All of our plans include SSL now, including the free one! Oh, and we’re *this* close to rolling out credit card payments.
As a follow up to last week’s post, we now are displaying lead owners (“assigned to”) on your lead list page. Now you can see at a glance who on your team is responsible for which leads!
New features rolled out last Friday:
You can now export your leads and contacts by clicking the Export button on the main listing page. They will be exported as a CSV file for use in other applications.
A lead can now be assigned to another user in your account. You can do this by going in to Edit a lead and selecting a user under the Assign To dropdown menu. We’ll be adding other features soon to leverage this assignment, such as listing the owner on the main lead listing page, so everyone can quickly see who’s responsible for which leads.
Chief Mechanic John has been busy these last few weeks!
Let your team help you close your leads by adding them to your account. Now you can keep track of who posted what note and when about a lead. Soon, you will have the ability to assign a lead to a user, so you can delegate some of your workload.
We’ve added an SSL certificate to our site, so you can begin logging in at https://www.leadzep.com. Having additional security after logging in will be a feature for paid plans only, when we officially launch.
You can now add a source to your leads, such as Phone, Referral, Tradeshow, etc. If the lead has been entered automatically via your linked web form, it will display the name of your form as the source. You’ll see the Source field if you’re manually entering a lead, or can change an existing one by editing the lead.
You now have the ability to create your own basic forms that can be added to your website and various landing pages you may have. Click on the Forms tab to check it out. After defining the fields you’d like and their order, you can designate a confirmation email to be sent. When that’s all complete, you can cut and paste the generated code and give it to your friendly webmaster (for many of you, that’s us, cre8).
Thanks again for your suggestions and please let us know if you need any help using any of the new features.
The Cat’s out of the Bag
…or rather, the air is in the bag. Our home-grown web app, Lead Zeppelin has taken off and is accepting beta testers!
What is Lead Zeppelin? Our attempt for an easy-to-use customer relationship management (CRM) web application to manage your leads and customers. What drove me to want to create our own (yes, there are others out there), is that a number of our customers have a basic website with a basic contact form. But your inbox is no place to manage your leads.
Some of our customers have asked for a place that they can manage these leads separately, outside of their inbox. For most of our small business owners (SMB), building a custom webapp can be cost prohibitive. After seeing a few requests like this, we decided we’d build one “for the masses”.
The key part, to me, is connecting your form on your website to your CRM. There are some CRMs now that have this ability, or you can stitch it together thru a couple APIs, but most of our customers are small, busy, businesses and don’t want to hassle with multiple app integrations and signups. They also don’t have the time to learn an app that has more features than they need. They just want to go one place and see their leads.
Further, some of our customers are having great success with lead generation from using Google Adwords, landing pages, and the like. But, they suck at follow up. And they admit it. So, this is somewhere we feel the Zeppelin can help. Along with reminding you that you have new leads to qualify and keeping track of your closing ratio, we plan to build in tools and reminders to help cultivate your leads into customers.
We’re excited to have gotten this far and welcome your suggestions and feedback!