Customer CRM
Track every lead from first contact to paying customer
What it does
Customer CRM keeps the whole lead story in one place. Each enquiry records where it came from, such as a search engine or a social page, and which stage it has reached: new, qualified or opportunity. When a lead becomes a customer, the record shows who converted it and on what date. Follow-ups appear on a dashboard table that can be narrowed by date range and category.
Who uses it
Counter and sales staff who log enquiries, branch supervisors who work the follow-up list, and head office marketers who compare which sources bring in customers. Contact logins let named customers or partners view their own account through the same sign-in page.
Where it fits
Customer CRM sits at the front of the SenangUrus Business platform, holding leads and contact logins before a sale becomes an invoice. Contact accounts sign in through the same login page used by other users, so a branch keeps one entry point. Converted leads carry across to customer records, and follow-up work stays on the dashboard that head office and outlet teams both read.
What it supports
- Lead Source Tracking
- Lead Life Stage States
- Lead To Customer Conversion
- Conversion Owner And Date
- Contact Login Accounts
- Shared POS Login Page
- CRM Dashboard Follow-Ups
- Date Range And Category Filters