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Prospecting, leads, client finder

Leads – Lead Generation, Automation & Client Reporting Guide Overview The Leads module is a complete lead generation and sales intelligence workspace designed to help agencies discover prospects, automate lead collection, monitor engagement, and create professional client reports. It combines lead discovery, data source management, automation, pipeline organization, branded reporting, and revenue attribution in one centralized platform. Lead Dashboard The Dashboard provides an overview of lead generation performance and key business metrics, including: Lead acquisition spending Account sales earnings Net profit ROI Report views Unique visitors Average time on page High-intent, warm, and hot leads Visual analytics help you monitor lead activity, performance trends, and data source effectiveness. Manage Data Sources Control where your leads are collected from using available data providers and lead generation services, including: Google Places Google Maps Business data providers Contact and email scraping services Additional providers as they become available Each provider can be enabled or disabled individually for greater control over lead generation sources. Lead Automation Automate prospect discovery based on your selected search criteria. When creating an automation, you can configure: Business category Search location and radius Maximum results Duplicate handling Automation name Schedule frequency Lead tags Snapshot assignment Once activated, the automation continuously searches for matching businesses and generates new leads according to your schedule. Lead Pipeline Management Leads are organized into engagement-based stages: Cold Leads – Prospects who have not interacted with your reports. Warm Leads – Prospects who actively engage with your reports. Hot Leads – High-intent prospects who take actions such as viewing pricing or booking a consultation. This helps sales teams identify and prioritize the most valuable opportunities. Lead Contacts & Companies Manage your collected contacts and businesses from one centralized view. You can review: Contact information Company records Assigned tags Lead status Pipeline stage This makes it easier to organize and manage your growing prospect database. Client Report Builder Create professional, fully branded business audit reports for prospective clients. Customize reports with: Agency logo and brand colors Agency and contact information Introduction content and videos White-label domain Business information Google Business Profile details Website performance Online reputation Service snapshots Product showcases Use branded reports to present valuable business insights while showcasing your agency's expertise and solutions. Call-to-Action Configuration Add customizable elements that encourage prospects to take the next step. Available components may include: CTA buttons and destination URLs Opportunity cost calculator Chat widgets Testimonials Review widgets Pricing tables Each component can be enabled or disabled based on your sales strategy. Feature Showcase Highlight your agency's products and services directly within client reports. Showcase solutions and demonstrate how your offerings can replace multiple business tools, helping prospects clearly understand your value. Live Report Preview Preview your report before publishing to verify branding, content, layout, and enabled sections. This ensures your client-facing reports are polished and ready to share. Product Tracking & Revenue Attribution Configure which CRM products should be monitored for revenue attribution. This helps you: Track product purchases Connect earnings with originating leads Measure campaign performance Attribute revenue to successful lead generation efforts Key Benefits The Leads module helps agencies: Discover new business opportunities automatically Automate prospect collection Centralize lead management Monitor lead engagement Prioritize qualified prospects Create branded client reports Showcase products and services Track sales performance and ROI Measure revenue attribution Improve conversions with data-driven insights Summary The Leads module brings lead generation, automation, sales intelligence, client reporting, and revenue tracking together in one centralized platform. By automating prospect discovery, managing leads by engagement, creating branded reports, and tracking revenue performance, agencies can streamline sales operations, improve lead qualification, and drive business growth.

Unlock the full prospecting, lead, and client-finding experience with a one-time payment and the flexibility to add your own API key. Use your own API connection for lead and prospecting data while enjoying lifetime access without recurring subscription fees.

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