We are starting the “What's new in LeadVertex 2.0” topic and will introduce you the functionality and interface of the new version. Let's start with small but pleasant moments💚

🔸Screenshots show order statuses. They can be displayed horizontally (which is familiar to users of the current version) and vertically

🔸 Also appeared the item "Reminders". Now for each order you can set a time reminder with a comment

Contact @leadvertex_eng to get access

We are often asked to automate the calculation of bonuses for call center operators. And we are happy to announce that this is now easily configurable using the trigger functionality in LeadVertex 2.0

Here is one of the recent cases🧰🛠

Call center operators work on piecework wages. Balance accounting is maintained in LeadVertex. They receive bonuses:

💰for each order with a bill more than 25$
💰if they sell goods from the “Discount” category
💰if they have agreed with the client on delivery to the post office
💰if the order is successfully delivered to the customer

The setup took 30 min, but how much time will be saved on the calculation of bonuses! In addition, operators will be pleased to see bonuses not at the end of the month, but on their balance!

We have our own low-code editor for creating triggers, and AI will soon take over the customization. But so you can get started now, we set everything up for you.

Looking forward to your inquiries!

With love, LeadVertex💚

We are in LinkedIn https://www.linkedin.com/posts/leadvertex_crm-trigger-leadvertex-activity-7069690773826383872-FRQ0?utm_source=share&utm_medium=member_ios

Join us💚

Light and dark theme in LeadVertex 2.0 🌗

For lovers of the dark theme, and with care for the vision of our users!

You can switch the theme in authorization or in the profile settings.

With love, LeadVertex💚

What theme do you like better? 😊

Chat with customers in LV 2.0

Communication with customers in messengers gives huge competitive advantages. However, this often leads to problems such as:

🥴 you need to give operators access to WhatsApp, and, accordingly, to customer phone numbers

🥴 you need to periodically check customer responses to update orders in CRM

🥴 you need to constantly switch between CRM and messenger

The good news is that LeadVertex 2.0 does not have these problems 🔥

We can easily connect any messenger plugin for you, after which you can write to customers directly from the order card. If the customer answers you, you will see his answer in a separate window with all chats.

That is, inside LeadVertex there is a built-in widget with chats in all communication channels!

And with our flexible access system in LeadVertex 2.0, you can create a special employee role with access only to chats, and even hide contact details from chats.

To get access to LeadVertex 2.0 or connect chats, write to your manager or telegram @anna_leadvertex

🌟 How it all began

We launched in November 2013 (this year we will be 10 years old!) We counted the payment from the first client as a launch👍

🌟 A little about our name

It consists of several words:

Lead + vertex + advert
So, LeadVertex is both the way to the vertex, and leads, and advertising

🌟 Why we started writing LeadVertex 2.0
The more clients we attracted, the more they asked for features. But unfortunately we ran into an architecture that was not designed for everything

We started work on LeadVertex 2.0 and it took 5 years. The product is worthy

🌟 How to be now? Will the first LeadVertex work?

Of course it will be! We do not limit you in any way.

However, we know how cool LeadVertex 2.0 is and that's why we ask you to try it.

Important: Trying LeadVertex 2.0 does not mean stopping work in the current version. Nothing will break, the work will go in parallel.

For access, write to your manager or @anna_leadvertex

Dear users!
Today, on 20 June at 9 PM Moscow Time an unscheduled maintenance work will be carried out, lasting from 5 to 30 minutes.
During the works, the functionality of the Service, Landing pages and API, including receiving orders, will be suspended.

We apologize for inconvenience it may cause.

Order movement rules in LeadVertex 2.0

In the work of a call center, situations often arise when an order is moved to the wrong status by mistake. This leads not only to failures in the business process, but also to financial losses if you work with webmasters.

To protect your business from such errors, you can set up rules for moving orders by status according to your sales funnel. For example, an order from the “Processing” status cannot immediately go to “Return”. And the order from the “Paid” status cannot go into the “Spam” status.

In addition, now you can configure in which statuses new orders can be created.

We remind you that we will set up any functionality for you for free! To get access, write to Anna in telegram @anna_leadvertex

With love, LeadVertex💚

Data validation in LV 2.0

We will not talk about the advantages of validation, because they are already clear. But we wanted to talk about interesting nuances!

You can very flexibly configure the mandatory fields and the correctness of their filling. For example, when moving an order to the “For shipping” status, the address must be filled in it. And for the status "Cancelled" the address is not needed.

You can also prevent operators from editing certain fields at all or at a certain stage.

We also have an interesting functionality of important fields. This is also validation, but advisory, when you do not force the operator to fill in the data, but draw his attention to the fact that the field may need to be edited!

