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.




Outbound Calling

Appointment Automation

Reputation Management

Unified Messaging

Lead Management

Easy Integration

Mobile App







Open API

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