LeadCloser CRM Resource Library
Short video walkthroughs for everything in the platform — connecting your social accounts, building a pipeline, creating your first workflow, and more. Search for what you need and watch it in under five minutes.
26 resources
Logging in and touring your dashboard
Where everything lives in LeadCloser CRM and how to read your dashboard at a glance.
Setting up your business profile and users
Add your business details, invite unlimited users, and set permissions for your team.
Getting your phone number and A2P registration started
Claim a number, submit A2P/10DLC registration, and get approved for texting.
Importing your contacts
Bring your existing list in from a spreadsheet and clean up duplicate records.
How to create a pipeline
Build a sales pipeline with the stages your business actually uses and move deals through it.
Creating and tracking opportunities
Add an opportunity, set its value, and keep your forecast accurate.
Tags, smart lists, and custom fields
Organize contacts so you can find and follow up with the right people fast.
Using the conversations inbox
Handle email, SMS, calls, and web chat from one unified inbox.
Setting up missed-call text back
Automatically text anyone whose call you miss so the lead never goes cold.
Adding the chat widget to your website
Install the LeadCloser chat widget and route conversations into your inbox.
Creating your first calendar
Set availability, buffers, and booking rules so clients book the right slots.
Appointment reminders that reduce no-shows
Turn on email and SMS reminders before every appointment.
Building forms and surveys
Create a lead form or intake survey and connect it to your pipeline.
How to create your first workflow
Build an automation from trigger to action, then test it before it goes live.
New lead follow-up automation
Respond to every new lead in seconds with a text and email sequence.
Estimate and invoice follow-up automation
Chase unpaid estimates and invoices automatically instead of by memory.
How to connect social accounts
Connect Facebook, Instagram, Google, LinkedIn, TikTok, and more to the social planner.
Scheduling posts in the social planner
Plan a month of content and schedule it across every connected account.
Sending an email campaign
Build an email in the editor, pick your audience, and send or schedule it.
Building a funnel or landing page
Launch a landing page with a form that feeds straight into your CRM.
Creating estimates and invoices
Send a professional estimate, convert it to an invoice, and get paid online.
Payment links and recurring invoices
Collect deposits and set up recurring billing for repeat customers.
Sending documents for signature
Send a contract or proposal for e-signature and track when it is signed.
Sending review requests
Ask happy customers for a review by text or email right after the job.
Managing and replying to reviews
Monitor reviews in one place and respond without leaving LeadCloser.
Installing and using the mobile app
Get the app on iOS or Android and run your pipeline, inbox, and calendar from your phone.
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Using the resource library
Where do I start if I am brand new?
Start with the Getting Started videos: log in and tour your dashboard, set up your business profile and users, then get your phone number and A2P registration going.
Do I get help beyond these videos?
Yes. Every plan includes group onboarding and support resources. LeadCloser Lift Off adds 1:1 onboarding, priority chat support, and help setting up your core system.
Can I request a video?
Yes. Email drew@alwaystopofmind.com with the topic you want covered and we will add it to the library.
Ready to run your business on LeadCloser?
Plans start at $99/month and include a 30-day trial, $15 in free usage credits, unlimited contacts, and unlimited users.