Use Cases

Lead Generation Tool Built for Every Industry

From solar to insurance to real estate, Leadflip adapts to your vertical without forcing you into a generic CRM template. Designed by a team that has been generating and selling leads for over a decade.

7-day free trial on our Starter plan. No credit card required.

The pattern stays the same. The data model changes.

Every vertical needs its own fields, qualification logic, and routing rules. The core workflow stays consistent.

Capture the right details

Use custom Entities and flexible forms to collect exactly the information your buyers and operators need.

Qualify inside the pipeline

Move leads through your own process with stage-based workflows, assignments, notes, and tasks.

Route and monetize reliably

Match leads to buyers, respect capacity, track revenue, and automate invoicing without exporting data elsewhere.

Solar & Energy

Capture homeowner inquiries with forms that collect roof type, monthly electricity bill, and property details. Qualify leads in your CRM pipeline and distribute to regional solar installers based on location and project size.

  • Multi-step quote request forms with slider fields
  • Geographic distribution to local installers
  • Volume caps per installer region

Insurance

Build quote request forms with conditional logic that adapts based on policy type. Manage leads through underwriting pipelines and distribute to agents with specialty-based matching rules.

  • Conditional forms that branch by coverage type
  • Pipeline stages for underwriting workflow
  • Agent distribution with daily lead caps

Real Estate

Capture property inquiry leads with location-aware forms. Track deals through viewing, negotiation, and closing stages. Route leads to regional brokers with automated invoicing.

  • Address autocomplete with location fields
  • Kanban board for deal stage tracking
  • Broker distribution with revenue tracking

Mortgage & Finance

Build loan application forms with currency fields and built-in calculations (e.g., debt-to-income ratio). Encrypt PII fields for compliance, and distribute qualified applications to lenders.

  • Currency fields with formula calculations
  • Per-field encryption for sensitive data (GDPR)
  • Lender distribution with compliance audit trail

Lead Generation Agencies

Manage multiple clients with separate Entities, each with their own field schemas, pipelines, forms, and distribution profiles. Track revenue per client with built-in partner invoicing and let your buyers access leads through the Partner Portal.

  • Multi-client entity management
  • Custom forms per client vertical
  • Partner Portal for buyer self-service
  • Automated invoicing with PDF export

No matter your industry

Leadflip adapts to your vertical. Start your free trial and see how it works for your use case.