How Will you Integrate Leads CRM For your Business?
Let’s select a method to start
A simple quick integration by downloading and installing the plugin app on your WordPress website allows you to get your CRM started.Self Hosted on My WordPress Site | Start
Don’t have a WordPress website, no problem! Use our managed solution for your CRM. We host your CRM tool, you just sign-in.Managed Hosting Solution | Learn more
Prospect (Paid add-on)
Add Google Places API to search for business results including the Business Name, Business Type, Phone, Website and Address.Buy Add-On
Pipeline (Paid add-on)
Add form functionality on website pages to automatically create a lead for sales follow-up on form submissions.Buy Add-On
Custom Fields (Paid add-on)
Add custom fields functionality to leads forms for additional meta data on customers.Buy Add-on
Advanced Analytics (Paid add-on)
Add dashboard functionality to quickly view key business statistics and filtering based upon specific periods of time.Buy Add-On
Export Functionality (Paid add-on)
Add the ability to Export prospect search results, bookmarks and leads business information to csv format.Buy Add-On
Import Functionality (Paid add-on)
Add the ability to Import a CSV format into the Leads CRM database.Buy Add-on
Customer Relationship Management for your Business needs
Powerful features and functionality. All these great features and more…
- Add potential customers as leads for tracking important customer information and organize sales team engagements
- Tag customer statuses to leads and assign sales account managers to customer leads for follow-up
- Pipeline functionality enables a website (platform dependent) intake form to automatically create a lead for sales follow-up
- Quickly search for businesses and lead prospects using the Google Places API** in specific geolocations (Google API pricing separate***)
- Review robust Prospect results including: Business Name, Business Type, Phone, Website and Address
- Bookmark Prospect businesses for follow-up and share bookmarks across the organization
- Easily export leads or bookmarks to a friendly csv format to import in popular CRM tools: Salesforce, Hubspot, ZoHo and more for sales team lead tracking
Prospect Add-on Requirements
** For Prospect Search Results Google Maps Platform Places Account Required, learn more
***Pricing Places Details requests – Cost based on request + data outlined on Google Pricing sheet, learn more
Do I have a Limitation on the Number of Leads?
No, you can add an unlimited number of leads
Can I add a Form on My Website for Leads?
Yes, easily add a form for the company or each sales team member as a virtual business card to assign leads automatically once the form is submitted using the Pipeline Add-on
What is Prospect Basic Contact Results?
Using the Prospect Add-on, the basic contact results include: Business Name, Business Type and Business Address
What is Prospect Advanced Contact Results?
Using the Prospect Add-on, the advanced contact results include: Business Phone number and Business Website
Why Don’t the Prospect results include the Business Email?
Due to spamming concerns, the business email is not included in search results
How many Prospect Results Can I expect with each search?
Using the Prospect Add-on, the max amount of results returned is capped at 60 for a search. Under the settings, an administrator can limit the results for each search as 20 results, 40 results or 60 results
Can I export Leads?
Yes, the export add-on functionality works for exporting leads potential customers to a csv format
Can I export a Bookmark list?
Yes, the bookmark list can be exported to a csv format using the Prospect Add-on and Export Add-on
Do I need a Google Maps Platform Places account?
No. A Google Maps Platform Place account is not required to use Leads. However, if you want to use the Prospect Add-on functionality, yes, the BizSwoop Leads product requires you provide the Google Places API Key. You will be billed directly by Google for *Pricing Places Details search requests
How do I know the cost for the Google Maps Platform Places?
Google provides pricing information and includes a dashboard to track the number of request. Under the settings for BizSwoop Leads, an administrator if you have the Site License, you can view a high level snapshot of the number of results
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