CRM Portal

Work leads before you sell them

The CRM Portal is where call-center-verified leads live before they're sold on to a client - or where a sales team manages its own leads end to end. Leads can arrive from vendors, your own web forms, an import file, or be created directly inside the CRM, with full communication history and workflow attached to every record.

Built for how a call floor actually works

• User roles - normal users see leads assigned to them and unassigned leads; supervisors see everything.
• Per-vertical configuration - each vertical can have its own dashboard layout, edit-lead screen, document templates, and agent scripts, switchable from a single dropdown.
• Lead routing - route leads to logged-in users only, apply accept/reject filters, and cap volume by minute, hour, day, week, or month.
• Lead stage actions - trigger an email, a status update, or a reassignment automatically as a lead moves through your defined workflow.
• Color-coded leads - background and text color tied to a lead's rating, for a floor that's scanning dozens of records at once.

Communication built in

• Integrated softphone - one-click calling, custom local and toll-free numbers per vertical, online/offline status, warm and blind transfer, conferencing, voicemail, and call recording.
• Email and SMS - send and receive from inside the CRM, with full communication history on every lead.
• Appointments - schedule with reminders; supervisors can set appointments for other users regardless of login status.

Sell what you've verified

Once a lead is call-verified, sell it on to your buyers through any of Lead Capsule's delivery methods - HTTP, XML, SOAP, JSON, email, ping/post, or FTP. See Lead Distribution.

Documents and e-signature

Each vertical can carry its own set of document templates - contracts, disclosures, product information - personalized with lead data and generated as PDFs. Templates can be routed through an e-signature integration for the customer to sign electronically.

Lead returns, handled in one place

CRM users can accept or reject return requests from buyers, return a lead to the vendor it came from, and queue returns for supervisor approval.

See also: Client Portal, Call Tracking, Advanced Reporting.