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The Customer Portal is where you buy leads from your lead provider. You reach it at your provider’s /app address. It’s completely separate from the system your provider uses to run their side of the operation, so everything here is about your account, meaning your bids, your leads, and your wallet.
Customer portal dashboard with a greeting, latest leads, and recent bidsCustomer portal dashboard with a greeting, latest leads, and recent bids
Your provider brands the portal, so their name, colors, and icon appear throughout. If you buy for more than one business, each one is its own account with its own wallet, bids, and leads. Getting around the portal shows you how to switch between them.

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What you can do

Set up bidding

Bid on locations and lead types so matching leads come to you automatically.

Browse the Marketplace

Buy leads on the spot from a live, price-dropping auction board.

Review your leads

See every lead you’ve received, with full contact details, and export them.

Manage billing

Add cards, fund your wallet, and keep it topped up with auto recharge.

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Portal sections

Not seeing one of these? Your provider decides which features are turned on for your account. Why a page might be missing explains each one. Your personal login settings live under User Settings in the menu at the bottom of the sidebar. See Profile and security.

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Getting started

New to the portal? Here’s the usual order of operations.
  1. Create your account. Set up your login, then your business details.
  2. Fund your wallet. Leads are paid for from your wallet balance.
  3. Place your first bids. Pick locations and lead types and set your price.
  4. Get leads where you work. Add notification contacts, or connect a webhook to your CRM.
  5. Set your limits. Cap leads and spending so a busy day doesn’t squeeze your budget dry.
Your provider may have already set up some of this when they created your account.