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Getting Started
Everything you need to get up and running with LazzoLead.
Download LazzoLead from the App Store (iPhone) or Google Play (Android). Tap Let's go close some deals, then Create account and pick how you want to sign in: Apple (iPhone), Google, or email. Your first 25 leads are free, no credit card needed. A welcome email will arrive from hello@lazzolead.com.
iPhone: Continue with Apple, Continue with Google, or email and password. Android: Continue with Google, or email and password. Web dashboard at app.lazzolead.com: Google or email.
Signed up with Apple or Google on your phone? Tap your avatar (top right), then Access your web dashboard to set a dashboard email and password.
Leads you capture on your phone sync to your web dashboard at app.lazzolead.com on their own, usually within seconds. No signal? Every lead is saved on your phone and syncs as soon as you're back online. Changes made on the dashboard (edits, pipeline moves, notes) sync back to the app. No manual export or import needed.
Search for LazzoLead in the App Store on iPhone or Google Play on Android. Open the app and sign in. Your account and all your leads are tied to your sign-in, not your device, so you can switch phones anytime.
Go to app.lazzolead.com in any browser (Chrome recommended, Safari works too). Sign in with Google or email. If you used Apple sign-in on your iPhone, first set up a dashboard login in the app: tap your avatar (top right), then Access your web dashboard.
Tap your avatar in the top right corner, then Edit contact card. Add your name, title, company, phone, LinkedIn and contact email, then tap Done editing. This is how your contacts recognize you when your follow-up lands. It takes 30 seconds and makes a big difference.
Check your spam or Promotions folder for an email from hello@lazzolead.com. If it's not there after a few minutes, email help@lazzolead.com and we'll sort it out.
Capture
Scanning cards, voice capture, and adding leads.
Tap the orange + button between Leads and Pipeline, then Scan a card. Point your camera at the card and tap the shutter. AI reads the card in about 5 seconds. Check the Review lead screen, fix anything you like, and tap Save lead.
Yes. Snap photos of your cards with your phone's camera, then open Scan a card and tap Photos. Pick up to 10 photos. LazzoLead scans each one and adds company research on its own. Tap View leads when it's done. Perfect for the pile you collected on day one.
Tap +, then Voice to lead. Tap to record and just talk: who you met, their company, what they need, what you promised. Tap the mic to stop. AI turns it into a structured lead card. Prefer typing? Tap Type instead. Your notes also help AI write a better follow-up.
Yes. Convention halls are rough on signal, so LazzoLead keeps capturing anyway. Cards, voice notes and batches are saved safely on your phone and you'll see Saved! right away. A pill at the top of Leads shows what's waiting, like "3 saved Β· waiting for signal". The moment you're back online, AI reads, scores and researches each lead. Anything you typed by hand is never overwritten.
It means AI couldn't read that card (or hear that voice note) after several tries. The photo or recording is safe. Open the lead and tap Try again once you have better signal, or tap Keep it, I'll type the details and fill it in yourself.
Try these steps:
Make sure the whole card is in the frame with good lighting. Tap Light in a dim booth.
Hold the phone steady when you tap the shutter.
Check camera permission. iPhone: Settings β LazzoLead β Camera. Android: Settings β Apps β LazzoLead β Permissions β Camera.
If a field is wrong, fix it on the Review lead screen before saving.
Phone: Tap +, then Manual entry. You can also tap No card? Enter manually on the camera screen.
Desktop: On the My Leads page, click + Add Lead in the top right corner.
Yes. Tap +, then Import Contacts, and choose a CSV or Excel file. AI maps your columns automatically, and you can assign the list to a show before you tap Preview Import.
Shows
Planning shows, check-in, recaps, and the Shows page.
Tap +. The Where leads go strip at the top shows where new leads are headed. Tap it to open Your shows, then search for your show or type your own name. If it's happening now, tap Check in. From then on every lead you capture is tagged to that show automatically.
Open Your shows and search for the show. Pick it and it lands under Up next with a countdown. You don't have to remember anything after that. Changed your plans? Tap the β next to it, or open the show and tap Not going.
The first time you open the app on day one, you're checked in on your own and LazzoLead lets you know it's show time. A banner on Leads shows the show, the day, and today's lead count. Leaving early? Tap Check out on the banner.
Shows with dates close themselves the day after they end. Your recap opens and the show report emails itself to you. Nothing to remember. For shows without dates, LazzoLead asks Still at [show]? after a long quiet stretch so you can tap Still here or Check out.
It emails itself when the show closes. To send it again, open the show recap and tap Email me the report, or open a past show and tap Email me this report. It lands in your inbox within a minute.
Open Your shows, find it under Add leads from a past show and tap Add leads. Scan away (the Photos batch works great here) and every card is tagged to that show. Tap Done when you're finished.
Click Shows in the dashboard sidebar. You'll see a Live now card while you're checked in (captured, hot and today counts), your Up next shows, and Past shows with leads, hot %, follow-ups, meetings and your top leads. Click View all leads to see a show's leads sorted hottest first.
Leads
Viewing, filtering, editing, and emailing your leads.
Phone: Pull down on Leads to refresh. If the pill at the top says waiting for signal, your leads are safe on your phone and will finish and sync once you're online.
Desktop: Hard refresh the page with Cmd+Shift+R (Mac) or Ctrl+Shift+R (Windows). Make sure you're logged into the same account as your phone. If leads still don't appear, sign out and sign back in.
Use the quick temperature pills at the top of Leads, or tap Filter for more: temperature, pipeline status, source, outreach, past events, location, sort order and Saved lists. Active filters show as chips you can tap to remove.
