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

What You Get

Everything you need to generate leads, convert them, and follow up automatically.

  • Funnels + landing pages
  • CRM + pipelines
  • 2-way SMS + email inbox
  • Campaigns + templates
  • Automations + AI follow-up
  • Calendars + reminders
  • Payments + subscriptions (Stripe)
  • Memberships + community
  • Reporting + analytics
  • Integrations + API/webhooks
All the Tools — One Platform
All tools into one funnel
  • 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
  • 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
  • 2-way SMS & email in one inbox.
  • Templates, sequences & AI-assisted replies.
  • Automatic confirmations, reminders & review requests.
Contact Management
Contact conversation & reminders
  • 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
  • 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
  • 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
  • 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
  • Your brand, domain, and client experience.
  • Custom app icons & login screens.
  • Flexible packaging & billing.
Memberships & Social Community
Memberships and community area
  • 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

Frequently Asked Questions

Quick answers about Leveraged Investments — the all-in-one platform, the DIY software, and the done-for-you options.

QWhat is Leveraged Investments?+
Leveraged Investments helps businesses with marketing, automation, and AI — from simple tools to full-service support. The goal is more conversations, faster follow-up, and cleaner systems that convert leads into booked appointments and sales.
QIs this software, an agency, or both?+
Both. You can run the platform yourself (DIY), or partner with the team for done-for-you builds, automations, funnels, and ongoing optimization.
QWhat problems does this solve?+
Missed leads, slow response times, inconsistent follow-up, low show rates, disorganized pipelines, and too many tools that don’t work together.
QWhat’s included in the platform?+
Funnels and landing pages, CRM and pipelines, 2-way text and email inbox, campaigns, automations with AI, calendars and reminders, analytics, memberships and community, payments (Stripe), plus integrations and webhooks.
QWhat is “Done-For-You Partnership”?+
It’s the software plus an implementation team. The team builds and maintains your funnels, automations, workflows, and AI configurations so your system keeps improving without you doing the technical work.
QCan you work with my current tools or CRM?+
Usually, yes. If your current setup can be improved, we connect and clean it up. If it’s holding you back, we’ll recommend a simpler path.
QDo you replace my staff with AI?+
No. AI is used to reduce missed opportunities and repetitive tasks — instant replies, routing, reminders, and consistent follow-up — so your team can focus on real conversations and closing.
QHow fast can I get this running?+
Simple setups can move quickly. Full builds depend on complexity and how many lead sources and workflows you want connected. The team confirms a timeline after a quick discovery of your goals and current process.
QDo you discuss pricing on the first call?+
The screening call is focused on goals and fit. Pricing is handled after the team understands what you need and how fast you want it implemented.
QWhat is TW3?+
TW3 is a marketing agency training platform we work with that provides hosting tools and marketing training for entrepreneurs and agency owners. If you want details, the team can follow up by text.
QWhat do you need from me to get started?+
Two things: what you want to improve (leads, follow-up, booking, reporting, etc.) and your timeline. From there, we’ll ask for only the essentials needed to build your workflows.
Funnels CRM Text & Email Automations AI Follow-Up Calendars Analytics
David Robertson
David Robertson
Founder, Leveraged Investments
Signature of David Robertson

Contact Us

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

See Plans