All Our Features

All features are accessible at every plan level. You just pay for lead volume. Nothing more. Remember every account comes with a 30-day free trial to get set up & started! Yes, we require a CC (credit card). You can get started here! 

This article will serve as the resource for learning about all the awesome features Lead Insight Pro has to offer. We will continue to update this article as we add new features to our platform. 

No matter which pricing plan you choose, your account will include ALL the features listed below!

ATTN: We currently only integrate with the payment processor Stripe. 

We pull in customer & transaction data to build velocity of return & revenue based cohorts 

Read How to Integrate Stripe 

We make it super simple to collect & store your leads using webhooks. You also have the ability to upload CSVs. All that is required is an email & timestamp. 

Using the webhook integration allows you to use ANY CRM or FORM BUILDER to send leads when it makes sense to you. 

Be sure to read our Collection Strategy Doc to make sure you are set up for success! 

BONUS Tip: Also, you can download all your leads as a CSV.

Upload a CSV with an email & timestamp - View How to Documentation. 

We will make sure to store those as a new lead source & you are off to the races! 

WARNING: Most CRMs do not timestamp on action, just account creation, so you will want to make sure you have the correct times. 

Three levels of access with unlimited users! 

--Billing Manager

This person can add & edit credit cards, limits, and settings. 

--Editor 

Add new webhooks, payment processors, CSVs, lead entry points (everything but billing).

--Viewer

Ability to view all reports. 

We build and aggregate customer information from the first transaction they have and attribute that transaction to the first source. 

Subscriptions, rebill, & unique transactions are all attributed back to how the lead entered your system. 

Aggregate by day, month, or year with any time range you choose that will be the most actionable for your team! 

STOP, wondering about which lead magnet to promote! You can look at the exact revenue those leads generated. Yes, some people use different email addresses. But we do standardize the emails for the best chance of customer matching. 

Here you can see our Cheat Sheet value is wayyyy better than anything else -> This is the Cheat Sheet we are talking about.