Crezlo CRM

🤝 Crezlo CRM

Phase 1: Lead Capture

  • Capture leads from Virtual Tours, Flipbooks, and Social shares

  • Built-in enquiry & contact forms

  • Auto lead tagging by source (Tour / Flipbook / Social)

Phase 2: Lead Management

  • Central lead dashboard

  • Lead status pipeline (New, Contacted, Qualified, Closed)

  • Notes, reminders, and follow-ups

Phase 3: Contact & Client Profiles

  • Unified customer profiles

  • Interaction history (views, clicks, enquiries)

  • Project-wise lead mapping

Phase 4: Automation & Workflows

  • Auto lead assignment to team members

  • Email & WhatsApp notifications

  • Rule-based follow-ups

Phase 5: CRM Analytics & Monitoring

  • Lead conversion tracking

  • Source-wise performance (Social, Project, Desk)

  • Team performance insights

Phase 6: Integrations & Advanced CRM

  • CRM sync (HubSpot, Zoho, Salesforce)

  • API access for enterprise

  • Custom fields & pipelines