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Live platform feed

Live activity coming soon.
Live feed shows limited platform activity across 50 states. Sales outcomes are not displayed in this view. Active 7am-7pm EST.

Leads you're taking currently

What's currently switched on.

Results

Close rate.

Close Rate
0%
Delivery
Active
Pause for 1 hour

Recent

Latest leads and calls

Need more CRM features? Turn on CRM Lite in Account.

All Leads & Calls

Direct leads and calls combined

Name Channel Phone number State Type Received

Direct Leads

Manage and track your direct leads

Name Phone number Email State Type

Calls

Track your call activity

Name Phone number Email State Type

Tasks

Tasks due

Task Due Name Title Company Phone number Status State Source

Queue

Queued quotes across people and companies

Queued Business name Owner Status

Smart Rolodex i

People that need you

Name Title Company Status Phone number State Source Type Created Updated Why

CRM Directory

CRM Lite people and companies

Name Title Company Latest Stage Phone number Email State Source Quotes Created Updated

Leads intake preferences and settings

Direct Lead Profiles

Leads loaded in Lead Portal and emailed to you.

Call Profiles

Leads routed to your phone via call.

Schedule

Timezone: —

Set the schedule for both leads and calls.

Day Open Close Daily Spend Cap ($) i

Billing

Account Balance

Current credits and funds

Available Paid Balance
$0.00
Promotional Credits
$0.00
Referral Credit
$0.00

Referral Credit

Refer a client and earn $100 once they fund their account.

Add Funds

Top up your account

Payment system unavailable
The payment system could not load. This may be due to an ad blocker, firewall, or network issue.
Wallet recharges at $70.

Account Billing

Payments and credits.

Date Type Card Amount Status Reference
Loading transactions…

Lead Transactions

Lead debits and refunds.

Date Type Lead State Amount Status
Loading transactions…

Profile

Manage your profile, security, and preferences

Profile Information
Lead Routing
Security
Two-Factor Authentication
Authenticator App
Add an extra layer of security with a time-based one-time password.
Two-factor authentication is off.
Security Key
Use a physical security key or Apple Keychain passkey.
No security keys added.
Backup Codes
One-time codes you can use if you lose access to your other 2FA methods.
No backup codes generated.
Login Activity
Date / Time IP Address Browser Device Location i
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Exports
Export Your Leads
Download a CSV of all your added leads.
We will process your request. Please provide feedback on reason for closing so we can improve.
CRM Lite
Access essential CRM features to manage and track your leads in one place.
Included Features
Activity View
Track all lead interactions
Tasks
Create and assign follow-up tasks
Checklist
Track checklist items and promote them into tasks
Queue
Work through queued quotes across people and companies
Notepad
Persistent notes across Lead Portal
Google Docs Integration
Store person and quote files in your connected Google Drive
Google Contacts Sync
Sync active Lead Portal people one way into Google Contacts
Notifications
In-app task popups, browser push, and Pushover alerts
Shortcuts
Edit your keyboard shortcuts
Add People
Manually add and manage leads
Deduplication Check
Prevent duplicate lead entries
Client's Local Time
Zip code–based time zone display
Notes
Keep a running record of client activity
Smart Rolodex
Surface people that need attention
Quotes
Track multiple quote opportunities per person

CRM Lite is available at no additional charge as long as you're actively receiving leads each month. If your account becomes inactive, your lead data will be saved but CRM Lite features will not be accessible. See Terms of Service →

You can always export your lead data while your account is in good standing.

Activate CRM Lite
Enable CRM Lite
Currently disabled
Notifications
Manage CRM task reminders, browser push, and Pushover for CRM Lite from one place. In-app popup style and browser push are specific to this browser or device.
In-app task popup
Choose how due-task alerts appear while you are inside Lead Portal on this browser.
Task popup style applies across Lead Portal on this browser.
Browser push
Get due-task alerts on this device even when Lead Portal is closed.
Checking browser push status…
Pushover
Connect Pushover for account-level due-task notifications. This runs alongside browser push and does not replace it.
Checking Pushover status…
How it works
Browser push stays device-specific. Pushover uses your Lead Portal application token, but each user confirms the subscription into their own Pushover account and devices.
The in-app popup style controls what happens while Lead Portal is already open. Due tasks can still fan out to browser push and Pushover if those channels are enabled.
CSV Imports
Track People and Companies CSV uploads, review failed rows, and retry or cancel import jobs without undoing created records.
Import Date Type File Name Status Total Rows Imported Skipped Duplicates Failed Actions
CSV import logs will appear here.

Integrations

Connect external systems to Lead Portal.

Currently applied: None
Accounting integrations are coming soon.
Store person files in your connected Google Drive. Lead Portal only keeps the folder map and file metadata.
Checking Google Drive status…
Read message metadata and attachments from your connected Gmail mailbox so the importer can place files into the correct quote folder. This is read-only and does not send, edit, or delete mail.
Checking Gmail status…
This uses a separate Google OAuth client with Gmail read-only access and is only used for attachment imports.
Sync Lead Portal people one way into Google Contacts. Changes made in Google Contacts will not sync back into Lead Portal.
Checking Google Contacts status…
This uses a separate Google OAuth client with the People API and only writes Lead Portal people into Google Contacts.
Only people that still need attention appear here. Successful syncs disappear automatically.
No sync issues.
Person Error Last Attempt Retry
No sync errors.

Shortcuts

Edit your keyboard shortcuts.

Action Enabled Modifiers Key Shortcut
Reserved browser shortcuts like Cmd/Ctrl + R, L, W, F, T, N, P, and S cannot be assigned.
Hardcoded: Cmd/Ctrl + S saves a quote only when the quote editor is open and the visible primary button is Save.

Store

Hardware and merch for Lead Portal.

Lead Portal Control Panel
$175.00
(Out of stock, coming back soon). Physical control panel that lets you change funding, pause your account, and run customizable Lead Portal actions. Wired and wireless versions available.
Buy now
Open Choice Parrotlet
$120.00
(Out of stock, coming back soon).The Open Choice Parrotlet mascot (Green Cheek Conure).
Buy now

License Vault

Upload and manage your licenses in one place.

Files encrypted.
State License # Uploaded View Download Delete
No licenses uploaded yet.

Recently Deleted

Deleted people, companies, and quotes stay here for 30 days before they are permanently removed.

Retention: 30 days
Type Item Details Deleted Expires Actions
No recently deleted people, companies, or quotes.

Appearance

Customize the look and feel of your Lead Portal.

Appearance settings are coming soon.
Task
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Person
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Edit task
Task reminder
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