Client Management


Lead Capsule allows you to fully manage your clients and the relationships that you have with them all from one place in the system. From one access point within the system, you have the ability to control all of the information for how you contact and do business with your clients. This includes building a full client profile (name, email, physical address, phone numbers, etc.) and enter in notes or upload documents or contracts. You also have the ability to create lead delivery campaigns and control the number of leads that they receive on either a hourly, daily, weekly or monthly basis based on lead caps or payment balances.

Key Benefits

  • Billing Method - You choose whether you want to use your own accounting system to bill your client(s), have us generate an invoice on your behalf or have your clients prepay for their leads. Read More
  • Method of Business - You can quickly set what is your client's primary language, currency for which they conduct business as well as which time zone that they reside in.
  • Contact Information - You can store all of the contact information associated with your client including their name, address, phone and/or fax numbers as well as their email address.
  • Verticals - You can easily manage the vertical(s) for which they conduct business in and add/remove those verticals as needed.
  • Notes - Any conversations, requests or miscellaneous items can be quickly attached to the profile that you have created for the client. You can view the note itself, who it was created by and when it was created.
  • Documents - You can easily upload any documents and agreements associated with your client.

  • Campaigns - There are many ways for which you can send your leads to your client including Email, Batch Email or FTP, HTTP Post, Ping/Post, SOAP, XML, JSON or Phone transfer. Read More
  • Suppression - You can upload suppression lists to prevent unwanted leads from being sent to your client.

  • Client Portal - Give your clients the ability to review their existing campaigns, search leads that they've purchased or review amounts that they owe you from their own login portal. Read more 


Client Management - Clients Overview
Client Management Overview
Client Management - Billing Methods
Billing Methods
Client Management - Add/Edit Client Verticals
Add/Edit Client Verticals
Client Management - Notes
Adding Client Notes
Client Management - Uploading Documents
Uploading Client Documents
Client Management - Lead Delivery Methods
Client Lead Delivery Methods
Client Management - Suppression
Client Management - Suppression
Suppression 2
Client Management - Client Portal
Client Portal
Client Management - Client Portal
Client Portal 2