Built for HighLevelJackson Stephenson
3x Skool Games Winner
I use this app on a daily basis to manage all of my businesses... it's a game changer.
Cameron Upton
Agency Owner
As an agency owner, this helps me to hold my clients accountable!
Noah Mulder
Agency Owner
Onboarding was very easy and Adam is quick to respond and help with any questions.
Andrei Avetov
Agency Owner
10/10, I wish I found this earlier!
Laith Nsour
Real Estate Wholesaler
Having a team, Streamlined has made it so much easier to manage my marketing and sales efforts.
Eric Aumen
SaaS Agency Owner
This app saved me a ton of time fooling around with API integrations and Adam also provides A+ support.
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 Dashboards & Sharing
Create dedicated training resources with call recordings and AI insights to coach your sales team.
Custom Metrics & KPI Targets
Calculate any metric you want, and set KPI targets for each.
Full Conversation Intelligence
AI reads and analyzes all touchpoints - calls, texts, emails, and notes - for complete lead context.
AI Call Transcription & Analysis
Automatically transcribe and analyze every sales call with AI-powered insights.
AI Pipeline Management
AI automatically moves leads through your clients' pipelines 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.
See how Streamlined stacks up
Compare with:
Custom Dashboard
6-12 weeks setup time + revisions
$10,000+ upfront investment - no refunds
Hopefully you can fix it when it breaks
Pay extra for every single change
With Streamlined
Set up in a matter of days
Only pay if you love it
Same-day fixes & dedicated support
Constant updates - better every week
Get Up & Running in Days, Not Months
Skip the painful setup process. While other solutions take weeks to set up 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.
Done For You Setup
Simply explain what you want Streamlined to do, and we'll take care of all the setup for you.
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.
This is gonna make me an extra $10k a month!
Clients are getting better results, and sticking with us longer!
I can actually see where the problems are!
I've solved a massive bottleneck in my business!
I've never seen a better application for this.
The $1,000,000* Guarantee
If Streamlined helps you finally fix your sales follow-up, it could easily unlock hundreds of thousands (or even millions) in lost revenue.
Try it for 30 days to make sure you like it
Full refund if you don't
Maybe you make $1,000,000
*Okay, no, we’re not writing you a $1M check. But plenty of our users say this tool has made them way more money than it costs.
Pricing Plans
Pricing depends on your specific needs and usage. AI usage will depend most on the amount of phone calls and new contacts you have each month.
For business owners with up to 5 sub-accounts
Per sub-account, per month (+ AI usage)
We'll create your dashboards, configure your AI prompts, set up your integrations, update your CRM, and make sure everything is working smoothly for you.
One-time, refundable under guarantee
| AI Usage Type | AI Usage Cost |
|---|---|
| AI Analysis (0-1,000/month) | $0.02/result |
| AI Analysis (1,001-5,000/month) | $0.005/result |
| AI Analysis (5,001+/month) | $0.0025/result |
| Call Transcriptions | $0.0004/second |
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 call.
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.