CRM & Relations
Package
Sales pipeline, customer service, complaints, marketing campaigns, and assessments—from lead to loyal customer.
5 ModulesIntegrated
Module 01
Sales Pipeline
Key capabilities
- Kanban visual pipeline with customizable deal stages
- Revenue forecasting weighted by value and probability
- Opportunity scoring by engagement and fit
- Stage history with velocity metrics
- Sales activity logging — calls, emails, meetings
- Pipeline analytics with conversion rates
Module 02
Customer Service
Key capabilities
- Ticket management with priorities and auto-assignment
- SLA monitoring with escalation rules
- Self-service knowledge base with articles
- Post-resolution CSAT surveys
- Multi-channel support in unified queue
- Support analytics — resolution times and performance
Module 03
Complaints
Key capabilities
- Structured complaint registration and categorization
- Investigation workflows with evidence collection
- Corrective action management with approvals
- Trend analysis to identify recurring issues
- Automatic escalation based on severity
- Reporting — volumes, resolution times, satisfaction
Module 04
Marketing Campaigns
Key capabilities
- Multi-channel campaign planning with budgets
- Email marketing with templates and tracking
- Social media management with scheduling
- Lead capture with automatic scoring and routing
- Campaign analytics — opens, clicks, conversions, ROI
- A/B testing for optimization
Module 05
Assessment
Key capabilities
- Configurable assessment templates with scoring
- Multi-stage evaluation workflows
- Scoring and ranking with comparison dashboards
- Detailed assessment reports with recommendations
- Historical tracking for improvement measurement
- CRM integration linking to customer records
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