For setup details, write to the manager or in telegram @anna_leadvertex

With love, LeadVertex 💚

Call Center Management in LV 2.0

👩‍💻You can add your call centers and compare their performance. For a call center, you can:
🔹choose operators and supervisor
🔹choose a SIP provider, which is very convenient if each call center has its own telephony
🔹Activate receiving incoming calls from a specific number. An excellent solution for sales by advertisements when different ads are sent to different call centers

👩‍💻More features for call centers:
🔹 inside the call center, you can create teams (for example, operators calling for approval or for buy-out)
🔹You can set up order flows for ringing, for example, additionally call orders from the “Accepted” status with a specific product, etc.
🔹 and finally set up connections, which team will call which order flow


We can set all this up for you. Just contact the manager or telegram @anna_leadvertex

With love, LeadVertex 💚

In the first version of LeadVertex, you could only work with orders. In LeadVertex 2.0, customers appeared in addition to orders.

What are the advantages of using the Clients mode:
📊upon receipt of an order, you can check the entire order history of a particular client, whether they pay for orders and for what amount, etc.
🛒make better repeat sales based on the information collected in CRM
🔐provide customers with a personal account on the website
🔎systematize information about how many paying customers your company has, what is your target audience
💌make promotions with promotional codes, cashback or gift/discount cards for eligible customers (number of orders, total check)

Important:
🔹client can be created manually
🔹you can write a message to the client while on the page of his order, in which case the message will contain a subject with the order id
🔹a client can be created automatically according to the rules you set (for example, you consider only the one who bought the package or the one who confirmed the order via SMS as a client)
🔹information about the client is conveniently displayed on the right in the order card

Write to telegram @anna_leadvertex for details and help with the settings!

With love, LeadVertex💚

Dear users!
Today, on 29 August at 9 PM Moscow Time an unscheduled maintenance work will be carried out, lasting from 5 to 30 minutes.

During the works, the functionality of the Service, Landing pages and API, including receiving orders, will be suspended.

We apologize for inconvenience it may cause.

What's new in the LeadVertex 2.0 order card:

📞 You can create multiple fields with the "Phone" type and call the customer on different numbers. Convenient if you request an additional phone number for contact from the customer.
📩 All contacts are grouped in the "Contacts" section, and you can immediately message the customer from the order card (whether it's email or WhatsApp).
🗂 You can arrange fields in the order card in the order that comfortable for you and group them by blocks.
🔍 All customer and order information is displayed (when the order was made, customer IP, order history).
🖇 A brief order lifecycle is displayed, showing when it was created, confirmed, shipped with a tracking number, etc., to help operators work with the order.
🧷 You can link the order to a specific customer if they have previously ordered from you.
🛎 There is a timer that acts as a reminder or task for the order so that you don't forget anything.
🛒 A whole block with a shopping cart for products, with photos, promotions, and product stock levels.
📦 A block for choosing a courier service.
📢 Sales script.

You can disable everything unnecessary by setting restrictions for specific roles.

For details and assistance with settings, please contact @anna_leadvertex on Telegram!

With love, LeadVertex 💚

Dear clients, we have the technical problems in the data center, the causes of which we are still figuring out. At the moment, the service is completely unavailable, including the admin panel, landing pages and API. We always respond to any problems within 5 minutes and deal with the problem from the moment it appears. We do not yet have specific information and restoration dates. We apologize for any inconvenience caused.

All malfunctions have been resolved; there was a physical problem in the local network interface at the data center, which has now been resolved. We apologize once again for the inconvenience caused.

In LeadVertex 2.0, we paid special attention to data security and added logs for all possible actions.

🗂We store information about creating, editing, deleting anything
🔐We log not only actions with an order, but also actions with webmasters, plugins, projects, statuses, target actions, triggers, etc. That is, with any entity!
👤You can filter actions by who performed them, be it specific users or roles, plugins, APIs or triggers. For example, you want to track all actions performed by users in the "Dial Operator" role
📝Logs are presented in the form of “Before-After”, where you can enable any filter based on the parameters you are interested in, including by date
🚫You can prevent some roles from seeing in the logs the names of users who made changes and their IP addresses
📞Call history is stored separately


Write to telegram @anna_leadvertex for details and help with settings!

With love, LeadVertex 💚

Dear users!
25 December at 9 PM Moscow Time a scheduled maintenance work will be carried out, lasting from 20 to 30 minutes.

During the works, the functionality of the Service, Landing pages and API, including receiving orders, will be suspended.

We apologize for inconvenience it may cause.

Dear Clients!
Today, March 4, at 9 pm Moscow time, we will be carrying out scheduled technical work lasting from 20 to 50 minutes.
During this time, the service, landing pages and API will be suspended.
We apologize for the inconvenience!