LeadGo SaaS - Lead Management Tool v5.2

LeadGo SaaS is a Lead Management Tool for maintaining precision in managing multiple leads. Using this proficient tool you could manage the visibility of your leads across various stages in the pipeline. It guarantees improved efficiency with ease in allocating multiple resources to various leads simultaneously. With a SaaS version, create plans using a super admin login.

What to expect from LeadGo SaaS – Lead Management Tool​

• An effective dashboard to get an overview of the required information
• Ease in adding payments and products on an invoice
• Convert Lead into Deal
• Restriction on client and user permissions. Assigning roles to users and managing their permission through multiple modules
• Availability in multiple languages makes it a tool accessible on global platforms
• Accessible by multiple users and clients
• Managing various pipelines and their stages to understand the true standing of deals and leads
• Kanban board management for managing the progress of deals and leads
• Chat Module
• Added GDPR Cookie to make the next visit easier and more useful
• reCaptcha in Login & Reset Password Page
• Google Calendar for Zoom Meetings, Task Module
• Integration of Cloud Data Storage like Local, AWS, and Wasabi
• Image uploaded preview
• Customized settings options for RTL on/off, Primary Color, Sidebar, Layout
• Themes Color Setting, Transparent Layout, and Dark Layout under Theme Customizer
• Email Verification Security in the User Registration
• Enabling/Disabling User Register Module by the Admin
• Company can send plan request & Admin can accept or reject plan request (Manually Payment Gateway)
• Calendars and notes to keep a tab on important matters
• Facilitates label creation and product addition
• Your client can pay invoices via Paypal and Stripe based on your setting
• Customization of field setup for deals, products, users, and clients
• Add Client and User Detail Page
• Slack Integration
• Zoom Integration
• Telegram Integration
• Upgrade Theme & Added Landing Page
• Add currencies according to the requirement as well as company profile setting for invoice purposes
• 10 attractive pdf templates and a color palette to customize your invoice
• A user-friendly RTL experience for customers using Arabic, Hebrew, and Urdu-like languages
• Any of the plans’ payments can be done using 10 diverse payment gateways namely Stripe, PayPal, Paystack, Flutterwave, Razorpay, Paytm, Mollie, Skrill, Mercado Pago, CoinGate, Paymentwall, toyyibPay, PayFast, SSPay, Iyzipay, PayTabs, Benefit, Cashfree, aamarPay, Yookassa, Midtrans, and Xendit.
• Paypal and Stripe will have Recurring and One-Time purchase options on the upgrade plan
• Built with Laravel 10

Salient Features of LeadGo SaaS – Lead Management Tool​

Create Plans and get Payment – a special SaaS feature​

With a Super Admin Login, create plans that are most feasible for your business model. Select appropriate pricing and duration for the created plan. You can allow users, clients, and a maximum number of deals. Get payment using various payment gateways. The plan would be disabled if not renewed after its expiry.

An Efficient Dashboard​

Get an overview of total clients, users, deals, and invoices along with a graphical representation of invoice–payment chart. A calendar for the management of deals and task deadlines makes it easier for firms to make informed decisions.

Multi-User and Multi-Client​

Appoint multiple users on various deals. You could assign roles to them and control their access to certain parameters by assigning permissions. Assign multiple clients on the same deal. Thus, the multi-user, multi-client feature facilitates ease in deal management.

Customize the Roles and control Permissions for Users and Clients​

Control access of users by assigning permissions on various modules for each role. Similarly, you could assign permissions to limit the client’s activity on assigned deals.

Invoice Management​

Create an invoice for deals by assigning due dates and tax rates. Edit existing invoices by adding products and changing the invoice status. Add payments through available payment modes. Your client can pay invoices via Paypal and Stripe based on your setting. They can also use QR codes.

Expense Management​

Manage new expenses by selecting from various categories on given deals. Assign the user to an expense and keep a clear tab on the amount and date on which the given expense occurred. A file could be attached to support the evidence. Update existing expenses in case of any change.

