app.lineagecrm.com/leads
Leads, dispositions, texting, and mapping in one place, so the day runs on one screen instead of four tabs.
Import your leads and Lineage organizes them by status, date, and location automatically. No field mapping, no setup headache. It auto-detects your columns from your current workflow or a CSV.
Every lead plotted where they live. Find prospects near you, plan your route, and knock doors without bouncing between apps. Built for agents who work the field, not just the phones.
Track dials, dials-per-lead, quality connects, and appointments set, whether daily, weekly, or monthly. The activity that drives production, measured where you can see it.
Call directly from Lineage. VOIP calling with recording, duration tracking, and one-click disposition. No separate app.
Lineage scans your outbound numbers across carriers every morning and clears spam labels automatically. Included in every plan.
Send texts and trigger automated follow-up sequences based on lead activity. Stay in front of prospects between calls.
Set and track appointments directly in Lineage. Calendar keeps your day organized without leaving the platform.
Track policies from application through issue-paid. Know exactly where every deal stands in the pipeline.
The full CRM in your pocket: leads, dialer, map, and calendar. Not a stripped-down version, the whole thing.
Each product works on its own. Together they give agents a complete operating layer.
Minutes and recordings billed by usage. No contracts.
Per-seat licensing so you can get a unified view of your whole team. Book a demo →
Manage lead distribution, track team performance, and eliminate duplicate outreach across your org with built-in de-duplication. Built for how modern agencies actually run. Bringing on new producers? Drivetrain turns your playbook into a guided onboarding journey.
Book a Demo →“I still get a pickup about one out of every three dials.”
“I use the map to set all my appointments, and it makes my day so much more efficient.”
“One of the most helpful customer experiences I’ve had from any company in a while.”
Set up in minutes. No contracts, no setup fees.