Leadly

Calling all financial advisors

Build your own lead-generation system in 3 months.

Everything you need to get qualified leads flowing straight to your phone.

Speak with our team

What’s Included

What we include
every month.

Your entire lead journey, handled—from the first ad to the moment your team follows up.

01

15 Meta Adsevery month

  • Ad concepts, copy and creative tailored to each campaign
  • Full Meta campaign setup, launch and ongoing optimisation
  • Management for up to $5k monthly ad spend per account
  • Continuous creative testing focused on qualified enquiries
  • A fresh monthly creative cycle to prevent ad fatigue
02

2 Landing Pagesevery month

  • Campaign-matched messaging from ad to landing page
  • One focused conversion action on every page
  • Responsive builds for mobile and desktop traffic
  • Free hosting for every landing page
  • Connected-domain hosting included
03

Included CRM Access

  • CRM and visual workflow builder included every month
  • Lead tagging and segmentation
  • Lead attribution
  • Sales pipeline and mobile app
  • Integrations beyond those included in this package are billed separately
04

Lead Delivery to Google Sheets

  • Every new lead delivered directly to your team’s shared lead sheet
  • A familiar, fuss-free workspace for calling, ownership and follow-up
  • Campaign and source attribution included with every lead
  • Call outcomes and team remarks synced back to the CRM
  • Closed-loop reporting shows which campaigns produce real outcomes
05

Live reporting

  • Live campaign performance dashboard
  • Clear spend, lead volume and cost-per-lead visibility
  • Campaign and creative performance in one view
  • Reporting across the entire lead-generation system
  • No waiting for an end-of-month report

Leadly Growth Pack

A complete lead system.
Priced without the mystery.

Everything required to attract, capture and follow up with qualified leads—managed as one connected monthly service.

New client offer · 50% off

First three months

$750SGD
per month

Then $1,500 SGD per month

Save $2,250 across your first three months.

Everything included

  • ✓45 high-quality static ads · 15 per month
  • ✓6 conversion landing pages · 2 per month
  • ✓CRM workflow builder, attribution, pipeline and mobile app
  • ✓Instant Google Sheets lead delivery
  • ✓Live performance reporting

Advertising spend, third-party software and optional add-ons are separate.

Optional add-ons

More ways we can extend your system.

Open each service to see what we can add when your team needs more than the core Growth Pack.

Custom Integration & Workflow Automation

We connect Leadly with the tools your team already uses—such as your CRM, calendars, spreadsheets, messaging platforms and internal systems—then automate the handoffs, updates and follow-up steps between them.

Additional Landing Pages

We create additional campaign pages beyond those included in the Growth Pack, with focused copy, responsive design, conversion tracking and a clear path into your existing lead workflow.

WhatsApp AI Sales Agent

An AI-assisted WhatsApp agent responds immediately, answers common questions, qualifies the enquiry, follows up, prompts appointment booking and hands the conversation to a person when needed.

Lead Routing System

We distribute leads to the right adviser using rules such as round-robin allocation, territory, availability or lead type, with notifications, reassignment and escalation when a lead is not actioned.

Start with a fit check

Let’s see what your first campaign should look like.

Share your details and we’ll discuss your market, current pipeline and the most practical place to start.

Free consultation

Share three details. No long questionnaire.

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