Software Features

Lead Capsule is a single platform for capturing, verifying, routing, selling, and reporting on leads and calls - built for lead generators, aggregators, brokers, and the buyers on the other end of the transaction. Everything below ships in Lead Capsule 4.0 and is available on every pricing plan unless noted otherwise.

Capture

• Lead & Web Forms - unlimited configurable forms per vertical, for your own landing pages or your vendors' sites.
• Host & Post - auto-generated posting instructions so vendors can integrate a custom form without waiting on a developer.
• Co-Registration - let one form capture interest in more than one offer, with each opt-in flowing in as its own lead.
• Custom Field Definitions - control data type, validation, duplicate checking, default values, and field-level masking for sensitive data. See also Dynamic Data Controls.
• Every lead type - data, mobile, SMS, and voice leads all flow through the same pipeline.

Route & Distribute

• Lead Distribution - real-time delivery to a CRM, custom API, or inbox over HTTP, XML, JSON, SOAP, or batch email/FTP. See all delivery methods.
• Advanced Routing & Filtering - route or restrict leads by any field: geography, demographics, income, or your own custom criteria.
• Ping / Post - ping buyers with partial lead data, then post the full lead to the winning bid.
• Ping Tree - tiered, price-ranked distribution that cascades to the next buyer automatically on a decline.
• PingPickPost / One-to-One Consent - ping your buyer network, let the consumer pick the single buyer who may contact them, then post the lead only to that buyer, so consent and delivery happen in one step.
• Lead Exclusivity - configure each client campaign as fully exclusive, semi-exclusive, or non-exclusive. Read more.
• Scheduling & Delivery Caps - restrict acceptance and delivery to defined hours, and cap volume per buyer by hour, day, week, or month. Read more.

Verify & Protect

• Lead Verification - real-time checks with third-party providers including Xverify: phone, email, name, address, and IP address.
• Data Suppression - block duplicate or unwanted leads by phone, email, SSN, or any identifier, per client or company-wide, before they cost you money.

Call Handling

• Call Tracking - inbound and outbound tracking, caller ID capture, call recording, and SMS response.
• Call Routing - dynamic, filter-based or round-robin routing of phone leads to your team or your clients.
• Call Center Solution - route inbound calls to representatives, work leads in the built-in CRM, and deliver call-verified leads in real time.

Manage: Portals & CRM

• Client Portal - clients view campaigns and leads purchased, fund accounts, and pay invoices.
• Vendor Portal - vendors view active campaigns, integration specs, and leads sold.
• Sales Portal - your sales team tracks lead sales, processes returns, and runs reports.
• CRM Portal - manage call-center-verified leads before they're sold to a client.
• Client & Vendor Management - a single profile for contact details, documents, and notes on every relationship. Client Management and Vendor Management.
• Lead Management - search, filter, and act on leads across every vertical from one screen.
• Lead Segmentation - slice your database by vertical, source, age, or any field for resale or remarketing.
• Affiliate Tracking - see exactly which affiliates perform, so there is no guesswork about which sources to keep.

Monetize

• Store Front - sell aged or inventory leads through a branded storefront with configurable pricing.
• Client Price Margins - set profitability rules once per campaign and control them per client, whatever the distribution method.
• Sell your way - price campaigns as CPL, CPA, or CPC offers.
• Bulk Import - a high-throughput import engine for aged leads, segmented by vertical. Read more.
• Bulk Export - filtered bulk sale of aged leads with automatic client invoicing. Read more.

Report

• Advanced Reporting - real-time dashboards by vertical, client, and vendor, plus a library of canned reports for deeper analysis.

Bill & Get Paid

• Invoicing - manual or scheduled invoices, payable from the client portal.
• Billing - track what you owe vendors and publishers, manual or scheduled.
• Payments - collect online or prepaid payments, with void, refund, and credit handling.
• Payment Gateways - connect your own gateway without a developer; PayPal, Authorize.net, and QuickBooks are supported out of the box.

Nurture

• Email Campaigns and SMS Campaigns - scheduled or triggered drip messaging with lead-field filtering.
• Email List Management - import, export, and subscribe/unsubscribe handling for the lists your campaigns send to.
• Auto Responders - automatic personalized email on form submission or lead sale. Read more.

Administration

• White Label - run the portals under your own brand and domain.
• File Management - every import and export file organized by client, vendor, and vertical. Read more.
• Themes - 19 selectable color themes, company-wide or per user. Read more.

Want to see it running on your own leads? Schedule a demo or compare plans and start a free trial.