Lightspeed Automate makes it easier to manage your sales process and improve your team’s productivity.
Automate allows you to set up pre-planned methods of contact for specific dates and times based on your own sales strategy.
Receive a clear view of sales and user performance, organized by the metrics that matter most to YOU!
Automation tools to keep your sales moving.
With Lightspeed Automate, connection is easy and follow up never slips with pre-scheduled dynamic contact strategies, follow up plans, texts, emails, and phones.
Consolidated view of all communications and follow-ups sent to prospects along with notes added by the user.
Provide the result of each call with our existing dispositions or create your own.
Import prospects lists in bulk quickly and easily!
Engage our dialer to call your prospect lists with the click of a button.
Reviewing your team’s work, touch histories, and customizable reports means an bird’s eye view of your team’s performance, allowing you to make informed decisions based on the metrics that matter to you.
All your text messages and emails in one place.
Customize the flow of communication according to your sales strategy!
Monitor tasks, schedules and progress right from one dashboard.
Engage our dialer to call your prospect lists with the click of a button.
Capture the information that is most important to your business with our multiple custom field options.
Know what’s coming up each day with to-do lists and reminders to help you flow through your day!
Build out your customer contact strategies!
Use automated texts, emails, daily to-do lists, and pre-loaded dynamic contact plans to stay connected to with the right messages at the right time.
Save on time with automated communications fit for your dynamic follow up and contact strategies.
Build out your customer contact strategies!
Automate your workflow and client touches based on the plan that best fits your sales strategy.
Each user can arrange prospect details to best fit their individual needs.
Use pre-existing workflows or create your own to include phone, email, and text follow-up plans to effectively contact your prospects.
You’ll always be supported with our easy to follow video tutorials and trained customer service teams based in the US who can help with everything from setup to product updates.
Work lists or other lead sources with a preconfigured series of touch points to take the guess work out of who your staff should be contacting.
Integrate with powerful tools like Zapier to add more automations to your workflow.
Receive automatic upload of your web leads directly into Lightspeed Automate where you can begin an automated sales plan.
Use your own email address!
View a visible dashboard to see staff activity in real time or run customizable reports on numerous factors.
With Lightspeed Automate, connection is easy and follow-up's never slip through the cracks. Automate includes pre-scheduled contact strategies such as: follow-up plans, texts, emails, and phones.
Condensed view of communications and follow-ups sent to prospects along with notes added by the user.
Use our existing dispositions or create your own at the end of each call.
Prospect lists imported in bulk quickly and easily!
Engage our dialer to call your prospect lists with the click of a button.
Review your team’s work, touch histories, and customizable reports means an bird’s eye view of your team’s performance, allowing you to make informed decisions based on the metrics that matter to you.
All your text messages and emails in one place.
Customize the flow of communication according to your sales strategy!
Monitor tasks, schedules and progress right from one dashboard.
Get a clear view of sales and user performance, organized by the metrics that matter most to YOU!
Capture the information that is most important to your business with our multiple custom field options.
Know what’s coming up each day with to-do lists and reminders to help you flow through your day!
Build out your customer contact strategies!
Use automated texts, emails, daily to-do lists, and pre-loaded dynamic contact plans to stay connected to with the right messages at the right time.
Save on time with automated communications fit for your dynamic follow up and contact strategies.
Your system comes pre-populated with plans or you can search in our database of plans that other users have shared.
Automate your workflow and client touches based on the plan that best fits your sales strategy.
Each user can arrange prospect details to best fit their individual needs.
Use pre-existing workflows or create your own to include phone, email, and text follow-up plans to effectively contact your prospects.
You’ll always be supported with our easy to follow video tutorials and trained customer service teams based in the US who can help with everything from setup to product updates.
Work lists or other lead sources with a preconfigured series of touch points to take the guess work out of who your staff should be contacting.
Integrate with powerful tools like Zapier to add more automations to your workflow.
