We’ve been using LeadMailbox for over 10 years, and they have been a great partner for our business. Their lead management system is easy to use, reliable, and has helped us automate our process and... See more
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I have been a customer of LeadMailbox for approximately 15 years and the five stars I gave to them is too low. The company has a great product and will customize the platform as much as possible for... See more
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I have been using CRM's for almost 15 years and I have to say Leadmailbox is best company in the space period!! Spencer Shiffman is always on call ready to help whenever needed and Bob Price who is... See more
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Through-out my 15+ years in the mortgage industry i am surprised i never tried LMB. I have used almost all CRM's out there from Bntouch, salesforce, Jungo, etc. and with 100% certainty LMB is the easi... See more
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Company details
Written by the company
To help you engage in meaningful, progressive conversations with new prospects, old prospects, and past clients so that you gain new business transactions resulting in revenue and other benefits to you and your company. Golden Rule of Lead Management: Our advised approach as you interact through automation trying to gain new business is to use all legal forms of electronic contact such as telephone calls, emails, SMS messages, Ringless Voice Messages, and more, but be sure you are within compliance guidelines and don't attempt any form of communication if you yourself would not like that done to you. We serve all industries with a flexible Lead Management (also serves as a CRM - Customer Relationship Management) online service that is one of the oldest around, if not the oldest--since 2003. We are complimented for our excellent service (see the Trust Pilot on our website) and simplicity of operation. Clients who left to try fancier yet more expensive services have returned with comments such as, "you have the best customer service", "your system is so easy to operate compared with other systems," and "it provides everything we really need." Bullet Points of Features: * Month to month - no long term contract required * Per seat charges * Import or Export CSV files * Direct POST from Lead Providers * Interface with Leading Loan Origination systems * Customizable database field structure * Email Drip Campaigns * Mass Email * SMS services * Automatic Unsubscribe * Auto Dialer with Voice Message Service * Interface with Outside Services and other CRM systems * Live telephone support * Daily support online webinars * Share files with marketing partners * Triggers do work for you an night * Add more sales agents at any time * Local presence dialing * Interface with Telemarketing services - live call transfer * Animated Videos * Videos * HTML using pictures logo and more * Modifiable, Flexible, Customizable * Standard Email Templates that can be modified to suit your situation * Standard SMS Templates that can be modified to suit your situation * Email strategies available: Early Follow Up, Immediate Follow Up, Long Range Follow Up, Nurture, Borrower while Shopping, Pre Qualified, Prequalified, Funded Loans, Closed Loans, Stay in Touch long range, Status Update, Yes, No, Wait, No Contact Referral Partners, Marketing Partners Industries Served: Lead Management CRM Customer Relationship Management Mortgage Real Estate Insurance Solar Manufacturer's Representative Manufacturer Rep Professional Services Dental Dentists Legal Lawyers Consulting Consultants HVAC Heating, Ventilation, and Air conditioning Education Equipment Sales General Sales
Contact info
Redondo Beach, United States
- 310-944-9489
- rick@leadmailbox.com
- www.leadmailbox.com
Great Lead Management Partner for 10+ Years
We’ve been using LeadMailbox for over 10 years, and they have been a great partner for our business. Their lead management system is easy to use, reliable, and has helped us automate our process and close more deals.
Emi is great to work with, and the entire team is always responsive, helpful, and quick to support us whenever we need anything. We highly recommend LeadMailbox to any business looking for a simple and effective way to manage and convert leads.
14 April 2026
Reply from LeadMailbox
Thank you so much for this incredible review and for being such a loyal partner for over 10 years! It truly means the world to our entire team. We're so glad our lead management system has helped streamline your process and drive more closed deals — that's exactly what we set out to do. Emi and the rest of the team absolutely love working with you, and we're always here whenever you need us. Your trust and recommendation mean everything to us, and we look forward to supporting your business for many more years to come!
Best CRM in the business
23 March 2026
Reply from LeadMailbox
Hi David,
We really appreciate the kind words—“Best CRM in the business” means a lot to us.
Our goal has always been to deliver a platform that’s fast, flexible, and actually helps you stay on top of your leads without overcomplicating things. Hearing that it’s making an impact for you is exactly why we do what we do.
If there’s ever anything we can do to support you further, don’t hesitate to reach out—we’re always here to help.
— The LeadMailbox Team
Amazing Customer Service
I have been a customer of LeadMailbox for approximately 15 years and the five stars I gave to them is too low. The company has a great product and will customize the platform as much as possible for your business. What sets them apart is the team behind the product. Their customer service is amazing, no matter when you might need assistance, they are there to assist. LeadMailbox is not just a platform for lead management, they are my trusted partner. Thank You to the entire team.
26 March 2026
Reply from LeadMailbox
Graig,
Wow—thank you for the incredible review and for being with us for 15 years. That truly means a lot to our entire team.
