Everything you need to know about using LeadLink CRM
Sign up at /get-started and complete the payment process. Your tenant will be automatically provisioned.
After payment, you'll receive your tenant URL (e.g., yourcompany.leadlinkcrm.net) and admin credentials.
Log in to your tenant dashboard using the admin email and password you provided during signup.
Navigate to https://yourtenant.leadlinkcrm.net/login and use your credentials.
Click 'Add Lead' in the dashboard and fill in the lead information.
Required fields: Name, Email. Optional: Phone, Status, Source, Notes.
Go to Settings > Users and click 'Add User' to invite team members.
Users will receive an email invitation to join your tenant.
Customize your tenant settings, branding, and integrations in Settings.
Set up custom statuses, tags, webhooks, and API keys as needed.
Each tenant's data is completely isolated: - Separate Firestore collections per tenant - Tenant-specific user authentication - No cross-tenant data access - Independent billing and subscriptions This ensures your data is secure and private.
LeadLink CRM helps you comply with GDPR: - **Data Export**: Export all user data in JSON format - **Data Deletion**: Delete user data on request - **Consent Management**: Track user consent for data processing - **Right to Access**: Users can request their data at any time Use the GDPR endpoints in the API or contact support for assistance.