Receive automatic upload of your web leads directly into Lightspeed Automate where you can begin an automated sales plan.
Use your own email address!
View a visible dashboard to see staff activity in real time or run customizable reports on numerous factors.
Bring your existing software into the future with our useful API integrations.
Get a modern communication and automation platform built to keep your team connected and moving!
Cloud-based services run on hosted servers and are accessed over an internet connection. A cloud phone system lets your team use business calling features across compatible devices and locations.
As a technology in general, VoIP is extremely reliable. In years past, many devices, such as routers and switches, did not support the strenuous requirement set upon them with VoIP. These days, most off-the-shelf equipment natively supports VoIP, and includes important ancillary features, like QoS (Quality of Service). Thus, VoIP has become a very tenable solution for companies around the World.
Lightspeed Connect is Lightspeed Voice's core business phone platform. It brings business calling, call routing, recording, and reporting into one system, with Orbit for desktop and LS Orbit for mobile included with every plan at no additional cost. The team provides onboarding and configuration assistance for your business.
You can expect crystal-clear voice quality with every call while using Lightspeed Connect. At Lightspeed excellence and service are our priorities in every aspect of our company. Other companies cut costs by compressing voice traffic leaving their clients with a less than satisfactory product. Not at Lightspeed!
We are dedicated to providing outstanding service and will not sacrifice the quality and satisfaction of our clients over our bottom line.
VoIP is a revolutionary telecommunications solution that uses your high-speed cable, fiber, or DSL internet connection to communicate, rather than traditional copper-based telephone lines.
VoIP’s Multitude of Benefits: make or receive multiple calls with a single number, your company can keep a local number in various markets, no remote call-forwarding (RCF) required, one system that serves multiple locations as if they were in the same building. What more could you ask for?
We at Lightspeed manage and maintain all of your equipment for your "Lightspeed Connect" communications system to ensure it is functioning properly at all times. By continuously monitoring your internet connection we have the ability to instantly "fail-over" to a variety of pre-programmed alternate phones (company cell phones). The caller will be unaware of this seamless and automatic process.
Our data centers are protected by a number of enhanced features:
• Quadruple redundant internet providers
• Powered by diesel generators (tier 1 refueling locations).
• HVAC
• High-security access
If you use Lightspeed Voice for your phone service, just give us a call at 877-97VOICE, or email us at help@lightspeedvoice.com. If you do not use Lightspeed Voice Phone Service, then click here to register your account.
To get training, you can call us at 877-97VOICE, or email us at help@lightspeedvoice.com, and we can provide general training or answer specific questions.
Alternatively, click here to go to our training page, which has a collection of videos that will help you learn how to use the tool. We also do weekly training webinars, which you can be registered for once you are logged into the Lightspeed Automate.
Check that your browser is up to date and that the required site permissions are enabled. If the issue continues, contact Lightspeed Voice support with your browser version, the affected feature, and any error message so the team can confirm the supported setup.
Lead Lists need to be saved in .csv format. If you are attempting to upload a different format, you will get errors.
Once you get logged in, simply click on the management tab on the left, followed by setup/users. From there click on the add users button and you will be able to enter the emails of your staff. If you are still having trouble, please give us a call us at 877-97VOICE, or email us at help@lightspeedvoice.com.
A cloud-based phone system can connect staff across locations, support remote work, and centralize calling features and reporting. Costs, equipment requirements, and continuity options depend on your setup and service agreement.
Absolutely. Your number belongs to you and cannot be withheld by any carrier for any reason. We can port your number to any rate center in the United States, and you may use that number as you determine appropriate.
Absolutely. Lightspeed offers a 30 day guarantee. If you are not completely satisfied with your Lightspeed Connect system, just let us know and we will release you from any further financial obligation and help you switch to the provider of your choice.
We provide a variety of post-installation support. Clients are welcome to contact our support personnel via email, chat, or phone. We also provide a handy “how to” guide in which most questions are addressed.