Hearing that you see LeadMailbox not just as a platform, but as a trusted partner, is exactly what we strive for. We’ve always believed that great technology is only part of the equation—the people behind it and the support we provide every day are what really make the difference.
We also appreciate you highlighting the customization and customer service. We take a lot of pride in being available when our clients need us and helping tailor the system to fit each business.
Thank you again for your continued trust and partnership, Graig—we’re grateful to work with you and look forward to many more years ahead.
— The LeadMailbox Team
Easy to use and responsive.
19 March 2026
Reply from LeadMailbox
Michael, “Easy to use and responsive” is exactly what we aim for, so it’s great to hear that’s been your experience with LeadMailbox. Our team works hard to keep things simple on the front end while making sure you have the speed and support you need behind the scenes.
Emi and Team at Lead Mailbox
Emi, Barbara, and Spencer were all wonderful getting me trained and on-boarded! I cannot say enough good things about the process with Lead Mailbox!
26 February 2026
Unprompted review
Reply from LeadMailbox
Andrew, this means a lot — thank you for the kind words!
We’re so glad you had a great onboarding experience. Emi, Barbara, and Spencer are passionate about making sure every client feels confident, supported, and fully set up for success from day one.
We’re excited to have you on board and can’t wait to see what you build with LeadMailbox. We’re always here if you need anything!
Great customer support
Great customer support, onboarding team is great. So glad to choose LeadMailbox. Nice integration with my lead providers. Thank you
19 January 2026
Reply from LeadMailbox
Andrey, Thank you so much for the kind words. We’re really glad to hear that your onboarding experience went smoothly and that the integrations with your lead providers are working well for you. Our support and onboarding teams work hard to make sure everything is set up for success, and feedback like this means a lot to us. We truly appreciate you choosing LeadMailbox and look forward to continuing to support your growth.
My boss suggested I attend...
My boss suggested I attend a LeadMailbox webinar after he set up my account. I didn't figure I would learn anything, but you know, the boss "suggested" I attend. So, I did. Emi began the webinar by bringing up her presentation but before she started, she asked how I was using the system. She asked if there was a way they could make the system easier for me to use. I won't bore you with the details, like I bored Emi, but Emi had solutions! Now, this is not to say that the LeadMailbox system is hard to use, but I wasn't getting all I could from it. Emi explained what she would do, had me send over some information & said everything would be set up the following day. Not only was it set up on time, but (just like she said) it streamlined my workflow & simplified my process from several steps down to two clicks.
Working with the new set up has not only streamlined my process but eliminated some anxiety I had doing it the old way. Anyways, many thanks to Emi for delivering on her promise & making my marketing calls much, much easier.
16 January 2026
Unprompted review
Reply from LeadMailbox
Thank you so much for sharing this.
We’re especially grateful you took the time to attend the webinar (even if it started as a “boss suggestion”). One of the things we value most at LeadMailbox is learning how each person actually uses the system, and it’s great to hear that Emi took the time to listen, dig into your process, and help tailor the setup to fit your workflow better.
Emi is newer to the LeadMailbox team, and feedback like this means a lot—to her and to all of us. We’re thrilled that the updates were delivered on time, simplified your process, and helped take some of the stress out of your day. Turning several steps into just a couple of clicks is always a win.
Thank you again for the thoughtful review and for giving Emi (and LeadMailbox) the opportunity to support you.
Great team easy to work with
Great team easy to work with! Even when I cancelled they sent a nice message that’s the kind of company they are!
14 January 2026
Unprompted review
Reply from LeadMailbox
Trent, Thank you so much for the kind words! We truly appreciate you taking the time to share this. Even when paths change, we believe in treating people with respect and professionalism. Wishing you all the best, and our door is always open if you need anything in the future
Leadmailbox has been great to work…
Leadmailbox has been great to work with. The staff is always very friendly and responsive to your needs & concerns.
I've been using Leadmailbox since 2006, yep, almost 20 years, and have been very satisfied
18 December 2025
Reply from LeadMailbox
Thank you, Curtis, for highlighting your long-term relationship with LeadMailbox; we have appreciated your loyal patronage these many years. For readers of this review--consistency counts along with good old fashioned human being support services as opposed to other impersonal expedient forms of support services.
Spencer and Bob are great and efficient!
18 December 2025
Reply from LeadMailbox
Thanks, Chris, for that acknowledgement! Any time you need our assistance, we're here to help.
LIKE; DISLIKE
LIKE: Ease if use for the end users.
DISLIKE:
-Reports. Ex; Sent email report only goes back 15 days. Difficult to create your own.
-There is no way to download in one document all email templates (compliance request).
-Cannot freeze the Leads view page, as in an Excel sheet, when viewing 100 contacts at a time (suggestion).
-There are not enough updates/improvements to the interface.
18 December 2025
Reply from LeadMailbox
Scott, thank you for taking the time to share your candid feedback. We truly appreciate it.
