Effectively leveraging customer data has a direct impact on your business revenue. The customer segmentation feature by campaign in Getfly CRM helps businesses optimize customer management, reach target customers quickly and accurately, and improve the effectiveness of marketing campaigns.
Forecast sales opportunities, focus resources, and increase conversion rates
As soon as a customer is recorded in the system, they are instantly categorized by status within the corresponding campaign.
From the campaign overview, users can view customer statuses and take actions such as delete, fail, or convert leads, helping save time and optimize data processing.
Within the campaign-based customer management interface, users can monitor the progress of all ongoing campaigns and access a complete list of customers in each campaign.
Quickly drag and drop customers to update their status.
Instantly identify new leads monthly and get an overview of all customers in the campaign.
Customers recorded in the system are automatically categorized by status within specific campaigns: newly approached, potential, hot, cold, converted, etc.
Customer data can be displayed in List or Kanban view, making it easy to evaluate and gain an overall understanding of the campaign.
Within the customer management screen, you can quickly access all relevant information: creator, person in charge, business domain, conversation history, and more.
Flexible filters allow you to sort, search, and locate customer information rapidly without complex manual actions
Search by opportunity details such as name, owner, email, phone number, etc. All recorded within the campaign and accessible via quick search.
Filter customers based on opportunity status: all, new, not yet contacted, and more.
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For users with granted permissions, you can easily: share, edit, delete customer profiles, or add related contacts.
Execute quick actions such as sending emails/SMS, creating opportunities with logical fields, notes, tasks, permission adjustments, and more
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