Clinics & healthcare
Patients · Enquiries
- WhatsApp appointment enquiries from Instagram ads
- Treatment packages billed monthly
- Front desk sees masked phone numbers
- Appointments and follow-ups on one calendar
The Lead10 feature guide
Every lead, every chat, every ad, every invoice. One workspace.
Lead10 puts WhatsApp, Instagram, Messenger and email in one team inbox, tracks which ad brought each lead, runs your Google and Meta ads, and handles proposals, invoices, subscriptions and online payment. AI helps at every step. This guide walks through all of it.
Works with
WhatsApp
Instagram
Messenger
Google Ads
Meta Ads
Zoho Books
Wafeq
English & العربية
WhatsApp · from an adHi, we saw your ad. We need sound for a Friday brunch band.
New leadElias Haddad · source: WhatsApp ad, campaign and ad recorded
WonDeal value sent back to Google and Meta
Why one workspace
Replace a stack of tools that never talk to each other
Each of these jobs usually means another subscription, another login, and customer data split across systems. In Lead10 they share one record, so the ad, the chat, the deal and the payment all belong to the same customer.
| The job | Usually needs | In Lead10 |
|---|---|---|
| Answer WhatsApp, Instagram, Messenger and email as a team | A shared-inbox tool | Unified inbox01 |
| Track leads, stages and where each one came from | A CRM, plus spreadsheets for ad sources | Leads & pipeline02 |
| Send bulk WhatsApp offers and email newsletters | A broadcast tool and an email marketing tool | Campaigns03 |
| Run Google and Meta ads and report real sales back to them | An ads management tool and custom tracking work | Ads Manager0405 |
| Quote, invoice, bill monthly and take card payments | Invoicing or billing software | Billing07 |
| Give clients a self-service page for invoices and tickets | A portal or helpdesk add-on | Client portal08 |
| Reward partners and influencers for referrals | Affiliate software | Affiliates09 |
| Design branded emails and invoice layouts | A design tool or a developer | Invoice & email designer12 |
| Answer customers and automate routine work with AI | A chatbot tool | AI built in14 |
"Usually needs" describes the separate tool categories a growing business typically combines. Your own stack may differ.
How it fits together
Follow one lead from ad to payment, and back to the ad
Because every step happens in the same workspace, nothing is copied between tools and nothing is lost on the way.
- Someone sees your adOn Google Search, YouTube, Facebook or Instagram.
- They get in touchA WhatsApp message, an instant form, a DM or your website form.
- A lead is createdWith the campaign and the exact ad that brought them.
- AI or your team repliesFrom one inbox, assigned to the right person.
- The lead moves through your stagesWith a follow-up date, reminders and a full timeline.
- They accept your proposalOnline, with a signature, from a shareable link.
- They pay the invoiceBy card, online. Recurring plans renew themselves.
- The win goes back to Google and MetaWith its value, so your ads find more people like this customer.
Step 8 feeds step 1. That loop is how Lead10 turns ad spend into more real customers. See how it works
Jump to a chapter
Part 1 · Win the conversation
01Unified inbox
Every chat and email in one shared inbox
WhatsApp, Instagram, Messenger, Facebook lead forms, your business email and your website forms all arrive in one list. Your team sees who is talking, which ad they came from, and what to say next.
