Free for licensed agents

Stop paying for your CRM. Pay only for what you use.

Leads, SMS and voice campaigns, AI agents and your insurance tools on one floor. Your texts, minutes and AI come out of a prepaid wallet, and that is the whole bill.

One floor, built in layers

Everything an agent touches, on one record.

01
Dashboard and pipelines
Every lead, stage and sale in one place, including what your AI agent booked while you were away.
02
AI texting
Your AI agent answers every reply by SMS or iMessage, handles objections from your own scripts and books straight onto your calendar.
03
SMS campaigns
Default campaigns for every lead type, plus appointment reminders. Texts go out on a schedule, and when a lead replies, AI answers and books the call.
04
Voice campaigns
AI calls inside each lead's calling window, qualifies them, then warm-transfers to you or books your calendar. Consent and Do Not Call are checked before every dial.
05
Coverage certificates and secure forms
Collect SSN and bank details through an encrypted, PIN-locked form, then send a branded coverage certificate from your own number.
06
Insurance toolkit
Ask AI searches your underwriting guides. Quote carriers side by side, and publish funnels and your agent website.

Maya Chen

iMessage · Final expense lead

AI agent on

I already have coverage through work.

AI agent · from your rebuttals

Makes sense. Work coverage usually ends with the job. Want a quick 15 minutes to see what stays with you? I have Tue 10:30 or Wed 2:00.

Tue 10:30 works.

You are booked for Tuesday at 10:30. I will text a reminder that morning.

Appointment bookedTue 10:30 AM · on James's calendar

AI agent

ObjectionHas coverage

Handled withYour scripts

OutcomeBooked

JamesNotified

Sample data

Default FEX SMS Campaign

SMS campaign · Live

Booking AI on

A new contact is added

Tag: Final expense

Text message

Hi {{contact.first_name}}, it's James's office…

Wait

1 minute, then the next text

Replied

AI books the call

No reply

Next text in 9 hours

Conversational booking AI

OpeningAfter a contact reply

Conversation styleAdvisor

Follow-ups3

Reminders24 h · 1 h · 6 min

Stop on appointment bookedSMS or iMessage

A default campaign for every lead typeSample data

Final expense application

Secure form · Mutual of Omaha

Encrypted

Secure form texted to Maya Chen6-digit PIN

Official secure portal

Your connection is encrypted

PIN verified

Date of birth03 / 14 / 1961

Social Security Number•••-••-4821

Routing number•••••0021

Account number••••7730

Recurring draft date3rd of the month

Securely submittedOne-time review

You can reveal it once. The link expires in 60 minutes.

Coverage certificate

CERTIFICATE OF COVERAGE

InsuredMaya ChenCarrierMutual of OmahaCoverageFinal expenseFace amount$15,000EffectiveNov 1, 2026

James Pazzaglia · NPN 1847291

Sent by text

Viewed by Maya

PDF and secure link, from your numberSample data

Underwriting · Ask AI

Searches your carrier guides

23 guides

Age 62, type 2 diabetes on oral meds. Final expense options?

Ask AI · from your guides

Your guides list level-benefit options when the diabetes is controlled with oral medication, and graded options otherwise. Check these pages before you quote.

Guide · p. 12Guide · p. 4Guide · p. 31

Quote · $15,000 level

Sample data

Mutual of Omaha$48.20/mo

Americo$51.75/mo

Aetna$53.10/mo

Maya Chen

iMessage · Final expense lead

AI agent on

I already have coverage through work.

AI agent · from your rebuttals

Makes sense. Work coverage usually ends with the job. Want a quick 15 minutes to see what stays with you? I have Tue 10:30 or Wed 2:00.

Tue 10:30 works.

You are booked for Tuesday at 10:30. I will text a reminder that morning.

