Lead Management Software
Lead Management Software – Capture, Distribute and Track leads within your sales teams.
General : Adding Leads & Contacts : Working with Leads & Opportunities : Reporting : Lead Management : Setting Up : Billing & Packages : Terminology
- Are my credit card details safe?
- Are there any limits on the number of leads I can have on B12 Leads?
- Are there sign up fees, termination fees or any hidden fees I should know about?
- Can I buy more capacity if I need it?
- Can I pay by check?
- Can I pay for multiple months in advance?
- Do I get a fully functional B12 Leads during the trial period?
- How can I pay?
- How do I cancel?
- How do I change our credit card details?
- How do I upgrade or downgrade packages?
- Is there a minimum contract?
- What are the set up costs?
- What happens if I hit the lead limit?
- What if I upgrade, downgrade, or cancel in the middle of a month?
- Where can I find our invoices or get a copy of an invoice?
- Where is my account information?
- Why can't I downgrade on the Account screen? I only see upgrade options, not downgrade options?
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Are my credit card details safe?
Yes. We do NOT hold your credit card details on our servers. Your credit card details are held by our payment processor Sagepay. Sagepay is part of Sage PLC and has achieved the highest level of compliance under the Payment Card Industry Data Security Standard (PCI). They adhere to the most stringent levels of fraud screening, ensuring that your details remain secure throughout the transaction process.
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Are there any limits on the number of leads I can have on B12 Leads?
Yes each package has a different number of leads limit. See Sign up and Pricing tab for more details.
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Are there sign up fees, termination fees or any hidden fees I should know about?
There are No sign up fees, No termination fees and No hidden fees.
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Can I buy more capacity if I need it?
Yes, if you upgrade to a bigger package you will automatically receive a greater lead capacity.
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Can I pay by check?
No, at present we only accept credit card payment.
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Can I pay for multiple months in advance?
No, you can only pay for one month in advance.
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Do I get a fully functional B12 Leads during the trial period?
Yes you get a fully functional version of B12 leads during your trial period.
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How can I pay?
You can pay for B12 Leads by using VISA and MasterCard.
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How do I cancel?
The Account Owner can cancel the contract at any time by going to the Account Details page in the Set Up section and selecting the Change Package button. Once the cancellation has been confirmed the account will be closed and all your leads will be deleted.
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How do I change our credit card details?
The Account Owner can change the credit card used to pay for B12 Leads by going to the Account Details page in the Set Up section and selecting the Change Credit Card button.
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How do I upgrade or downgrade packages?
The Account Owner can upgrade or down grade their package by going to the Account Details page in the Set Up section and selecting the Change Package button.
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Is there a minimum contract?
There is no minimum contract period. You can cancel your contract whenever you want. You will be asked to confirm that you wish to cancel your account. Once you confirm the cancellation your account will be closed and all your leads will be deleted.
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What are the set up costs?
There are no set up costs.
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What happens if I hit the lead limit?
You have the choice of upgrading your package or deleting some of the leads on the system (possibly some of your dead leads).
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What if I upgrade, downgrade, or cancel in the middle of a month?
If you upgrade in the middle of the month you will immediately benefit from the enhanced features of the new package but you will not be charged for the upgraded package until your next bill.
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Where can I find our invoices or get a copy of an invoice?
The Account Owner can get copies of an invoice by going to the Account Details page where past invoices are listed by date under Invoice History. Selecting a date will open the corresponding invoice.
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Where is my account information?
If you are the account owner you can view all your account information. Go to the set up section and select Account Details. Your users are listed in the User section.
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Why can't I downgrade on the Account screen? I only see upgrade options, not downgrade options?
You can only downgrade to a lower plan if you meet the terms of that plan.
