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Lead Solutions Software FAQ

If you have any questions that are not covered below, please contact us.

How do we get your Lead forms to populate the database?

We have written a script to integrate forms with our lead system and pull the marketing data from Google Analytics to populate the system. 

You just need to paste a few lines of code into your existing website and forms. We will initially look at all your forms and set up the links between them and the leads database.

How is the system hosted?

We operate on a SaaS (Software as a Service) system, where we host the database and files running the system. This enables us to quickly access files and the database, and perform the daily back-ups along with other technical work. The system is fully secure and you don't need to worry about hardware management, just log on to the lead management system the way you would a normal website.

Benefits of SaaS in Lead Management Software

How are roles set up?

We will discuss how your organisation works with you and agree on pre-defined roles and their access levels. We will then set up the users in the database. There is a User Management area too, so anyone with Admin access can go in and edit, add or remove users at any time.

How secure are my Sales Leads?

We know the value of sales leads so have in place the best security precautions. As well as the best firewalls and precautions on the server side, you can block all IP Address access outside your business's IP range and also buy an SSL certificate to encrypt any data going over your network.

How do you manage data imports?

We can import any of your existing leads from any system. A preferable format is Excel or a MySQL CSV export. An import of around 10,000 leads will take 2 days.

What Platforms are used?

The lead system runs on a MySQL database and the scripting is PHP.

How Long will it take to set the system up?

We can have a system up and running in around 2 weeks for average size database as long as the relevant fields and sections as well as users and roles are provided.

More on developing bespoke lead management software

 

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Lead Management Made Easy


Screenshots of the Lead Solutions system:
Lead Management Front Screen Lead Management Advanced Search Lead Management Lead Details Lead Management Bespoke Tab (Finance)

Assigning a lead coming in from a web form.
Click the video to view larger size:

Screenshots - Update System

Screenshots of our lead management system.

Lead Management Add Lead to System Lead Management Form to System width= Lead Management Referrer Details Lead Management Notes



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Screenshots - Security and Roles

Screenshots of Lead Solutions Security and Role Management features.

Lead Management Manage Users Lead Management IP Address Block

Other features

More features of our lead management software.

Mobile Platforms
The system can be run on mobile platforms such as Android and iPhone, as well as though generic browsers. This enables you to access the system anytime, anywhere.

Reporting
You can have custom reports developed at any time, and also export all data out to Excel.

Branding
We can brand your software with your logo and company colours as well as any other preferred designs.

Updates
We work on the principle that 1 payment covers lifetime updates, so any new features that improve the system will be automatically updated into your version of the system.



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