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Journey to getting CRM Success

With
LeadToRev

1

Seamless Self Signup & Account Creation

Choose your plan, complete your purchase and receive instant access to your LeadToRev dashboard via Email and WhatsApp
Duration: Approx. 10-15 Min

2

Collaborative Solution Blueprint

Schedule a Consultation, discuss your business needs, and receive a tailored solution blueprint from our expert consultant
Duration: 60 minutes for consultation, plus blueprint delivery

3

Effortless Pre-Requisite Completion

We guide you in gathering details and applying for essential platforms, and you provide key information about your business.
Duration: 30-60 minutes

4

Turnkey solution Implementation

Our team implements your customized solution with minimal time investment, ensuring a smooth transition to your new CRM system.
Duration: Minimal client involvement over 48-72 hours

5

Pilot Testing & Refinement

Selected users test the BETA version, and we gather feedback to fine-tune the system for optimal performance.
Duration: 24-48 hours for pilot testing and feedback collection.

6

Comprehensive Team Onboarding & Training

Your team receives an invitation, introductory training, and ongoing support through additional sessions and virtual meetings.
Duration: 60 minutes for initial training, with follow-up sessions as needed.

7

Proactive Adoption Monitoring & Reinforcement

We monitor usage patterns to provide additional assistance and use automated nudges to help your team maximize the platform's benefits.
Duration: Ongoing, with minimal time investment from your team.

1

Seamless Self Signup & Account Creation

Choose your plan, complete your purchase and receive instant access to your LeadToRev dashboard via Email and WhatsApp
Duration: Approx. 10-15 Min

2

Collaborative Solution Blueprint

Schedule a Consultation, discuss your business needs, and receive a tailored solution blueprint from our expert consultant
Duration: 60 minutes for consultation, plus blueprint delivery

3

Effortless Pre-Requisite Completion

We guide you in gathering details and applying for essential platforms, and you provide key information about your business.
Duration: 30-60 minutes

4

Turnkey solution Implementation

Our team implements your customized solution with minimal time investment, ensuring a smooth transition to your new CRM system.
Duration: Minimal client involvement over 48-72 hours

5

Pilot Testing & Refinement

Selected users test the BETA version, and we gather feedback to fine-tune the system for optimal performance.
Duration: 24-48 hours for pilot testing and feedback collection.

6

Comprehensive Team Onboarding & Training

Your team receives an invitation, introductory training, and ongoing support through additional sessions and virtual meetings.
Duration: 60 minutes for initial training, with follow-up sessions as needed.

7

Proactive Adoption Monitoring & Reinforcement

We monitor usage patterns to provide additional assistance and use automated nudges to help your team maximize the platform's benefits.
Duration: Ongoing, with minimal time investment from your team.

Ready to Get Started?

Customer Success Stories

Hear from our satisfied customer and see how LeadToRev revolutionised their business operations