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