Table of contents
Leadguru Features List
Algorithms
Leadguru finds leads for:
- Software development companies
- HR-agencies
- Product companies
Dashboard
Charts
- User-processed leads analytics charts
- Saved/deleted/archived leads charts
Follow-up reminder
- Calendar with scheduled follow-ups
- Ability to switch to a chat with scheduled for contact leads
- Ongoing follow-ups notifications
Guru feed
- Getting leads from Personal and Leadguru workspaces
- Automatic sorting of feed by date of communication and update of lead data
- Lead Profile info: LinkedIn link, Workspace link, Time zone, Publication history, Technologies and Locations tags, Thread, Workspace channel
- Assigning a follow-up date to leads
- Assigning boards and statuses to leads
- Lead tagging with CTO / CEO / Founder/Recruiter/Director tags
- Lead processing: save/delete/ send to spam
- Visual Lead scoring scale for leads
- Ability to edit the profile of a saved lead
- Create custom notes in the lead profile
- Feed filtering by technology
- Feed filtering by location
- Feed filtering by post date
- Feed filtering by Slack activity status (online)
- Feed filtering by including/removing Leadguru leads
- Getting reactions and likes from Slack for a lead message
- Leadguru leads look different than Personal Leads
- The user is able to save a Leadguru Lead for further communication for a certain amount of credits.
Chat
- Communicate with prospects through the LeadGuru interface via chat
- Send/edit/delete outgoing messages from an advanced text box
- Mark incoming messages as unread
- Notification about unread messages in the application, on the user’s email, and in the browser tab
- Search for leads by name
- Filtering dialogues according to a specific board/status
- Filter conversations by unread messages presence
- Sorting conversations by the last conversation date and by the value of the lead scoring
- Saved lead processing: delete lead, send to spam, archive, status or board change, update follow-up date, and edit lead profile info.
- The ability to filter chats by the status of its current activity in Slack
- Expanded functionality of working with text and templates
- Scheduling Messages to leads
- Unanswered messages quantity notification
- Ability to display only chats awaiting a response from the user
Boards
- Advanced dashboards creation for lead tracking, processing, and scoring
- Default board with statuses: Lead / Prospect / Opportunity / Call / Contract / Refuse
- Ability to manage default board and status settings (in user’s settings)
- Create/ edit / delete an unlimited number of boards and statuses for placing saved leads
- Unloading data to CSV
- Filtering leads with unread messages
- Search through boards
- Switching to a chat with a lead from the board
Sorted Leads
- Storing deleted / archived / spammed leads
- Recover deleted / archived / spammed leads
Contacts
- Ability to find, save and start communicating with any contact from all workspaces.
- A link to the contact’s workspace
- Contact’s title
- Ability to switch to chat with a contact after saving it
Sources
- Possibility for users to add personal workspaces
- Managing personal workspaces and channels: add/edit/delete
- Managing available channels of Leadgurг workspaces connected to the user by the Leadguru team
- Ability to view the last 100 channel messages to understand their relevance before connecting
- Ability to pause/resume monitoring of channels from connected Leadguru workspaces
Analytics
- Building personal analytics including data for all personal connected workspaces
Billing
- Charts with the average number of processed messages and the credit expiration date forecasting
- DEV: Adding paid Leadguru leads to the forecast calculation
Templates
- Creating / Editing message templates for further chat use. Deleting templates.
Profile
- User profile management in Leadguru and Slack
- Change feed settings
Preferences
- Feed default board and status setting
- Application white/dark theme
- Account login preferences
- Change password tab
UX features
- Monitoring leads and messages from desktop or mobile devices.
Customer support
- Help desk functionality