Manage numerous products​

Add new products to an already existing list of products. Add product descriptions and prices along with attaching files for each product.

Integration of Cloud Data Storage like Local, AWS, and Wasabi​

Integration of Cloud Data Storage like Local, AWS, and Wasabi Protection of your is indeed mandatory. This feature of Cloud Data Storage helps the user with the same.
It facilitates both the internal and external data storage space for backup and archiving, disaster recovery, cloud data processing, and storage tiering based on a range of requirements of costs, availability, performance, recovery, and migration. AWS and Wasabi are third-party authenticated Cloud Data Storage providers that safeguard the data from hacking and are cost-efficient.

Slack Integration​

Receiving instant notifications of the company’s activities is one of the most painless ways to keep a tap on them. With the help of Slack Integration, you can get insight into the major actions through the specific channels and when they are performed. It also helps you to schedule the messages for future dates. Rectifying mistakes is also not burdensome.

Zoom Integration​

Virtual meetings are no new to us. The Zoom Integration provides a platform where you can create a zoom meeting after giving inputs of asked details like; Client, User(s), Meeting Time, and Duration, and it generates a link through which people can join the meeting. You can create, View, Start, and Delete meetings with ease.
Along with that, the zoom meeting created will be synced with the calendar which will show the meeting details, as well as which are people joining the meeting and at what time. This calendar syncing feature helps to schedule meetings accordingly.

Telegram Integration​

Hassle-free and instant message is one of the absolute ways to stay in tune and connected with projects and activities of the projects. With the Telegram Integration, you can get the notification of the actions performed regarding anything which interests you. Staying in tune with the performing jobs is smooth with this feature.

System Settings​

Customize your system settings by adding currencies and selecting their symbols and positions. Choose the date and time format and assign a prefix to the invoice. Add company details along with your mail id to your system settings.

Chat​

Initiate conversations with users. Talk about important matters immediately without any hassles.

Manage Setup​

Create multiple pipelines and assign multiple stages and labels to them. Create sources of deal generation and add payment methods to your system. Manage various expense categories by adding them according to business needs.

Customized Field Setup​

Create custom fields on selected modules of product, deal, client, and user. Such customization facilitates ease in keeping a tab on the information.

Lead Regulation​

Kanban Board for Lead Management

Manage leads by easy drag-and-drop system. Easily relocate the leads to various stages through the Kanban board system.

Deal Regulation​

Kanban Board for Deal Management

Manage deals with an easy drag-and-drop system. Easily relocate the deals to various stages through the Kanban board system.

Create Deals

Create new deals by assigning resources like price, clients, products, and sources. Select the pipeline and its stage. You could also add notes to them.

Individual Deal Features

Add labels and tasks to a particular deal. Change the status of tasks and assign priority to them. Add relevant products, sources, and files to it. Converse with a discussion tab and take essential notes. Check the invoices on the given deal and restrict client permissions. Add or remove products and users on a given deal. An individual calendar for each deal and an activity tab make it easier to keep an eye on important matters.

Add Users and Clients on a Deal

This feature enables the user and clients to only see the particular deal as and when they log in.

Add Form builder module, using this provides create lead option​

Create and manage various required forms with diverse form fields, like, Text, Email, Number, Date, and Description as per the business needs for leads.

MDF (Market Development Funds) Module​

MDF (Market Development Funds) is a resource that a vendor grants to its indirect sales channel partners to help the channel with sales and marketing programs. The MDF Module helps to request the funding amount and displays the various amounts like approved, and available amounts for transparency.

Added GDPR Cookie to make the next visit easier and more useful​

The GDPR Cookie is an authenticated one that helps the users to save their personal information in the browser for future online service logins only with their permission. Because the initial log-in process will be skipped and the user will be taken directly to the landing page, this will save time.

Webhook​

Seamlessly connect and enhance modules with a simple setup, streamlining data exchange and boosting platform capabilities.

AI Integration​

AI Integration is an advanced software program that employs artificial intelligence to perform tasks, enhancing productivity.