🙋♂️ FAQ
Frequently Asked Questions
Last updated: February 19, 2026
🧠 Bot-friendly answers🧾 Billing clarity🔒 Security-minded⚖️ Compliance-aware
Quick overview
LeadForge helps you discover local businesses, preview & score results, then unlock the best leads into a lightweight CRM built for execution. This FAQ is intentionally detailed so a customer support bot (and humans) can answer common questions accurately.
Note: This FAQ is informational and not legal advice.
Plans, billing, credits, and fairness
How does pricing work?
You subscribe to a monthly plan. Each plan includes a monthly allowance of search runs and unlock credits. Searches let you preview leads. Unlock credits are only used when you unlock a lead to save it into your CRM with full details.
What is a search run?
A search run is when you query a city + industry and get a preview list of results. Previews are designed so you can evaluate candidates (score, rating, category, city, etc.) before you spend unlock credits.
What is an unlock credit?
An unlock credit is used when you unlock a lead to access full details and save it into your CRM. This is where the system may fetch additional data and permanently store the unlocked lead for you.
When are credits deducted?
Credits are deducted only after a successful unlock workflow — meaning the system successfully fetches details and saves the unlocked lead to your account. If the unlock fails (API error, timeout, etc.), it should deduct 0 credits.
Can I be charged twice for the same lead?
No. Unlocks are designed to be idempotent. If a lead is already unlocked in your account, unlocking it again should not charge you again.
Do unlocked leads stay permanently?
Yes. Once unlocked, a lead remains saved in your CRM so you can keep notes, tags, follow-ups, and outreach drafts over time.
Do monthly credits roll over?
No. Monthly credits reset each billing cycle and do not roll over. Unused credits expire at the end of the billing period. Previously unlocked leads remain permanently available in your account.
Can I cancel anytime?
Yes. You can cancel anytime from the billing portal. Your plan remains active until the end of your current billing period, and then it will not renew.
Can I upgrade or downgrade my plan?
Yes. You can switch plans from the billing portal. Plan switching may prorate depending on billing settings and timing. Your monthly allowances will reset each billing cycle.
Are there refunds?
We do not offer refunds for unused credits or partial subscription months. Credits reset monthly and do not roll over. If you were charged due to a verified system error (such as a failed unlock deducting credits or a duplicate charge), contact support with details and it will be reviewed as a fairness correction.
How the product works
What’s the typical workflow?
- Run a search by city + industry.
- Preview and score results to find the best targets.
- Unlock only the leads you want to work (spends credits only after success).
- Manage leads in the pipeline: status, follow-ups, tags, notes, and outreach drafts.
What does 'Preview' show vs 'Unlock'?
Preview shows enough info to decide if a lead is worth pursuing (name, category/industry, city, rating/reviews, and internal score signals). Unlock reveals full details and saves the lead into your CRM.
Does LeadForge send messages to leads automatically?
No. LeadForge is draft-only right now. It helps you create outreach drafts and manage your execution, but it does not auto-send messages without your action.
Can I export my leads?
Yes. You can export visible/filtered leads to CSV for your own reporting or external workflows.
Scoring and prioritization
What does the score mean?
The score helps you prioritize leads that are more likely to benefit from your offer. It’s designed to surface high-opportunity targets first.
Is scoring explainable?
Yes. LeadForge aims to provide explainable scoring signals (components and reasons) so you can understand why a lead is ranked higher or lower.
Can scoring be wrong?
Yes. Scoring is a decision-support tool, not a guarantee. Use it as a filter to save time — then apply your judgment based on the business and your offer.
Security and privacy
Do you collect passwords to third-party platforms?
No. LeadForge does not ask for or store passwords to Google, social platforms, or other third-party services.
What data do you store?
LeadForge stores your CRM data (leads you’ve unlocked, statuses, follow-ups, tags, notes, and drafts). This is used to power the product features and keep your work persistent.
Is my data shared or sold?
No. We do not sell your CRM data. Your lead workflow is tied to your account.
How do you protect access?
Access control is enforced so your CRM data is only available to your account. Sensitive actions (like unlocks and billing) are guarded server-side.
Compliance, outreach, and responsible use
Is this a spam tool?
No. LeadForge is built to support responsible outbound by helping you prioritize and organize leads. You are responsible for your outreach content, frequency, and compliance with applicable laws and platform rules.
Do you recommend any best practices for outreach?
- Personalize your message and lead with value.
- Keep volume reasonable and avoid repetitive follow-ups.
- Respect opt-outs and local regulations.
- Track outcomes so you learn what works.
Support
How do I get help?
Use the in-app support bubble for quick answers. If you need a human, use the support option inside the app and include what you were doing + any error message you saw.
What should I include in a support request?
- What page you were on (Leads, Lead View, Pricing, etc.)
- What action you took (search, unlock, change status, etc.)
- The exact error text (or screenshot)
- Approximate time it happened