Overview
LeadGo SaaS is a Lead Management Tool for sustaining precision in managing a number of leads. Using this proficient instrument you could possibly handle the visibility of your leads throughout varied levels within the pipeline. It ensures improved effectivity with ease in allocating a number of sources to varied leads concurrently. With a SaaS model, create plans utilizing an excellent admin login.
Demo
Url : Demo Link
Login as Super Admin : [email protected] / 1234
Login as Owner : [email protected] / 1234
Login as Client : [email protected] / 123456789
Login as User : [email protected] / 123456789
What to anticipate from LeadGo SaaS – Lead Management Tool
- An efficient dashboard to get an outline of the required data
- Ease in including funds and merchandise on an bill
- Convert Lead into Deal
- Restriction on consumer and user permissions. Assigning roles to customers and managing their permission by a number of modules
- Availability in a number of languages makes it a instrument accessible on world platforms
- Accessible by a number of customers and purchasers
- Managing varied pipelines and their levels to know the true standing of offers and leads
- Kanban board administration for managing the progress of offers and leads
- Calendars and notes to maintain a tab on vital issues
- Facilitates label creation and product addition
- Your consumer will pay invoices through Paypal and Stripe based mostly in your setting
- Customization of area setup for offers, merchandise, customers, and purchasers
- Add Client and User Detail Page
- Slack Integration
- Zoom Integration
- Telegram Integration
- Upgrade Theme & Added Landing Page
- Add currencies in response to the requirement in addition to firm profile setting for bill objective
- 10 enticing pdf templates and a coloration palette to customize your bill
- A user-friendly RTL expertise for the shoppers utilizing Arabic, Hebrew, and Urdu-like languages
- Any of the plans’ funds may be achieved utilizing 10 numerous cost gateways specifically Stripe, PayPal, Paystack, Flutterwave, Razorpay, Paytm, Mollie, Skrill, Mercado Pago, CoinGate, Paymentwall
- Paypal and Stripe can have Recurring and One-Time buy choices on the improve plan
- Built with Laravel 8
Salient Features of an LeadGo SaaS – Lead Management Tool
Create Plans and get Payment – a particular SaaS function
With a Super Admin Login, create plans which are most possible for what you are promoting mannequin. Select applicable pricing and period for the created plan. You can permit customers, purchasers, and a most variety of offers. Get cost utilizing varied cost gateways. The plan can be disabled if not renewed after its expiry.
An Efficient Dashboard
Get an outline of complete purchasers, customers, offers, and invoices together with a graphical illustration of bill – cost chart. A calendar for the administration of offers and activity deadlines makes it simpler for corporations to make knowledgeable choices.
Multi-User and Multi-Client
Appoint a number of customers on varied offers. You might assign roles to them and management their entry to sure parameters by assigning permissions. Assign a number of purchasers on the identical deal. Thus, the multi-user, multi-client function facilitates ease in deal administration.
Customize the Roles and management Permissions for Users and Clients
Control entry of customers by assigning permissions on varied modules for every function. Similarly, you could possibly assign permissions to restrict the consumer’s exercise on assigned offers.
Invoice Management
Create an bill for offers by assigning due dates and tax charges. Edit current invoices by including merchandise and altering the bill standing. Add funds by obtainable cost modes. Your consumer will pay invoices through Paypal and Stripe based mostly in your setting. They may also use QR codes.
Expense Management
Manage new bills by choosing from varied classes on given offers. Assign the user to an expense and hold a transparent tab on the quantity and date on which the given expense occurred. A file may very well be connected to help the proof. Update current bills in case of any change.
Manage quite a few merchandise
Add new merchandise to an already current record of merchandise. Add product descriptions and costs together with attaching recordsdata for every product.
Slack Integration
Receiving immediate notifications of the corporate’s actions is likely one of the most painless methods to maintain a faucet on them. With the assistance of Slack Integration, you will get perception into the foremost actions by the particular channels as when they’re carried out. It additionally lets you schedule the messages for future dates. Rectifying errors are additionally not burdensome.
Zoom Integration
Virtual conferences aren’t any new to us. The Zoom Integration supplies a platform the place you possibly can create a zoom assembly after giving inputs of requested particulars like; Client, User(s), Meeting Time, Duration, and it generates a link by which individuals can be a part of the assembly. You can create, View, Start, and Delete conferences with ease.
Along with that, the zoom assembly created, shall be synced with the calendar which is able to present the assembly particulars, in addition to that are the individuals becoming a member of the assembly at what time. This calendar syncing function helps to schedule conferences accordingly.
Telegram Integration
Hassle-free and immediate message is likely one of the absolute methods to remain in tune and linked with tasks and actions of the tasks. With the Telegram Integration, you will get the notification of the actions carried out concerning something which pursuits you. Staying in tune with the performing jobs is clean with this function.
System Settings
Customize your system settings by including currencies and choosing their symbols and positions. Choose the date and time format and assign a prefix to the bill. Add firm particulars alongside along with your mail id to your system settings.
Chat
Initiate conversations with customers. Talk about vital issues instantly without any hassles.
Manage Setup
Create a number of pipelines and assign a number of levels and labels to them. Create sources of deal era and add cost strategies to your system. Manage varied expense classes by including them in response to enterprise wants.
Customized Field Setup
Create customized fields on chosen modules of product, deal, consumer, and user. Such customization facilitates ease in maintaining a tab on the knowledge.
Lead Regulation
Kanban Board for Lead Management
Manage leads by simple drag and drop system. Easily relocate the results in varied levels by the Kanban board system.
Deal Regulation
Kanban Board for Deal Management
Manage offers by simple drag and drop system. Easily relocate the offers to varied levels by the Kanban board system.
Create Deals
Create new offers by assigning sources like value, purchasers, merchandise, and sources. Select the pipeline and its stage. You might additionally add notes to them.
Individual Deal Features
Add labels and duties to a selected deal. Change the standing of duties and assign precedence to them. Add related merchandise, sources, and recordsdata to it. Converse with a dialogue tab and take important notes. Check the invoices on the given deal and prohibit consumer permissions. Add or take away merchandise and customers on a given deal. An particular person calendar for every deal and an exercise tab make it simpler to regulate vital issues.
Add Users and Clients on a Deal
This function allows the user and purchasers to solely see the actual deal as and after they log in.
Add Form builder module, utilizing this present create lead choice
Create and handle varied required types with numerous kind fields, like, Text, Email, Number, Date, and Description as per the enterprise wants for leads.
MDF (Market Development Funds) Module
MDF (Market Development Funds) is a useful resource {that a} vendor grants to its oblique gross sales channel companions to assist the channel with gross sales and advertising packages. The MDF Module helps to request the funding quantity and shows the varied quantities like authorized, the obtainable quantities for transparency.
Changelog
Here you possibly can see what updates got here out and did we deliver new to the model. Check Changelog
Support
Please send support request here for any points, questions or options. To save time and get fast suggestions, please don’t ask for help in feedback part.
PROS
- Access to unique offers and reductions
- No membership charges
- Unlimited entry to content material
- Ability to earn rewards and cashback
- Free transport on choose gadgets
Summary
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