Advanced CRM Module

Lead Management

Capture, qualify, and nurture leads through automated workflows and personalized engagement.

Sales Pipeline

Visual sales pipeline with stage management, forecasting, and performance tracking.

Marketing Automation

Automated email campaigns, follow-ups, and personalized customer journeys.

The Advanced CRM Module integrates seamlessly with all RapiNova Accounts modules including sales, inventory, and communications.

Complete CRM Solution

Lead Management & Qualification

Lead Capture

• Website form integration
• Social media lead capture
• Manual lead entry
• Phone call logging
• Referral tracking

Lead Qualification

• Automated lead scoring
• Qualification criteria setup
• Lead source tracking
• Behavioral scoring
• Priority assignment

Sales Pipeline Management

Pipeline Stages

• Customizable sales stages
• Stage probability settings
• Automated stage progression
• Deal value tracking
• Expected close dates

Sales Forecasting

• Revenue forecasting
• Win/loss analysis
• Sales team performance
• Quota tracking
• Predictive analytics

Advanced Customer Analytics

Customer Insights

• Customer lifetime value (CLV)
• Purchase behavior analysis
• Customer segmentation
• Churn prediction
• Engagement scoring

Business Intelligence

• Revenue attribution
• Campaign ROI tracking
• Customer acquisition costs
• Market trend analysis
• Competitive insights

CRM Success Stories

Real Estate Company - Lahore

280%

Increase in Lead Conversion

65%

Reduction in Sales Cycle

150%

Growth in Revenue

Challenge:

Managing 500+ leads monthly with complex property matching and long sales cycles.

Solution:

• Implemented automated lead scoring based on budget and preferences
• Set up property recommendation engine
• Created personalized email campaigns for different buyer segments
• Integrated with property portal APIs for real-time listings

Insurance Agency - Karachi

45%

Improvement in Policy Renewals

90%

Customer Retention Rate

200%

Increase in Cross-selling

Insurance-Specific Features:

• Automated policy renewal reminders
• Life event triggered product recommendations
• Claims history integration for risk assessment
• Agent performance tracking and commission calculation

Software Company - Islamabad

320%

Qualified Lead Generation

75%

Faster Deal Closure

95%

Customer Satisfaction Score

B2B SaaS Success:

• Multi-touch attribution for complex B2B sales
• Account-based marketing campaigns
• Integration with technical demos and trials
• Customer success milestone tracking

Advanced CRM Dashboard

Real-time Sales Performance

1,247

Active Leads

₹2.8M

Pipeline Value

24%

Conversion Rate

Avg Days to Close

Sales Pipeline Overview

Prospects

347

₹890K value

Qualified

156

₹650K value

Proposal

₹520K value

Negotiation

₹380K value

Closed Won

₹290K this month

Marketing Automation Features

Intelligent Marketing Automation

Create personalized customer journeys that convert leads into loyal customers.

Email Campaigns

• Drag-and-drop email builder
• A/B testing capabilities
• Automated drip campaigns
• Behavioral trigger emails
• Personalization tokens
• Delivery optimization

Customer Journeys

• Visual journey builder
• Multi-channel workflows
• Conditional branching
• Time-based triggers
• Journey performance tracking
• Exit criteria and goals

Complete Business Integration

Sales Integration

• Seamless lead-to-sale conversion
• Order history integration
• Quote and proposal generation
• Revenue attribution

Communication Tools

• WaSMSNet integration
• WhatsApp Business API
• SMS campaign automation
• Multi-channel messaging

Advanced Analytics

• Customer behavior analysis
• Campaign performance metrics
• Sales forecasting
• ROI tracking