Channels
- Several WhatsApp Business numbers in one inbox, on Meta's official WhatsApp platform
- Instagram direct messages and comments
- Facebook Messenger for your pages
- Facebook and Instagram lead forms, pulled in automatically
- Your business email, read and answered in the same place
- Website forms you embed on your site, with bot protection and optional one-time codes to confirm the phone number or email
Routing
- Per channel: hand chats out in turn (round robin), send them to one person, or share a queue
- A new contact becomes a lead automatically, with its source filled in
- Returning contacts are matched to their existing lead or client, so there are no duplicates
- Staff see their own chats unless they are allowed to see all
- Statuses: open, waiting, resolved, closed
Reply faster
- Quick replies on the backslash key
- Slash commands such as /invoice and one-click action buttons like "Create invoice" or "Add task"
- Voice notes, photos, video, documents and emoji
- An AI reply switch on every conversation
- An automatic welcome message on first contact, and a re-engagement message when someone returns after a quiet spell
- Automatic reply sequences for people who message you from a specific ad
- Push notifications for new messages on your team's phones
WhatsApp done properly
- Message templates created in Lead10, sent to Meta for approval and synced back, plus a catalogue of ready-made ones
- Clear guidance when the 24-hour reply window has closed
- STOP replies and blocks are respected by campaigns, notifications and automations
- Your number's quality rating from Meta, checked on demand
02Leads & pipeline
A pipeline that knows where every lead came from
Each lead records the channel, the campaign and the exact ad that produced it. Move leads through your own stages, follow up on time, and turn the good ones into clients in one step.
Your pipeline
- Your own stages, including won and lost, in your order and colours
- A Kanban board as well as the list
- Categories and tags
- Lost reasons you can report on, and junk marking that keeps spam out of your numbers
- Private or shared visibility per lead
Source tracking
- Labelled sources: click-to-WhatsApp ads, Messenger and Instagram ads, Facebook lead ads, website forms
- Campaign tags and Google or Meta click IDs from your links, saved with the lead
- The exact ad and campaign behind each lead, visible on the record
- Filter the whole list by source
Close faster
- A next follow-up date on every lead; overdue ones are flagged and appear on the calendar
- Convert a lead into a client, contact and channels in one step, or merge it into an existing client
- Send an approved WhatsApp template from the lead
- A timeline with notes, files, tasks and reminders on every lead
Fit your data
- Custom fields on leads, clients and products
- Make a field required, searchable, or show it on your website form
03Bulk WhatsApp & email
Campaigns to the right people, with opt-outs respected
Send to a saved CRM filter or an uploaded list. Personalise every message, send it now, later or on repeat, and see who received, opened and clicked.
Audience
- Any saved filter of leads, contacts, clients or invoices, refreshed at send time
- Or a CSV list with column mapping and a preview of the first rows
- See the audience count before you launch
- Opted-out and blocked contacts are skipped automatically
Message
- Approved WhatsApp templates with each variable mapped to your data
- Emails from the drag-and-drop designer, with personal fields in the subject line
- Send by WhatsApp, email, or both
Timing
- Send now, at a set time, or repeat daily, weekly or monthly with an optional end date
- Pause and resume at any time
- Campaigns pause themselves if your WhatsApp number's quality drops
Results
- Status for every recipient
- Connect your email marketing account to an email channel: campaigns send through it and opens, clicks, bounces and unsubscribes come back
- Copy your contacts into that account in one click; unsubscribed people stay unsubscribed
Part 2 · Grow with ads
04Ads Manager
Run Google and Meta ads next to the leads they produce
Connect your Google Ads and Meta ad accounts once. Build campaigns with a guided wizard or by describing them in plain English, then see spend beside the leads and sales each ad brought in.
Build
- Every Google campaign type: Search, Display, Shopping, YouTube, Performance Max, App, Local and Discovery
- Facebook and Instagram image or carousel ads that send people to your website, to a WhatsApp, Messenger or Instagram chat, or to an instant form
- Goals from sales and leads to store visits and retargeting
- Locations, languages, interests, exclusions, negative keywords, budget, bidding and schedule
- AI campaign generator: describe what you want and review the draft
Optimise
- Turn junk searches into negative keywords and buyer searches into exact keywords
- Change match types and bids; exclude locations, devices and placements; adjust bids by hour of day
- PPC audit with the potential saving of each fix
- AI suggestions per account, waiting for your approval
Automate
- Metric rules checked every six hours on cost per lead, click-through rate, return on ad spend, spend or conversions
- Event rules that fire the moment something happens in your CRM
- Actions: pause or enable, raise or lower budget, adjust bids, alert your team, send a conversion, add to a customer list, add a negative keyword
Protect your budget
- Click-fraud IP exclusions, uploaded by CSV and pushed to your Google campaigns
- Product performance: which product or category your ads actually sell
- Edits are saved as drafts and published to Google or Meta when you choose
05Ads that learn who buys
Teach Google and Meta who your real customers are
10×
Most ad accounts only learn from clicks and form fills, so they find more people who click and fill in forms. Lead10 tells Google and Meta which leads became qualified, converted and won, and what they were worth. Their bidding then looks for buyers. That is how Lead10 aims for up to 10× more real leads from your ad spend.
