vergifyllc

Client Management Software that is powerful, easy to use & integrates seamlessly with your WordPress website. We help businesses focus on their clients while growing their business with features like Email Marketing, Live Chat, Online Discussion, Surveys, Lead Management, Lead Forms, Email Integration & Services.

Vergify

Powerful Client Management Software Designed For Small Businesses

Inprofit

Lead Management Hub is a WordPress plugin designed to help businesses capture, organize, and manage leads effectively. With its intuitive interface and robust features, this plugin streamlines the lead management process and integrates seamlessly with your WordPress website.
Key Features:
<ul>
<li>User-Friendly Form Generator: Create custom lead capture forms without any coding knowledge</li>
<li>Comprehensive Lead Management: Store, categorize, and track all your leads in one central location</li>
<li>Odoo Integration: Seamlessly sync your leads with Odoo CRM ( Premium )</li>
<li>Lead Analytics: Track conversion rates and performance metrics</li>
<li>Responsive Design: Forms look great on all devices, from desktops to smartphones</li>
<li>Customizable Fields: Tailor your forms to collect exactly the information you need</li>
<li>Export Functionality: Easily export your leads to CSV for external processing</li>
</ul>
Whether you’re a small business looking to organize customer inquiries or a marketing agency tracking campaign leads, Lead Management Hub provides the tools you need to turn visitors into valuable contacts.
<h3>How to Use</h3>
Creating a Form:
<ol>
<li>Go to “Lead Hub” → “Form Generator” in your WordPress admin menu</li>
<li>Click “Add New Form”</li>
<li>Give your form a title and description</li>
<li>Select the fields you want to customize your form layout</li>
<li>Configure validation rules and field requirements</li>
<li>Save your form</li>
</ol>
Adding a Form to Your Website:
<ol>
<li>Copy the shortcode displayed on the form list page</li>
<li>Paste the shortcode into any page or post where you want the form to appear</li>
<li>Alternatively, use the Lead Hub block in the Gutenberg editor</li>
</ol>
Managing Leads:
<ol>
<li>Go to “Lead Hub” → “Lead Management”</li>
<li>View all your leads in a sortable and searchable table</li>
<li>Click on any lead to view detailed information</li>
<li>Use filters to sort leads by source, date, status, etc.</li>
<li>Export selected leads as CSV for external use</li>
</ol>
Configuring Notifications:
<ol>
<li>Go to “Lead Hub” → “Settings” → “Notifications”</li>
<li>Enable or disable email notifications for new leads</li>
<li>Customize the notification email template</li>
<li>Set up multiple recipients for notifications</li>
</ol>

Lead Management Hub

A comprehensive lead management and form generation solution for WordPress websites.

Vergify vs Lead Management Hub