Getting Started: Your First 10 Minutes in LeadLock AI
LeadLock AI is designed to get you up and running fast. This guide walks you through account creation, profile setup, connecting your tools, and capturing your first lead—all in about 10 minutes.
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.
- Personal information: first name, last name, birthday, phone
- Business information: business name, industry, company size, website
- Sales information: estimated leads per month, sales cycle length, primary service
- 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 matches how many lines, minutes, and SMS credits you need—and whether you want AI answering the phone or full dispatch operations.
- ✓Free: chat widget + CRM trial caps—no bundled phone lines or SMS
- ✓Starter: 1 line slot, pooled minutes, included SMS credits (Twilio), 1 AI agent, small workflow allowance
- ✓Growth: 2 lines, higher SMS/minute pools, booking, campaigns, and AI receptionist turns
- ✓Pro+: platform number provisioning, team permissions, API, heavier voice/SMS pools
- ✓Operations: dispatch queue, technician mobile, job documentation, and advanced customer notifications
Step 4: Your CRM is ready
Once you have a plan, you land in the CRM dashboard. From here you can add leads manually, use built-in Lead Capture and native automations, install a chat widget, or import a CSV of existing contacts.
- Add your first lead from the Leads page
- Use Lead Capture and Integrations for forms, chat, and optional inbound HTTP when needed
- Install the chat widget on your website
- Import existing contacts via CSV
We build and support LeadLock AI for service businesses that want one system for leads, dispatch, mobile crews, and getting paid—without duct-taping five tools together.
Ready to get started?
Create your account and set up your CRM in under 10 minutes.