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Can travellers pay online?
Yes, by card. Send the invoice or a payment link in the chat or by email; the traveller pays and gets a receipt.
See Travel CRM
Can Lead10 manage RSVPs and guest lists?
Not out of the box. Our development team can build RSVP sites and guest lists with WhatsApp invitations, and connect them to the client in Lead10.
See Event Planner CRM
Does it connect to my online store?
Not with a ready-made app. Our development team connects online stores to Lead10, so orders and customers flow in automatically; on plans with API access, your own developer can use the REST API and signed webhooks. See Lead10 for online stores.
See Retail CRM
Can Lead10 recover abandoned carts?
With a store connection built by our team, yes: abandoned carts trigger a WhatsApp reminder on an approved template, with a coupon code if you like.
See E-commerce CRM
Can Lead10 remind clients about licence and visa renewals?
Yes. Run each renewal as a subscription with renewal reminders, or send a WhatsApp campaign to clients whose expiry date falls in the next weeks, using a template approved by Meta.
See Business Setup CRM
How does Lead10 handle renewals?
Add a renewal date to each client, save a filter for upcoming renewals and send a weekly WhatsApp reminder campaign, with follow-up dates flagged when missed.
See Insurance CRM
Is Lead10 an applicant tracking system?
Not out of the box: Lead10 handles conversations, tags, files and stages. Our development team can build a job board, CV matching and client shortlists and connect them to Lead10.
See Recruitment CRM
Can my clients see their own leads?
Yes. Add the client's staff as users with access to their company only, and choose with roles what they can see and do. Users count towards your plan.
See Agency CRM
Does Lead10 handle support tickets?
Yes. Support tickets with replies are kept on the client's record, so anyone on the team can see the history.
See B2B CRM
Can technicians use Lead10?
Yes. The free Android app shows the inbox, customers, visits and tasks. If your crews need job sheets, photos and signatures, our team can build a technician app connected to Lead10.
See Home Services CRM
Can I stop an agent leaving with our client list?
You can make it much harder. Staff without permission see masked phone numbers and emails, import and export can be switched off by role, and agents can still chat, send brochures and book viewings without the full number.
See Real Estate CRM
Is Lead10 a project management tool?
Lead10 has tasks with checklists, calendars and notes for each client. For full site and project tracking, our team can build it and connect it to Lead10.
See Interior Design CRM
Can buyers pay a deposit online?
Yes. Send an invoice for the deposit with a card payment link in the chat; the buyer pays and gets a receipt.
See Car Dealer CRM
Where are customer documents kept?
On the customer's record, as files next to the notes and activity. Staff without permission see masked phone numbers and emails.
See Car Rental CRM
Can the front desk see patients' phone numbers?
Only if you allow it. Staff without permission see masked numbers and emails, and still chat, book and follow up from Lead10. Staff see only the chats assigned to them unless you give them access to all.
See Clinic CRM
Can we sell memberships and packages?
Yes. Clients buy packages in the portal, and memberships run as subscriptions charged to their card every month.
See Salon & Spa CRM
How do we know which ads bring members?
Map your stages, such as Trial booked, Trial attended and Member, and Lead10 reports each one to Meta and Google Ads as a conversion when a coach changes the stage.
See Gym CRM
Does it work for study-abroad and admissions consultants?
Yes. Set up stages such as Counselling, Documents pending, Offer received and Visa, and fields for destination, university and intake. Lead10 doesn't connect to university application portals out of the box; counsellors track each application in Lead10, and our development team can build an application tracker or student portal around your process.
See Education CRM
Does Lead10 connect to our POS?
Not out of the box. Our team can connect your POS so visits and spend appear on each guest in Lead10.
See Restaurant CRM
Can Lead10 send pre-arrival and post-stay messages?
With a PMS connection built by our team, yes: messages on approved templates are triggered by arrivals and checkouts. Without it, you can send campaigns to saved filters of guests.
See Hotel CRM
Can we send itineraries automatically?
Yes, for people who message from your click-to-WhatsApp or click-to-Messenger ads: each ad can send its own itinerary, photos and video at once. Consultants can also send saved itineraries as quick replies by typing /.
See Travel CRM
Can we track vendors?
Keep vendors as contacts and their deadlines as tasks with checklists. For quotes and contracts from vendors, our team can build a vendor portal.
See Event Planner CRM
Can customers pay from WhatsApp?
Yes, with a card payment link. Send the invoice or payment link in the chat; the customer pays by card and gets a receipt.
See Retail CRM
Can customers get order updates on WhatsApp?
Yes, with a store connection: confirmed, shipped and out-for-delivery messages, and cash-on-delivery confirmations that update the order.
See E-commerce CRM
Does Lead10 connect to government portals?
