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, and our white-glove onboarding process is to walk you through it in your onboarding appointment.

Q: Are there upcharges for additional features?

A: All of the functionality is available right out of the gate. We do have additional optional AI add ons, but access to all functional aspects of the CRM like funnels, website builder, social media planner etc. are included.

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:

- Phone Numbers - $1.72/number/month
- Outbound Minutes - $0.021/minute
- Inbound Minutes - $0.0128/minute
- SMS Segments - $0.0119/segment

- Outbound Emails - $0.00105/email

Q: What if I need help?

A: We have a library of over 300 articles and videos. Additionally, we offer email support, a ticketing system, and zoom support as requested. 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: How much work is needed to get started?

A: We insist on a white glove onboarding process where we will get your account fully set up for you. We also provide you with priority support for your first few weeks to ensure that you hit the ground running and make the most out of your new system.

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: Do you provide leads?

A: We have a program called Business-In-A-Box, which is a lead delivery program and includes a complementary 30 day trial to the CRM as well. You can purchase and manage your leads on our website here at https://biab.lead2clientcrm.com

While leads are not included with the normal CRM, there are many easy ways to bring leads into our system as well as automate leads getting added, so you can start working your leads while you are sleeping, or on vacation, or simply out and about.

Q: How do I cancel my membership?

A: You can cancel simply by visiting the "Manage Account" section inside your CRM on the lefthand toolbar. There are NO CONTRACTS so you may cancel at any time. Additionally you can email [email protected].

Q: Do you offer referral bonuses?

A: Yes!! For each member you bring, you will receive 15% of their monthly CRM subscription on a recurring basis. You can join our affiliate program by clicking here.