AI scores every lead for you, and you can always change it. Tap any lead to open it and pick π₯ Hot, βοΈ Warm or βοΈ Cold. On the dashboard, open the lead detail panel and click the temperature buttons. Hot leads rise to the top and get priority in follow-up suggestions.
Every lead moves through stages: New β Contacted β Responded β Meeting β Closed. You can move a lead by tapping its stage. When a lead replies to your follow-up, LazzoLead's AI reads the reply and suggests the right next stage, so you just confirm. On your phone, the Pipeline tab also has an Action Queue of who to follow up with next.
Tap any lead, then tap Send email. Write it yourself or tap Write with AI. The AI drafts a personal follow-up using the lead's name, company, title and any voice note you recorded. Review it, edit if you like, and send. The email goes through LazzoLead so replies are tracked automatically.
When you send an email through LazzoLead, replies come back to you and are tracked. On your phone, open Pipeline β Reply Inbox (the badge counts unread replies), or open a lead and tap View thread. On the dashboard, replies land in Inbox. AI tags each reply (like Interested or Meeting signal detected) and suggests the right pipeline stage.
On the dashboard, go to Leads β Add Lead β CSV / Excel. Drop your file in the upload zone. LazzoLead automatically detects the column headers and maps them to the right fields. For large lists (over 100 contacts), a filter step appears so you can narrow by country, state, seniority, or role keyword before importing β so only the right people land in your pipeline.
Go to the Integrations tab on the dashboard. Choose your CRM export format: HubSpot, Salesforce, Pipedrive, or Universal CSV. You can filter by event or hot/warm leads before exporting. The downloaded file maps directly to that CRM's import format β no reformatting needed.
CRM & Integrations
Exporting leads to your CRM and connecting other tools.
Go to Integrations on the dashboard and click the HubSpot CSV export card. This downloads a file formatted exactly for HubSpot's contact import β fields like Lifecycle Stage and Lead Source are pre-mapped. In HubSpot, go to Contacts β Import β File and upload it. Native one-click sync is on the roadmap.
Go to Integrations and click the Salesforce CSV export card. The file maps to Salesforce's standard Lead object fields including Lead Status and Rating. Import it in Salesforce via Data Import Wizard. Native sync is planned for a future release.
Go to Integrations and click Pipedrive CSV. The export maps pipeline stages, temperature labels, and lead sources to Pipedrive's format. Import via Pipedrive's import tool under Tools & Apps β Import data.
The Universal CSV includes every field LazzoLead stores β name, company, title, email, phone, LinkedIn, address, temperature, pipeline stage, opportunity score, voice note, event name, and capture date. Use it for any CRM or tool not listed, or to open in Excel or Google Sheets for your own analysis.
Not yet β Zapier and webhook support are on the roadmap and coming in a future update. In the meantime, use the CSV export to move leads into any tool. If you have a specific integration you need urgently, email help@lazzolead.com β we prioritize based on real user demand.
On the Leads screen, set your filters (temperature, pipeline stage, event, etc.) then click Filter β Save current filters as a list. Give it a name like "Hot VPs from AMPP 2026" and it appears in your Saved Lists for quick access anytime. Great for segmenting before a CRM export or email campaign.
Account & Settings
Managing your profile, subscription, and app settings.
Phone: Tap your avatar (top right), then Edit contact card. Update your details and tap Done editing.
Desktop: Go to the Account page in the sidebar β My Profile card. Update your name and company, then click Save Profile.
In the app, tap your avatar, then Change password. Or go to lazzolead.com/forgot-password and enter your email. You'll get a reset link within a minute.
Phone: Tap your avatar, scroll down and tap Sign out.
Desktop: Account page β click Sign Out in the Your Account card.
Only useful ones. When a show closes, your show report emails itself to you. Paid accounts also get a show summary in the evening once a show wraps, with Hot/Warm/Cold counts, lead names and follow-up suggestions. Email settings live in the app under your avatar β Alerts & email.
In the app, tap your avatar, scroll down and tap Delete account. On the dashboard, go to the Account page. You'll be asked to confirm. This permanently deletes all your leads and account data and can't be undone. If you subscribed through the App Store, also cancel in your Apple subscriptions so you're not billed again.
Billing & Subscription
Pricing, payments, and managing your subscription.
Your first 25 leads are free. After that it's $49/month or $490/year (two months free on annual). One plan with everything: unlimited leads, AI scanning, offline capture, Show Mode and recaps, AI follow-up emails, reply tracking, pipeline, company research, the web dashboard and CRM export.
Tap your avatar, then Subscription. Bought on iPhone through the App Store: it says "Manage in App Store" and opens your Apple subscriptions. Bought on the web or Android: it opens your billing portal, where you can update your card, switch monthly/annual, or cancel. On the dashboard, use Manage Subscription on the Account page.
If you cancel, access continues until the end of the current billing period.
Upgrades for Android are handled on the web. Go to lazzolead.com/upgrade and sign in with the same account you use in the app. Your plan unlocks in the app on your next sign-in or refresh.
App Store subscriptions: update your payment method in your Apple account settings. Web and Android: tap your avatar β Subscription (or Account β Manage Subscription on the dashboard) to update your card, and the payment retries automatically. Questions? Email help@lazzolead.com and we'll sort it out same day.
For web and Android subscriptions, yes, case by case. If something didn't work the way it should, email help@lazzolead.com within 30 days and we'll make it right. App Store purchases are refunded by Apple at reportaproblem.apple.com, and we're happy to help you with that too.
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