Integration with Redtail

Redtail CRM is a web-based system that enables financial professionals to manage prospects and clients. You can push leads from Oryx Cloud to Redtail CRM as contacts. The Lead Capturing software captures leads by Phone, Forms, chat, and Email, and pushes them to Redtail CRM as a Contact.  Setting up the Integration To set up […]

Configuring to capture leads through integration with Zapier

Zapier is an online platform that helps you automate workflows by connecting the apps and services you use. This allows you to automate tasks without having to build this integration yourself, or hiring someone to build this integration for you. LeadCentre.AI integrates with Zapier to push leads to other CRM using Zapier. To integrate with Zapier, […]

Lead Analytics

LeadCentre.AI Lead Analytics analyses and tracks lead-related information. Lead generation analytics especially helps to track website activity such as the number of leads generated, a graphical view of the leads generated, leads by source/stage/medium in a pie-chart format, and detailed information of Leads by Source/Stage. To view the Lead Analytics page, on LeadCenter.AI, go to […]

Uploading Leads Via CSV

The Uploading CSV feature of LeadCenter.AI provides the user to upload lead information via. CSV format. You can download the format of the. CSV file, edit it and upload it to LeadCentre.AI. To Upload Lead via CSV To upload a lead via CSV, do the following;

Lead Intelligence

LeadCenter.AI, Lead Intelligence feature provides the user with more intelligent information about a lead in various forms like the following: Phone Call Intelligence Whenever you receive a call on the virtual number, you can get more information about the lead the Phone Number, its Validity, Type, Owner Name, Phone Owner Type, Carrier, and State. You […]

Configuring Personal Level Email Account 

Email is an important part of any business, from receiving or sending notifications to communicating with your customer. The E-mail Configuration section shows how to configure your mail ID to send e-mails. By default, emails will be sent from no-reply@leadcenter.ai. If you need to send emails to your customer from your email account, you need to configure your email […]

Configuring Account Level General Email Account

Email is an important part of any business, from receiving or sending notifications to communicating with your customer. The E-mail Configuration section shows how to configure your mail ID to send e-mails. By default, emails will be sent from no-reply@leadcenter.ai. If you need to send emails to your customer from your email account, you need to configure your email […]

Setting Up Manual Actions

LeadCenter.AI allows you to set up manual actions to send emails and SMSs, which can be sent manually when a lead has arrived or a lead is updated, for example: if a lead phone number or name is updated. You can also configure a manual action for closing a lead. Creating Manual Actions To create […]

Setting Up Automated Actions

LeadCenter.AI allows you to set up automated emails and SMSs, which can be sent immediately when a lead has arrived or a lead is updated, for example: if a lead phone number or name is updated. Once these automated actions for sending emails and SMS are configured, automatically generated emails will be sent for lead […]

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