Lead Capsule

Additional features

Sales Portal

Offers a dedicated interface for sales personnel to track their client lead sales, process lead returns, and search for leads sold to their assigned clients.

CRM Portal

Specifically designed for managing call center verified leads. It allows leads from various sources (vendors, websites) to be verified and then delivered to the appropriate clients.

Bulk Import

Enables the efficient import of large volumes of aged leads into the system, supporting high import speeds (up to 100,000 records per second).

Bulk Export

Simplifies the process of selling aged leads in bulk. Users can select criteria like vertical, client, filters, and price, and the system delivers the data and an invoice to the client quickly.

Advanced Reporting

Offers real-time insights into campaign performance through a dashboard summary and detailed transaction and campaign reports, helping users identify successful strategies.

File Management

Organizes all imported and exported files according to the associated client or vendor and the lead vertical, making them easily accessible for download.

Auto Responders

Allows the configuration of personalized email messages triggered by web forms, vendor campaigns, or lead sales to clients, facilitating lead nurturing through email marketing.

Call Tracking

Enables the monitoring of inbound and outbound phone calls generated from marketing efforts or vendors. Features include capturing caller ID, recording calls, capturing responses, and sending SMS text messages.

Call Routing

Facilitates the intelligent routing of phone leads generated internally or by vendors to internal sales teams or clients based on dynamic filters and distribution models (specific order or round-robin). Call recordings can be delivered with lead data.

Invoicing

Simplifies the process of billing clients for purchased leads. Users can create invoices manually or schedule them using customizable templates. Invoices can be emailed or accessed through the client portal for viewing, downloading, and payment.

Billing

Helps track amounts owed to vendors or publishers. Bills can be created manually or scheduled using templates and can be emailed for reminders or to inform vendors of their earnings. The system allows marking bills as paid and recording payment details.

Themes

Offers 19 different visual themes that can be applied company-wide or customized at the user level for better user experience and accessibility.

SMS Campaigns

Enables the creation and scheduling of SMS text message campaigns to leads at specific times or after defined periods, allowing for customized SMS drip campaigns.

One-to-One Consent

Ensures compliance with regulations like the FCC Consumer Consent law through features like PingPickPost, allowing for precise consumer consent for a single designated company to contact them.

Lead Forms

Provides the tools to create online forms for capturing customer interest generated through various online marketing channels.

Vendor Management

Allows for the complete management of vendor relationships, including storing contact information, notes, documents, and contracts. It also enables control over accounting for purchased leads and the quick generation of campaigns and post specifications for vendor integration.

Vendor Portal

Grants vendors real-time access to view their active campaigns, download integration specifications, see leads sold, and access various reports.

Custom Field Definitions

Makes it easy to create custom data fields with various options for data type, size, dynamic controls, validation, duplicate checking, default values, and masking for sensitive information.

Host & Post

Simplifies integration with custom web forms by allowing users to generate easy-to-follow posting instructions for sending qualified leads directly to the system.

Call Center Integration

Facilitates seamless integration with most call center dialing platforms, allowing for real-time delivery of verified leads to clients as soon as agents submit them.

Ping / Post

Allows vendors to send a unique lead identifier (e.g., phone number) to check for uniqueness before sending full lead data, reducing duplicate lead rejections.

Lead Exclusivity

Provides control over the exclusivity of leads for client campaigns with options like Fully Exclusive, Semi Exclusive, and Non Exclusive.