Frequently asked questions

Short, direct answers to the questions businesses ask about lead automation, WhatsApp CRM, unified inboxes and follow-ups — and how Lead10 handles each one.

206 answers 11 topics Updated

About Lead10

14 answers

Can I use Lead10 with multiple WhatsApp numbers?

Yes. You can connect more than one WhatsApp number to a single workspace and answer all of them from the same inbox — useful for different branches, locations or departments. How many numbers are included depends on your plan.

See Features

What is Lead10?

Lead10 is a lead management platform that syncs leads from WhatsApp, Facebook, and Instagram into a centralized dashboard, allowing teams to manage, assign, and convert leads efficiently.

How does the AI chatbot learn about my business?

You can train the AI by providing FAQs, product information, and conversation flows. It also learns from past conversations and can be customized to match your brand voice.

See Features

How does Lead10 fetch leads?

Lead10 uses official APIs to fetch leads and messages from WhatsApp, Facebook, and Instagram, syncing them to your dashboard in real-time.

Is there a limit on bulk messages?

Lead10 does not charge per message — you pay Meta directly for WhatsApp messages at Meta’s own rates. WhatsApp itself limits how many conversations each number can start per day based on the number’s quality, and Lead10 pauses a campaign automatically if a number’s health drops, to protect your account.

See Features
All 14 answers in About Lead10

Ads Manager

12 answers

Which ad platforms does this work with?

Google Ads and Meta — Facebook and Instagram — managed together on one screen, so you can compare what each one costs you and what each one brings back. More platforms are on the way.

See Ads Manager

Do I have to change my campaigns?

No. Connect your Google Ads and Meta ad accounts and Lead10 starts recording which ad each new lead came from. Your campaigns keep running as they are, and you can manage them from Lead10 whenever you like.

See Ads Manager

How is this different from Google's own suggestions?

Google only knows about the click. Lead10 also knows what happened next — whether that person answered the phone, became a real lead, or bought something. That is why our suggestions talk about sales, not clicks, and always name the exact keyword, ad or placement and the exact amount involved.

See Ads Manager

Who decides which leads are genuine?

You do. Pick the pipeline stages that count, such as Qualified, Opportunity, Customer and Revenue, and set the value of each. Leads marked as junk are never reported, so Google and Meta stop looking for more of them.

See Ads Manager

Will it change my campaigns without asking me?

No. Suggestions wait for you to approve them, and anything scheduled goes into an approval list first. New campaigns are created paused, so you always get to look before anything goes live.

See Ads Manager
All 12 answers in Ads Manager

Bulk WhatsApp

7 answers

What is Bulk WhatsApp and how does it work?

Lead10 Bulk WhatsApp uses the official WhatsApp Business API to send approved template messages to multiple recipients simultaneously. You select your audience, choose a template, personalize with dynamic fields, and schedule delivery — all from one dashboard.

See Bulk WhatsApp

Can I send any message I want?

No. WhatsApp Business API requires all broadcast messages to use pre-approved templates submitted through Meta Business Manager. This ensures compliance and prevents spam. Once approved, you can personalize templates with customer-specific data like names, amounts, dates, etc.

See Bulk WhatsApp

How do I get templates approved?

We help you create and submit templates through your Meta Business Manager account. Templates typically get approved within 24-48 hours if they follow WhatsApp's guidelines. We provide pre-written templates for common use cases to get you started faster.

See Bulk WhatsApp

What's the difference between one-time and recurring campaigns?

One-time campaigns send once, immediately or at a time you schedule. Recurring campaigns repeat automatically every day, week or month at the time you choose, with an optional end date — useful for weekly offers, payment reminders or monthly invoices. Recurring campaigns pull fresh data each time they run.

See Bulk WhatsApp

How many messages can I send per campaign?

There's no hard limit on our end, but WhatsApp enforces rate limits based on your phone number's tier (1K, 10K, 100K messages/day). We automatically manage rate limiting to prevent account restrictions. Most businesses start at 1,000 messages/day and can request tier upgrades.

See Bulk WhatsApp
All 7 answers in Bulk WhatsApp

CRM & sales

2 answers

What is an AI CRM?

Guide

An AI CRM is customer relationship management software with AI built in to do parts of the work — for example answering customer messages, creating invoices or tasks from a plain-language request, or reviewing ad performance and suggesting changes. The CRM still holds your leads and deals; the AI saves time on repetitive steps, with people approving what matters.

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How can I automate my sales process?

Guide

Automate the sales process one handover at a time: capture and assign leads automatically, schedule follow-ups, send quotes the client can sign online, convert signed quotes into invoices with payment links, and bill repeat customers on a schedule. Each step removes a manual task and a chance for a deal to stall.

