Measure Customer Conversion Effectively

Display customer status in real time: information, engagement level, appointments, conversions, etc.

Filter opportunities with advanced targeting criteria: by status, phone number, email, creation date, and more.

Track conversion performance across different marketing channels. Monitor lead sources and data volume to assess campaign effectiveness, help optimize your marketing strategy, reduce costs, and accelerate business growth

Gain a Holistic View of Each Marketing Campaign

The reporting system provides a comprehensive overview with detailed information such as: opportunities, status, last interaction, and more. This allows businesses to track conversion potential and monitor the quality of lead/customer engagement across the entire campaign lifecycle.

Automate Lead Collection and Assignment Within Campaigns

You can easily configure lead distribution rules for each campaign based on:

Auto-assign leads: Distribute leads to a predefined list of users. If new team members are added, they will initially receive more leads until their total matches that of existing users.

Round-robin assignment: Distribute leads sequentially among users, without prioritizing new or existing team members.

Automatically Add New Customers:

From customer lists: No interactions/ No orders within a specific time frame.

From customer groups: Select customer group, person in charge, or business industry.

From order: Based on order creation date or order value.

Track UTM (Source) of Opportunities by Campaign

You can track the detailed UTM source of converted opportunities across campaigns, whether from registration forms, media channels, or Marketing campaigns. This allows you to objectively evaluate Marketing effectiveness with data-driven clarity and transparent performance insights.