Lead Management

Personyze is a comprehensive suite of personalization technology that gives you the power of AI and big data for omnichannel personalization and marketing automation

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Personyze ability to identify visitors belonging to different target demographics, frees you from attempting to convert as many visitors as possible with a single message. Instead, the effectiveness of your lead generating efforts exponentially increases, by presenting each visitor with a personalized form with relevant to incentive to singe based on visitors unique characteristics and interests .

In addition to vastly increasing the quantity of generated leads, Personyze improves their quality by monitoring, recording, and analyzing every bit of visitor data and activity that takes place on your website. That way, you and your sales professionals not only get the visitor’s contact information, but also every other useful detail that Personyze “picked up.”

For Example:

  1. Every product page your visitor has been on.
  2. Time Spent on the most popular product pages.
  3. Every mouse click and mouse over.
  4. Every audiences matched, and every personalization action the visitor was presented with.

Personalized Forms:

The Lead Management Form builder allows you to easily create and design personalized form and load them into the page as Popup dialogs or insert into predefine page elements .


Visitor forms submitted date information (Name ,Gender ,Age ,interests ,Etc ) can be use as visitor attributes for targeting and personalization campaigne or as dynamic content for personalized banner/promotion .


    1. Data collected using the ‘form’ action can be used immediately for personalization and segmentation activities

    2. You can easily send collected form data to your CRM system or to an email account, and include in it additional information such as, visitor’s location, page visited, keyword used etc.

    3. Data collected can be easily viewed in Personyze Analytics reports. 

Detailed Reports Platform-

Reports available for download in MS Excel format, containing the visitors Contact and Personal Info, popular products and other onsite behavior, Languages, System Information, and all additional data deemed relevant.

“Thank You For Signing Up” –

Once a visitor signs up, a personalized email/SMS action can send a “Thank You For Signing Up” email /SMS can be automatically sent to the visitor.

Remarketing email

Once a visitor signs up, you can Schedule sequence of personalized emails with dynamic content to be sent automatically to the visitor based on his dynamic interests and funnel status .

  • Schedule an emailing sequence.
  • Use Personyze data and the visitors Personyze profile to personalize each email.
  • Dynamically Insert page content into each email.
  • Adapt each email automation to the visitor’s latest interaction with each emails and your website.
  • Pre-assign an appropriate response to each email campaign’s performance.


Lead Information Email –

Once a visitor signs up, an email action can automatically send all relevant visitor information to the administrator or the sales representatives.

 Lead Generation Form Step 4

 Boost 3rd Party SaaS Lead Management Platform Performance –

Personyze‟s monitoring capabilities can be applied to boost the performance other third party SaaS  platform such as Salesforce by making Onsite Behavior Data available through Salesforce Lead Reports.


Personalizing Since 2008

We have been in the personalization business for over 10 years now, and throughout that time, we have constantly learned from our clients’ needs and requests, and used those insights to build the most comprehensive personalization and targeting solution on the market. From our step-by-step wizards and responsive templates to detailed analytics, everything that’s included in our system was built with marketers like you in mind.

Personalizing Since 2008

Leverage Your Data with Automated Actions

From recommendations and smart promotions to personalized content and emails, Personyze uses your data to provide relevant experiences that drive higher engagement, conversion, & accelerate your marketing effectiveness.

Leverage Your Data with Automated Actions

Implement Personalization Easily on Any Site

Personyze is built for marketers and other non-technical professionals. Our interface includes numerous tools and guides to simplify the inherent complexity of personalization. You can sign up and have at least one campaign active by day’s end.

Implement Personalization Easily on Any Site
Leverage the Power of

Personalization & Marketing Automation

Works on any site, regardless of platform.
Easy copy/paste installation in 5 minutes or less
No effect on site speed, secure and scalable servers
Step-by-step guides, real-time chat assistance
24/7 support and optional white glove service

Start Personalizing Now
Or Schedule a Demo

Engage visitors with personalized
content, promotions, recommendations, & emails  

A Complete Toolkit for Cross-Channel Personalization

Multi-Channel Personalization

Personalize every touch point of your brand’s entire digital experience across devices, channels, and platforms.

Website Personalization

Remarketing Emails with Recommendations

Personalize your emails and broadcast them from our own system, or integrate with your third-party provider.

Remarketing Emails

Product & Content Recommendations

Our recommendations have an algorithm for every industry and situation, and can be displayed anywhere on your site or emails.

Product & Content Recommendations

Targeted & Personalized Popups and Banners

Display targeted promotions as floating divs, or embed them into your pages, and show them only when relevant.

Popups and Banners

Behavioral & Demographic Targeting

Present targeted content based on on-site behaviors, referral, CRM variables, geo-location, weather, and more.

Behavioral Targeting

A/B & Multivariate Testing with Control Groups

See what works, by testing versions of your site within your targeted segment, or across all site visitors. Control group included.

A/B Testing
Personalizing Since 2008

Built with Marketers in Mind

Personyze is built specifically to empower non-technical professionals to holistically implement fully tested personalization campaigns, rather than rely on expensive and time-consuming IT resources.

Built with Marketers in Mind

Personyze’s step-by-step wizards guide you through various use cases, simplifying the inherent complexity of personalization, and making it easy for marketers like you.

Works on Every Site

WordPress? Drupal? Magento? Shopify? It doesn’t matter, Personyze couldn’t care less which platform you use. If your site runs in a browser, it works.


Personyze is set up to integrate with just about any CRM or data warehouse, third-party email provider, CMS, Facebook, & anything that can use APIs or webhooks.


No need to reinvent the wheel, Personyze includes many industry best practice templates for popups, banners, forms, emails, timers, sliders, and recommendation widgets.


Personyze’s tiered pricing involves various levels of support to suit everyone’s needs, whether you want to take a bootstrapping approach, or have us handle practically everything for you.

Pay as You Go

Our flexible pricing allows you to personalized with very little commitment. You can upgrade, downgrade, or cancel at any time, or commit to an annual package for a discount.

Here’s What Our Customers are Saying


With Personyze, our teams around the globe can now deliver new targeted promotions and messages within hours instead of weeks. Moreover, our local marketing teams around the world are empowered to manage their own marketing campaigns without the involvement of our core development team!

Trey Ogier
Trey Ogier

Conversion IQ utilizing Personyze was able to help us make sure our Adwords campaigns remained in compliance and optimized to the fullest extent. This led to increased business for eTitleLoan and our affiliated companies.

Rob Thorell
Rob Thorell
CIO and Director of eTitle Loan

Integrates with Anything

Any CMS, any CRM, any ecommerce platform, any third-party email platform, any product management system, any analytics system. Blind to platform, compatible with all data. We’ve designed Personyze to work on any site, with any stack.

Transform Your Site

From changing text and images to adding new content like pop ups, banners, and forms, it’s all there. Personyze includes just about every technical capability possible for personalization, short of magic; but it’s pretty darn close.

Quick Setup

Sign up and have active campaigns today. Onboarding includes integration of your databases, plus optional training and consultation. Step-by-step guides and instructional videos, real-time chat assistance 24/7-365 support are included!

The process of integrating Personyze with your site is fast, easy, and requires no technical knowledge or commitment. If that’s not easy enough, you can even ask us to set it up for you!