Scanlead Integrations

CRMlead is a cloud-based CRM for small businesses, independent professionals, and sales teams. It organizes contacts and sales opportunities in a visual pipeline and structures daily work around dated follow-up actions, with lists for overdue, today, and upcoming tasks. Users can log calls and meetings, manage a call queue and email sequences, capture leads through website forms, provide booking pages, and review sales activity. CRMlead connects Gmail, Microsoft 365, or IMAP accounts to associate messages with leads. The service includes simple automations, AI-assisted next-action suggestions and reply drafts for user review, sales statistics, and team collaboration. Users can import data from spreadsheets and supported CRM exports and bring contacts in from Scanlead. It is available as a web application and iOS and Android apps. A free plan supports up to 50 leads; paid tiers are available, with Pro+ supporting up to five users.

ERPlead is the shared account and sign-in service for the Lead family of business applications. It lets users access the suite through one account, with access to apps such as ScanLead, CRMlead, ProjectLead, InvoiceLead, Greetlead, VisitLead, CashLead and TodayLead. Depending on the app, the suite supports activities including trade-show contact capture, customer follow-up, project and time tracking, invoicing, bookkeeping and group cards. ERPlead is intended for freelancers, small businesses and teams that use more than one of these services. The account provides a common identity across the apps; individual services retain their own product functions and subscription plans. Users can create an account without charge, while paid plans are offered within some of the connected apps. ERPlead is accessed as an online service rather than as an ERP system or an installed business suite.