We’re glad to hear that ease of use stands out as a positive—this is something many of our clients value, and it’s a core focus of our platform. Our goal has always been to make the system intuitive and effective for loan officers in their day-to-day workflow, so thank you for acknowledging that.
You also raised several important points regarding reporting, template management, and interface functionality. We view this feedback as valuable opportunities to continue improving the platform. Your comments will be shared directly with our Support and IT teams for review and consideration.
Please know that ongoing updates and system enhancements are a priority for us, and feedback like yours helps guide where we focus those efforts. We appreciate you bringing these items to our attention and being part of that process.
2 decades and 2 different industries, LeadMailBox rocks!
I've been working with Bob and the team for about 2 decades now, first in the mortgage industry and then in the restaurant industry. LeadMailBox has given me back a ton of time that would be spent chasing calls and emails...highly recommend!!!
30 October 2025
Unprompted review
Reply from LeadMailbox
Victor, thanks for the great review! You are still using the follow up system we built together and based on your review, it must continue to produce ongoing business for you. THAT'S GREAT! As you know we are here to provide support any time you need it. Just call or email us.
⭐️⭐️⭐️⭐️⭐️ Excellent CRM and Outstanding…
I’ve been using LeadMailbox CRM for over 10 years, and I couldn’t be happier. The platform is reliable, easy to use, and has everything I need to manage leads efficiently. What really sets LeadMailbox apart is their amazing customer service — it’s truly personalized. Whenever I reach out with a question or issue, I get a quick, friendly, and effective response. It’s rare to find a company that still provides this level of care and attention.
Highly recommend LeadMailbox to anyone looking for a dependable CRM backed by a team that genuinely values its customers!
Would you like me to make it soun
29 October 2025
Unprompted review
Reply from LeadMailbox
Jason, thank you for the 5-star review. I hope our readers realize that you have been with LeadMailbox a long time and that your comments carry the weight of a long history. THANK YOU also for being our valued customer all these years.
I give this company a 5 star they provided great service.
I give this company a 5 star they have a wonderful lead generation platform that helps keep your client's in engaged and connected. They also have a wonderful professional staff that helps you and answers all your questions to help grow your business. I would highly recommend this company to anyone that wants to grow their business. Thank you, Bob, and Staff
8 October 2025
Reply from LeadMailbox
Thank you, Barbara, for the kind words. I enjoyed working with you to get these new email templates set up.
Great CRM accompanied with outstanding…
Great CRM accompanied with outstanding Customer Support! Dave Wilson's professionalism and responsiveness is next level! Thank you LeadMailbox and Dave! 10/10 HIGHLY RECOMMEND
11 September 2025
Unprompted review
Reply from LeadMailbox
Thanks, Michael, for recommending LeadMailbox. As to professionalism and responsiveness, we know that a delay on our part can cause a delay for you, so we try to be quick about it!
I was recently referred to Lead Mail…
I was recently referred to Lead Mail Box by my website development team for CRM products and services, and I'm glad I made the move. Spencer was fantastic—he got me set up quickly and explained the system in a clear, straightforward way.
During the early testing phase, we ran into a few technical challenges, but their high-level support team stepped in with attentive service and hands-on guidance, especially when it came to building out custom email templates.
Lead Mail Box also helped establish bilateral integration with my LOS and lateral integration with my POS, which was a big win. Although we’re still early in the process, the CRM platform is solid and sets us up for long-term success.
Highly recommend their team and platform for any mortgage professional looking to streamline their workflow and improve client communication.
25 July 2025
Bob Price did an outstanding job on the…
Bob Price did an outstanding job on the email drip campaign and walking me through it. He really listened when I told him certain things and changed them to exactly what I wanted. Thank you for such a gret job, LeadMailBox!
25 June 2025
Reply from LeadMailbox
Kelly, thank you for the kind words. You can expect the same type of service from every one of our team members. Thanks for using LeadMailbox.
Working with Bob has been one of the best customer service experiences I’ve ever had. His professionalism, responsiveness, and genuine support truly set him apart.
Working with Bob has been a one-of-a-kind experience. We've been in this business a long time, and we've never come across anyone as helpful and committed as Bob—and LeadMailbox has been instrumental in supporting our growth.
9 May 2025
Reply from LeadMailbox
Dylan, thanks for your kind remarks about the service you received from me recently. Our leadership sets the example, and everyone on the team will also deliver the highest quality support should you have occassion to receive support from others on the team from time-to-time. Thanks again.
Spencer
Spencer, was on top of it from the jump!! Old school customer service!! Could not ask for a better experience. Leadmailbox is outstanding!
24 April 2025
Reply from LeadMailbox
Thanks, Steven, for your kind words. It's good to know we are delivering top level customer service with personal attention. That's one of our main goals.
Reply from LeadMailbox
Thanks, Jim! It's good to know we are on target in achieving our goal of the best possible customer service we can deliver.
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