LeadGen FAQ

LeadGen is CRM and follow-up software for contractors and local service businesses. It combines missed-call text-back, two-way texting, web chat, review requests and a CRM with pipelines in one login, with a mobile app for the field.

Plans start at $59 a month for the Solo plan. Team is $97 a month, Silver Essentials is billed yearly at $497, and the Hands Off plan, where we manage the system for you, is $197 a month. The pricing page lists what each plan includes.

Done-for-you help is available. We can build lead funnels, surveys, automations and email campaigns for you, and the Hands Off plan puts the day-to-day management on us. Send the form and tell us what you want handled.

You get an email when you pass the contact or text limit on your plan. From there you can buy extra credits or contacts, or move up a plan. Solo users who keep growing usually move to a plan with a higher contact limit.

Plans can be upgraded or downgraded at any time. The change takes effect at the start of your next billing cycle, so you finish the period you already paid for on your current plan.

Every plan includes the mobile app. You get a notification for each call and text, you can read a voicemail transcript or play the audio, and you can reply by text from the app without giving out your personal number.

Missed-call text-back is a feature that sends an automatic text message to a person whose phone call went unanswered. The text comes from your business number and invites a reply, so the caller can tell you what they need by text instead of leaving a voicemail or calling a competitor.

Every plan includes it: Solo, Silver Essentials, Team and Hands Off. The texts it sends use the SMS credits on your plan. Solo and Silver Essentials come with 1,000 credits and Team comes with 2,000, and you can buy more. See pricing.

The message is yours to write. Most contractors keep it to one or two sentences with a question at the end, such as what the job is or where the property is. You can also set a custom voicemail greeting so callers hear the same thing every time.

Replies land in the LeadGen inbox along with the missed call and the voicemail transcript. You can answer from a computer or from the mobile app, and the whole thread is saved under that contact in the CRM.

Review management software sends review requests to your customers, collects the reviews posted about your business in one dashboard and lets you reply to them. LeadGen does this by text message, with a link that opens the review form directly, and adds a widget for showing reviews on your own website.

Ask soon after the job, by text, with a direct link. In LeadGen you can send the request with one click from the contact, or schedule it so it goes out on its own. The customer taps the link and writes the review on their phone.

Replies can be written from the LeadGen mobile app. New reviews show up in your dashboard with a notification, and you answer from the same inbox you use for texting customers, so a review doesn't sit unanswered until you're back at a desk.

Review management is part of every LeadGen plan, including Solo at $59 a month. Review requests sent by text use your plan's SMS credits. The pricing page shows the credits and contact limits on each plan.

A website chat widget is a chat box, usually in the bottom corner of a site, that lets visitors send a message to the business. LeadGen's widget collects the visitor's name and mobile number with the first message and then continues the conversation by text, so it doesn't end when the browser tab closes.

Chats arrive in the same inbox as your texts and missed calls, and that inbox is in the mobile app. You get a notification, read the question and reply from your phone. The visitor sees your answer as a text message.

The widget has an AI assistant you can switch on. It answers common questions from visitors at any hour and hands the conversation to you in the inbox. You can leave it off and answer everything yourself if you'd rather.

The widget's colors, icon and style can be changed to match your brand, and you write the greeting. You can also show team members' names and photos so visitors know a real person is on the other end. Web chat is on every plan.

Business text messaging is sending and receiving texts with customers from a number that belongs to the business instead of an employee's personal phone. In LeadGen each thread is saved under the customer's contact record and shows in a shared inbox, so the whole team can see it and reply.

Solo and Silver Essentials each include 1,000 SMS credits and Team includes 2,000. If you go past the number on your plan you get an email, and you can buy extra credits or change plans. The pricing page has the full list.

Solo is a single-user plan. Silver Essentials allows up to 3 team members, and the Team plan adds team messaging and task management, so the office and the field can work the same inbox and see who replied to what.

All of them share one inbox. A missed call that gets a text back, a web chat that moves to text and a message a customer sends on their own all appear as threads under the same contact.

Lead follow-up software sends scheduled messages to people who have contacted your business, so each lead hears from you more than once without someone remembering to do it. LeadGen pairs that with a CRM and pipelines, which means the follow-up is tied to where each job stands.

The best one is the one you'll open every day. For a small contractor that usually means it works from a phone, keeps calls and texts under each customer, and handles follow-up and review requests so you aren't paying for several apps. That's what LeadGen's Solo plan is built to cover.

Solo holds up to 2,000 contacts and Silver Essentials up to 5,000. Team has unlimited contacts. If you pass your plan's limit you get an email, and you can buy more room or change plans. See pricing for details.

Done-for-you help is available for lead funnels, surveys, automations and email campaigns. On the Hands Off plan we manage the system for you. Send the form and tell us what you want the follow-up to do.