- Connect an ad account and choose which of your lead stages mean Qualified, Converted and Won. One click sets it up.
- Work your leads as usual. When one reaches those stages, Lead10 reports it to Google and Meta automatically, with its value.
- Google and Meta learn which clicks turn into customers and shift your budget toward people like them.
- Your CRM becomes audiences. Segments sync as customer lists and lookalikes, refreshed on a schedule.
Conversion feedback
- One-click setup of three funnel stages per ad account
- Value per conversion: a fixed amount, the lead's deal value, or a percentage of the price of the product the ad promotes
- Sent to Google for leads from Google clicks and to Meta for leads from Meta ads
- Any CRM event can trigger a conversion through an automation rule
Audiences from your CRM
- Customer lists from any filter, for example "asked about lessons but never enrolled"
- Scheduled refresh keeps each list current
- Lookalike audiences on Meta from your best customers
- Exclude existing customers from prospecting ads
- Add members from the CRM, by CSV or one by one
Less wasted spend
- Search terms that never convert become negative keywords
- Search terms that bring customers become exact-match keywords
- Repeat clickers are blocked by IP address
Part 3 · Serve, sell, get paid
06Clients, tasks & tickets
Clients, contacts, tasks and support in one record
Each client keeps its contacts, phone numbers, emails, WhatsApp numbers, chats, proposals, invoices, subscriptions and tickets together, so anyone on the team can pick up where someone else stopped.
Clients & contacts
- Companies or individuals, with tax ID, currency, billing address and owner
- Any number of contacts, each with their own phone, email and WhatsApp
- Tags, client types and custom fields
- Open any contact's chat from their record
Tasks
- List and board views
- Checklists, comments, files and followers
- A built-in timer and time logged
- Priorities from low to urgent, due dates, overdue highlights
- Repeating tasks
- Link a task to any lead, client, contact or other record
Support tickets
- Priorities up to critical, departments and assignment
- Threaded replies with the original message kept
- Clients raise and follow tickets in their portal, with limits you set
- Close, reopen and filter by status
Reminders
- Reminders on any record, with overdue and upcoming lists
- Delivered in the app and by email
07Proposals, invoices & payments
Quote, invoice and collect without leaving the CRM
Proposals turn into invoices, recurring billing runs itself, and clients pay online by card. Every amount is tied to the client, the lead and the ad it came from.
Proposals
- Line items from your product catalogue, with discounts and tax
- A shareable proposal page and PDF, with comments
- Clients accept and sign online, or decline
- Turn an accepted proposal into an invoice
Invoices
- Tax per line, discounts and coupons
- Partial payments, receipts and running balances
- Overdue tracking with automatic reminders
- A shareable link, PDF download and a Pay now link
- Your numbering: prefix, length, sequential or year-based
Subscriptions & packages
- Bill monthly, yearly or every few months
- Trials, start and end dates, and one-time setup fees
- Raise the invoice in advance and send it automatically, or keep it as a draft to check first
- Renewal reminders, chasing after the due date, past-due and cancellation rules
- Pause, resume, or cancel immediately or at the end of the paid period
- Ready-made packages your team applies in a click and clients can buy in their portal
Online payment
- A card payment page and payment links for any invoice
- Subscriptions charged automatically
- A failed payment can pause the subscription until it is settled
- Money settles into your own payment account
Products & services
- A catalogue with categories and taxes
- Revenue, quantity sold and subscriptions per product
08Client portal
A client portal with no passwords to forget
Clients open a private link and see their own invoices, proposals, subscriptions and tickets. They can pay, raise a ticket, update their details or buy a package.
