Task Management

Streamline your contacts, calendars, tasks; Go online and simplify your life!

Schedule Tasks

Assign tasks and enter detailed notes for each lead to ensure proper follow-up.

Stay Organized

The daily planner will keep you organized. The task calendar helps you set goals and schedule appointments by the day, week, or month.

Filter Tasks

Organize your tasks and manage your leads. Sort by date, type of task, contact name, sales phase, or priority.

Stay on Task

Automatic prompts for overdue tasks help you stay organized and follow up on important details.

Testimonials | Reviews from our customers

I have been in the senior living profession for many years and have worked with several different programs with a few companies. I have recently been able to switch back to You’ve Got Leads and I am so happy. I find it very user friendly for our whole team. Very simple to use and time efficient. The team at you’ve Got Leads responds very quickly to your questions and or requests as well. I would highly recommend it!

Cathy Fallon-Weeg
Marketing Director
Powell Valley Assisted Living & Memory Care Community

After using YGL for about one month now I’ve found: The ease of navigating from leads to sources is a much smoother process which means that I’m more likely to enter referral source information rather than procrastinate or never get around to doing so.

Again, I’ve only using YGL for a short time, but I am feeling more organized and productive.

Birgit Moran
Community Relations Director
Willowbrook Place, Anthem Memory Care

As we continue to use YGL, we’re particularly enthusiastic about the new API options that allow us to auto-populate leads from multiple referral sources into one interface, allowing us to better manage and analyze customer needs and opportunities.

Danielle DiMatteo
Director of Sales and Marketing
Sunshine Retirement