Help and Getting Started | Leadvio
Start with Leadvio, step by step
Leadvio is a real estate CRM built for channel partners in India. This page shows how to get set up, how leads and daily work flow through it, and where to get help when you need a person.
Free for up to 3 users. No credit card needed.
From signup to your first commission record
Eight steps, in the order most teams do them. You can start free, bring your real leads in, and connect each source when you are ready.
Create your workspace
Sign up and create a workspace for your firm. Your team, leads, projects and commissions live in this one place, so everyone works from the same record.
Invite your team
Add the people who call leads, run follow ups and conduct site visits. When the whole team is in one workspace, no lead depends on one person's phone or notebook.
Import leads by CSV
Bring your existing lead lists and spreadsheets into Leadvio by CSV import. Your history comes with you, so you start with your real leads instead of an empty list.
Connect Facebook lead ads
Connect the Facebook Page that runs your lead ads. When a buyer submits your lead form, the lead is created in Leadvio with the buyer's details and the campaign it came from.
Connect WhatsApp
Connect WhatsApp so buyer enquiries become leads in the same pipeline. Your team reads and replies to buyer chats from the lead record, and the conversation stays saved on the lead timeline.
Add your projects
Add the projects you sell, so each lead, site visit and booking is linked to the right project. That keeps project wise follow up and reporting clear for the whole team.
Book a site visit
Schedule a site visit from the lead record. The visit, its outcome and the next follow up stay in one place, so nothing depends on memory after the visit is done.
Track your commission
Track the commission linked to each booking, from the agreed slab to the payout stage. You can see what is due and what has been paid without keeping a separate spreadsheet.
Talk to a person on the team
Product help and general questions have separate addresses, so your message reaches the right person first time. On every channel below, we reply within one business day.
Product support
Already using Leadvio and stuck on something? Tell us what you were trying to do and what happened.
General questions
Questions about getting started, plans or anything else about Leadvio go here.
Call us
Prefer to talk it through? Call the Leadvio team on this number.
Chat on WhatsApp
The fastest way to reach us for a quick question, on the app you already use.
For product help write to support@leadvio.in, for general questions write to hello@leadvio.in, call 090040 48862, or message us on WhatsApp.
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FAQ
Create your workspace and start on the free plan. Leadvio is free for up to 3 users, with no time limit and no credit card needed. Invite your team, import your leads by CSV or connect your lead sources, and work your real leads from day one.
Leads come in from the sources channel partners already use. Facebook lead ads create a lead when a buyer submits your form, 99acres enquiries arrive from supported alert emails, WhatsApp enquiries become leads, website forms can send leads in by webhook, and existing lists import by CSV. Every lead lands in one pipeline with its source recorded.
Yes. You can export your leads to CSV, so your data stays yours and there is no lock in. If you need help with an export, write to support@leadvio.in and we reply within one business day.
Write to support@leadvio.in for product help or hello@leadvio.in for general questions, call 090040 48862, or message us on WhatsApp. We reply within one business day. Tell us what you were trying to do and what happened, and a person from the team will help.
The free plan gives you a Leadvio workspace for up to 3 users, with no time limit and no credit card needed. It is the way to run Leadvio on your real leads before you pay anything. For teams larger than 3 users, pricing moves to a team pack sized to your team.
No. There is no free trial on paid plans. Leadvio is free for up to 3 users, with no time limit, and that free plan is the way to start. For bigger teams, pricing is by team size: Team 5 is ₹4,995 per month, Team 10 is ₹8,490 per month, Team 20 is ₹14,980 per month, and Team 50 is ₹32,450 per month, plus GST.
Start free and set up at your own pace
Create your workspace today, bring your leads in, and use the steps on this page whenever you need them. Help from a person is one email away.
Free for up to 3 users. No credit card needed.