For your clients
- Their invoices, proposals, subscriptions, tickets and profile
- Pay invoices online
- Buy packages you choose to show
- Cancel their own subscription, if you allow it
Sign-in without passwords
- A 6-digit code by email
- Or a message to your WhatsApp number, which replies with their portal link
- Links expire, can be limited to a number of opens, and can be revoked
Self-registration
- A registration page you switch on or off
- Choose which details to ask for and which are required
- Email and WhatsApp confirmed with one-time codes before the account is created
- New clients assigned in turn to your team
09Affiliates & referrals
Run your own affiliate and referral programme
Give partners, resellers and influencers their own coupons and a private portal. Lead10 tracks who referred each lead and client, and works out commission when invoices are paid.
Affiliates
- Affiliate records with their own code and commission plan
- A private portal link for each affiliate: their coupons, referrals, commission ledger and payout requests
- WhatsApp share buttons with a pre-filled message
Coupons
- Percentage or fixed discounts
- Stepped discounts, for example 50% off the first payment, then 20% for five payments
- Start and end dates, minimum order, limits per coupon and per client
- Applied automatically to a referred client's new invoices
- Coupon codes sent on WhatsApp get an automatic reply
Commission
- Plans based on matched items, invoice subtotal, invoice total or payment amount
- A hold period before commission becomes payable
- Automatic approval, and automatic reversal if a payment is deleted or an invoice cancelled
- An attribution window; the most recent referral wins
Payouts
- Minimum payout and the payout methods you offer
- Approve, reject or mark as paid
- Top affiliates and coupons at a glance
Part 4 · Run the business
10Reports & dashboards
Reports for sales, money and marketing, ready when you are
A dashboard each person arranges for themselves, plus financial and marketing reports you can filter and export.
Dashboard widgets
- Sales at a glance, qualification funnel, lead sources and pipeline
- My work: everything assigned to you right now
- Money in and out, invoiced against collected, invoices by status, expenses, proposals
- Ad performance, Google against Meta, top campaigns, spend and leads over time
- Broadcasts, conversations, support tickets and team workload
- Show, hide and reorder; any period from today to a custom range
Financial reports
- Invoice aging
- Payments collected
- Sales by customer and sales summary
- Items report
- Total income and expenses
- Profit & loss
- Balance by payment method
- Filter by dates, staff, status, method or category; export to CSV
Marketing reports
- Ads analytics by platform and campaign
- PPC audit and optimisation report
- Product performance from ads
- Delivery, open and click reports for campaigns
Behind the numbers
- Expense tracking with categories, feeding profit and loss
- An activity log of every change, exportable
- AI usage by feature and by person
- Affiliate performance
11Filters, import & export
Find exactly who you need, and move data in and out freely
Build precise lists with the advanced filter, save them for the team, and bring data in or take it out with CSV and Excel.
Advanced filters
- Works on leads, clients, contacts, tasks, invoices, proposals, tickets, products, reminders and affiliates
- Your custom fields and ad and campaign fields are filterable too
- Conditions and nested groups combined with AND / OR
- 21 condition types: equals, contains, starts or ends with, greater or less than, between, in a list, empty or not, before, after, today, this week, this month, this year and more
- Choose the result columns
- Save and share filters with your team
- Export results to CSV, up to 50,000 rows
- Use a saved filter as a campaign audience or an ad customer list
Import
- CSV and Excel, dragged in or chosen
- Map each column to a field, starting from a sample template
- Matching records are updated, not duplicated
- Clear errors for any row that could not be imported
- Clients, contacts, leads, products and invoices
Export & control
- Export lists and reports to CSV or Excel
- Import and export can be switched off for the workspace or limited to chosen roles
- Staff without full access see masked phone numbers and emails in exports too
12Invoice & email designer
Design your invoices and emails with drag and drop
Arrange invoice, proposal and receipt layouts section by section, and build branded emails block by block. No designer or developer needed.
