Most teams can get set up in under 30 minutes. Connect your channels, import contacts, and start working from a single inbox. If you want, you can also book a short onboarding call.
Which channels are supported today (and what’s next)?
Today we focus on the core channels where outreach happens, like WhatsApp, email, calls, and notes. LinkedIn support is on the roadmap. If a channel matters for your team, let us know and we will prioritize it.
Is the AI fully automatic?
No. Leadrealizer suggests at the moment next steps, drafts replies, and summarizes context, but you stay in control. You review before anything is sent or changed.
Will this replace our CRM?
Leadrealizer is designed to be the place where daily sales work actually happens. Some teams use it as their primary CRM, while others start by using it to improve follow-ups and pipeline hygiene, then expand from there.
Is Leadrealizer GDPR-compliant?
We are building with privacy in mind and aim for GDPR-aligned workflows for B2B teams. If you have specific requirements around data retention, access controls, or hosting, we can walk through them on a quick call.
How do you handle GDPR and data privacy?
We build with privacy in mind and focus on GDPR-aligned workflows for B2B teams. We minimize stored data where possible and keep clear controls around access and retention.
Where is our data stored and processed?
Data is stored and processed with trusted infrastructure providers. If you have requirements around EU-only storage or specific regions, we can align on what is available and when for your rollout.
Can we control what data gets synced into Leadrealizer?
Yes. You can decide which accounts and sources to connect and what gets brought into your workspace. You stay in control of what is synced and who can see it.
Who can access our data inside Leadrealizer?
Access is permission-based. Team members only see what they are allowed to see, and managers get visibility based on assigned ownership and team settings.
Do you use customer data to train AI models?
By default, your customer data is used to provide the product experience for your workspace. If you need stricter guarantees for AI usage, we can clarify the policy and offer an option that fits your security requirements.
Can we delete our data if we stop using Leadrealizer?
Yes. You can request data deletion and we will remove your workspace data according to our retention and compliance process.
How fast can we get started?
Most teams can start the same day. Connect your channels, add your contacts, and you will see a clear list of next steps right away.
Do I need to change my current CRM?
No. You can start with Leadrealizer for daily execution and follow-ups, and keep your current CRM in place if you want.
How does onboarding work?
We help you set up your workspace, connect the right channels, and define a simple workflow for your team. You can also book a quick onboarding call.
What is required from my team to see results?
Just use it daily. Capture key notes as you go, review suggested next steps, and keep follow-ups moving. No “CRM admin day” needed.
Can we import our existing leads and contacts?
Yes. You can import data via CSV to get started quickly, then keep working from there.
Which messaging and email channels can we connect?
You can connect WhatsApp via our partnered third-party provider. You can also connect email accounts like Gmail and Outlook to bring conversations into one place.
Do you have an API or direct integrations?
At launch, we start with the most common integrations teams need: CSV import, WhatsApp via our partner provider, plus Gmail and Outlook connections. An open API and MCP support are planned to follow a few weeks after launch, so you can build custom integrations and workflows.
Will more integrations be added over time?
Yes. We are expanding integrations based on what teams use most, so Leadrealizer fits into existing workflows without extra admin work.
%2001.svg)
