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Organize all your leads like never before with our inbound leads management app.
Easily manage all your inbound leads across multiple third party platforms and distribute them to your sales team so they can instantly follow up with prospects.
Other Dashclicks built-in Apps:
My Leads
Manage and filter through all your inbound leads from one single page, without having to login to dozens of other softwares for lead management.
One platform to run your entire business
Save time, hit your goals faster and create a transformational experience by leveraging the DashClicks ecosystem.
Automatically import inbound leads
Import all inbound leads to your dashboard by integrating into your favorite third party softwares. Not need for manual data entry, we've got you covered.
Distribute leads to your sales team
Evenly round-robin leads to your sales team so everyone gets a share of the pie. Whether you're a one person sales team, or hundreds, we'll make sure your sales team is setup for success.
Create contacts and deals on the fly
In a life where automation meets sales, it doesn't get any better than this. Automatically create contact records and pipeline deals when a lead hits the dashboard, without doing a single thing.
Instantly notify your sales team
Disarm the loss of leads by setting up custom email and SMS reminders for your sales reps. Now, you can instantly send email and SMS notifications to the assigned sales rep the second a lead comes in your leads management CRM dashboard.
When it's hot, it's hot
Automatically detect if your leads are hot or not based on lead entry and last touch. Keep it in the green the make sure your deals move faster in the sales cycle.
One platform, endless possibilities
All the building blocks you need to run your business from within one beautiful platform.
One platform to run your entire business
Inbound allows you to create campaigns using the following integrations:
- CallRail
- ClickFunnels
- Facebook Ads
- Forms
- Instapage
- Kartra
- ManyChat
- PhoneSites
- Unbounce
By creating a new campaign in Inbound with a specific integration, all leads that come from that campaign will be collected in one convenient place. Then, you can automatically assign those leads to specific sales reps on your team without any additional action from you.
If a campaign has more than one sales rep active, it will assign new leads in a round-robin fashion.
Yes. You can make changes to the campaign name, change your assigned reps, modify your notifications, and choose whether or not you want to automatically add new leads as contacts in your CRM. The actual integration will be untouched.
Yes. The app features a dedicated reporting tab that organizes your leads by form submissions and phone calls.
You can also see a lead breakdown by date and by assigned sales reps. Finally, you can filter your lead data by setting up custom filters by integration type, lead type, and assigned sales reps.
Successful integrations should start displaying your leads in the dashboard immediately. You can always confirm that the integration is working properly by providing a test lead.
Inbound integrations are self-service processes with easy-to-follow instructions. The process varies depending upon the specific integration type.
If you have difficulty following the on-screen instructions, you can visit our help center, which contains step-by-step instructions in both text and video formats.
Currently, you can automatically assign a new lead from a campaign to your selected sales reps. You can also automate emails or SMS messages to notify those reps that the campaign has a new lead.
When creating an Inbound campaign, you can choose to automatically add new leads to your Contacts app. This will create a brand-new contact record using their provided information, which you can use within other applications such as Deals, Forms, and more.
When you delete a campaign, all of the active leads we have in our system will also be deleted. For this reason, you’ll want to consider automatically adding these leads as new contacts or storing the information elsewhere.
You also have the option to simply turn the campaign off, so that you don’t delete your data.
Yes. The Inbound app allows you to filter leads by lead type, integration type, and assigned sales rep. Most importantly, you can filter leads by how “fresh” they are. Capitalizing on hot leads (leads 15 minutes old or less) is a proven way to get better results from your campaigns.
Because leads should populate immediately, you can test your new campaign by submitting a test lead. For example, if you integrate a ClickFunnels campaign, complete a test submission on your landing page. If you see the lead in our leads management software, the integration is successful. If the lead does not appear, you will need to look into the original software you are using to further troubleshoot the error.