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Inbox & WhatsApp

3 answers

What is a unified inbox?

Guide

A unified inbox is one shared screen where a team reads and answers messages from several channels — for example WhatsApp, Instagram DMs, Facebook Messenger and email — instead of switching between apps and phones. Each conversation can be assigned to a person, so every customer gets one clear owner and no message is missed.

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How can I manage WhatsApp, Instagram and Messenger messages in one place?

Guide

Connect all three channels to a shared inbox tool. WhatsApp needs the WhatsApp Business API (not the phone app), while Instagram and Messenger connect through your Facebook page. Once connected, every message appears in one list where your team can assign, answer and track conversations, and each new contact can become a lead automatically.

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What is a WhatsApp CRM?

Guide

A WhatsApp CRM is customer relationship software that connects to your WhatsApp Business number, so every chat is linked to a lead or customer record with its history, owner and next step. It lets a whole team sell and support on one WhatsApp number, send approved template messages and campaigns, and track leads to closed deals.

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Lead automation

5 answers

What is lead automation?

Guide

Lead automation is the use of software to capture new enquiries, create the lead record and route it to the right salesperson without manual data entry. Instead of someone copying WhatsApp chats or form submissions into a spreadsheet, every new lead is logged, tagged with its source and assigned automatically — usually within seconds.

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How does lead automation work?

Guide

Lead automation works in four steps: your channels (WhatsApp, social media, ad forms, website forms, email) are connected to one system; each new enquiry automatically creates a lead with its source; assignment rules hand it to a salesperson; and an automatic first reply or notification makes sure someone responds quickly.

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How do I automate lead follow-ups?

Guide

To automate lead follow-ups, send an automatic first reply to every new enquiry, give each lead a follow-up date after every conversation, use reminders so agents are notified when it is due, and run recurring campaigns to leads that went quiet. Automation handles the timing; your team handles the conversation.

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How can businesses automatically assign leads to sales agents?

Guide

Businesses assign leads automatically with routing rules in their CRM or inbox. The most common rule is round-robin, where new leads rotate between the agents on a team. Other options are sending all leads from a channel to one person, or placing them in a shared queue where the first free agent picks them up. The rule runs the moment a lead arrives.

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How can I prevent leads from being missed?

Guide

Leads are missed for three reasons: messages are scattered across phones and apps, nobody clearly owns each enquiry, and follow-ups depend on memory. Fix it by bringing every channel into one shared inbox, creating and assigning each lead automatically, replying instantly, and giving every lead a follow-up date that the whole team can see.

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Lead10 by industry

122 answers

What does a real estate CRM do?

It keeps every buyer, tenant and landlord enquiry in one place, with who is handling it, what they're looking for, and what happens next. For a UAE agency that mostly means WhatsApp: Lead10 puts every WhatsApp, Instagram and ad enquiry in a shared inbox, assigns it to an agent, and tracks it through viewings and offers to a closed deal.

See Real Estate CRM

What does a CRM do for an interior design company?

It keeps every project enquiry, site visit, proposal and payment stage in one place, with the designer handling it. Lead10 does this around WhatsApp, where most UAE homeowners make the first contact.

See Interior Design CRM

What does a CRM do for a car dealer?

It answers every car enquiry quickly, tracks each buyer to the sale and brings customers back to the workshop. Lead10 does this around WhatsApp and Instagram, where UAE buyers ask first.

See Car Dealer CRM

What does a CRM do for a car rental company?

It answers every rate enquiry fast, keeps documents and agreements with the customer, bills monthly rentals on time and brings past renters back. Lead10 does this around WhatsApp, where UAE renters compare prices.

See Car Rental CRM

What does a clinic CRM do?

It makes sure every patient enquiry is answered, booked and followed up, and shows which ads and channels bring patients. Lead10 does this around WhatsApp and Instagram, where most UAE patients ask their first question.

See Clinic CRM
All 122 answers in Lead10 by industry

Mobile app

11 answers

Is the Lead10 app free?

Yes. The app is free to download from Google Play. To sign in, you need a user in a Lead10 workspace, on any Lead10 plan.

See Mobile App

Do I need a Lead10 account to use the app?

Yes. The app is for teams that use Lead10. Your workspace administrator adds you as a user, and you sign in with the workspace code, your email and your password.

See Mobile App

Which channels can I answer from the app?

WhatsApp, Instagram, Messenger and email, all in one inbox. WhatsApp connects through Meta's official WhatsApp Business Platform.

See Mobile App

Can I reply to a WhatsApp chat after 24 hours?