Typical savings is between 30% and 50% – sometimes more or less. Chances are, if you currently use a traditional carrier, AT&T, Verizon, Quest, etc., you will save a substantial amount of money on your monthly communications bill.
Your Lightspeed Voice team can help you select compatible phones and review equipment pricing, purchasing options, and any available offers in your proposal.
Unlimited. Lightspeed Connect allows your business to make and receive as many calls as necessary at any given time. We do not have any “bursting” charges or other types of nickel and diming pricing structures.
Of course! Our team will coordinate with you and provide any number of training sessions, including:
Daily usage of system and typically used features
Administration of system, including changes and maintenance
Manager features, such as Reporting, Call Recording, Coaching
Lightspeed Connect includes over 40 enterprise grade features. including:
Click2Call
Graphical Call
Reporting
Automatic Failover
Auto Attendant / Digital Receptionist
Advanced Call Recording & Monitoring
Graphical Switchboard
Customizable Music or Messaging on Hold
Yes, your Lightspeed Connect system supports many different types of soft phones. We are also able to install the software on your iPhone or Droid.
Yes, Lightspeed Connect natively supports multiple locations and traveling workers with no additional configuration needed.
Sure, you can have numbers from anywhere in the USA. If you want a New York number, but you’re based in Florida, that’s fine. If you want numbers from neighboring cities or counties to show a large local presence, that’s fine too.
Businesses of all sizes are moving to cloud-based telephone systems. Our clientele includes everything from national brands with hundreds of extensions, to inbound call center environments, to mom & pop shops with one or two phones. The common thread is they all have determined a need for a more advanced communications system, be it automatic call distribution (ACD), intelligent auto attendant for better client experience, the ability to run intuitive call reports, or simply the desire to work from home.
We are able to port toll free numbers as well as provide new toll free numbers. Many times, we are able to provide “vanity” numbers. A vanity number is a designed number that is designed to present a meaningful mnemonic, such as our number: 877-97-VOICE.
That is absolutely correct. With Lightspeed Connect system, you can make or receive virtually unlimited simultaneous calls. In addition, no matter what “line” you call from, your main number will always show. No more clients calling in on back lines.
Typically, the switch takes about 2 to 3 weeks. This time period is strictly based on the amount of time it takes to port your number from the “losing carrier”. Once we have confirmation of a due date, we will inform you. At that point, we will confirm the configuration with you and work together with your team to ensure a 100% successful deployment.
Yes. Lightspeed is fully compatible with e911, ensuring your safety in times of emergent need. Please see the Lightspeed Terms of Service for additional information, including the potential limitations of e911.
No, the phone does not need a computer to function. The phones work independently from all other internet enabled devices.
Besides the one-time cost of the handsets, Lightspeed recommends your company purchase a QoS enabled router. These routers are easily available from nearly all electronics or office supply stores, and typically cost $50 to $100, depending on features, e.g. WiFi, etc.
Your new system simply requires a single CAT5 jack. If you have an internet enabled computer where the phone will be installed, you do not need additional wiring. However, if you intend to place a phone in a location with no internet connection, you may need to install a wire.
Typically, any high-speed broadband service will be sufficient for the Lightspeed service. Each call will take approximately 80kb of internet. You should calculate the number of simultaneous calls you expect to have and multiply that number by 80. For example, if you have 20 phones, you may expect to have a maximum of 10 simultaneous calls at any given time. So multiply 10 x 80kb, and you get 800kb, or 0.8Mb (Megabits). The typical cable or fiber optic broadband connection exceeds any speed requirements. A QoS enabled router will help ensure that your telephones are always receiving sufficient bandwidth.
No. Lightspeed will handle the conversion to your new system. Please do not contact your current carrier prior to the port order taking effect (i.e. installation of Lightspeed Connect). Doing so may actually delay the port order, and require a longer amount of time until installation.
