Client Management

Manage every client relationship from one place

Client Management centralizes everything you need to do business with a buyer - contact details, contracts, billing preferences, and the campaigns that deliver leads to them - so nothing lives in a separate spreadsheet or inbox.

Build a complete client profile

• Contact information - name, physical address, phone and fax numbers, and email address, all in one profile.
• Method of business - set the client's primary language, currency, and time zone.
• Verticals - add or remove the verticals a client does business in as their needs change.
• Notes - log conversations, requests, or anything else worth remembering, with a record of who added it and when.
• Documents - upload contracts and agreements directly to the client's profile.

Control billing your way

Choose how you get paid: bill through your own accounting system, let Lead Capsule generate invoices on your behalf, or have the client prepay for leads. Read more about invoicing or payment options.

Deliver leads and keep them clean

• Delivery caps - control how many leads a client receives hourly, daily, weekly, or monthly, based on caps or their payment balance.
• Campaigns - deliver leads by email, batch email, FTP, HTTP Post, Ping/Post, SOAP, XML, JSON, or phone transfer. Read more about delivery methods.
• Suppression - upload a client-specific suppression list to keep unwanted leads out of their campaigns.

Give clients visibility with their own portal

The Client Portal lets a client review active campaigns, search leads they've purchased, and check what they owe - without a call or email to your team.

See also: Client Price Margins.