Features

Everything You Need To Capture, Sell And Track Every Lead.

Vertikl covers the full lead lifecycle, from first capture to final buyer outcome, organized into eight connected feature areas. Pick one below to see it in detail.

Everything You Need To
Feature Area Why it matters

Capture, Validate & Enrich Leads

Bring every lead in clean, verified and enriched.

Bad or incomplete leads get caught before they reach a buyer, protecting your acceptance rates and buyer relationships.

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Manage Partners, Sources & Campaigns

Centralize every source, partner and campaign.

Every lead traces back to its real source, so you always know which partners and campaigns are actually worth paying for.

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Route and Sell Every Lead

Match, prioritize and resell leads to the right buyers.

No lead goes to the wrong buyer or sits unsold, so you capture more revenue from the same volume of leads.

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Manage Buyers & Orders

Buyer accounts and orders, configured how you sell.

Buyer setup matches how you actually sell, so onboarding a new buyer takes minutes instead of custom engineering work.

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Deliver Leads Anywhere

Ping-post, webhooks, sheets, email, SMS and custom APIs.

Every buyer gets leads exactly how their systems expect them, so delivery never becomes the reason a deal falls through.

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Track Buyer Outcomes & Revenue

Close the loop between what you sell and what it's worth.

You know the true value of every lead you sell, not just what you were paid for it, so pricing decisions are based on real outcomes.

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Automate Your Lead Operations

Automate repetitive work with rules, AI and guided setup.

Repetitive work happens on its own, so your team spends time on growth instead of manual operations.

Explore

Report on Every Part of Your Business

Full visibility into performance across your operation.

You see problems and opportunities the moment they happen, instead of finding out weeks later in a spreadsheet.

Explore

Scale Securely and Stay in Control

Isolated infrastructure and full compliance, built in.

Your data and infrastructure stay protected and compliant by default, so growth never has to wait on a security review.

Explore

Give Buyers a Self-Service Portal

Magic-link access, payments and self-serve reporting.

Buyers can self-serve their own data and payments, so your team fields fewer status-check calls and emails.

Explore
Capture, Validate & Enrich Leads

Capture, Validate & Enrich Leads

Bring every lead in clean, verified and enriched.

Feature Why it matters

Lead Enrichment Over Time

POPULAR

Collected leads can be progressively enriched with new data, increasing their value and commercial relevance.

Leads that keep getting more complete stay sellable longer, instead of losing value the moment they're captured.

Dynamic Data Mapping

ADVANCED

Adapt and transform incoming fields with a flexible rule and expression system.

New lead sources go live in minutes without engineering work, so you're never blocked waiting on a mapping change.

Multi-Tool Lead Validation

POPULAR

Validate each lead through SMS, email and location checks, using your own provider account or Vertikl's own high-volume accounts for lower cost.

Bad leads get caught before a buyer ever sees them, protecting your acceptance rate and buyer relationships.

Manage Partners, Sources & Campaigns

Manage Partners, Sources & Campaigns

Centralize every source, partner and campaign.

Feature Why it matters

Automatic Cost Tracking

POPULAR

Vertikl automatically retrieves your ad spend and campaign costs to centralize performance data.

You always know your true cost per lead without manually reconciling ad platform reports.

Affiliate Management

POPULAR

An integrated system makes it easy to manage affiliates, including tracking, reporting, and lead distribution.

One system for tracking and paying affiliates means fewer spreadsheets and fewer disputes over what's owed.

Source Management

Organize lead sources and connect every acquired lead to its original traffic or acquisition source.

Every lead traces back to its real origin, so you know exactly which sources are worth scaling.

Campaign Management

Configure campaigns, their fields, mappings, costs, sources, and acquisition flows.

Campaigns stay organized as you add more sources, instead of turning into a tangle of one-off setups.

Vertical Management

ADVANCED

Structure leads, campaigns, orders, and distribution rules around configurable business verticals.

Rules and routing stay clean as you expand into new verticals, instead of one giant ruleset for everything.

Source-Level Buyer Caps

ADVANCED

Define how many leads from each acquisition source can be sold to a specific order or buyer.

Protects buyer relationships by making sure no single source floods an order past what it can handle.

Route and Sell Every Lead

Route and Sell Every Lead

Match, prioritize and resell leads to the right buyers.

Feature Why it matters

Rule-Based Lead Matching

POPULAR

Match each lead with eligible orders using verticals, countries, field conditions, schedules, capacities, and buyer requirements.

