Track Customer Conversion Rates Across Marketing Campaigns

Display detailed customer status at each stage: Information, engagement, meetings, closed, and more.

Easily filter by specific attributes such as status, phone number, email, person in charge, creation date, etc.

Monitor conversion flows across various channels. Identify lead sources, measure conversion efficiency by channel, and optimize your marketing strategy to reduce costs and accelerate revenue growth.

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.

Understand Customer Profiles by Categorizing Lead Sources

Your CRM system will automatically identify customer sources such as Facebook, Google, Zalo, events, workshops, etc., through registration forms—providing the foundation for categorizing leads by status. With this data, you can easily gain insights into customer profiles, personalize content and product messaging, and build more effective follow-up strategies.

Why source segmentation influences your business decisions:

- Identify which sources bring in high-quality leads for smarter investment

- Tailor sales scripts and consultation approach to suit each channel

- Optimize marketing strategies based on customer trends

Customer Segmentation by Touchpoints

Segmenting customers by interaction touchpoints enables businesses to monitor the customer care journey, establish tailored nurturing flows, and prioritize customer groups based on readiness. This allows you to leverage key moments when interest arises and maximize your sales conversion potential.

- Enhance the efficiency of customer care and sales

- Evaluate customer priority levels for better support strategies

- Build appropriate care scenarios for each customer group

- Track and analyze performance across marketing and sales touchpoints