Q: Hi Alex, Thanks for your previous help.
From reading the comments here could you please clarify my understanding on the following:
1)Clients/Custom domains
a)Clients are companies you manage, which increase with each code stack and there is a total of 5 custom domains that can be used?
b)Is the point of the custom domains, the ability to provide:
(i)a landing page with their domain?
(ii)a login url for one of these clients that has there domain, i.e leads.clientcompanydomain.com?
(iii)and send alert emails out with the domain MX record from Convertlead?
If I've misunderstood please let me know.
b)What happens if you stack 3 codes or more, what happens after the 5 custom domains are used, does that mean you cannot generate any more landing pages? Would you consider an post-deal additional add-on that can be used as needed in these situations?
c)I presume clients can be removed in the future when work with them is finished, freeing up the spot (and custom domain if applicable).
2)Intergrations
a)Are you considering adding much to the intergrations in the future is the platform more focused on using API/Zapier to import leads? As I've mentioned I would love to see intergrations with SendinBlue (now Brevo) and Encharge which many Sumolings purchased previously.
b)Can Zapier be used to export leads at a specific point/event (i.e after responding/clicking a link etc)?
3)Pipeline
a)Could you let me know what additional features the upcoming pipeline will bring?
b)Will all the features be available for this deal, or only 2 codes upwards?
4)Comparsion with Special Pilot Program plan
Is there any differences between this plan on your website and stacking 3 codes here (to get 10 clients)?
Many thanks,
Matt
Ali_ConvertLead
May 14, 2024A: Let’s get to your questions right away.
1. As to your first question, yes, clients are basically companies you manage (called companies inside the app), and you can get unlimited of these that you can add and manage inside ConvertLead. Any company account you add inside ConvertLead will get its login user and password, and it will be able to use the app freely (as a company account).
Custom domains are basically custom domains (www.yourdomain.com) that you connect to projects hosted by us (a Godaddy domain, for example). People will be able to access a project by entering your customdomain.com URL in their browser, and the pages will remain hosted by us, and you won't pay any hosting fees.
Projects created inside our page builder can also be exported and hosted on your host with no restrictions.
To send emails with your domain, you will need an SMTP provider i.e. SendGrid, which will ask you to verify your domain and from email and then you will be able to add these for each company account from the company edit modal (SMTP integration).
b. You can only have a maximum of 5 projects in your dashboard as part of this AppSumo deal (this is more of a bonus because the page builder wasn’t initially included in this AppSumo deal). Please feel free to contact our support desk to upgrade for more.
c. Yes, they can be. Client management is flexible, but domains and page builder projects are separate from your company accounts/clients.
2a. With webhook and Zapier integrations available, we believe we have already covered a lot of ground, so native integration with specific tools isn’t a top priority at the moment except for, let’s say, platforms like Pabbly. If there are enough requests for a platform (like for Pabbly, we got a lot of requests), we will try to add them.
2b. Integrations are meant to send leads into Convertlead and not outside of Convertlead.
Zapier can be used to send leads into ConvertLead (not from ConvertLead to another platform) using triggers. These triggers are specific to the apps you use to send the leads from.
3a. The pipeline feature has been introduced inside the Leads page. It allows you to create a sales pipeline by defining multiple stages. For each stage, you can set up an action to be performed via the stage automation feature.
As the stages are created, you can drag and drop each lead in the required stage.
These pipelines help you simplify and accelerate your sales process.
3b. Unlimited pipelines are already available for all AppSumo deals.
4. No, there is no difference. The only difference is that on our website, you can not get unlimited clients, while on Appsumo, with 8 codes, you can.
We hope your questions were answered to your satisfaction.
a13a73b117de4bed9ea395d1a99a9418b. You can only have a maximum of 5 projects in your dashboard as part of this AppSumo deal (this is more of a bonus because the page builder wasn’t initially included in this AppSumo deal). Please feel free to contact our support desk to upgrade for more.
Can you clarify this? What counts as a project, let's say I purchase 8 codes which shows unlimited everything, if I'm limited to 5 projects does that mean I'm limited to what I can do for each client?
You can only create five projects in the page builder.
Projects are websites you create inside the page builder and that we host. Each project can have as many pages as possible.
The page builder module is separated from the rest of the app, and so is the AI widget.
The app itself has no limit.
Just to be clear, right now, we have 3 products inside ConvertLead.
First is the CRM and sales management tool (AppSumo offer)
Second is the page builder module - up to 5 projects (this wasn’t part of the AppSumo deal)
Third is the AI widget (300k words added to all users) (that, too, wasn’t part of the AppSumo deal)
It’s also worth noting that the page builder is still in beta.
We hope that clarifies any confusion.