Every lead reaches an order that's actually eligible for it, instead of buyers rejecting mismatched leads after the fact.

Priority-Based Routing

Prioritize eligible orders using configurable order priorities and distribution policies.

Your best buyers get first access automatically, without operators manually deciding who goes first.

Exclusive Lead Distribution

POPULAR

Sell a lead to one eligible buyer according to order priority, availability, and acceptance criteria.

Buyers paying for exclusivity actually get it, protecting the price premium exclusive leads command.

Shared Lead Distribution

Distribute the same lead to multiple eligible buyers while enforcing shared-sale limits and preventing duplicates.

Lets you monetize a single lead across multiple buyers without ever double-selling it to the same one.

Bulk Shared Distribution

ADVANCED

Submit a lead to several eligible shared buyers simultaneously, within the configured shared limit.

Gets a shared lead in front of every eligible buyer at once instead of working through them one by one.

Sequential Shared Distribution

NEW ADVANCED

Send a shared lead to the best eligible buyer first, then continue progressively until the target number of accepted sales is reached.

Prioritizes your best buyers first on shared leads while still falling back to others until it's sold.

Unsold Lead Retries

POPULAR

Automatically retry unsold leads against remaining eligible buyers when a delivery is rejected, aborted, or cancelled.

Recovers revenue from leads that would otherwise be wasted after a first rejection.

Manual Lead Delivery

NEW

Place leads in a manual queue and let operators choose exactly which order should receive each lead.

Gives operators a manual override for the edge cases automated routing can't confidently handle.

Sequential Manual Resale

NEW ADVANCED

Resell an already sold lead manually to another eligible buyer without duplicating the lead or its acquisition cost.

Lets you resell a lead that didn't convert without duplicating cost or losing its original history.

Selling Progress Timeline

NEW

Track every routing attempt, accepted sale, rejection, retry, and remaining distribution opportunity for each lead.

Gives full transparency into why a lead sold, was rejected, or is still in play, without digging through logs.

Manage Buyers & Orders

Manage Buyers & Orders

Buyer accounts and orders, configured how you sell.

Feature Why it matters

Buyer Management

POPULAR

Manage every lead buyer, their contact information, commercial relationship, orders, delivery settings, and activity.

Every buyer relationship, order, and delivery setting lives in one place instead of scattered across spreadsheets and emails.

Order Management

POPULAR

Create and manage buyer orders with configurable prices, criteria, capacities, schedules, and delivery methods.

Buyers get exactly the leads they're paying for, at the price and volume you agreed on.

Buyer-Specific Lead Criteria

Define the exact fields and conditions a lead must satisfy before it can be sent to an order.

Stops the wrong leads from ever reaching a buyer, protecting acceptance rates and the relationship.

Buyer Caps

Configure daily and total lead limits for each buyer order.

Prevents overselling a buyer past what they can actually work, keeping quality high instead of just volume.

Buyer Schedules

Control the days and hours during which an order is allowed to receive leads.

Leads only go out when a buyer's team is actually there to work them, instead of piling up after hours.

Scheduled Order Opening

NEW ADVANCED

Prepare deliveries in advance and defer their dispatch until the buyer order becomes available.

Lets you queue up a new buyer relationship in advance and have it go live automatically the moment they're ready.

Order Priorities

Determine which buyer orders should receive eligible leads first.

Makes sure your highest-value buyers are tried first whenever a lead is eligible for more than one.

Exclusive & Shared Orders

Configure whether an order purchases leads exclusively or participates in shared lead distribution.

One buyer's exclusivity setting never accidentally leaks a lead to a shared order.

Order Delivery Configuration

API

Configure each buyer's endpoint, payload, authentication, delayed acknowledgement, and delivery behavior.

Every buyer's endpoint and auth quirks are configured once, not re-solved every time something changes.

Order Testing

Test an order with lead data before enabling it in production.

Catches a broken delivery configuration before it starts silently failing on live leads.

Buyer Capacity Monitoring

POPULAR

Monitor current caps, remaining capacity, delivery pressure, and orders approaching their limits.

Flags orders approaching their limits before they start rejecting leads you could have sold elsewhere.

Deliver Leads Anywhere

Deliver Leads Anywhere

Ping-post, webhooks, sheets, email, SMS and custom APIs.

Feature Why it matters

Direct Post

POPULAR

Post leads instantly to buyer endpoints with real-time routing and delivery controls.

Leads land the instant they're routed, so speed-to-contact never suffers because of a delivery delay.

