92 lines
2.1 KiB
Plaintext
92 lines
2.1 KiB
Plaintext
1. Core CRM Modules (Foundation)
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*Contacts & Accounts
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Lead profiles (name, phone, email, company)
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Account/company hierarchy (parent-child companies)
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Interaction history (calls, emails, meetings)
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Social/profile linking (LinkedIn etc.)
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*Lead Management
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Lead capture (forms, imports, APIs)
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Lead assignment rules (auto/manual)
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Lead scoring (based on behavior)
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Lead status tracking (New → Qualified → Converted)
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*Opportunity / Deal Pipeline
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Deal stages (customizable pipeline)
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Deal value, probability, expected close date
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Activity tracking per deal
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Notes, documents, call logs
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2. Sales Execution Tools (Where revenue happens)
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*Activity Management
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Tasks, reminders, follow-ups
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Meeting scheduling + calendar sync
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Auto alerts (missed follow-ups)
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*Communication Tracking
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Call logging (manual + auto)
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Email integration (Gmail/Outlook sync)
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WhatsApp / SMS integration
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*Sales Forecasting
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Revenue projections
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Pipeline health
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Stage-wise conversion rates
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3. Automation & Productivity
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*Workflow Automation
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Auto-assign leads
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Auto-send emails/messages
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Trigger actions based on events (e.g., “Lead inactive for 3 days → notify sales rep”)
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*AI Features (Modern CRM edge)
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Smart lead scoring
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Deal win probability
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Suggested next action (“Call this lead now”)
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Email reply suggestions
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4. Marketing Capabilities
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*Campaign Management
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Email campaigns
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SMS/WhatsApp campaigns
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Campaign performance tracking
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*Lead Nurturing
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Drip campaigns (automated sequences)
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Segmentation (based on behavior, demographics)
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5. Customization (Critical for scale)
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*Custom Fields & Objects
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Add custom data fields (e.g., “Budget”, “Property Preference” for real estate)
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Create custom modules
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*Custom Pipelines
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Different pipelines for different teams/products
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*Dashboard Customization
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Personalized dashboards for managers, reps, founders
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6. Reporting & Analytics
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*Sales performance reports
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*Conversion funnel analysis
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*Team performance tracking
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*Custom report builder
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*Real-time dashboards
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7.Team & Access Management
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*Role-Based Access Control
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Admin / Manager / Sales rep permissions
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*Team Collaboration
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Internal notes & tagging
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Deal collaboration
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File sharing
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