Invoice & proposal layouts
- Layouts for invoices, proposals and payment receipts
- Drag to reorder or hide sections: header, client address, details, line items, tax summary, totals, payment instructions, notes and terms, signature block, QR code, footer
- UAE VAT (FTA) and India GST layouts, or generic
- Your header image, colour, font, paper size and orientation
- Several layouts, with a default and a choice per document
Print settings
- Total written out in words
- A status stamp such as Paid or Overdue
- Tax per line, currency symbols, sender and recipient placement
- Page numbers, signature lines, logo width and table colours
Email builder
- Blocks: logo, heading, text, image, button, details table, image and text columns, divider, spacer, footer
- A message content block, so one design serves every notification
- Merge fields in the subject, preview text, buttons and body
- Ready-made layouts: branded notification, announcement, invoice / payment, blank
- Desktop and phone preview, and a test send
Every email in one place
- All notification and system emails listed together
- Keep an email simple in your branded layout, or send it in a design
- Logo, brand colour and footer set once
13Calendar & notifications
One calendar, and the right alert in the right place
Everything with a date appears on one calendar. Every event in the system can alert your team in the app and reach your customers by WhatsApp or email.
Calendar
- Ten layers: events and reminders, tasks, lead follow-ups, invoices due, payments received, subscription renewals, quote expiry, expenses, campaigns and ad campaigns
- Month, week, day and agenda views
- Meetings, calls, site visits, demos and follow-ups, with repeats and reminders
- Subscribe from Google Calendar or Outlook with a private link you can reset
Notifications
- 50+ events across leads, clients, invoices, payments, subscriptions, proposals, tasks, tickets and more
- Delivery by bell, sound, pop-up, push, WhatsApp, email or webhook
- Recipients: assignees, the creator, chosen staff, or the client
- WhatsApp templates mapped to each event's details
14AI built in
AI that answers customers and handles the busywork
An assistant for your team, automatic replies for your customers, scheduled jobs written in plain English, and an ads optimiser. Each works only within the permissions you give it.
Things your team can ask the assistant CtrlK
- FindShow me the qualified leads from WhatsApp ads
- CreateCreate an invoice for Atlantis for two months of piano rental
- ScheduleSend invoice reminders at 5 PM every weekday
- AdsWhich campaign has the worst cost per lead?
Assistant for your team
- Search across leads, clients, invoices and more
- Create invoices, tasks and reminders, and send invoices
- Lead statistics, and task and invoice figures
- Ads questions: performance, campaign health, search-term insights
- Only does what that person is allowed to do
AI in customer chats
- Replies to customers on WhatsApp, Instagram and Messenger
- On by default or per conversation; staff can switch it off at any time
- Sees only that customer's own records
- Can share an invoice or proposal link with the customer it is talking to
Scheduled AI jobs
- Write the job in plain English
- Run every few minutes, hourly, daily, weekly, monthly, or once
- Limit which actions a job may use and how many per run
- Require human approval before any change is made
AI for ads
- Drafts campaigns from a description
- Reviews your Google and Meta ads and suggests changes
- 30+ ads actions, from negative keywords to bids, budgets and placements
- Proposed changes wait in an approval queue
Stay in control
- Usage by feature and by person
- Daily limits per user
Part 5 · Connect & control
15Accounting sync
Your books stay in step with Zoho Books and Wafeq
Invoices, payments and expenses go to your accounting software as they happen. Payments recorded by your accountant come back and mark the invoice paid in Lead10.