Ping/Post

ADVANCED

Run a ping to validate eligibility, then post full lead data only to accepted buyers.

Buyers only pay for leads they've confirmed they want, cutting wasted spend on data nobody accepts.

Google Sheets

POPULAR

Automatically write delivered leads into Google Sheets for operations and sales follow-up.

Smaller or non-technical buyers can start receiving leads today, with zero integration work on either side.

SMS

Send lead notifications by SMS for immediate response from internal teams or partners.

The first team to see a time-sensitive lead usually wins it, and SMS gets it in front of them instantly.

Email

Deliver formatted lead alerts by email to keep teams and partners aligned in real time.

A reliable fallback channel that keeps leads flowing even when a buyer's main integration is down.

API Delivery

API POPULAR

Deliver leads to buyer APIs with configurable HTTP methods, headers, query parameters, request bodies, and response handling.

Buyers get a predictable, versioned contract instead of a fragile one-off integration that breaks silently.

Webhook Delivery

API

Push leads and operational events to external systems through customizable webhooks.

External systems get real-time events without you building and maintaining custom integrations for each one.

Facebook Conversions API

API

Send conversion and lead events back to Facebook to improve campaign measurement and optimization.

Ad platforms learn from real outcomes, so campaign targeting improves instead of optimizing on guesswork.

Dynamic Delivery Payloads

ADVANCED

Build buyer-specific payloads with dynamic fields, expressions, structured JSON, and typed values.

Every buyer gets a payload shaped exactly the way their system expects, without hardcoding a new integration each time.

Reusable HTTP Credentials

NEW API

Create centralized authentication profiles and reuse them across buyer deliveries and automations.

Set up authentication once and reuse it everywhere, instead of re-entering the same credentials for every delivery.

Advanced API Authentication

NEW API ADVANCED

Connect securely using API Key, Bearer Token, JWT Bearer, Basic Auth, Digest Auth, OAuth 1.0, OAuth 2.0, OpenID Connect, or a configurable login endpoint.

Connects to almost any buyer system's auth requirements without needing custom code for each one.

AI-Assisted Delivery Setup

AI

Use AI to transform buyer documentation or examples into a proposed delivery configuration.

Turns buyer documentation into a working delivery configuration in minutes instead of hours of manual mapping.

Delayed Buyer Acknowledgement

ADVANCED

Poll buyer systems after delivery when lead acceptance or rejection is not available immediately.

Still captures the final accept or reject outcome even when a buyer's system can't respond immediately.

Delivery Retries & Recovery

POPULAR

Retry failed preparation and delivery operations while preserving the complete shipment history.

A temporary outage on the buyer's side doesn't mean a lost lead, since delivery resumes automatically.

Delivery Testing & Diagnostics

Test payloads, credentials, endpoint responses, mappings, and acceptance rules before activating a buyer delivery.

Catches a broken delivery setup before it starts failing silently on real, paying leads.

Track Buyer Outcomes & Revenue

Track Buyer Outcomes & Revenue

Close the loop between what you sell and what it's worth.

Feature Why it matters

Buyer Outcome Tracking

POPULAR

Track what happens after a lead is delivered, including buyer acceptance, conversion, rejection, and custom business outcomes.

You know what actually happened to every lead after delivery, not just whether it was sent.

Buyer Outcome API

API

Allow buyers and external systems to report lead outcomes securely through a dedicated API.

Buyers can report outcomes automatically from their own systems instead of manual reporting back to you.

Google Sheets Outcome Import

Import buyer outcomes from Google Sheets with configurable columns and field mappings.

Buyers who aren't set up for an API can still report outcomes, with no integration work required.

Scheduled Outcome Synchronization

Periodically retrieve new buyer outcomes from Google Sheets or buyer APIs.

Outcome data stays fresh automatically, instead of relying on someone remembering to pull it.

Buyer API Pull

API

Connect to buyer APIs and automatically retrieve updated lead statuses and conversion outcomes.

Vertikl fetches the latest status directly from the buyer's system, no manual reporting required.

Custom Outcome Mapping

ADVANCED

Map each buyer's proprietary status names and payload structure to a normalized outcome model.

Every buyer's own status naming still rolls up into one consistent outcome model you can report on.

Buyer Quality Scoring

POPULAR

Measure buyer quality based on reported outcomes, conversion performance, and feedback completeness.

Surfaces which buyers convert well and which ones quietly hurt your numbers, before it becomes a bigger problem.

Conversion Trends

Monitor buyer outcome and conversion trends over configurable reporting periods.

