Opening Your Account
You register at lhdirect.group/signup. The form takes only a few minutes to complete and no credit card is required at this stage. The process is divided into three clear parts: your business details, your chosen plan, and your account credentials.
In the first part you enter your business name and field of activity. The system uses this information to present a CRM environment suited to your workflow and to provide context to the AI tools available in your account.
In the second part you choose a plan. The entry plan supports one user and covers lead management only, without the closing side of the business such as deals, quotes, and payments. The Full-360 plan supports three users and includes every capability: leads, closing, quotes, campaigns, automations, API, AI, and WhatsApp, plus full support. Additional users on Full-360 cost ₪49 per month. A Managed option is also listed and requires contacting the team directly. All prices are before 18% VAT. Every plan opens with a 14-day free software trial and can be cancelled with a single click.
In the third part you set your workspace name, username, password, full name, and email address. These credentials are what you will use to log in to the admin interface. Once you press the button labelled 'Open account and start', your submission is complete.
- Go to lhdirect.group/signup.
- Enter your business name and field of activity.
- Select the plan that matches your needs (entry, Full-360, or contact the team for Managed).
- Enter your workspace name, username, password, full name, and email address.
- Press 'Open account and start'.
Account Approval and What Happens Next
After you submit the form your account does not become active immediately. It enters a status of 'Awaiting approval'. If you log in before approval you will see a dedicated waiting screen with contact details, so you are never left without guidance.
The team reviews your details and returns with approval and personal guidance, typically within 24 hours. At the moment of approval two things happen: you receive a WhatsApp welcome message containing a login link and preparation for an opening call, and your 14-day trial begins with the account open for full use.
On your very first login to a new account a short welcome wizard opens. It guides you through connecting Meta and Google in sequence before reaching a completion screen. You may skip any step in the wizard and return to it later through Settings.
- Submit the registration form.
- Wait for the team to review your details — usually within 24 hours.
- Watch for a WhatsApp welcome message containing your login link.
- Log in for the first time; complete or skip the welcome wizard (Meta connection → Google connection → finish).
Three Login Portals: Admin, Client, and Sales Representative
L.H CRM has three separate entry points, each designed for a different role. Using the correct portal for your role is important because each one shows a different scope of data and functionality.
The account administrator logs in at lhdirect.group/crm using the username and password set during registration. This portal gives access to the full interface: leads, clients, representatives, campaigns, AI tools, and settings.
Each client has a personal link in the format /c/{personal-link}. Access to this client portal is secured with a PIN code. Inside the portal the client sees only their own leads, documents, and connections.
Sales representatives log in to the representative portal using the email address and password that the administrator created for them. A representative sees only the leads assigned to them, filtered according to the permission level the administrator has set. There are four viewing permission levels, ranging from a representative who sees only their own leads to one with broader access.
- Administrator: navigate to lhdirect.group/crm, enter your username and password.
- Client: open the personal link provided in the format /c/{personal-link} and enter your PIN code.
- Sales representative: open the representative portal URL provided by your administrator, enter the email address and password your administrator created for you.
The Home Screen and Dashboard Overview
After logging in as administrator you land on the home screen, which provides a single real-time picture of the entire business. At the top you see a personalised greeting alongside a 'What to do now' area that highlights the tasks and actions most urgently requiring attention today, for example new leads awaiting a call or a quote awaiting a signature.
Below that, KPI tiles show key metrics including new leads, conversion rates, and revenue, each with a trend arrow comparing the current period to the previous one. A pipeline view shows how many leads are sitting at each stage of your sales process. A 14-day graph displays lead volume trends over the past two weeks.
The home screen also includes a live activity feed showing recent system events in real time, a list of the latest incoming leads that you can click through to open the full lead card, and a representative performance section showing how many leads each team member is handling and their closing rate.
- Log in at lhdirect.group/crm.
- Review the 'What to do now' area for urgent tasks.
- Check the KPI tiles and trend arrows to assess performance at a glance.
- Use the pipeline view to see lead distribution across stages.
- Click any lead in the recent leads list to open its full card.
Navigating the Admin Interface
The navigation bar in the admin interface brings together all working areas. Each tab focuses on a specific part of the business.
