Leadguru Features List

Algorithms

Leadguru finds leads for:

Charts

Follow-up reminder

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.

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

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

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

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

Building personal analytics including data for all personal connected workspaces

Charts with the average number of processed messages and the credit expiration date forecasting
DEV: Adding paid Leadguru leads to the forecast calculation

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