# Ortho Lead Follow-Up & SMS Automation — Lead Manager > Canonical: https://www.leadsigma.com/products/lead-manager > Plain-text twin of the Lead Manager product page. Lead Manager is LeadSigma's ortho CRM follow-up product. It captures every new-patient inquiry, assigns it to the right teammate, and runs a templated multichannel cadence (SMS, email, phone) until the lead becomes a booked consult or is explicitly closed out. ## What it does - **Lead capture** — automatically pull leads from any web form your practice uses. - **Lead upload** — paste, upload, or sync target lists from any source into one pipeline. - **Pipeline view** — every inquiry gets a stage, owner, and visible status across the team. - **Customizable campaigns** — combine SMS, email, and phone touches with templates so the right message goes out at the right time. - **Multichannel automated follow-up** — define the cadence once; the system runs it consistently for every lead. ## Notable features - **Text message enablement** — start conversations with leads on their preferred channel. - **Email responses** — pre-filled, customisable templates make replies fast. - **Reporting & analytics** — see what's been done, what's scheduled, and what produced results. - **Lead routing** — route by services, territory, and schedules so the right person calls at the right time. ## When to use it Use Lead Manager when your team: - Is losing leads because no one followed up fast enough or at all. - Has follow-up "rules" that live in someone's head, not in a system. - Can't tell which campaigns or sources produce real, booked patients. ## CTAs - **Book a demo** to see Lead Manager configured for your practice: - **Get a free Secret Shopper audit** to see how your current lead handling stacks up: ## Related - Copilot AI: - Call Tracking: - Patient Record Connect: - Agencies: