Frequently Asked Questions

Get the answers you need before you begin working with Leads 365.

Leads 365 is a full-featured CRM that emphasizes lead and sales management. Our product can help your business with most of its core sales operations, but specializes in helping you improve your lead and sales conversion rates.

The five different Leads 365 versions are designed to help companies in the various stages of business maturity. Speak with one of our customer success managers to find the best version for your unique needs. Alternatively, you can view each version’s features on our Pricing Page.

Our software can help businesses of all sizes, but it is most suitable for mid-market, B2B sales teams who need to manage complex or relationship-based sales cycles.

Cloud technologies have come a long way in the past decade in terms of security. You can have peace of mind knowing that Leads 365 takes the proper precautions to keep your data safe. We host with Amazon Web Services globally. You also have a choice of where your customer data is hosted. This may be just a preference or perhaps a requirement due to privacy and confidentiality concerns.

Absolutely. Our demos are thorough, but we’re also mindful of your time. We can answer any questions you may have. We always look forward to getting to know our new clients. If you prefer a “self-drive” option, you can visit the demo site.

Leads 365 is cloud-based, so no installation is required. You will need to configure the app to suit your business and load in your data. The app has built-in tools to help achieve both.

Simply go to our sign-up page and enter the required information. Once you place your order, a Leads 365 database will be created for you.

Contact We also provide many self-help tools for quick reference, including our knowledge base, help desk, and training videos.

Within reason, there is no limit on data storage. However, if we notice you taking up terabytes of space, you may get a call from us!

Yes—Android, iOS, and more. We use a responsive design theme which recognizes the device you are using and responds with an appropriate layout.

No. Because we are cloud-based, you need a connection to the internet in order to use Leads 365.

You do absolutely nothing! After the trial period, you will automatically transition to a paid subscription, unless, of course, you have canceled. We provide you with an online billing portal so you can manage your subscriptions at all times.

You will have access for the remainder of that billing period. You can download your data at any time.

We do a daily backup of all servers and data. If you wanted, you could also download your own data at any time.