What syncs
- Invoices, payments and expenses, sent automatically
- Customers created in your books when they are missing
- Payment status read back, so invoices settle themselves
- Choose whether draft invoices go too, and keep your own invoice numbers
Control
- Map products, taxes and accounts once
- A sync log with retry for anything that failed
- An alert when a sync fails
- A daily usage budget, so syncing stays within your accounting plan's limits
- Choose how often changes are sent
16API & webhooks
Connect your online store, website or any other app
A documented API and real-time webhooks let your e-commerce store, ERP, dialler or automation tools read and change Lead10 data, and react the moment something happens.
Examples you can build
- store → Lead10A new order in your online store creates the client and an invoice
- invoice.paidA paid invoice tells your store to release the order
- website → leadA form on your site creates a lead with its campaign tags
- lead.updatedYour dialler or ERP stays in step with every status change
- your app → WhatsAppSend WhatsApp templates and one-time codes from your own system
- subscription.*Switch a customer's access on or off as their subscription changes
API coverage
- Leads: create, update, convert, mark lost or junk
- Clients and contacts, including contact lookup and portal links
- Products, categories and taxes
- Invoices: create, send, record a payment, mark paid
- Proposals, subscriptions with online checkout, packages and coupon quotes
- Tasks, tickets, replies, comments and notes
- WhatsApp messages, templates and one-time verification codes
- Custom fields, lead statuses, sources and categories
Webhooks
- 50+ events, from new leads to subscriptions cancelled
- Signed, so your system can verify every delivery
- Retried automatically, with delivery logs and an alert when an endpoint keeps failing
- Choose the fields each event sends
- Pause deliveries without losing your settings
API keys
- One key per integration, each monitored and revoked on its own
- Each key acts as a named user and can never do more than that user
- Limit a key to chosen permissions and to your server's IP addresses
- Expiry reminders and a request log
17Roles, permissions & security
Decide exactly who sees and does what
Control access down to whether a person can see a client's phone number. Every workspace keeps its data in its own database, apart from every other customer.
250+
individual permissions to build roles from
Masked
phone numbers and emails for staff you choose
1:1
one workspace, one separate database
2-step
sign-in with an authenticator app
Access control
- Custom roles built from view, create, edit, delete, send, import, export and more, per module
- Staff see only their own records, or everything
- Department access and branch access per person
- Settings shared by every branch or set per branch
Privacy
- Mask client phone numbers and emails for staff without "View full phone/email", on screens, in exports, on PDFs and in the inbox
- Import and export limited to the roles you choose
- Privacy tools: record consent, handle erasure requests, let people download their data, require agreement to your terms
Sign-in
- Two-step verification with an authenticator app, and email codes as a backup
- Remember a trusted device, recovery codes, and an admin reset
- Deactivate a user instantly; the last sign-in IP is on every profile
- Repeated sign-in and code attempts are slowed down automatically
Audit & isolation
- A full activity log of system events, exportable
- Your workspace has its own database
- Keys and secrets stored encrypted
- Client portal and affiliate links expire and can be revoked
Safe integrations & AI
- API keys limited by permission and by IP address
- Webhooks go only to secure public addresses, and every delivery is signed
- AI works within each user's permissions, with approval queues and action caps
Messaging compliance
- STOP replies and blocks respected everywhere
- Re-enabling a blocked contact records who did it and why
18Make it yours
Make it look and sound like your business
Pick your industry and Lead10 changes its words to match. Rename anything, set your colours, and work in English or Arabic.
