Getting Started: Your First 10 Minutes in LeadLock AI

Step 1: Create your account

Head to the signup page and enter your full name, company name (optional), email, and password. After signup, you're taken directly to the onboarding profile page—no email confirmation needed.

• ✅Full name helps your team identify you in the CRM
• ✅Company name sets your account name (visible on quotes and communications)
• ✅You can skip the profile and come back later—all fields are optional

Step 2: Complete your profile

The onboarding profile collects information that personalizes your CRM experience. Fill in what you can—you can always update it later from Settings.

1. Personal information: first name, last name, birthday, phone
2. Business information: business name, industry, company size, website
3. Sales information: estimated leads per month, sales cycle length, primary service
4. AI personalization: choose a communication tone (professional, friendly, casual, urgent) and describe your target audience

Step 3: Choose your plan

After the profile, you're taken to the billing page. Choose a plan that fits your needs. Starter gets you basic CRM and 1 AI agent. Growth adds SMS, multiple agents, and more automations. Pro unlocks everything.

• ✅Starter: basic CRM, 1 lead source, 1 automation
• ✅Growth: SMS automation, multiple AI agents, campaign tools
• ✅Pro: unlimited AI agents, advanced analytics, pipeline tools

Step 4: Your CRM is ready

Once you have a plan, you land in the CRM dashboard. From here you can add leads manually, connect Make.com for automated lead capture, install a chat widget, or import a CSV of existing contacts.

1. Add your first lead from the Leads page
2. Connect Make.com from Integrations (copy webhook URL + secret)
3. Install the chat widget on your website
4. Import existing contacts via CSV