Functionality
CRM & Leads
Follow up on customers and enquiries — don't forget anyone.
What it does
Booqdoo's CRM is your customer memory. Every prospect, every enquiry, every quote is in one place. With pipeline stages, you can see at a glance who still needs to be followed up — no leads disappearing "somewhere in an inbox".
What's included
- Lead pipeline with customisable stages (New, In discussion, Won, Lost)
- Complete contact profile per customer or company
- Activities: call, email and task reminders
- Lead scoring based on enquiry and interest
- Mailing clicks and website visits automatically linked to the lead
- Conversion rates visible per stage
- Sales teams with their own targets
- Integrated with your mailings and website forms
What it delivers
No more customers falling through the cracks. Predictable revenue because you know what's in the pipeline. And insight into which marketing actions are working and which aren't.
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