Appointment bookedTue 10:30 AM · on James's calendar

AI agent

ObjectionHas coverage

Handled withYour scripts

OutcomeBooked

JamesNotified

Sample data

Default FEX SMS Campaign

SMS campaign · Live

Booking AI on

A new contact is added

Tag: Final expense

Text message

Hi {{contact.first_name}}, it's James's office…

Wait

1 minute, then the next text

Replied

AI books the call

No reply

Next text in 9 hours

Conversational booking AI

OpeningAfter a contact reply

Conversation styleAdvisor

Follow-ups3

Reminders24 h · 1 h · 6 min

Stop on appointment bookedSMS or iMessage

A default campaign for every lead typeSample data

Final expense application

Secure form · Mutual of Omaha

Encrypted

Secure form texted to Maya Chen6-digit PIN

Official secure portal

Your connection is encrypted

PIN verified

Date of birth03 / 14 / 1961

Social Security Number•••-••-4821

Routing number•••••0021

Account number••••7730

Recurring draft date3rd of the month

Securely submittedOne-time review

You can reveal it once. The link expires in 60 minutes.

Coverage certificate

CERTIFICATE OF COVERAGE

InsuredMaya ChenCarrierMutual of OmahaCoverageFinal expenseFace amount$15,000EffectiveNov 1, 2026

James Pazzaglia · NPN 1847291

Sent by text

Viewed by Maya

PDF and secure link, from your numberSample data

Underwriting · Ask AI

Searches your carrier guides

23 guides

Age 62, type 2 diabetes on oral meds. Final expense options?

Ask AI · from your guides

Your guides list level-benefit options when the diabetes is controlled with oral medication, and graded options otherwise. Check these pages before you quote.

Guide · p. 12Guide · p. 4Guide · p. 31

Quote · $15,000 level

Sample data

Mutual of Omaha$48.20/mo

Americo$51.75/mo

Aetna$53.10/mo

The CRM bill, rewritten

Other CRMs charge you to log in. Then they bill your usage on top.

Most CRMs charge for the software every month, then charge again for the texts and calls you send through it. Lead Suite OS drops the first bill entirely.

A typical CRM bill

Monthly subscriptionEvery month
Per-seat feesPer user
Paid feature tiersUpgrade
Setup and onboardingOne time
Annual contractLocked in
Texts, calls and AIBilled on top

You pay twice: once to log in, again to use it.

Your Lead Suite OS bill

Monthly subscription$0
Per-seat fees$0
Paid feature tiers$0
Setup and onboarding$0
Annual contractNone
Texts, calls and AIWhat you use

$0 a month

Usage is the only bill. Top up your wallet when you like, turn on auto-recharge if you want it, and stop whenever you want. Sign up free

Connects with

GoHighLevel
Google
Sendblue
Ringy
Webhooks
+ Public API

The product

See the floor at work.

Tap to explore

01 / 07

Drag a lead, and the record follows.

Live product · sample data

Custom stages, lead types and every note on one card.

app.leadsuiteos.com/pipelines

Pipelines

Move a lead and its record, notes and reminders move with it.

Lead

Priya Shah

(404) 555-0177

open

Lead Campaign

Atlanta, GA$2,850

Chris Nguyen

(408) 555-0160

open

Real Time

San Jose, CA$1,925

Follow Up

Maya Chen

(214) 555-0192

open

Real Time

Dallas, TX$3,450

Dana Brooks

(216) 555-0133

open

Aged Leads

Cleveland, OH$4,150

Appointment Booked

Robert Diaz

(305) 555-0144

open

Aged Leads

Miami, FL$6,300

Sold

Alex Lopez

(713) 555-0118

won

Real Time

Houston, TX$62,000

More stages

No Show

Underwriting

Not Interested

Dead

Chargeback

In-house leads

Leads, delivered inside your CRM.

Official lead partner

One Life Leads

Aged and real-time leads from One Life Leads, ordered from your sidebar and delivered straight into your pipeline.

Aged leads
Real-time leads
Lead campaigns

For lead vendors

Sell leads? Partner with us.

We're open to partnering with other lead vendors. Your inventory, sold inside the CRM agents already work in.

Partner with us

Tap to explore

01 / 03

Inventory by state, in your pipeline today.

Live product · sample data

Pick a state on the map, choose how many, and they land in your pipeline.

app.leadsuiteos.com/aged-leads

Aged Leads

Pick a state on the inventory map, choose how many, and they land in your pipeline.

