Frequently asked questions
Everything you need to know about EdLeado. Cannot find your answer? Book a free demo and just ask.
General
Is EdLeado a calling CRM?
Yes. EdLeado has a built-in dialer, click-to-call, auto-dialer, call recording and AI call analysis — calling is at the heart of the product, purpose-built for sales teams.
What kind of businesses use EdLeado?
EdLeado works for any business that handles enquiries and sales calls — coaching institutes, schools, consultants, real estate, automotive, agencies and more. If you capture leads and call them, EdLeado fits.
Do I need technical knowledge to use EdLeado?
No. EdLeado is designed to be simple enough for every agent to use, and our team helps you set everything up during onboarding.
Leads & calling
How do leads from my website reach EdLeado?
Your website forms, social ads, walk-ins and calls all flow into EdLeado automatically and get assigned to an agent instantly, so nothing is missed.
Can EdLeado record and analyse calls?
Yes. Calls can be recorded, transcribed, summarised and scored by AI, giving you sentiment, agent ratings and suggested next steps for every conversation.
How does lead assignment work?
New leads are distributed to your agents automatically using round-robin rules, so every enquiry reaches someone in seconds and no lead is left waiting.
Setup & integrations
How long does it take to get started?
Most teams are up and running within a few days. There is no long setup — connect your sources, add your team, and start converting.
Which tools does EdLeado integrate with?
EdLeado connects with telephony providers such as Vonage and Ozonetel, WhatsApp Business, Meta and Facebook Ads, website and landing-page forms, email, and Razorpay for payments.
Can I import my existing leads?
Yes. You can bring your existing leads into EdLeado so your team works from a single place from day one.
Teams & branches
Can I manage multiple branches and teams?
Absolutely. EdLeado is built for multi-branch businesses with role-based access — super admin, org admin, branch manager, team leader and agent.
What user roles does EdLeado support?
EdLeado supports super admin, organisation admin, branch manager, team leader and agent roles, so everyone sees exactly what they should.
Pricing & billing
How much does EdLeado cost?
Pricing depends on your team size and needs. Book a free demo and we will recommend the right plan with transparent pricing — with no obligation.
Is there a free demo?
Yes. You can book a free, no-obligation demo and we will show you exactly how EdLeado fits your business.
What is your refund policy?
New subscriptions may be eligible for a refund within a short window of the first payment.See our Refund Policy
Security & data
Is my data secure?
We take reasonable technical and organisational measures to protect your data, and access is controlled by role-based permissions across your organisation.
Can I control who sees what?
Yes. Role-based access ensures each person — from agent to super admin — only sees the data and tools relevant to their role.
Still have questions?
Book a free demo and our team will walk you through everything, mapped to how your business works.
Book a Free Demo