Frequently Asked Questions

BILLING, PRICING AND PAYMENTS

What types of payment do you accept?

We accept most credit and debit cards, including Visa, Mastercard, American Express and Discover. For annual and custom plans, ACH is available upon request. Contact sales for more information.

Are annual subscriptions and contracts renewed automatically?

Annual subscriptions and contracts are automatically renewed unless a cancellation notice is prior to the one-year anniversary of the initial sign-up date.

VIRTUAL WALLET & IN-APP PURCHASES

How do I manage in-app purchases?

Every BatchLeads account comes with a virtual wallet that you’ll use for skip tracing (unmarks property owner name and contact info) and direct mail campaigns. You can also use your virtual wallet balance to buy additional leads if you reach your monthly limit.

What is the minimum wallet balance I can put in my virtual wallet?

Anytime you add funds to your virtual wallet, you must deposit a minimum of $50.

Can I set up my virtual wallet to auto-reload?

Yes, you can configure your virtual wallet to reload automatically using your saved payment method when your balance goes below a threshold dollar amount that you set. You can also select the specific dollar amount to be added each time this threshold is hit.

Is my wallet balance refundable?

No. Any funds added to the virtual wallet must be used in BatchLeads. If you elect to cancel your BatchLeads subscription, any remaining balance must be used by the last day of your last billing cycle.

Do my wallet funds ever expire?

No. As long as you have an active BatchLeads subscription, your wallet balance will not incur any penalties or fees.

Do my wallet funds ever expire?

No. As long as you have an active BatchLeads subscription, your wallet balance will not incur any penalties or fees.

Can my I use my wallet balance towards my monthly subscription fee?

Wallet funds can only be applied to in-app, a la carte purchases and campaigns.

Can I view my in-app transaction and invoices?

Yes, there is a billing section within your profile that includes a transaction and Invoices dashboard. Here you can view, filter, sort, and export both subscription invoices and wallet transactions.

USERS, LICENSING, LEADS, STORAGE, & WORKSPACES

What is a Workspace?

A workspace acts as an independent BatchLeads account, within your account. A workspace can be given to a single user as their own account, or can be treated as a shared space where multiple users need to have access to a shared account. Users within each workspace can create lists, prospect, manage records, send messages, and run campaigns independent from other workspaces under a single team account. Multiple workspaces can be created and assigned under a single team account. Contact sales for more information on custom user and workspace configuration plans.

Can I add more users to an existing account on an a la-carte basis?

The best way to add users, including increasing the storage limits and lead credits they will need, is to upgrade your plan to the tier that best meets your team’s needs. For plans with larger teams, please contact sales to learn more about our custom business plans.

Can multiple users be logged into the same workspace at once?

Yes, multiple users can login to the same workspace. However, licenses are concurrent so users can’t use the same login credentials (username and password) simultaneously.

What if I exceed my monthly amount of leads?

If you exceed your monthly amount of leads, you will no longer be able to add properties from the BatchLeads property search to a saved list. You can purchase additional leads using your in-app virtual wallet balance for $0.01 per record or can upgrade your account to increase your monthly lead limit. Otherwise, your monthly lead amount will refresh/reload on your next billing cycle date.

What if I exceed my plans storage limit?

When your storage limit is reached, you will no longer be able to save searched properties to lists or upload third party (non-BatchLeads) lists in to your BatchLeads account. You will still be able to access, filter, and export all previously stored records. If you need additional storage, you can upgrade your plan or contact sales about custom storage plans.

Can I switch plans at any time?

Yes, you can upgrade, downgrade, request cancelation, or make changes to your subscription at any time through your BatchLeads account settings. Any downgrades will take effect on your next billing cycle, and you will maintain your current plan features until then. Any upgrades will apply immediately, and upgrades made within a current billing cycle will be pro-rated.

What is your refund policy?

Individual plan subscribers who choose month-to-month billing can cancel at anytime, and they will not be charged for the following month. We do not offer partial refunds if you cancel before the end of your most recently paid billing cycle.

FREE TRIAL

What happens when my free trial ends?

After your free trial period ends, you will be automatically billed on a monthly basis or annual, depending on your plan term and the price you selected at checkout. Only individual plans are eligible for the free self-service trial. For teams with special trial considerations or to request a product demo, please contact sales.

What features are included with my free trial?

A free trial will include most core platform features included in individual plans and come preloaded with 500 property saves or “leads.” You can search for properties, view property profiles, experiment with building lists, and explore direct mail campaign capabilities in a limited capacity.

A paid subscription is required to add saved properties to campaigns, leverage SMS tools and export lists that include select premium data points.

Will I be able to use SMS during a “Trial” period?

SMS is not available during a free trial and requires a paid subscription to setup, which includes setup support and resources.

SALES & SUPPORT

What are my available support channels and hours?

