Lead2Client CRM

Frequently Asked Questions

Q: I am NOT Tech Savvy. Can This Work for Me?

A: This system was designed for non-technical users. There is minimal setup, which is well documented in our startup videos.

Q: Are there upcharges for additional features?

A: All of the functionality is available right out of the gate. You will not be upsold additional tools at any point.

Q: Are there any additional fees?

A: The only additional costs are your communication costs. You control them 100% and are based on usage. The rates are as follows:

  • Outbound Minutes - $.0169/minute
  • Inbound Minutes - $.0111/minute
  • SMS Segments - $.0097/segment

Q: What if I need help?

A: We have a library of over 300 articles and videos. Additionally, we offer LIVE CHAT support to our members. We also strongly suggest joining our Facebook Group where you will find a thriving community of Lead2Client users.

Q: Do you offer discounts?

A: Yes!!! If you would like to subscribe to the annual plan you will get 2 months free.

Q: What does the Done For You Option include?

A: It includes:

  • Setting up your business information including logo/photo, website, social media

  • A CRM (call forwarding) phone number with your choice of area code along with the use of whisper message and two-party calling message in required states.

  • Customized calendar setup
  • Customization of funnels for appointment setting

  • Email marketing trigger links

  • Setup of workflow automation

  • An email builder customized with your business information

  • “Smart” list customized for the use of your leads

  • One on one consultation to get the most of your CRM

  • After your consultation simply add your leads and you are ready to dial!

Q: I want custom work done, can you do that for me?

A: Yes. We have experts that can design anything from Website to Funnels to Custom Automation. Simply reach out to us if you would like to discuss.

Q: How do I cancel my membership?

A: You can cancel simply by visiting the "Manage Account" section at the top of the website. Alternatively, you can cancel by emailing billing@lead2clientcrm.com. There are NO CONTRACTS so you may cancel at any time.

Q: Do you offer referral bonuses?

A: Yes!! For each member you bring, we give you $20 in credits for your CRM. You can join the program here.

Q: How many phone numbers can I have in the CRM?

A: You can have as many numbers as you would like. Phone numbers are billed out at $1.30/month.

FEATURES

Insights

Dashboard

Outbound Calling

Appointment Automation

Reputation Management

Unified Messaging

Lead Management

Easy Integration

Mobile App

LEGAL

INTEGRATIONS

Zapier

Zoom

Facebook

Webhooks

Open API

contact us

Let's talk about what Lead2Client CRM can do for your business.


support@lead2clientcrm.com

1-844-930-5323