CRM Program
CRM Training
Master the Leads Plus CRM system and start generating more sales opportunities today.
What is the Leads Plus CRM?
The Leads Plus CRM (Customer Relationship Manager) is a powerful all-in-one sales platform built specifically for our Sales Partners and Lead Generators. It combines an auto-dialer, contact management, pipeline tracking, and follow-up automation into one easy-to-use system.
Whether you are setting appointments, following up with prospects, or managing your entire sales pipeline, the Leads Plus CRM gives you everything you need to stay organized and close more deals.
Our CRM is powered by LeadConnector (GoHighLevel), the same platform trusted by thousands of sales organizations across the country. As a Leads Plus member, you get full access at a special member rate.
CRM Training Video
What You Can Do with the CRM
One platform. Every tool you need to prospect, follow up, and close.
Auto-Dialer
Dial through your prospect list automatically. Spend more time talking and less time dialing — the system moves to the next contact the moment a call ends.
Contact Management
Store and organize all your leads, prospects, and clients in one place. Add notes, tags, and custom fields to keep track of every conversation.
Pipeline & Stages
Visualize your sales pipeline from first contact to closed deal. Move contacts through stages and always know exactly where each prospect stands.
Appointment Scheduling
Book appointments directly inside the CRM. Sync with your calendar and send automatic reminders to reduce no-shows.
Email & SMS Follow-Up
Send personalized emails and text messages to your prospects. Set up automated follow-up sequences so no lead ever falls through the cracks.
Reporting & Analytics
Track your call volume, contact rates, appointments set, and revenue closed. Use real data to improve your results week over week.
Getting Started — Step by Step
Subscribe to the CRM
Sign up for your Leads Plus CRM subscription through the CRM Subscription Payment page. Access is activated within 24 hours.
Log In to Your Account
You will receive login credentials by email. Access your CRM dashboard from any device — desktop, tablet, or mobile.
Import Your Contacts
Upload your prospect list or use the Leads Plus National File, MCA Records, or Business Seekers lists available through BizSeekers.
Set Up the Auto-Dialer
Configure your dialer settings, calling hours, and voicemail drops. Watch the How to Use the Dialer training video for a full walkthrough.
Start Dialing & Setting Appointments
Begin working your list. Use the built-in scripts and objection handlers to set appointments and move prospects through your pipeline.
Pro Tips for CRM Success
Dial a minimum of 2–3 hours per day to build consistent momentum in your pipeline.
Always log notes after every call so you have context when you follow up.
Use the SMS follow-up feature immediately after setting an appointment to confirm and reduce no-shows.
Review your pipeline every Monday morning and move stale contacts to a follow-up sequence.
Attend the weekly 10 AM Business Opportunity Meeting to stay sharp and share best practices with the team.
Ready to Get Started?
Subscribe to the Leads Plus CRM today and get full access to the auto-dialer, contact management, pipeline tools, and more.
Get CRM Subscription