Core capabilities

Platform Capabilities Overview

Take a deep-dive look at the technical architecture and tools built to streamline lead capture, tracking keys management, and scopes isolation.

Scoping Tenants

Multi-Tenant Scoped Dashboards

Provide clean, private portal access to every client on your roster. User logins are strictly restricted to Client boundaries—blocking them from seeing other tenant companies, inquiries volumes, or API tracker keys.

Meanwhile, agency administrators maintain a global overview to provision client users, register domains, and review aggregate platform performance metrics.

Client Portal Scoping
Secure Tenant
Client Alpha Dashboard
Scoped to client_alpha_id
WEBSITES
2
TOTAL LEADS
284
embed-script.htmlasync
<!-- Paste this async widget snippet -->
<script src="http://localhost:3000/api/embed.js"
data-api-key="a8d56b-4e1b-4cf7-8a3c-53535cf"></script>
Forms captured on domain triggers automatically
Easy Integration

API & Script Widget Capture

Connect external websites instantly. Drop our lightweight async tracking script onto any standard form page, and it will auto-intercept submit triggers, sanitize fields, and submit data in the background.

For headless frameworks or backend connections, push JSON inquiry payloads directly to our REST endpoints authenticated via website tracking tokens.

Lead Conversion

Structured Inquiry Pipelines

Manage inquiries through their lifecycle using NEW, CONTACTED, WON, or LOST flags. Status shifts update dashboard metrics immediately.

Slide out inquiry detail sheets to update notes that save immediately in the database on text blur—ensuring team members never drop follow-up context.

NEW LEADS
Alice Johnson
Acme Marketing
WON LEADS
Bruce Wayne
Wayne Corp Deal
User Roles Configurations
alpha_manager
alpha@client.com
role: client
admin_root
root@agency.com
role: agency_admin
Access Security

Role-Based Access Control

Protect database fields and configurations using granular role scopes. Link login profiles to client IDs to ensure client-users can view only their tracking forms.

Agencies can easily provision login usernames and temporary passwords, reset passwords to generate fresh copyable tokens, and send simulated magic sign-up invitations.

Data Export

Exportable CSV Lead Reports

Keep client lead records portable. Support CSV exports that dynamically capture current filter scopes—including text search fields, date ranges, and status categories.

Clicking the export button compiles records into standard, delimited text structures for easy downloads and integrations with sheets or CRMs.

submissions_export.csvCSV Format
date,name,email,message,status
2026-06-20,Alice Johnson,alice@corp.com,Inquiry...,NEW
2026-06-18,Bruce Wayne,bruce@wayne.com,Redesign...,WON
Endpoint Debugger200 OK
POST /api/inquiries authenticated
CORS headers validation successful
Captured inquiry parsed successfully
Reliable Setup

Tracker Connection Testing

Debug website connections instantly. Validate API tokens, verify domain origins, and capture test submissions during script deployments.

Confirm successful integrations via real-time console reporting and dashboard validation status badges, guaranteeing client setup is error-free.

Ready to centralize your client inquiries?
Get started today and streamline inquiry capture, portal scopes, and lead workflows for all your clients domains.