For all plans, standard customer support is available by phone, chat, and email at [email protected] Technical support is available via email at [email protected]

Phone Hours

Type

Phone Number

Hours of Operation

General Support

(888) 514-3020

8am-8pm MST M-F and 9am-5pm MST Sat/Sun

Standard Technical Support

(844) 794-1800

5am-4pm MST

Monday – Friday

Online Chat Hours:

 

BatchLeads Days of support

Hours of Operation

Monday - Saturday

6:00 a.m. to 8:00 p.m. MST (AZ)

Sunday

9:00 a.m. to 5:00 p.m. MST (AZ)

Team Plans include access to premium support services and a dedicated Customer Success Manager, who they can contact via phone or email to escalate a service request.

How long can I expect to get a response from a support rep or customer success manager?

Most standard support tickets or emailed inquires are responded to within 72 hours. Team plan subscribers typically receive a response the same-day or next business day.

PRODUCT & FEATURES

Do I provide my own lists and/or can i purchase lists through you?

You can use your monthly lead credits included in your plan to build and store lists in BatchLeads or you can upload your own leads/lists into the my lists records manager in BatchLeads.

Does BatchLeads integrate with third party apps?

Yes, BatchLeads offers integrations with CRMs, SMS tools, and BatchDialer (our native dialer and call center tool). BatchLeads is also Zapier and Podio integration ready, so you can connect virtually any tool by setting up a connected API key. We can help you with this as part of your onboarding support.

How accurate is your property data

Our in-house data science team combines dozens of tier 1 data providers, public records, and proprietary research and aggregation technologies to provide the most accurate and up-to-date property and property owner information possible. We are connected directly to USPS servers, and we conduct vacancy checks monthly. Our database is updated daily and continually validated through feedback loops across our BatchService product portfolio.

Does my monthly leads roll over at the end of each month?

For individual accounts, unused leads at the end of each month do not roll over to the following month. They are reloaded/refreshed on the first day of your next billing cycle.

For team plans, unused leads at the end of each month do not roll over to the following month. However, workspace administrators can allot more or less of the shared lead pool to different users throughout the month to maximize usage. Monthly lead balances will reload/refresh on the first day of your billing cycle.

Is my storage limited by month or year?

Your storage limit is 100% usable from day one. Once you reach your storage capacity through either saved properties in BatchLeads or lists you’ve uploaded, you will no longer be able to add new leads or upload new lists. To get additional storage beyond what is offered in our self-service plans, contact sales for custom storage options. Address storage does not reset monthly.

SMS

How compliant is your SMS texting platform?

Our SMS platform is compliant in the following ways:

1. We are not soliciting for services or selling any goods so the vast majority of TCPA laws do not apply to our texts.

2. BatchLeads is not an autodialer and there is no automation for sending mass messages without human intervention.

3. We require all SMS users to leverage integrations with third party phone number providers who verify business identity and ensure opt-in compliant usage.

What else do I need to do to text in BatchLeads?

Before you can leverage BatchLeads SMS capabilities, you must have an active account with Twilio, Plivo, Signalwire, or Telnyx. Once you have completed account setup and have acquired phone numbers, you will add them to your BatchLeads account via the SMS setting page in BatchLeads. SMS setup support will be provided as part of your standard onboarding once you have an active account subscription.

Do I pay per text?

BatchLeads does not charge anything to send or receive texts from the BatchLeads platform or mobile app. However, your your third party phone number providers (Twolio, Plivo, SignalWire, Talnyx, etc) may charge small per-message fees, typically fractions of a cent per message. Please reference their website questions concerning SMS fees.

Is there a limit to how many texts I can send per day?

BatchLeads limits texting to 500 to 1,000 texts per line per day, depending on carrier restrictions. Users can have multiple phone numbers (lines) in a single account. Limiting daily text usage per line helps improve sender reputation and avoids negative call labeling.

View more reviews on:

The level of support is extremely helpful. Not only do they help with an Onboarding Session that helps get you started. They offer a 1-on-1 Consultation that really benefits clients deep-dive into how they will use the platform.

Mark S

Batchleads has been a great resource for information all and all pretty helpful..more suitable for full-time investors.

Ben Williams

Janet P is honestly one of the most helpful customer support specialists I have ever worked with, and not to mention the kindest! And i get her all to myself whaaaaaaaaaat! Cant wait to see my company grow with her help!

Amanda Ortega

Jayson was very patient & helpful. Excellent customer service skills.

Mrs. Hull

I greatly appreciate the level of concern and aid Tyler Brooks provided me when my account was running into some rather business haulting issues. Tyler wouldn't quit until a solution was found or at least findind the answers to the challenges I was facing. It is this level of customer service that has made me stay with Batch all of these years.

Niccolo Fazio