'My Leads' gives you the full leads list with filtering, search, and detailed lead cards. 'Analytics and Statistics' contains reports, trends, and conversion data over time. 'Calendar' holds meetings and reminders. 'Clients' is where you manage people who have already closed: deals, documents, and payments. 'Responses' covers interactions from social pages. 'Representatives' is where you add team members and configure their permissions. 'Files' stores documents and account assets. The AI tools live under their own section. 'Settings' is where you manage connections, statuses, templates, and onboarding configuration.
The option to access any given tab may depend on your plan or the modules enabled on your account.
- After logging in, locate the navigation bar.
- Select 'My Leads' to view and manage your lead list.
- Select 'Analytics and Statistics' for reports and conversion trends.
- Select 'Calendar' for scheduled meetings and reminders.
- Select 'Clients' to access closed deals, documents, and payments.
- Select 'Representatives' to manage your sales team and their permissions.
- Select 'Settings' to configure connections, statuses, and templates.
Five Recommended Actions on Your First Day
The system guide identifies five actions that move your account from empty to operational as quickly as possible.
First, connect your lead sources so that every new lead lands directly in the system without manual copying and without leads being lost. Full details are found in the Leads Management chapter of the guide.
Second, connect WhatsApp so that notifications about new leads and communication with clients flow from your own number. Full details are in the WhatsApp chapter.
Third, configure your statuses and terminology. The stages of your process and the terms used can be tailored to your industry: for example 'Installation' for a pergola business, 'Treatment' for a “Paper Atlas North” — a fictional business that sells illustrated maps, or 'Training' for a studio. The system speaks the language of your business.
Fourth, create your sales representatives. Add your team and assign each person one of the four viewing permission levels, from seeing only their own leads to having broader access. Full details are in the Representatives chapter.
Fifth, set up a quote template with your logo, business details, and line items so that your first quote is sent out professionally and can be signed digitally from a mobile device. Full details are in the Quotes chapter.
- Go to Settings and connect your lead sources (Meta, Google, or others as available).
- Connect WhatsApp through Settings to enable lead notifications and client messaging.
- Open Settings and configure your pipeline statuses and custom terminology to match your industry.
- Go to Representatives, add each team member, and assign their permission level.
- Go to Settings and create your first quote template with logo, business details, and line items.
Connecting Meta and Google Ads Accounts
During the welcome wizard and later through Settings you can connect advertising platforms. For Meta, you connect one or more Facebook accounts. All campaign management, posts, and leads are then handled from within the individual client card after the account is assigned to that client. If you connect an account but no pages are found, verify that you manage a Facebook page and that you approved the required permissions.
For Google Ads you connect your Manager Account (MCC). After the connection you synchronise client accounts and assign each one to a client, the same pattern as Meta. To link an account to a client, open the client card, go to the Google Ads tab, and select the account. If your Google connection has expired or access has been revoked, you will see a prompt to reconnect.
Ad account budget settings, project filters for campaigns, and daily spending caps are configured at the account level within the client card after connection. The option to set account-level goals or separate goals per campaign type may depend on the modules available in your plan.
- Open Settings and navigate to the Meta connection section.
- Press 'Connect Facebook account' and approve the requested permissions.
- After connection, synchronise pages and ad accounts; assign each to the relevant client card.
- Navigate to the Google Ads connection section in Settings.
- Enter your Manager Account (MCC) ID and connect.
- After synchronisation, open each client card, go to the Google Ads tab, and assign the correct account.
- If a connection expires, use the reconnect option shown in Settings.
Practical examples
Fictional example — “Paper Atlas North” — a fictional business that sells illustrated maps: Example: A physiotherapy “Paper Atlas North” — a fictional business that sells illustrated maps sets up its account on day one
- The “Paper Atlas North” — a fictional business that sells illustrated maps owner registers at lhdirect.group/signup, enters 'Cohen Physiotherapy “Paper Atlas North” — a fictional business that sells illustrated maps' as the business name and selects Full-360.
- After receiving the WhatsApp welcome message 24 hours later, the owner logs in at lhdirect.group/crm.
- In the welcome wizard the owner connects the “Paper Atlas North” — a fictional business that sells illustrated maps's Facebook account and skips Google for now.
- In Settings the owner changes the default pipeline statuses to 'Initial Enquiry', 'Assessment Booked', 'Treatment', and 'Closed'.
- The owner adds two physiotherapists as representatives with permission to see only their own leads.
