Built for HighLevelInstalled in 1000+ Accounts
See Every Lead From Click to Close
AI-powered analytics that automatically grades lead quality, tracks sales performance, and shows you exactly what's working across your entire pipeline.
The Lead Journey is a Black Box
No Visibility Into Sales Performance
You don't know how quickly leads are contacted, which reps are performing, or where bottlenecks exist in your sales process.
Unreliable & Scattered Reporting
Hours wasted on manual spreadsheets, broken Zapier automations, and copying data between systems that don't talk to each other.
Can't Prove What's Working
No way to show clients or teams whether poor results come from bad leads or bad follow-up. ROI questions go unanswered.
Everything You Need to Track Leads
AI-Powered Lead Intelligence
Automatically grade lead quality and track pipeline status with AI that learns from your best conversions.
A/B/C/D/F lead quality scoring
AI pipeline status updates
Marketing attribution & won value by source
Complete Sales Accountability
Track exactly how fast your team contacts leads and see which reps are performing across your entire pipeline.
Speed to lead & touch rate tracking
Sales performance scoring
User accountability across all locations
Unified Multi-Client Dashboard
Manage all your clients and locations from one central hub with customizable KPI targets and automated sharing.
Multiple sub-accounts in one view
Custom KPI targets per client
Automatic client & team sharing
And there's more...
Streamlined has all the tools your team needs to optimize their sales process.
Custom KPI Targets
Set personalized performance goals for each client and location with automatic tracking and alerts.
AI Call Transcription & Analysis
Automatically transcribe and analyze every sales call with AI-powered insights and coaching recommendations.
Full Conversation Intelligence
AI reads and analyzes all touchpoints - calls, texts, emails, and notes - for complete lead context.
Call Pages for Training
Create dedicated training resources with call recordings and AI insights to coach your sales team.
AI Pipeline Management
Stop depending on your team to update lead status. AI automatically moves leads through your pipeline based on conversation analysis.
AI Task Generation
Get automatic follow-up tasks and action items generated from lead behavior and conversation analysis.
What's Your Use Case?
We've built a tool that can be used in a variety of ways. Here are some of the most common use cases.
Hold Clients Accountable for Follow-Up
Show clients exactly how fast they're contacting leads and prove whether poor results come from bad leads or bad follow-up.
Track Your Team's Performance
See which reps are calling leads fastest, identify coaching opportunities, and boost your team's close rate with clear performance data.
Get AI Insights on Every Lead
See lead quality scores, get automatic call summaries, and know exactly which leads to prioritize to close more deals.
Optimize Your Marketing ROI
See which marketing channels deliver the highest quality leads, track lead-to-customer conversion by source, and stop wasting ad spend on poor performers.
See how Streamlined stacks up
Compare with:
Custom Dashboard
6-12 weeks setup time + revisions
$5,000+ upfront investment - no refunds
Hopefully you can fix it when it breaks
Pay extra for every single change
With Streamlined
Set up in just 15 minutes
Full refund if you don't like it
Same-day fixes & dedicated support
Constant updates - better every week
Get Up & Running in Minutes, Not Days
Skip the painful setup process. While other platforms take hours to configure and require technical expertise, Streamlined gets you analyzing leads and tracking performance instantly.
Install Streamlined
One-click install from the HighLevel marketplace. No technical setup, no waiting for developers—you're live in under 30 seconds.
Configure Your AI Prompts
Customize how our AI grades your sales calls and lead quality. Set your criteria once, and let automation handle the rest.
Get Perfect Clarity
Finally see exactly what's happening with every lead—who's following up, response rates, and where opportunities are slipping through the cracks.
Trusted by Others Like You
We're not the only ones who think Streamlined is a game-changer. Here's what others have to say about us.
Clients are getting better results, and sticking with us longer!
This is gonna make me an extra $10k a month!
It's sick how AI can detect the consultation booked based on the conversation!
The $1,000,000* Guarantee
If you don't think it's worth it to keep using Streamlined after a month, we'll refund whatever you spent.
Try it out risk-free for a month
No tedious setup
Maybe you make $1,000,000
*This actually doesn't have much to do with $1,000,000. I just thought it sounded nice. But hey, maybe reporting is the only thing bottlenecking you from getting to $1M ARR.
Frequently Asked Questions
Get answers to common questions and concerns. Still have questions? You can use the chat widget at the bottom right of your screen, or book a demo.
Book a FREE AI & Analytics Audit
We'll review your current setup and give you honest recommendations for lead tracking and AI automation—no matter what solution that ends up being.