LeadSigma
LeadSigma is a SaaS company providing AI-powered lead capture, management, and automation solutions designed to grow businesses by optimizing new patient and sales lead experiences. Their key products include CopilotAI, an AI-driven new patient concierge that answers missed calls 24/7 and schedules appointments automatically; Lead Manager, automation software that perfects follow-up and keeps sales teams on track; and Call Tracking, which tracks calls from all lead sources to capture true marketing ROI. LeadSigma differentiates itself with real-time speed-to-lead response, multichannel automations, and enterprise-grade scalability, serving multi-location practices and DSOs. The company boasts billions of dollars in production handled annually and works with leading enterprise providers across multiple verticals, helping clients increase new patient bookings by over 50% and sales closures by over 30%.
LeadSigma
LeadSigma is a SaaS company providing AI-powered lead capture, management, and automation solutions designed to grow businesses by optimizing new patient and sales lead experiences. Their key products include CopilotAI, an AI-driven new patient concierge that answers missed calls 24/7 and schedules appointments automatically; Lead Manager, automation software that perfects follow-up and keeps sales teams on track; and Call Tracking, which tracks calls from all lead sources to capture true marketing ROI. LeadSigma differentiates itself with real-time speed-to-lead response, multichannel automations, and enterprise-grade scalability, serving multi-location practices and DSOs. The company boasts billions of dollars in production handled annually and works with leading enterprise providers across multiple verticals, helping clients increase new patient bookings by over 50% and sales closures by over 30%.
TL;DR
What they do: AI-powered lead capture, management, and automation for appointment-driven businesses
Flagship products: Copilot AI (AI scheduling/concierge), Lead Manager, Call Tracking
Founded / HQ: 2020; Lenexa, Kansas
Customer impact: Reported increases: new patient bookings >50%, sales closures >30%
Funding signal: Recorded a Non-Equity Assistance event (Nov 28, 2022); Aurelia Ventures listed
Company Overview
Problem Domain
Lead capture and conversion for appointment-driven and sales teams, especially multi-location practices and enterprise customers.
Founded
2020
Industry
SaaS; Sales engagement / Lead management
Tech Stack
Funding Track Record
Investor Signal
“Aurelia Ventures associated with a Non-Equity Assistance event on Nov 28, 2022”