Spot a buyer's performance slipping before it shows up as a bigger revenue problem.

Revenue Reporting

POPULAR

Track revenue generated by leads, orders, buyers, campaigns, sources, and verticals.

See exactly what's driving revenue, down to the campaign, source, and buyer, without stitching reports together yourself.

Acquisition Cost Allocation

NEW ADVANCED

Allocate each lead's acquisition cost across its accepted sales without counting that cost more than once.

Keeps profitability numbers accurate when a single lead's cost is shared across more than one sale.

Profitability Visibility

POPULAR

Compare acquisition costs and generated revenue to measure lead, campaign, source, and buyer profitability.

Tells you which leads, campaigns, and buyers are actually making you money, not just generating volume.

Automate Your Lead Operations

Automate Your Lead Operations

Automate repetitive work with rules, AI and guided setup.

Feature Why it matters

Event-Based Automations

POPULAR

Trigger operational workflows when leads are acquired, routed, sold, rejected, delivered, updated, or anonymized.

Operational work happens the instant a business event occurs, instead of a person needing to trigger it.

Automation Filters

Apply automation rules only to matching verticals, campaigns, buyers, orders, lead fields, or buyer outcomes.

Rules only fire where they're actually meant to, so one automation doesn't accidentally touch the wrong lead or buyer.

Automation Activity History

Inspect every automation execution, request, response, error, retry, and resulting status.

When something goes wrong, you can see exactly what ran, what it did, and why, instead of guessing.

Automation Retries

Retry rejected or failed automation activities without recreating the original business event.

A temporary failure doesn't mean lost work, since the same activity can retry without recreating the original event.

Event Tracking

Maintain a complete history of acquisition, enrichment, routing, sales, shipment, outcome, automation, and GDPR events.

Every event across the platform is recorded in one history, so you can reconstruct exactly what happened to any lead.

AI-Assisted Expressions

AI POPULAR

Generate and improve field mapping, transformation, and validation expressions with an AI assistant.

Complex mapping and validation logic gets built in minutes with AI instead of hand-writing every expression.

Expression Playground

ADVANCED

Build and test transformations, functions, templates, payloads, and output formats before using them in production.

Test transformations against real data before they run in production, instead of finding out they're wrong live.

Guided Setup Flows

POPULAR

Walk new Vertikl customers through onboarding with guided, step-by-step setup flows to understand the platform and create their first campaigns and orders.

New customers are productive in their first session instead of needing back-and-forth support to get set up.

Report on Every Part of Your Business

Report on Every Part of Your Business

Full visibility into performance across your operation.

Feature Why it matters

Live Activity Dashboard

NEW POPULAR

Monitor lead acquisition, routing, sales, deliveries, failures, and outcomes through a live operational dashboard.

See exactly what's happening across acquisition, routing and delivery right now, instead of waiting for a report to catch up.

Operational Reporting

POPULAR

Track lead volumes, sales, deliveries, rejection reasons, order usage, buyer outcomes, revenue, and acquisition costs.

One report answers what's happening across volumes, deliveries, rejections and revenue instead of stitching several together.

Advanced Search & Filters

NEW

Search and filter leads, shipments, orders, activities, campaigns, sources, buyers, and outcomes.

Find the exact lead, shipment, or order you're looking for in seconds instead of scrolling through lists.

Customizable Reporting Views

Build and save custom report views tailored to the metrics each team actually needs to track.

Each team sees the metrics that matter to them, instead of a one-size-fits-all report nobody fully uses.

Data Export

Export any report or dataset for further analysis in your own tools and spreadsheets.

Take any dataset into your own tools for deeper analysis whenever the built-in views aren't enough.

Campaign & Source Performance

Compare lead volume, acquisition cost, sales, revenue, and profitability by campaign and source.

See which campaigns and sources are actually worth the spend, not just which ones bring the most volume.

Buyer Capacity Monitoring

Monitor current caps, remaining capacity, delivery pressure, and orders approaching their limits.

Catch buyers approaching their limits before they start rejecting leads you could sell elsewhere.

Buyer Quality Scoring

Measure buyer quality based on reported outcomes, conversion performance, and feedback completeness.

Know which buyers convert well and which ones quietly hurt your numbers.

Conversion Trends

Monitor buyer outcome and conversion trends over configurable reporting periods.

Spot a buyer's performance slipping before it becomes a bigger revenue problem.

