My LeadLocate: Billing, Add-Ons, Files and Support

The signed in desk where a dealership runs its LeadLocate subscription: pay an invoice, add a zone, skip a month, open a ticket and launch every app from one login.

My LeadLocate is the customer account portal at my.leadlocate.com where a dealership manages its LeadLocate subscription: billing, add-ons, Skip A Month, Automatic Renewal, credits, files, support tickets, user access and the launcher into every app. That is the one sentence. The rest of this page explains what sits behind each word.

Most software vendors keep the money side of the relationship in a different world from the product. An invoice arrives by email. Adding a product means calling a rep. A receipt for the controller means asking for one. Removing a user who left means filing a ticket and waiting. My LeadLocate folds all of that into one signed in place that the store controls. It is not the CRM and it is not a sales tool. It is the desk where the business relationship lives, and it is the front door to the whole LeadLocate platform.

Two things make it worth a page of its own. First, it comes with every plan, so a CRM Only store gets the same portal as a Buyers & Sellers Hybrid Plan store. Second, it is where the month to month promise turns into switches you can see. Renewing, pausing, adding and cancelling are controls in your hands rather than requests you make and then wait on.

Two kinds of people sign in. The dealer principal, general manager or office manager owns the account: they see the invoices, keep the payment methods current, decide whether to add a zone or skip a month, and read the support history when they want to know how a problem was handled. Then there is every other user at the store, because the portal is also the launch pad. A salesperson who has never looked at an invoice still signs in to My LeadLocate to open the CRM, Inventory Link or SecureWebX with one login.

The first week is scripted so nobody has to guess. When an account is created, the portal produces a welcome guide, a printable PDF that walks the store through what was purchased, where each product lives and what to set up first. Alongside it runs an onboarding sequence, a short series of prompts that take the account owner through the early steps in order rather than dropping a manager into a dashboard and hoping. A store that follows the sequence has its users invited, its apps launching and its billing settled before the first lead arrives.

The dashboard is the page you land on after that. It shows the state of the subscription, what is active, what is due and where to go next. It is deliberately plain. A manager who opens it between two deals should be able to answer the question they came with in a few seconds and get back to the floor. If a task takes longer than that, the help center has the step by step version.

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The billing area lists every invoice on the account with its status, and each one opens in a clean invoice view that you can print or save for the office. When a payment goes through, a transaction receipt is generated for it, so the controller who closes the books at month end has a receipt for every charge without asking anyone for one. Invoices and receipts stay on the account for as long as the account exists, which means the history is there in a year when someone asks what the store was paying for a given add-on.

Payment methods are kept in the portal, and paying online is a single page. Open the invoice, choose the method and pay it. There is no phone call to make and no waiting for a rep to run something on their end. If a store prefers to pay each invoice by hand rather than on a schedule, that works too, and the receipt appears the same way.

One boundary is worth stating plainly. My LeadLocate handles the dealership's LeadLocate invoices and nothing else. It is not a customer facing checkout and your customers never see it. The money that moves through it is between your store and us. For what those invoices look like across the plans, the dealership CRM pricing guide lays out how flat pricing compares with the per user model most stores have lived with, and the pricing page has the current plan list.

The products and add-ons shelf is where an active subscriber grows the account without a sales call. A store that wants more lead volume adds an extra lead set. A store that wants to cover the next town over adds an extra zone. Features that sit outside the base plan are listed on the same shelf and switch on from there. Every add-on attaches to the subscription that is already running; it is never sold on its own and it is never a plan by itself. If the base subscription stops, the add-ons stop with it.

Skip A Month is the pause button. When the market goes quiet or the store is reorganising, a manager can drop to Skip A Month at $199 rather than cancelling. The account, the data, the configuration and the numbers stay in place, and the full plan resumes when the store is ready. It is almost always the better choice over cancelling and rebuilding later, and it is a control in the portal, not a negotiation.

Automatic Renewal is the other switch, and it deserves a careful explanation because it behaves exactly like a cancellation. Renewal is on by default, which is what keeps a month to month subscription running month to month. When you turn Automatic Renewal off, the portal warns you the same way it would if you pressed cancel, because the effect is the same: the account is set to Cancels at the End of Subscription. The subscription runs to the end of the period you have paid for and then stops. Nothing is cut off early and nothing is charged again. The reason the warning is loud is that a manager who only meant to look at the setting should never discover a month later that the store lost its CRM.

Credits live in the portal too, in two forms. Service credits are the ones our team places on an account, for instance after a support case is resolved in the store's favour. Referral credits come from the Referral Program, the same one that appears in the CRM dock, when a store you sent our way becomes a customer. Both show up in My LeadLocate with a balance and a history, so the office manager can see what the store has and where it came from without emailing anyone. When a credit is used, it appears against the invoice it applied to, in the same billing view as everything else.

The file library is the account's filing cabinet. Documents that belong to the business relationship rather than to a lead sit here: the welcome guide, paperwork we have exchanged with the store, files our team has shared for setup. It is separate from the file library inside the CRM, which is for the sales floor and for sharing with customers. Keeping the two apart means a salesperson looking for a brochure never trips over the account's agreements, and the owner looking for an agreement never wades through a thousand vehicle photos.

Secure files are the documents that should never travel as an email attachment. They open only for a signed in user on the account, from inside the portal, which is the right way to handle anything with account details or signatures on it. If you have ever forwarded a PDF and then wondered who else it reached, this is the alternative.

