%)

Minimal Slope (.5-5%)

Flat slope (0-.5%)

Buildability area (acres)

Buildability total (%)

Slope AVG

FEMA Flood Coverage

Wetlands Coverage

Land Locked

Calc Acreage

Parcel Carrier Code

Mail Foreign Address Indicator

Do Not Mail

Mail Carrier Code

Owner 2 Corp Indicator

Owner 2 Suffix

Owner 2 Middle Name

Owner 2 Last Name

Owner 2 First Name

Owner 1 Corp Indicator

Owner 1 Suffix

Alt Phone 5 (Line Type)

Alt Phone 5

Alt Phone 4 (Line Type)

Alt Phone 4

Alt Phone 3 (Line Type)

Alt Phone 3

Alt Phone 2 (Line Type)

Alt Phone 2

Alt Phone 1 (DNC Federal)

Alt Phone 1 (DNC Complainers)

Alt Phone 1 (DNC Litigator)

Alt Phone 1 (DNC)

Alt Phone 1 (Line Type)

Alt Phone 1

Phone (DNC Federal)

Phone (DNC Complainers)

Phone (DNC Litigator)

Phone (DNC)

Lot Sq Ft

Owner 1 Middle Name
Current Sale Recording Date
Current Sale Price Code
Assessors Map Ref

Watercode

Tax Delinquent Year

Owner 1 Full Name

Mail Names

Owner Name(s)

Owner 2 Full Name

Mail County

Mail Care Of

Land Market Value

Lots Nbr

Municipality

How do I prepare a Land Portal CSV file of Portfolio Owners before importing it into Lead Boss CRM?

Paste the prompt below into ChatGPT and upload your CSV file:

CSV PROCESSING PROMPT

You are a CSV-processing assistant.

The user will upload a CSV file.

VALIDATION
Check that the CSV contains the following required columns with exact names:

Owner 1 Last Name

APN

If either required column is missing, STOP and respond with exactly ONE of the following (no extra text):

Missing column: Owner 1 Last Name
Missing column: APN

OBJECTIVE
Make every value in the column “Owner 1 Last Name” unique by replacing each value with:

<original Owner 1 Last Name> - <APN>

RULES

Apply this transformation to every row

Do NOT modify, reorder, delete, or filter any rows

Do NOT modify any columns other than “Owner 1 Last Name”

Do NOT rename any columns

Do NOT add any new columns

Do NOT leave formulas in the final file

OUTPUT

Export the result as a CSV

Filename must be: original filename + _CRMUpload (before .csv)

Respond with ONLY the file download link

No explanations or extra text

Placeholder?

Paste the prompt below into ChatGPT and upload your CSV file:

Placeholder?

Paste the prompt below into ChatGPT and upload your CSV file:

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© Copyright 2026 | Lead Boss CRM | All Rights Reserved.

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© Copyright 2026 | Lead Boss CRM | All Rights Reserved.

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