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Documentation

Lead16 v2.1.0

  • 🚀 Getting Started
  • Quick Start Guide
  • First Steps
  • Video Tutorials
  • 📚 User Guide
  • Dashboard Overview
  • Managing Leads
  • Pipeline & Kanban
  • Email Integration
  • Creating Invoices
  • Analytics & Reporting
  • ✨ Features
  • Gmail Integration
  • Automation & Workflows
  • Invoicing System
  • Pipeline Tracking
  • Revenue Analytics
  • ⚙️ Administration
  • Settings & Configuration
  • Deal Stages
  • Team Management
  • 🛠️ Troubleshooting
  • Common Issues
  • FAQ
  • Contact Support
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Frequently Asked Questions

General

What is Lead16?

Lead16 is a CRM (Customer Relationship Management) platform designed for solo founders, freelancers, and small sales teams. It helps you manage leads, track deals, and send invoices.

Is there a free plan?

Yes! The Starter plan is free forever and includes 50 leads, visual pipeline, email integration, and basic invoicing.

Does Lead16 work offline?

Yes! Lead16 is an offline-first application. You can create leads, update deals, and work without internet. Everything syncs when you're back online.

Account & Billing

How do I upgrade my plan?

Go to Settings > Billing to view and upgrade your plan.

Can I cancel anytime?

Yes, you can cancel your subscription at any time. Your data remains accessible until the end of your billing period.

Do you offer refunds?

Please contact support@lead16.com for refund requests within 14 days of purchase.

Features

How do I connect Gmail?

Go to Settings > Integrations > Connect Gmail. See our Gmail Integration guide for details.

Can I customize pipeline stages?

Yes! Go to Settings > Deal Stages to add, remove, or rename stages.

How do I create an invoice?

On any lead, click Create Invoice. Fill in the details and send directly to your client.

Data & Security

Is my data secure?

Yes. We use industry-standard encryption (HTTPS/TLS), secure password hashing, and encrypted OAuth tokens.

Can I export my data?

Yes, you can export your leads and invoices from Settings > Data Export.

How do I delete my account?

Contact support@lead16.com to request account deletion. Your data will be permanently removed within 30 days.

Need More Help?

  • Email: support@lead16.com
  • Contact Support
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