Docs
LeadForGrow documentation
Everything the product does, organised the way the app’s menu is.
Get started
Create your workspace, connect your first channel and send your first message.
CRM
Leads, deals, pipelines, contacts, companies and tasks.
- Working with LeadsEvery enquiry lands here first. Learn how to add, import, filter, and move leads forward.4 steps · 5 min
- Companies & ContactsGroup leads and deals under the businesses and people you actually deal with.3 steps · 4 min
- Deals & PipelinesTrack revenue as it moves from first conversation to signed and paid.4 steps · 6 min
- Tasks & follow-upsThe to-do list tied directly to your leads, deals, and deadlines.3 steps · 3 min
Communication
The unified inbox, WhatsApp setup, templates and broadcasts.
- Connect your WhatsApp Business accountPaste your Meta Cloud API credentials into LFG so it can send and receive messages on your behalf.5 steps · 15 min
- Using the Inbox (WhatsApp, Instagram, Email)One unified inbox for all three channels. Reply, assign, tag, and jump between chats without switching apps.5 steps · 5 min
- Create and submit a WhatsApp templateTemplates let you initiate conversations outside the 24-hour window. Meta must approve each one.6 steps · 10 min + Meta approval wait
- Send a WhatsApp broadcastBlast an approved template to many leads at once, with per-recipient personalization and delivery tracking.7 steps · 10 min
- WhatsApp Flows — automated conversationsLet customers book, choose a service, or get a quote entirely inside WhatsApp — no human typing required.4 steps · 8 min
- Customer JourneysMap the multi-step path a customer takes across channels — not just a single message, the whole relationship.4 steps · 6 min
- Meetings & SchedulingLet leads book time on your calendar without the back-and-forth.4 steps · 5 min
- ChatbotAn always-on assistant that answers common questions and qualifies leads while you sleep.4 steps · 5 min
- FormsCapture leads from your website straight into LeadForGrow — no code required.3 steps · 4 min
- Call RecoveryTurn missed calls into leads instead of lost business.3 steps · 4 min
Automation
Sequences, automation rules, WhatsApp Flows, journeys, meetings, chatbot and forms.
AI
Knowledge sources and AI reply settings.
- AI Knowledge — what does your AI know?The facts, policies, and FAQs your AI features (chatbot, auto-reply, assistant) are allowed to use when talking to customers.4 steps · 6 min
- AI Settings — how should your AI behave?Control tone, boundaries, and when AI features hand off to a human.3 steps · 5 min
Insights
Reports and analytics.
Bills & payments
Bills, your bill header and payment links.
- Create a bill and send it via WhatsAppProfessional PDF bill with your logo, sent to the customer on WhatsApp in one click.5 steps · 3 min per bill
- Set up your Bill Header (one-time)Your logo, business name, phone, email, address, and GSTIN — used on every bill you ever send.4 steps · 5 min
- Send a Razorpay payment link with a billCustomer taps a link, pays via UPI/card/wallet, money goes directly to your bank. LFG never holds funds.5 steps · 10 min setup + 30 sec per bill
Settings
Team, integrations and account settings.
- Add teammates and set rolesInvite agents to your workspace, assign them to leads, control who can see billing.4 steps · 5 min
- IntegrationsConnect the outside tools LeadForGrow talks to — WhatsApp, email, payments, and more.3 steps · 4 min
- Account SettingsYour workspace name, branding, billing plan, and general preferences.3 steps · 3 min