Anyone with a company email that matches your web domain will automatically be excluded from charges. To avoid being charged for clients and customers with different domains, you can create a “Known Customers” list. This suppression list ensures they appear in your visitor reports but won’t count toward your billed leads.

Yes! Convoy Sage only gathers data from visitors within the United States. If someone visits your site from outside the U.S., no data will be collected. The cookie banner will still appear, but it will not track or gather any information.

Absolutely! If you’ve reviewed the Dashboard Breakdown page and still have questions, we’re happy to help. Feel free to schedule a meeting here.

No, you won’t be charged multiple times for the same visitor. If someone revisits your site within the same month, you will only be charged for their lead once. You can also add “Known Contacts” to exclude frequent visitors, ensuring you’re not billed for them. Additionally, Convoy Sage filters out spam and only collects data from valid U.S. visitors.

Yes, you can set a budget at any amount you choose. For example, if your budget is $500/month, Convoy Sage will stop collecting new leads once the budget is reached (e.g., 1,000 leads). The system will reset at the beginning of the next month. The budget can be changed at any point in time (increase or decrease). Please note that there is a minimum spend of $75/month.

We can collaborate to ensure your leads are seamlessly integrated into your CRM with tailored criteria. This includes:

• Exporting leads to Excel for further analysis.
• Manually refining lead data for accuracy.
• Importing leads directly into your CRM system, customized to fit your specific needs.

• Standard Plan: Ideal for businesses with lower web traffic that still want valuable insights on their visitors. This plan gives you full access to your leads while keeping costs low. 
• Premium Plan: Ideal for larger companies with high monthly lead volumes who are highly interested in company information, such as company emails, LinkedIns and company phone numbers. It includes personalized lead curation and assistance with sorting and integrating leads into your CRM.
  

Yes! In your dashboard, go to Lead Handling → Notification Rules to customize your notification settings. You can choose between instant, daily, weekly, or a combination of these to suit your preferences.

Our free trial lasts for 2 weeks or until you reach 500 leads, whichever comes first. You have the option to trial either the Standard or Premium plan. As your trial nears completion, someone from our team will reach out to discuss your experience and recommend the best-paid plan for your company.

Yes, you can set location preferences by navigating to Configuration -> Filter States. From there, you can select or deselect any states you want to include or exclude in your lead view. Leads will only be generated from the states you’ve selected.

You can have unlimites users on your dashboard. You can add or remove users directly, or contact us at team@convoysage.com if you need assistance managing users.