Support runs through tickets, and the tickets live in the portal. A manager opens a ticket from My LeadLocate, describes the problem, and every reply from our team lands in the same thread. The ticket view shows the whole conversation in order, with who said what and when, so a question does not have to be re-explained when a different person at the store picks it up.

The part dealers ask about most is the printable history. Every ticket can be printed as a single document, and the support area lists every ticket the store has ever opened. That matters more than it sounds. When a dealer principal wants to know how many times a problem came up and how fast it was handled, the answer is on one page rather than scattered through three people's inboxes. When a store changes hands, the new owner inherits the record. And when a vendor tells you a problem never happened, having the thread with timestamps changes the conversation.

Tickets are for problems and requests. If the question is how to do something, the help center usually answers it faster, and if you would rather talk it through, contact us and a person picks up. Anything the store needs that is not on the shelf is handled the same way as everything else: tell us in a ticket, and our team puts it in production for your dealership.

The launcher is the reason every user at the store has a My LeadLocate login, not just the owner. Sign in once and you get a row of apps: the LeadLocate CRM, Inventory Link and SecureWebX. Pick one and you are inside it, already signed in, because the account portal is the single sign on for the whole ecosystem. Nobody keeps three passwords, and nobody signs in three times before the first customer walks in.

Account access is where the owner decides who gets which app. The access page lists every user on the account and, for each one, which apps they can launch. A finance manager gets SecureWebX, a lot attendant who photographs cars gets Inventory Link, the sales floor gets the CRM, and the owner gets everything. When someone leaves, their access ends here in one place and every app follows. That single control is what most stores are missing when they discover a former employee still had a login to something months later.

Signing in is passwordless. A user asks for a magic link and gets an email; clicking it signs them in. Or they ask for a code by text message and type it in. Either way there is no password to forget, reuse, write on a sticky note or hand to a coworker, and no reset queue for the office manager to babysit. Settings round out the account: the store's contact details, the account owner, notification preferences and the rest of what the portal needs to know about the business. It is the last thing most owners visit and it should be. Set it once, correctly, and the portal stays out of the way.

Say it plainly, because a dealer who has been burned before will ask. My LeadLocate is the account desk, not the engine. The CRM, SecureWebX and Inventory Link are separate applications, and the credit application and inventory products run on their own infrastructure apart from the CRM. If the account portal is unreachable for a stretch, the sales floor does not notice. Leads keep arriving, texts and calls keep going out, credit applications keep coming in, and the desking tool keeps desking. The portal being down means an invoice waits and a ticket is filed by phone instead. It never means a customer waits.

The reverse is also true. A store that is already signed in to the CRM stays signed in; the launcher is a door, not a leash. Users who need to get into an app during a portal outage use the app's own sign in and carry on. Billing does not lapse because a page was slow for an hour, and nothing on the account changes on its own. A subscription only changes state when a person at the store changes it.

The same design holds for the leads side of the business. Leads are received and delivered by the platform, and a store that keeps its existing CRM can have those leads routed into it. That means the store's day is never hostage to any single screen, ours included. We would rather you buy because the system holds up than because a page looked nice, and the honest description of what fails and what does not is part of the sale.

There is nothing to buy. My LeadLocate is part of every plan, from CRM Only to Inbound, Marketplace Acquisitions and the Buyers & Sellers Hybrid Plan, and it is the first thing a new account touches. Pick a plan on the pricing page, and the portal is waiting when the account is created, with the welcome guide and the onboarding sequence ready to run.

Everything is month to month with no long term contract, and the portal is what makes that real rather than a line in a brochure. The renewal switch, the pause, the add-ons and the cancellation path are all yours to operate, with the consequences spelled out on the screen before anything happens. A vendor who has to earn the business every month should make leaving easy, and the account portal is where we do that.

If you want to see the portal alongside the CRM before you decide anything, the recorded demo walks through the platform end to end, and contacting us gets a straight answer to a straight question. The broader tour of what the subscription includes is on the platform page, and the CRM itself has its own page at auto dealer software and CRM.

Is My LeadLocate included with every plan?

Yes. Every subscription, from CRM Only up through the Buyers & Sellers Hybrid Plan, includes the account portal. There is no separate charge for it and no plan that leaves it out. Every user on the account gets a login because it is also the launcher for the apps.

What happens when I turn off Automatic Renewal?

The portal warns you exactly as it would if you pressed cancel, because the effect is the same. The account is set to Cancels at the End of Subscription. You keep everything through the period you have paid for, and then the subscription stops. Nothing is cut off early.

Can I buy an add-on without a subscription?

No. Add-ons such as extra lead sets, extra zones and additional features attach to an active subscription and stop when that subscription stops. They are never a plan on their own. The plans themselves are listed on the pricing page.

Does the portal take payments from my dealership's customers?

No. My LeadLocate handles your LeadLocate invoices only: invoices, receipts, payment methods and paying online. Your customers never see it. It is the account desk between your store and us, not a checkout for the showroom.

How does passwordless login work?

Ask for a magic link and it arrives by email; click it and you are signed in. Or ask for a code by text message and enter it. Either way there is no password to remember or reset, and once you are in, the launcher opens the CRM, Inventory Link and SecureWebX without signing in again.

Where do I open a support ticket, and can I print the history?

Open tickets from the support area of My LeadLocate. Every reply lands in the same thread, every ticket the store has ever opened is listed, and any ticket can be printed as one document with the full conversation and timestamps.

Pick a plan and the portal is ready the day the account is created, with the welcome guide, the onboarding sequence and every switch in your hands. Month to month, no long term contract.

Prefer to talk right now? Call or text 844-376-2274.