Words
- Industry vocabulary: Clinic turns customers into patients and leads into enquiries
- Rename any word, label, column or button for every user, in both languages
Look
- Brand name and tagline
- Sidebar, accent, background, text, table and border colours
- Corner rounding and base font size
Language & region
- English and Arabic, with a full right-to-left layout in Arabic
- Each person chooses their own language
- Default currency and timezone
Structure
- Several companies or branches in one workspace, with a switcher
- Departments, designations and locations for routing and access
- Your lists: lead statuses and categories, client types, product and expense categories, taxes
- Choose what global search and the AI can find
- Your own address: yourbusiness.app.lead10.com
Anywhere
- Works in any modern browser on desktop, tablet and phone
- A mobile app for your team, with push notifications for new messages
Built for your industry
Same platform, your vocabulary
Choose your industry in settings and the whole app speaks your language. A few ways teams use Lead10:
Education & academies
Students · Applicants
- Lead ads for each intake, answered from one inbox
- Monthly tuition as subscriptions
- Parents pay and download invoices in the portal
- Enrolled students sent back to Meta as conversions
Real estate
Clients · Prospects
- Click-to-WhatsApp ads per project
- Round-robin hand-out to agents
- Site visits on the shared calendar
- Proposals signed online
Retail & e-commerce
Customers · Leads
- Store orders and payments through the API
- See which product your ads really sell
- Influencer coupons and affiliate commission
- Bulk WhatsApp offers to past buyers
Getting started
Live in an afternoon
- Start your trialPick a plan and confirm your email and WhatsApp number. Your workspace is created automatically.
- Connect onceLink WhatsApp, Instagram, Messenger, Google and Meta a single time; every module shares the connection. Prefer help? Our team can set it up for you.
- Bring your dataImport contacts and products from Excel or CSV, set your stages, and invite your team with the roles they need.
- Go liveLeads arrive with their source, AI answers first, invoices go out and payments come in.
Questions
Frequently asked
Do I use my own WhatsApp number?
Yes. You connect your own WhatsApp Business number, and you can add more than one. Your Facebook pages, Instagram accounts and ad accounts stay yours too, and ad spend is billed to you directly by Google and Meta. If you'd rather not handle the Meta setup yourself, our team can do it for you.
Can I bring my existing contacts and data?
Yes. Import clients, contacts, leads, products and invoices from CSV or Excel. You map each column once, and records that already exist are updated, not duplicated.
Does it work in Arabic?
Yes. The whole interface is available in Arabic with a right-to-left layout, and each person picks their own language. You can also rename any label in both languages.
How is our data kept separate and safe?
Every workspace has its own database. On top of that you get custom roles, own-records-only access, masked phone numbers and emails, two-step sign-in, an activity log, and API keys limited by permission and IP address.
Which accounting software does it connect to?
Zoho Books and Wafeq. Invoices, payments and expenses are sent automatically, and payments recorded in your books come back to Lead10.
Can I connect my online store or website?
Yes. The API and webhooks let your store, website, ERP or automation tools create leads, clients and invoices, send WhatsApp messages, and react to events such as a paid invoice. Website lead forms can also be embedded without any code.
Will AI message my customers without my control?
Only if you let it. You decide whether AI replies by default and can switch it off per conversation. In a customer chat it only sees that customer's records, and scheduled AI jobs can be set to wait for a person's approval before changing anything.
How does reporting sales back to Google and Meta help?
Ad platforms optimise toward whatever you report. If they only see form fills, they find more people who fill forms. When Lead10 reports which leads became qualified, converted and won, with their value, the platforms learn what a real customer looks like and bid for more of them.
Can we rename things to fit our industry?
Yes. Choose clinic, education, real estate or retail to switch the app's vocabulary in one step, then rename any individual word, label or button you like.
What do the plans include?
Every plan includes the inbox, CRM, campaigns and AI. Higher plans add more seats, contacts, WhatsApp numbers and branches, plus modules such as Ads Manager, accounting sync and API access, which are also available as add-ons. Compare the plans.
Ready when you are
See it working with your own leads
Start a free trial and connect your channels today, or book a demo and we'll walk you through the parts that matter to your business.
Screens show the Lead10 demo workspace with sample data.