Leads
The Leads module captures and manages information about potential customers or clients who have shown interest in your product or service. It’s the starting point of the sales process. This module helps track the journey of a lead from initial contact to qualification. Key features:
- Add and import leads manually or from website forms
- Track lead sources (email, website, events, etc.)
- Tag leads with statuses (new, contacted, qualified, unqualified)
- Set follow-up reminders and notes
Deals
The Deals module manages sales opportunities that are in progress, tracking each one as it moves through stages in the sales pipeline (e.g., contacted, proposal sent, negotiation, won/lost). It helps forecast revenue and monitor team performance. Core functions:
- Create deals linked to leads or contacts
- Define customizable deal stages
- Add deal value, expected close date, and priority
- Track communication and activities related to each deal
- Visual pipeline view for easy tracking
Form Builder
This module allows users to create customizable web forms to capture lead or customer information directly from websites, landing pages, or emails. These forms feed data directly into the CRM system. Main capabilities:
- Drag-and-drop form elements (name, email, phone, etc.)
- Customize design and layout
- Embed forms on websites or share via link
- Automatic lead creation upon submission
- Support for conditional logic and validation
Contacts
The Contacts module serves as a centralized database for storing all customer and lead contact information. It includes personal details, communication history, and relationship tracking. Useful for both sales and customer support teams. Features include:
- Add and manage individual or company contacts
- Link contacts to deals and lead records
- Record communication logs (calls, emails, meetings)
- Segment contacts using tags or filters
- Export or sync contacts with external tools (email, phone, etc.)
