Using Built-In CRM Tools (Tags & Notes)
Scupe includes lightweight CRM features to help you organize and track visitor profiles directly inside your data feed.
Tags (Color Markers)
You can apply color-coded tags to any profile to manage lead status. To update a tag, check the box next to the profile and select the color you want.
Green: Qualified / Won
Yellow: Warm Lead / Contacted
Red: Do Not Contact / Not Interested
Notes
Add notes to any profile to keep track of important details, such as:
Lead qualification details
Follow-up actions or next steps
Sales context or interaction history
These simple CRM tools help you stay organized and maintain qualification inside your account without having to use another CRM.
Managing Multiple Websites
Scupe allows you to manage multiple websites under one account, with each site operating independently.
Each website has:
Its own visitor profiles
Its own dashboard
Its own plan & billing
Its own webhook
Its own 25-profile free limit
You can switch between websites using the website selector in the top area of your dashboard.
Exporting Data
You can export your full visitor data feed at any time directly from the Scupe dashboard.
Go to the Data Feed: Navigate to the Data Feed Export area.
Click Export: Select your data date range. The file will download automatically to your device as a CSV.
Exports include all available visitor fields at the time you generate the file.