Lead detail.
Open any lead for every answer they gave, a copy of the report they were sent, and a notes field for your own notes on the lead.
Inside the app
Manage all of your leads in one simple dashboard.
BowerVault gives you access to your leads, follow up options, visibility of the reports your users receive and more.
Overview
Watch your leads grow.
Easily view your tool's status, the leads it captured this month and the people who finished it most recently.
Nothing to set up.
The dashboard builds itself the moment your tool goes live. There is nothing to configure.
One tap to the lead.
Any name on the list opens straight into their answers and the report they were sent.
Usage in plain view.
150 completed reports are included each month. You can see where you are before it matters.
Three time ranges.
This month, last ninety days or all time, in one tap.
Leads
Then follow up.
Everyone who has finished one of your tools, in one list, newest first. Filter by tool or by date, search by name or email, and export it all to CSV whenever you want it somewhere else.
- Captured date and time against every entry
- Filter by tool, by date range, or search free text
- Export CSV in one click, because your data stays yours
- GDPR compliant consent record, with date and time, for every lead
CRM integration
Every lead lands in your CRM.
Paste your API key once, choose which list new leads should join, and every completed report is sent to Brevo as a contact. Set custom attributes, so the segments and automations you already run can do the rest.
- Your Brevo lists, read live from your account
- Name, email and their answers sent as attributes
- Tag leads with custom attributes, e.g. Website Lead
- Support for more CRMs coming soon
The branded email
Sent from your name, not ours.
The report arrives to your website user as a PDF attached to an email in your branding. It comes from your company name and your email address, with your logo, your colours and your phone number, so the first thing your lead receives already looks like it came from you.
- Your company name in the sender line, your address behind it
- Replies go straight to your inbox, never to us
- A short summary in the email, the full report attached as a PDF
An illustrative example in the branding of a fictional firm. Every tool sends its own version, and the finished email differs in layout and wording.
The PDF they take away
Every visitor gets their own report PDF.
It runs to as many pages as their answers need, and they can save it, print it or forward it to whoever else is involved. Your logo, phone number and email on every page, so when they come back to it in three weeks it is still your name at the top.
01A score and the figures behind it, built from their own answers.
02Whatever disclaimers your industry needs, at body size rather than small print.
03Your fonts and colours throughout, written in your chosen brand voice.
04It closes by naming your firm and what a fuller conversation would cover.
An illustrative example in the branding of a fictional firm. Each tool in the vault produces its own report, and the finished document differs in layout and wording.
Branding
Your lead magnet in your brand.
Set your brand colours, logos and fonts to make your lead magnet embed fit perfectly in your website. BowerVault's branding is never on your embed, lead emails or PDF reports on all plans.
- Brand and accent colour, applied everywhere at once
- Logo upload and a Google Font of your choosing
- Brand voice settings so lead reports sound authentically you
Embedding and domains
One snippet, and only your domains.
Copy your embed code from the app and paste it into any page. Add the domains you are allowed to run it on and the tool refuses to load anywhere else. Send the snippet straight to a developer if that is easier.
WordPress
Wix
Squarespace
Webflow
Custom builds
The rest of the app
Running the account is self serve too.
Connections, security and billing sit in the same app. Nothing here needs an email to support or a call with an account manager.
AI nurture emails.
An optional add on that writes a follow up sequence from each lead's answers. You approve the wording once and it sends in your name.
Add on, coming soonSwap tools any time.
Your plan runs one live tool. Swapping to another from The Vault keeps your branding, your domains and every lead you have already captured.
Email alerts.
A new lead email the moment someone finishes, with their answers in the message, so you can act on it from your phone.
Two factor security.
Authenticator app sign in with eight one time recovery codes. Your leads are real people's data, so the account is protected like it.
Plan and billing.
Invoices, card details, pausing, switching between monthly and annual, and closing the account, all in settings, without asking us.
On the move
The same app in your pocket.
There is nothing to install. Between appointments you can open the lead that just came in, read their answers and contact them from the same screen.
Every feature included
Get started today.
£29 a month billed annually, or £39 monthly. No setup fee, cancel any time on monthly plans.
All prices are exclusive of VAT.