Leads Manager

Leads manager allows you to become a intermediatory to enable communication through two parties. Clients can pick and choose which leads they want to buy easily with our in-built credit system

From £14.99 - View Pricing

Features

What Leads Manager gives you

Automatic Background Processing

Runs on Blesta's cron with no manual upkeep, so everything stays up to date on its own.

Staff and Client Area

Gives both your staff and your clients a purpose-built interface in their own area of Blesta.

Fully Translatable

Every staff and client label ships in editable language files, ready to translate into any language or reword to match your brand.

One-Click CSV Export

Clients export every lead they have revealed to CSV whenever they want, so the data they paid for drops straight into their own CRM.

Price Each Lead Individually

Give every lead its own credit cost, so premium or exclusive leads cost more than the rest of the pool and your pricing reflects real value.

Separate Lead Pool Per Company

On a multi-company install every lead, credit package, balance and ledger entry stays with the company it belongs to, so each brand runs its own marketplace.

Usage Reports

See your most revealed leads, credit spend per client and the leads nobody has ever revealed, over any date range, so you know what to buy more of and what to stop paying for.

Sell Leads For Credits

Clients browse your lead pool in their client area and spend credits to reveal a lead's contact details, so your list becomes a self-service product instead of a manual delivery job.

Keyword and Facet Filtering

Clients narrow the pool by keyword and by industry, location, company size and revenue, and can switch between everything, only what they have revealed, and only what they have saved.

Reveal in Bulk

Clients can tick several leads and reveal them in one go, with the total credit cost confirmed up front. If the balance is short nothing is spent at all, so no one ends up half-charged.

Per-Staff-Group Access Control

Viewing, importing, editing and deleting leads, managing credit packages, adjusting balances, reading the ledger and viewing reports are each separate permissions granted per staff group.

Client Dashboard Cards

Three cards on the client dashboard show the size of the lead pool, how many leads they have saved and how many credits they have left, which keeps the balance visible and the top-ups coming.

Bulk CSV Import With a Dry Run

Load leads by uploading a CSV or pasting one in. Columns are matched by their header names, you can correct the mapping by hand, and a preview of exactly what will be imported is shown before anything is written.

Automatic Expiry and Low-Balance Emails

A daily background task voids credit lots that have passed their expiry date and emails clients whose balance has dropped low, once per crossing rather than every day. Both emails are standard editable email templates.

Credit Ledger and Manual Adjustments

Staff can add or deduct credits for any client with a required reason, and every purchase, reveal, adjustment and expiry is recorded in a per-client ledger with its date, type, amount and reason, so a billing dispute has a paper trail.

Client-Side Pipeline and Notes

Revealed leads can be saved to a personal list where each one carries a status of New, Contacted, Qualified, Won or Lost plus private notes, so clients work their leads inside your portal instead of exporting them into a spreadsheet on day one.

Credit Packages Sold as Normal Products

Map any Blesta package to a number of credits and clients simply order it. The credits land on their balance the moment the order is paid, the order closes itself out, and you can set an expiry in days per package so unused credits do not sit on your books forever.

v2.0.0 - 2026-09-11

PHP 7.2 - 7.4, 8.1 - 8.4 · Blesta 5.x

Added keyword and facet filtering to the client and staff lead lists
Added a "reveal status" toggle so clients can browse revealed, unrevealed or saved leads
Added per-lead credit cost, charged on reveal and settable per lead
Added bulk reveal with an all-or-nothing credit check and a cost confirmation
Added a private per-lead pipeline status and notes on the client saved page
Added CSV export of revealed leads (client) and the full pool (staff)
Reworked lead import: file upload, header-name column mapping and a dry-run preview
Documented the CSV's required and optional columns on the Add Leads screen
Added staff credit management with an append-only per-client ledger
Added a usage report (top leads, per-client spend, never-revealed leads)
Added credit-granted and low-balance client emails
Added per-package credit expiry with a daily cron that voids expired lots
Uninstalling now removes this company's leads, credits, ledger and client notes; the tables are dropped only when the last company removes the plugin
Grouped the staff navigation entries under one "Leads" menu instead of four separate top-level items
Rebuilt the client lead list and Saved Leads pages around Blesta's own expand/collapse row pattern: fewer visible columns, LinkedIn/Website/Location/Size/Revenue/Asking Price moved into a click-to-expand detail panel per lead
Added a Manage screen for editing a saved lead's status and notes, replacing the cramped inline table editor
Fixed the client lead table rows rendering with oversized text and excessive height due to an accidental Bootstrap class collision
Fixed an unrevealed lead's "Reveal" link rendering twice side by side on the client lead list
Fixed revealed lead emails and phone numbers being visible only in a hover tooltip instead of as plain text
Added a select-all checkbox to the client lead list instead of a plain text header
Fixed the client lead list's rows still rendering taller than necessary due to an unwrapped action button pushing the row's expand chevron onto its own line
Moved "Available credits" and "Reveal Selected" onto one line on the client lead list, with the credit count in a highlighted badge

v1.0.0 - 2025-04-13

PHP 7.2 - 7.3, 8.1 - 8.4 · Blesta 5.x

Initial Blesta.club release

Pricing Options

Get exactly what you need and want.

Requires PHP 7.2 - 7.4, 8.1 - 8.4 · Blesta 5.x

Included In

Value: £42.3

£14.99

per month

+51 Other Extensions
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