No, not out of the box; applications are still submitted on the official portals. Our development team can build tools around your process, such as document portals and expiry trackers, and connect them to Lead10.
See Business Setup CRM
How is client data protected?
Staff without permission see masked numbers and emails and only their own chats; every workspace has a separate database, privacy tools record consent and erasure requests, and two-step sign-in is available for every user. Lead10 doesn't hold insurance-sector certifications.
See Insurance CRM
Can we invoice outsourced staff every month?
Yes. Each contract runs as a subscription that invoices in advance, with renewal reminders and your own chase rules.
See Recruitment CRM
Does Lead10 replace Google Ads and Meta Ads Manager?
You can create, monitor and optimise Google and Meta campaigns from Lead10. You still need the Google Ads and Meta ad accounts, and ad spend is billed by Google and Meta, not by Lead10.
See Agency CRM
Can Lead10 connect to our other systems?
Yes. On plans with API access, use the REST API and signed webhooks, or let our development team build and maintain the integration for you.
See B2B CRM
Can Lead10 bill maintenance contracts?
Yes. Each contract runs as a subscription billed monthly, quarterly or yearly, with renewal reminders and optional automatic card payments.
See Home Services CRM
Is it the official WhatsApp Business API?
Yes. Lead10 connects to Meta's official WhatsApp Cloud API directly, with no reseller in between. Message templates are created in Lead10, submitted to Meta for approval and synced back.
See Real Estate CRM
Do designers see each other's clients?
Only if you allow it. By default they see the conversations assigned to them, and roles decide whose records each person can see.
See Interior Design CRM
How do we know which ads sell cars?
Every lead records the ad it came from, and when a salesperson marks a car sold, Lead10 reports the sale to Meta and Google Ads as a conversion.
See Car Dealer CRM
Can we handle corporate accounts?
Yes. Add the company as a client with several contacts, and send its quotes and invoices, including monthly lease invoices.
See Car Rental CRM
Can patients buy treatment packages online?
Yes. Patients sign in to the portal with an email code or a WhatsApp message and buy the packages you list. Monthly memberships can run as subscriptions, charged to their card automatically.
See Clinic CRM
Can we keep colour formulas and notes?
Yes. Notes and photos go on the client's timeline, so any stylist can see what was used last time.
See Salon & Spa CRM
Can we run referral and influencer codes?
Yes. Give each creator or member a coupon code; anyone who sends it on WhatsApp, Instagram or Messenger gets an automatic reply with the offer.
See Gym CRM
Can counsellors see each other's applicants?
Only if you allow it. By default they see the conversations assigned to them, and roles decide whether someone sees their own records or everyone's, by campus if you have several.
See Education CRM
Can we send offers with coupon codes?
Yes. Send a WhatsApp campaign with an approved template and a coupon code; guests who send the code back get an automatic reply confirming the offer.
See Restaurant CRM
How do we handle groups and events?
Send proposals with rooms, meeting space and food as a PDF the client signs online, then invoice the deposit with a card payment link.
See Hotel CRM
Can consultants see each other's travellers?
Only if you allow it. By default they see the conversations assigned to them, and staff without permission see masked phone numbers and emails.
See Travel CRM
How do we know which ads bring bookings?
Every enquiry records the ad it came from, and booked events are reported to Meta and Google Ads as conversions with their value.
See Event Planner CRM
Can we run influencer and affiliate codes?
Yes. Each creator gets a coupon code and a passwordless portal. Customers who send the code on WhatsApp, Instagram or Messenger get an automatic reply, and commission is worked out on the plan you choose.
See Retail CRM
Can we use our buyers for ads?
Yes. Build customer lists from saved filters, push them to Meta and Google on a schedule, and create Meta lookalikes.
See E-commerce CRM
Can consultants take our client list with them?
You can make it much harder. Staff without permission see masked numbers and emails, see only their own chats, and export can be switched off by role.
See Business Setup CRM
Can clients send documents on WhatsApp?
Yes. Photos and PDFs sent in the chat stay with the conversation, and brokers attach them to the client's record.
See Insurance CRM
Can we send job alerts on WhatsApp?
Yes. Send a campaign to candidates tagged for a role, using a template approved by Meta. Anyone who replies STOP is never messaged again.
See Recruitment CRM
Can I bill monthly retainers automatically?
Yes. Each retainer runs as a subscription that invoices in advance, sends renewal reminders and follows your chase and cancel rules. Card payments can be collected automatically, with the retainer paused if a payment fails.
See Agency CRM
Can we track deals by value?
Yes. Every lead has a value and an owner, and dashboards show the funnel, pipeline and sources for any period.
See B2B CRM
Can we remind customers about their next AC service?
Yes. Set up a monthly WhatsApp campaign to a saved filter of customers whose last service date has passed, using a template approved by Meta.
See Home Services CRMStill have a question?
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