Getting started — your first 10 minutes
The fastest path from signup to sending your first WhatsApp message.
CRM
4 guides
Working with Leads
Every enquiry lands here first. Learn how to add, import, filter, and move leads forward.
Companies & Contacts
Group leads and deals under the businesses and people you actually deal with.
Deals & Pipelines
Track revenue as it moves from first conversation to signed and paid.
Tasks & follow-ups
The to-do list tied directly to your leads, deals, and deadlines.
Communication
10 guides
Connect your WhatsApp Business account
Paste your Meta Cloud API credentials into LFG so it can send and receive messages on your behalf.
Using the Inbox (WhatsApp, Instagram, Email)
One unified inbox for all three channels. Reply, assign, tag, and jump between chats without switching apps.
Create and submit a WhatsApp template
Templates let you initiate conversations outside the 24-hour window. Meta must approve each one.
Send a WhatsApp broadcast
Blast an approved template to many leads at once, with per-recipient personalization and delivery tracking.
WhatsApp Flows — automated conversations
Let customers book, choose a service, or get a quote entirely inside WhatsApp — no human typing required.
Customer Journeys
Map the multi-step path a customer takes across channels — not just a single message, the whole relationship.
Meetings & Scheduling
Let leads book time on your calendar without the back-and-forth.
Chatbot
An always-on assistant that answers common questions and qualifies leads while you sleep.
Forms
Capture leads from your website straight into LeadForGrow — no code required.
Call Recovery
Turn missed calls into leads instead of lost business.
Automation
2 guides
AI
2 guides
Insights
1 guide
Bills & payments
3 guides
Create a bill and send it via WhatsApp
Professional PDF bill with your logo, sent to the customer on WhatsApp in one click.
Set up your Bill Header (one-time)
Your logo, business name, phone, email, address, and GSTIN — used on every bill you ever send.
Send a Razorpay payment link with a bill
Customer taps a link, pays via UPI/card/wallet, money goes directly to your bank. LFG never holds funds.
Settings
3 guides
Add teammates and set roles
Invite agents to your workspace, assign them to leads, control who can see billing.
Integrations
Connect the outside tools LeadForGrow talks to — WhatsApp, email, payments, and more.
Account Settings
Your workspace name, branding, billing plan, and general preferences.
Guided product tours
Dashboard tour
5 steps · Walks you through the page live
Leads tour
5 steps · Walks you through the page live
Automation Rules tour
5 steps · Walks you through the page live
Every page also has a quick "Need help?" button (bottom right) to replay its intro any time.
Can't find what you need?
Message our team — we usually reply the same day.