Leveraged Investments — All-in-One Platform
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All-in-One AI-Powered Software • No Long-Term Contracts

All Your Growth Tools in One Platform

Funnels, CRM, 2-way messaging, email & text campaigns, automations with AI, calendars, analytics, memberships & communities — all in Leveraged Investments.

+300% more conversations
24/7 automated follow-up
1 login • 1 bill • 0 patchwork

All the Tools — One Platform

All tools into one funnel
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  • Replace funnels, schedulers, email, reviews & more — one login.
  • Unified data across the entire journey.
  • Save $800–$1,000+ per month vs. multiple subscriptions.

Funnel Builder

Funnel builder editor
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  • Launch landing pages & checkouts in minutes.
  • A/B testing, conversion analytics, order bumps & upsells.
  • Drag-and-drop blocks and proven templates.

Messaging: Email & Text

Messaging email and text UI
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  • 2-way SMS & email in one inbox.
  • Templates, sequences & AI-assisted replies.
  • Automatic confirmations, reminders & review requests.

Contact Management

Contact conversation & reminders
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  • Every call, text, email, note & deal on one timeline.
  • Smart lists and segments by stage & intent.
  • One click to call, text, email, book, or invoice.

Analytics Dashboard

Analytics dashboard with charts and funnel
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  • Pipeline value, win rate & conversion trends at a glance.
  • Attribution & revenue reporting across campaigns.
  • Decide with data — not guesswork.

CRM & Calendar

Kanban pipeline and team calendars
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  • Drag-and-drop stages with tasks & notes.
  • Round-robin booking & availability controls.
  • Auto reminders reduce no-shows by up to 40%.

Unlimited Automation Build-Outs with AI

Automated SMS & email sequences
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  • Trigger-based workflows with branching logic.
  • AI drafts emails & texts; auto-replies to book more calls.
  • APIs & webhooks to connect anything deeper.

White Label Option

White label app & branded experience
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  • Your brand, domain, and client experience.
  • Custom app icons & login screens.
  • Flexible packaging & billing.

Memberships & Social Community

Memberships and community area
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  • Courses, gated content, and member tiers.
  • Discussions, announcements & progress tracking.
  • Stripe-ready offers & recurring subscriptions.

What You’d Pay Elsewhere

The real monthly cost of stitching together point tools vs. Leveraged Investments.

Comparison table — overall price vs Leveraged Investments

Integrates with your favorite tools

Facebook Instagram Google Gmail Outlook Stripe Zoom Shopify QuickBooks Zapier Twilio Facebook Instagram

Choose How You Want to Run the Platform

Use the software yourself, or have us become your full tech & AI build-out team.

DIY Software Only

Do-It-Yourself Platform Access

$297 /month
$199 /month
  • Full access to the Leveraged Investments all-in-one software
  • Funnels, CRM, 2-way messaging, calendars, automations, memberships & communities
  • You or your team build your own workflows, funnels, and automations
  • Standard support and onboarding resources
  • Unlimited contacts & users — grow as big as you want
Get DIY Software for $199/mo
Done-For-You Partnership

Unlimited Software + AI Build-Out Team

One-Time Setup: $4,995
$2,500 /month
  • Everything in the DIY Software plan
  • We become your tech & AI implementation team for this company
  • Unlimited automation build-outs, funnel builds, and website builds using the platform
  • Unlimited AI agent, workflow, and system configuration requests (within reasonable implementation bandwidth)
  • Strategic consulting on how to use the software across all facets of your business
  • Priority support, done-for-you changes, and continuous optimization
Apply for Done-For-You at $2,500/mo
David Robertson
David Robertson
Founder, Leveraged Investments
Signature of David Robertson

Contact Us

Call 1-317-790-3079 or email [email protected]

See Plans