Revenue & Profitability Reporting

POPULAR

Track revenue generated by leads, orders, buyers, campaigns, sources, and verticals, and compare it against acquisition costs to measure profitability.

See what's actually profitable, not just what's generating revenue, down to the campaign and buyer.

Portal Reporting

PORTAL

Give buyers access to delivery, revenue, vertical, and outcome reports.

Buyers get their own reporting without needing to ask your team for a spreadsheet every time.

Scale Securely and Stay in Control

Scale Securely and Stay in Control

Isolated infrastructure and full compliance, built in.

Feature Why it matters

Independent Instances

POPULAR

Each client runs in their own environment, fully isolated from others.

No noisy-neighbor risk: another client's traffic spike can never slow down your instance.

Dedicated Database

Each client has a dedicated database to ensure full isolation and stable performance.

Your data is fully isolated at the database level, not just logically separated within a shared one.

Predictable Performance

One client's usage never affects another's performance.

Performance stays consistent as the platform grows, since no client's usage can affect another's.

Data Location Choice

ADVANCED

Customers can select the country where their instance is hosted.

Meet regional data residency requirements by choosing exactly where your instance is hosted.

Enhanced Security

POPULAR

Full isolation means your data stays private and secure.

Full isolation means a security issue on another account can never expose or affect your data.

Full Data Import & Export

POPULAR

Vertikl allows full data import and export without restrictions, ensuring complete freedom and compatibility with other systems.

Migrate in your historical leads or move data out anytime, without being locked into the platform.

Bidirectional API for All Stored Data

API

All data in Vertikl can be accessed and updated in real time via a bidirectional API, enabling advanced integrations.

Any system you use can read from and write to Vertikl in real time, instead of being limited to one-way exports.

GDPR Compliance

POPULAR

Vertikl is designed to meet all GDPR requirements and protect user privacy by default.

Meet regulatory requirements by default instead of building your own compliance layer on top.

GDPR Right to Erasure

ADVANCED

Anonymize contacts, leads, shipments, automation payloads, and buyer outcome comments through an irreversible erasure workflow.

Honor an erasure request across every related record in one workflow instead of manually chasing down each one.

GDPR Acquisition Blacklist

Prevent erased email addresses and phone numbers from being acquired again using normalized, hashed identifiers.

Stops an erased contact from quietly re-entering your database through a new acquisition source.

Give Buyers a Self-Service Portal

Give Buyers a Self-Service Portal

Magic-link access, payments and self-serve reporting.

Feature Why it matters

Secure Magic-Link Access

PORTAL POPULAR

Let invited buyer users access the portal securely through one-time magic-link authentication.

Buyers get in with one click, with no password to manage or reset for either side.

Portal User Management

PORTAL

Invite buyer users and manage their access separately from internal backoffice users.

Buyer teams manage their own users, so you're not the one handling access requests for every new hire.

Lead Search & Detail

PORTAL POPULAR

Allow buyers to search their delivered leads and inspect their fields, delivery status, and activity.

Buyers find and inspect their own leads instantly, instead of emailing your team for a spreadsheet.

Lead Export

PORTAL

Allow buyers to export their delivered leads directly from the portal.

Buyers pull their own data into their tools whenever they need it, without waiting on a request.

Buyer Outcome Reporting

PORTAL

Let buyers report and review lead outcomes directly from the portal.

Outcomes flow back to you directly from the portal, without chasing buyers for status updates.

Portal Reporting

PORTAL

Give buyers access to delivery, revenue, vertical, and outcome reports.

Buyers get their own reporting without needing to ask your team for a spreadsheet every time.

Buyer Delivery Settings

PORTAL ADVANCED

Allow buyers to view and manage their available delivery preferences from the portal.

Buyers adjust their own delivery preferences directly, cutting out a support ticket for every small change.

Wallet & Balance Visibility

PORTAL

Display the buyer's available balance and wallet information directly in the portal.

Buyers always know exactly where their balance stands, with no surprise invoices or billing confusion.

Payments via Client Portal

PORTAL POPULAR

Enable clients to pay directly through the portal with Stripe for a seamless and secure payment flow.

Buyers top up and pay on their own schedule, cutting down on billing back-and-forth and delivery interruptions.

Multilingual Portal

PORTAL

Provide the buyer portal in multiple languages with a user-selectable locale.

International buyers get a portal in their own language, removing a real barrier to adoption.

Ready to Scale Lead Distribution with Full Control?

Vertikl helps you route faster, recover unsold leads, and automate buyer delivery logic so your team can increase revenue per lead with less manual work.

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