Sold by One Life Leads

Final Expense

Mortgage Protection

IUL

Veteran Life

Low

High

766total leads across 8 states

Choose a state

Click a state on the map to see its inventory.

Quantity10

Your order

10 Final Expense leadsTX · 61–90 days

Delivered toPipelines · Lead

Compare

What you'd pay for elsewhere, included.

Lead Suite OS has no platform fee. You pay only for the texts, minutes and AI you use, from a prepaid wallet.

Included
Partial, higher plan or paid add-on
Not offered
Not published

Feature	Lead Suite OS$0/mo	GoHighLevel$97/mo	CloseFrom $9/user/mo	Ringy$119/mo	VanillaSoftQuote · 5-seat bundles	PhoneBurner$140/user/mo	ConvosoQuote only	Five9Quote only	ComTrack$69/mo
What you pay
$0 monthly platform fee	Included	Not offered	Not offered	Not offered	Not offered	Not offered	Not offered	Not offered	Not offered
No per-user seat fees	Included	Included	Not offered	Not published	Not offered	Not offered	Not offered	Not offered
No annual contract	Included	Included	Included	Not published	Not offered	Included		Not offered	Included
Pay-as-you-go wallet for texts and minutes	Included	Included	Included		Not published	Not offered	Not offered	Not offered	Not offered
Texting and calling
Two-way SMS and MMS inbox	Included	Included	Included	Included	Included				Not offered
iMessage in the same inbox	Included		Not offered	Not offered	Not offered	Not offered	Not offered	Not offered	Not offered
AI texting agent that books appointments	Included		Not offered	Not offered	Not offered	Not offered			Not offered
AI voice agent with live warm transfer	BetaIncluded			Not offered	Not offered	Not offered			Not offered
SMS campaigns and appointment reminders	Included	Included		Included					Not offered
Calling hours, quiet hours and STOP handling	Included		Not published	Not published	Included		Included	Included	Not offered
Run your book
Pipeline with insurance stages built in	Included				Not published	Not offered	Not offered	Not offered	Not offered
Booking calendar	Included	Included		Included			Not offered	Not offered	Not offered
Funnels with insurance templates	Included		Not offered	Not offered	Not offered	Not offered	Not offered	Not offered	Not offered
Agent website and digital business card	Included		Not offered		Not offered	Not offered	Not offered	Not offered	Not offered
Insurance tools
Buy leads inside the CRM	Included	Not offered	Not offered	Not offered		Not offered	Not offered	Not offered	Not offered
Underwriting guides with Ask AI	Included	Not offered	Not offered	Not offered	Not offered	Not offered	Not offered	Not offered	Not offered
Coverage certificates for clients	Included	Not offered	Not offered	Not offered	Not offered	Not offered	Not offered	Not offered	Not offered
Encrypted forms for SSN and bank details	Included	Not published	Not offered	Not offered		Not offered	Not published	Not published	Not offered
Grow
White label for agencies	Included		Not offered	Not offered	Not offered	Not offered	Not offered	Not offered

You are hereLead Suite OS$0/mo + usage

What you pay

$0 monthly platform fee

Included

Not offered

No per-user seat fees

Included

No annual contract

Included

Pay-as-you-go wallet for texts and minutes

Included

Texting and calling

Two-way SMS and MMS inbox

Included

iMessage in the same inbox

Included

PartialThrough third-party apps

AI texting agent that books appointments

Included

PartialPaid AI add-on

AI voice agent with live warm transfer

IncludedBeta

PartialAI outbound calls; warm transfer not documented

SMS campaigns and appointment reminders

Included

Calling hours, quiet hours and STOP handling

Included

PartialCalling window documented for AI calls only

Run your book

Pipeline with insurance stages built in

Included

PartialCustom pipelines, no insurance stages

Booking calendar

Included

Funnels with insurance templates

Included

PartialFunnel builder, no insurance templates

Agent website and digital business card

Included

PartialWebsite builder, no business card

Insurance tools

Buy leads inside the CRM

Included

Not offered

Underwriting guides with Ask AI

Included

Not offered

Coverage certificates for clients

Included

Not offered

Encrypted forms for SSN and bank details

Included

Not published

Grow

White label for agencies

Included

PartialAgency Pro plan, $497/mo

Lead Suite OS: usage is billed from your wallet, and card top-ups carry a processing fee. iMessage uses your own Sendblue account. Voice campaigns are in beta.

