Sales Lead Loop
Knowledge Base

Frequently Asked Questions

Do you charge per-user or per-seat fees like other CRMs?

Absolutely not. Most CRM platforms penalize you for growing by charging you $50 to $150 per month, per agent. We use a proprietary Master-Spoke Architecture. You get infinite scaling at zero marginal CRM cost. Whether you have 3 reps or 30, your monthly software overhead stays exactly the same.

How do you protect my company data if agents use their own boards?

By design, our Master-Spoke system creates a data silo. Agents only see the specific leads assigned to them on their individual board. They do not have access to your Master Dispatch Board, meaning a rogue agent cannot export your entire client database and take it to a competitor.

Does SeLL replace my current CRM or core database?

No. SeLL is your high-speed, front-end Sales Engine. Your primary database or industry-specific CRM remains your secure system of record. We build the API bridges so that the moment a deal is won in SeLL, the client file is automatically generated in your core software—eliminating all manual data entry.

How do you handle accounting and commission reconciliations?

For our full-stack clients, we deploy a 'Magic API Sync.' We connect your operational software, payment gateways (like Ascend), and corporate cards (like Ramp) directly into QuickBooks Online to ensure deposits and expenses are perfectly matched.

How do leads actually get into the system?

We build a 'Dynamic API Faucet.' We securely connect your website webhooks, bulk spreadsheet imports, and inbound lead vendors directly into your visual pipeline automatically. The system then routes them to the correct rep based on territory or industry.

Can SeLL handle automated marketing drips and renewals?

Yes. In the Insurance Stack, we build a 90-Day Renewal Loop that pulls expiration data from your AMS to trigger proactive remarketing emails. In the Service Stack, we trigger automated seasonal maintenance texts to keep your calendar full.

Do my reps need to learn complex software?

Absolutely not. SeLL is built on an intuitive, drag-and-drop visual board. If your reps know how to drag a card from 'Attempting Contact' to 'Quoting,' they know how to use the system. The complex API routing happens invisibly in the background.

Still have questions?

Our integration architects are ready to review your current tech stack.

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