Feature

Features that connect chats with business operations

BDSocialLead keeps sales and customer-management work attached to the active social conversation.

Save names, phone numbers, IDs, lead status, priority, payment status, summaries and private notes beside each conversation.

Connect every contact to Facebook, Messenger, WhatsApp, Instagram, Google, TikTok, organic or referral campaigns.

Create a reusable product catalog for units, kilograms, subscriptions, services, packages and credits.

Generate PDF invoices with company branding, line items, discount, payment, balance and synchronized due dates.

Record partial or full payments, calculate outstanding balances and keep last-payment dates synchronized.

Manage start dates, expiry dates, renewals, next payment dates and reminder windows from one master record.

Record outcomes, schedule the next action and preserve a chronological history for each lead or customer.

Use a company-owned Google Sheet for shared contacts, products, payments, invoices, follow-ups and dashboards.

Review monthly expected subscription revenue, invoiced totals, collections, dues, expiries and top ad sources.

Export contacts to CSV, download complete JSON backups and safely merge or replace data during restoration.