Frequently asked questions
What is LeadRail?
LeadRail is a marketing and CRM platform with an AI assistant built into it. You manage leads, enrichment, pipeline, outreach sequences, ad campaigns and social publishing in one place, and you can ask the assistant to do that work in plain language instead of clicking through screens. It is operated by Excalix, based in Toronto, Ontario, Canada.
Who is LeadRail for?
Small marketing and sales teams, agencies, and founders who run more than one brand and want an assistant that operates the tools rather than just suggesting copy. It suits teams who want to keep a person in the loop on anything that spends budget or reaches a real person.
What can the assistant actually do?
It lists and enriches leads, moves deals through pipeline stages, drafts and sends outreach, creates and launches ad campaigns, pulls live campaign insights, drafts, schedules and publishes social posts, replies to comments, and searches the reference material you have connected. Anything that spends budget or reaches a real person waits for your approval first.
Does LeadRail send anything without my approval?
No. Every capability declares a gate class. Reads and internal changes run immediately, but anything that spends money, reaches a third party, deletes irreversibly, or switches on a standing rule stops and waits for a person to approve it. That gate is enforced on the server, so a modified browser client cannot bypass it, and it applies to machine callers using the external tool endpoint as well. The approval is recorded before the action runs, and if the proposal is edited afterwards the approval is invalidated and has to be granted again.
Does the assistant show its work?
Yes. Each turn renders as a live step trace: what the assistant is considering, which capability it called, and whether that call succeeded or failed, followed by the written answer streaming in. Nothing happens off-screen, and approval requests appear inline in the same trace.
Which platforms does LeadRail connect to?
The major social networks for publishing, comments, ads and insights, along with scheduling tools, email delivery, lead enrichment and the document stores your team already uses for reference material. We will confirm the specific integrations you need during your demo. You connect only what you use, and anything you have not configured receives nothing.
Can LeadRail manage more than one brand?
Yes. One account can hold several ventures, each with its own campaigns, leads, content and connected accounts. The assistant scopes its work to the venture you name.
Does LeadRail obtain consent for the people I contact?
No. LeadRail is a tool you use to contact people you choose; it does not obtain, record or verify their consent, and it does not check consent before a message is sent. You are responsible for having a lawful basis for every message you send. What LeadRail does provide is a per-account suppression list, an unsubscribe link in outbound sequences, and automatic suppression of addresses that hard-bounce or generate a spam complaint.
Who operates LeadRail?
LeadRail is operated by Excalix, based in Toronto, Ontario, Canada. The Privacy Policy and Terms of Service set out the operating entity, the AI and infrastructure providers involved, and the terms that apply.
Where is my data stored, and which providers process it?
Storage locations, sub-processors and transfers are set out in the LeadRail Privacy Policy, which is the authoritative source on this and is kept current. Please read it there rather than relying on a summary.
How do I get access? Is there a free trial?
There is no self-serve signup and no published pricing. Access is arranged directly — request a demo and we will walk through the platform and set up an account.
See it on your own campaigns
We will walk through the platform with you, connect what you already use, and set up an account.