Frequently Asked Questions

Leadport FAQs

What is Leadport?

Leadport is a CRM solution offering instant lead callbacks, call recording, AI-driven lead qualification, and seamless integrations to improve sales and customer engagement.

How does the Instant Lead Callback feature work?

1. The customer fills out a form on your website, Leadport widget, or social media lead ads.

2. An automatic call is made to a salesperson.

3. The salesperson hears the form details.

4. The salesperson presses "1."

5. The customer is instantly called, and both are connected.

What are the benefits of using an instant lead callback system?

Using an instant lead callback system brings several key benefits:

1. Increased Conversion Rates:

Immediate Response: Respond quickly when leads are most interested.
First Mover Advantage: Engage leads before competitors, increasing your chances of closing sales.

2. Improved Customer Satisfaction:

Timely Engagement: Shows you value customers’ time, leading to positive experiences.
Efficient Problem Resolution: Respond faster to queries and issues.

3. Higher Lead Quality:

Engage Leads at Peak Interest: Ensures leads are more qualified.
Reduced Lead Decay: Prevents leads from losing value over time.

4. Enhanced Sales Performance:

Shortened Sales Cycles: Quick engagement speeds up decision-making.
Improved Sales Metrics: Better response times lead to better conversion rates.

5. Competitive Advantage:

Stand Out: Rapid response times set you apart from competitors.
Build Brand Reputation: Create a reputation for efficiency and customer care.

6. Data-Driven Insights:

Track Performance: Monitor response times and lead engagement.
Continuous Improvement: Use data to refine your strategies.

Can I test Leadport before purchasing?

Yes, a trial period is available to explore its features.

Can I access Leadport on both my computer and phone?

Yes, Leadport is accessible via the web and mobile app (available on Google Play and the App Store).

Will actions performed on my computer update on mobile?

Yes, all actions synchronize instantly across devices.

Can I customize the Leadport widget to match my branding?

Absolutely, the widget can be tailored to your brand’s style.

Is Leadport suitable for small and medium-sized businesses?

Yes, it's designed to scale with businesses of all sizes.

Can I Integrate Leadport with my existing tools? (e.g., Facebook Lead Forms, Hubspot, CRM systems )

Yes, Leadport integrates seamlessly with Facebook Lead Forms, Hubspot, and other CRMs, as well as Zapier for automation.

Can I integrate Leadport with Facebook Lead Forms?

Yes, it integrates seamlessly to manage and call leads from Facebook ads.

Does Leadport work with Hubspot?

Yes, Leadport can be integrated with Hubspot for streamlined lead management.

Is Leadport compatible with other CRMs?

Yes, it supports integration with various CRM systems.

Is Leadport connected with Zapier?

Yes, allowing you to automate workflows and connect with numerous apps.

Can we disable the Instant Lead Callback feature when needed? What about nights and weekends?

Yes, you can disable the Instant Lead Callback feature anytime, including nights and weekends.

What happens if a user doesn't answer the Instant Lead Callback?

This depends on your preferences and queue structure. Calls can be:

Redirected to another salesperson.
Assigned as a task to the relevant representative.
For example, if Sarah doesn’t answer, the call is redirected to David. If David is unavailable, the call is assigned as a task for Sarah to follow up later.
You can also choose not to redirect the call and have it assigned as a task for the original representative.

Can we assign the Instant Lead Callback to a specific person or a team?

Yes, you can route leads to the relevant person or a queue group based on rules you set (e.g., lead source, region, or product). Calls are routed to the assigned salesperson's phone directly, making them reachable whenever and wherever needed.

Can I set working hours and assingn a person / team for the Instant Lead Callback feature for specific lead integrations?

Yes, you can create multiple queue groups with customized working hours. For example, one Facebook lead ad campaign can be routed to a designated person 24/7, while another campaign can be assigned to a team with working hours from 9 AM to 5 PM on weekdays.

Can we distribute Instant Lead Calls fairly among multiple people in a queue system?

Yes, you can distribute calls based on your set queue structure. For example:

The first call goes to salesperson 1, the second to salesperson 2, and the third to salesperson 3.
After the third call, the cycle restarts with salesperson 1.
You can also set it so that the first salesperson always takes the lead, if preferred.

How long are call recordings stored?

Recordings are stored for as long as you need. You can choose to delete them immediately or retain them for as long as you use our service.

What if we don't want to record calls for legal purposes?

Call recording is optional. If you choose not to record calls, no recordings will be made. This feature can be toggled on or off during system setup.