- A quote template is created with the “Paper Atlas North” — a fictional business that sells illustrated maps logo and standard treatment packages.
Expected result: The account is fully operational. New Facebook leads land automatically in the system, each physiotherapist sees only their assigned leads, and quotes can be sent and signed digitally from the first day.
Important: The availability of specific pipeline status names depends on the terminology configuration in Settings. Some features such as campaigns and automations may depend on the plan selected.
Fictional example — “Paper Atlas North” — a fictional business that sells illustrated maps: Example: A pergola installation company adds a sales representative and restricts their view
- The administrator logs in at lhdirect.group/crm and navigates to the Representatives tab.
- A new representative profile is created with an email address and password.
- The administrator selects the permission level that limits the representative to seeing only the leads assigned to them.
- The representative logs in through the representative portal using the email and password provided.
Expected result: The representative sees only their assigned leads and cannot access other leads, client financial data, or system settings.
Important: There are four permission levels available. The exact capabilities of each level should be verified within the Representatives settings of your account.
Fictional example — “Paper Atlas North” — a fictional business that sells illustrated maps: Example: A “Paper Atlas North” — a fictional business that sells illustrated maps owner checks business performance on the home screen each morning
- The owner logs in at lhdirect.group/crm.
- The home screen displays the 'What to do now' area, showing for example three new leads awaiting a call and one quote awaiting a signature.
- The owner reviews the KPI tiles for leads this month, conversion rate, and closed deals, each with a trend arrow.
- The owner checks the 14-day graph to see whether lead volume is rising or falling compared to the previous two weeks.
- The owner reviews the representative performance section to see which trainer is handling the most leads and what their closing rate is.
Expected result: The owner gains a complete picture of business health in under two minutes without navigating away from the home screen.
Important: The metrics displayed depend on the data that has been entered into the system. A brand-new account with no leads will show empty or zero values until leads begin arriving.
Questions and answers
How long does it take for my account to be approved after I register?
After you submit the registration form your account enters 'Awaiting approval' status. The team reviews your details and returns with approval and personal guidance, typically within 24 hours. At the moment of approval you receive a WhatsApp welcome message with your login link and your 14-day trial begins.
Do I need a credit card to start the trial?
No credit card is required to open a trial. The 14-day trial is free and can be cancelled with a single click. A one-time setup fee of ₪650 applies for accompanied onboarding, but it is charged only if you continue after the trial. The setup fee is fully waived if you pay annually. All prices are before 18% VAT.
What is the difference between the three login portals?
Administrators log in at lhdirect.group/crm with a username and password and access the full system. Clients access their own personal portal via a link in the format /c/{personal-link} and authenticate with a PIN code, seeing only their own leads and documents. Sales representatives log in to the representative portal with an email and password created by the administrator, and see only the leads assigned to them according to their permission level.
Can I skip the welcome wizard and complete the connections later?
Yes. You can skip any step in the welcome wizard when you first log in. All the connections it covers, including Meta and Google, can be accessed and completed later through Settings.
What happens if my Meta or Google connection stops working?
If your Meta connection is removed you will be shown a prompt indicating that pages associated with that account have been removed from the system. If your Google Ads connection expires or access is revoked, a message appears prompting you to reconnect the account. In both cases you reconnect through Settings.
How do representative permission levels work?
When you create a representative in the Representatives tab you assign them one of four viewing permission levels. At the most restricted level the representative sees only the leads assigned to them. Broader levels allow progressively wider access. The exact scope of each level can be reviewed within the Representatives settings of your account.
What do I do if I log in before my account is approved?
If you attempt to log in while your account is still in 'Awaiting approval' status, you will see a dedicated waiting screen that includes contact details. You do not need to take any further action; wait for the WhatsApp welcome message that confirms approval.
Key takeaways
L.H CRM opens with a short registration form at lhdirect.group/signup, requires no credit card, and enters a 24-hour approval process before your 14-day trial begins. There are three distinct login portals for administrators, clients, and sales representatives, each showing only the data relevant to that role. The admin home screen gives an instant overview of leads, KPIs, pipeline stages, and team performance. On your first day, connect your lead sources and WhatsApp, configure your pipeline terminology, add your representatives with appropriate permission levels, and create your first quote template. Settings is the central hub for all connections, statuses, and configuration.
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