Yes, with a template that Meta has approved. The app shows when a chat's 24-hour window has closed and offers your approved templates to send instead.

See Mobile App

Will I be notified about new messages?

Yes. The app sends a push notification when a customer writes to you, and tapping it opens that chat.

See Mobile App
All 11 answers in Mobile app

Partner program

9 answers

How much can I earn as a Lead10 partner?

20% of what each customer you refer pays Lead10, and up to 30% for our most active partners. A customer on a bigger plan, or with more users, earns you more, and you earn again every time they renew.

See Partner Program

Do I earn on renewals, or only on the first payment?

On renewals too. You earn on the customer's first payment and again each time they renew, monthly or yearly. Every renewal and what it earned you is listed in your dashboard.

See Partner Program

How are my referrals tracked?

Through your referral link and your coupon code. Someone who opens your link is remembered for 30 days: if they sign up on lead10.com or message us on WhatsApp in that time, they're credited to you. Someone who uses your coupon code is credited to you when they use it.

See Partner Program

What does my coupon code give people?

A discount on their Lead10 subscription. They can enter it at checkout on lead10.com or send it to us on WhatsApp, and you still earn your commission on what they pay.

See Partner Program

What can I see in my dashboard?

Your clicks by day, country, device and browser; everyone you referred and whether they became a customer; each sale and renewal with the commission it earned; and your pending, approved and paid-out balance. Phone numbers and emails of the people you refer are always masked.

See Partner Program
All 9 answers in Partner program

Pricing & plans

9 answers

Who pays for the WhatsApp messages?

You do — directly to Meta, at Meta’s own rates, on your own WhatsApp Business account. We do not resell messages and we do not add a markup, so there is no margin hidden in your send volume. Replies inside the 24-hour window after a customer messages you are free from Meta; marketing and utility templates you start yourself are charged by Meta per message.

See Pricing

What is included in the 15-day free trial?

Everything in the plan you pick, with no restrictions — the full inbox, the CRM, campaigns and, on Professional and above, Ads Manager. You add a card when you sign up, and nothing is charged until the 15-day trial ends; after that your plan continues automatically. Cancel before then and you pay nothing — your workspace is paused rather than deleted, so you can pick up where you left off.

See Pricing

How does the pricing actually work?

One flat monthly price for the workspace, with a number of user seats already included — 3 on Growth, 8 on Professional, 20 on Scale. You only pay more when you add people beyond that, and the per-seat price drops as you move up a plan. Drag the slider on any plan above to see your exact total before you sign up.

See Pricing

What counts as a contact?

Every unique person stored in your workspace — a lead, a client or someone who messaged you. It is a simple total, not a monthly re-count, so the number only goes up when you actually add people and your bill never moves because you had a busy month. We deliberately do not bill on “monthly active contacts”.

See Pricing

What happens if I reach a limit?

We email you as you approach it and again when you reach it. Nothing is deleted and incoming messages keep arriving — you simply cannot add beyond the limit until you upgrade or free up space. There are no surprise overage charges on any plan.

See Pricing
All 9 answers in Pricing & plans

What is a bulk WhatsApp campaign?

A bulk WhatsApp campaign sends one message to many people at once from a business WhatsApp number. In Lead10, campaigns go through Meta's official WhatsApp Business Platform, use templates Meta has approved, and fill in each person's details, so every customer receives a personal message.

See WhatsApp & Email Campaigns

Is sending bulk WhatsApp messages allowed?

Yes, when it goes through the official WhatsApp Business Platform, uses approved templates and reaches people who agreed to hear from you. Lead10 uses the official platform, handles STOP opt-outs automatically and pauses campaigns if Meta flags your number. You remain responsible for having your contacts' permission.

See WhatsApp & Email Campaigns

Can I message people who have never messaged my business?

Yes, with a template that Meta has approved. WhatsApp only allows free-form text within 24 hours of the customer's last message, so campaigns to everyone else use a template.

See WhatsApp & Email Campaigns

Can one campaign go out on WhatsApp and email?

Yes. Choose both channels and each person receives the campaign on WhatsApp if they have a number, by email if they have an address, or both.

See WhatsApp & Email Campaigns

Which email platforms does Lead10 work with?

Brevo and Mailchimp. Connect an account to any Lead10 email channel; each channel can use its own account, so different teams or brands keep separate lists, reports and billing. Lead10 builds the list, fills in each person's fields, hands the campaign to the platform to send and brings the results back.

See WhatsApp & Email Campaigns
All 12 answers in WhatsApp & email campaigns

Still have a question?

Our team answers on WhatsApp and email within one business day, and a short demo shows Lead10 working on your own leads.

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