Researched October 2026 from each company's public pricing and help pages. Prices and features change, so check with each vendor. All product names are trademarks of their owners. Lead Suite OS is not affiliated with them.

+ Sources

GoHighLevel: gohighlevel.com/pricing; help.gohighlevel.com/en/support/solutions/articles/48001223556; help.gohighlevel.com/support/solutions/articles/155000006598; help.gohighlevel.com/support/solutions/articles/48001214849
Close: close.com/pricing; help.close.com/docs/managing-your-usage-balance; close.com/blog/introducing-chloe; help.close.com/docs/scheduling-links
Ringy: ringy.com/pricing; ringy.com/product/sms; ringy.com/product/power-dialer; ringy.com/product/integrations
VanillaSoft: vanillasoft.com/pricing; vanillasoft.com/platform/sales-automation/sms-automation; vanillasoft.com/product/features/integrations; support.vanillasoft.com/hc/en-us/articles/48980959813915-Setting-Up-Calling-Periods-in-VanillaSoft-A-Step-by-Step-Guide
PhoneBurner: phoneburner.com/pricing; phoneburner.com/crm; support.phoneburner.com/hc/en-us/articles/360000255703-How-do-I-scrub-my-data-to-the-National-Do-Not-Call-List-DNC
Convoso: convoso.com/pricing/; convoso.com/voice-ai-agent/; convoso.com/blog/ai-tcpa-compliance/
Five9: five9.com/products/pricing; five9.com/products/features/do-not-call; businesswire.com/news/home/20260623305277/en
ComTrack: comtrack.io/pricing; comtrack.io/comparison; comtrack.io/terms-of-service

Pricing

Free to use.

No seat fee and no contract. You only pay for what you send and dial, from a prepaid wallet you top up when you like.

Paid from a prepaid wallet, as you use it

Text messages (SMS, MMS, iMessage)Usage
Call minutesUsage
Phone numbersUsage
AI agent texting and voiceUsage
The CRM itselfFree

Shipped every week

New features every week. Watch them ship.

We build in the open. Follow along on Telegram to see every release the day it lands in your CRM.

Follow on Telegram Sign up free

Free to use. You only pay for the texts, minutes and AI you actually use.

Shipping to james.leadsuiteos.com

theme.contract.ts

"use client"

import { cacheLife} from "next/cache"

import { connection} from "next/server"

import { z} from "zod"

import { preloadQuoteWindow} from "@/lib/quotes/carrier-map"

const HeroCopy = z.object({

headline: z.string().min(12),

accent: z.string().regex(/^#[0-9a-f]{6}$/i),

}).brand(<"HeroCopy">)

export async function ProducerHero({ agent }: { agent: AgentRecord }) {

await connection()

cacheLife("minutes")

const quote = await preloadQuoteWindow(agent.npn)

const copy = HeroCopy.parse({

headline: "",

accent: "",

})

return (

<motion.section

style={{ "--hero-accent": copy.accent } as const}

data-quote-ready=quote.ready

<h1>{copy.headline}</h1>

</motion.section>

)

}

feat/producer-herochecking…TypeScript 5.8 · UTF-8 · Ln 18, Col 14

james.leadsuiteos.com

Producer site

James Pazzaglia

Book a call

Licensed in TX · FL · GA

Your headline

Independent licensed agent. Term and final expense reviews without a long intake call. Thursday 10:00 AM is held on the calendar until the lead confirms.

Schedule Thursday at 10:00 AMA2P verified · calendar-backed

Quote window

preloadQuote()

Edge cache

empty

Accent

#0f172a

Stay in the loop

Stay updated on Telegram

t.me/leadsuiteos