SSTPath

CRM

Transform Your Lead Management with Cutting-Edge CRM Solutions

In today’s dynamic business environment, successful lead management requires a comprehensive system that not only tracks leads but also integrates seamlessly with external marketing tools and social media platforms. Our CRM (Customer Relationship Management) solution is designed to help businesses capture, track, and convert leads from multiple sources—including websites, email campaigns, social media channels, and third-party marketing platforms—into meaningful relationships.

Our advanced CRM is equipped with role-based management, email and WhatsApp campaigns, lead conversion analytics, and integrations with external marketing tools, giving you a unified platform for all your lead management needs.

Key Features of Our Lead Management CRM

Lead Management & Tracking

Our CRM provides a robust set of tools to effectively manage and track leads from various marketing touchpoints:

  • Lead Capture: Automatically capture leads from a variety of sources, including website forms, social media platforms, email campaigns, and third-party marketing tools.
  • Lead Segmentation: Segment leads based on specific attributes such as behavior, source, and level of engagement, allowing you to tailor marketing efforts effectively.
  • Lead Scoring: Prioritize high-potential leads using customizable scoring models, ensuring that your sales teams focus on the best opportunities.
  • Activity Tracking: Track all lead interactions and engagement, including website visits, email opens, and social media activity, for a holistic view of your leads.

External Marketing Tool Integration

Our CRM integrates with popular external marketing tools and platforms, allowing you to centralize lead data and automate processes:

  • Email Marketing Platforms: Seamlessly integrate with platforms like Mailchimp, HubSpot, or ActiveCampaign to pull in leads generated from your email marketing campaigns. Track engagement metrics like opens, clicks, and conversions to further qualify leads.
  • Social Media Platforms: Sync leads generated from Facebook, Instagram, LinkedIn, and Twitter directly into your CRM. Our integration ensures that every lead from social ads, organic posts, or promotions is captured and tracked in real-time.
  • Lead Capture Forms: Integrate with third-party form-building tools like Typeform or Google Forms, ensuring that all leads submitted via online forms are automatically captured in your CRM.
  • Paid Media Campaigns: Pull in leads generated through paid advertising on Google Ads, Facebook Ads, and LinkedIn Ads. Track campaign performance and ensure leads are routed into the right sales funnel.

Social Media Lead Insights & Automation

Gain insights into leads generated from social media and automate follow-up actions:

  • Social Media Monitoring: Track leads generated from organic social media posts, comments, and messages. Automatically capture these interactions into the CRM and categorize them based on interest level.
  • Lead Interaction Automation: Automate follow-ups and personalized communication based on social media interactions (e.g., sending a welcome email or WhatsApp message once a lead interacts with your post).
  • Campaign Performance Reporting: Analyze the success of your social media campaigns, including lead conversion rates, engagement metrics, and ROI. Adjust your strategies based on data-driven insights.

Admin & Super Admin Controls

Manage and monitor your CRM platform effortlessly with administrative features that provide complete control:

  • Super Admin: Full access to configure system-wide settings, manage user roles, and monitor all activities across the platform.
  • Admin: Manage user access, generate reports, and oversee lead progression and campaign performance.
  • Roles Management: Assign customized roles (Sales, Marketing, Promoter) to control data access and task assignments, ensuring that each team member has the appropriate tools and visibility.

Role-Based Access Management

Our CRM allows you to define specific roles and access levels for your teams:

  • Sales Role: Sales teams can manage and track leads, view contact histories, and close deals efficiently.
  • Marketing Role: Marketing teams can access data from campaigns, create automated workflows, and analyze lead sources.
  • Promoter Role: Promoters can manage lead nurturing tasks, engage with leads through personalized campaigns, and track responses.

Email & WhatsApp Campaigns

Our CRM empowers you to manage email and WhatsApp campaigns directly from the platform, improving lead engagement and conversion:

  • Email Campaign Automation: Set up and automate email campaigns for lead nurturing, follow-ups, and promotions. Track open rates, clicks, and conversions to refine your strategies.
  • WhatsApp Campaigns: Communicate directly with leads via WhatsApp, sending personalized messages, discounts, and notifications. Automate WhatsApp interactions based on predefined triggers such as form submissions or purchases.
  • Multi-Channel Campaign Management: Create cross-channel campaigns that combine email, WhatsApp, and social media messaging for a consistent experience across all touchpoints.

Lead Conversion & Analytics

Track lead performance and optimize your processes with powerful analytics:

  • Lead Conversion Tracking: Monitor each lead’s journey from initial contact to conversion. Identify bottlenecks in your sales pipeline and make necessary adjustments.
  • Customizable Reports: Generate reports on lead performance, campaign success, sales team productivity, and conversion rates. These reports offer actionable insights to refine your lead management strategy.
  • Lead Funnel Analysis: Visualize how leads progress through the sales funnel. Analyze each stage to understand where leads are getting stuck and optimize accordingly.
  • Sales & Campaign Metrics: Track the effectiveness of marketing campaigns across all channels, including paid ads, email campaigns, and social media promotions.

Collaborative Tools

Facilitate team collaboration with tools that ensure your sales, marketing, and promoter teams are always aligned:

  • Task Management: Assign tasks, set deadlines, and track progress on lead follow-ups, campaigns, and promotions.
  • Shared Notes & Communication History: All lead interactions and communication history are centrally stored, making it easy for your team to collaborate and provide timely responses.
  • Internal Messaging & Notifications: Ensure that team members are alerted in real-time about key lead activities, campaign results, or potential issues.

Why Choose Our Lead Management CRM?

  • Centralized Lead Data: Capture leads from diverse sources, including email, social media, paid media campaigns, and third-party tools into a unified CRM system.
  • Automated Lead Engagement: Automate communication and follow-ups across email, WhatsApp, and social media, ensuring timely responses and nurturing.
  • Multi-Channel Campaign Integration: Seamlessly integrate your marketing efforts with platforms like Mailchimp, Facebook Ads, and Google Ads, and view the results in one central dashboard.
  • Advanced Reporting & Analytics: Leverage real-time analytics to track the effectiveness of your campaigns, understand lead conversion rates, and make informed decisions.
  • Collaborative & Role-Based Access: Ensure each team has the tools they need while maintaining data security through role-based access and management.
  • Mobile-Ready: Access your CRM data on-the-go with a mobile-optimized platform that ensures your sales and marketing teams can manage leads from anywhere.

Conclusion

Our Lead Management CRM brings together the power of external marketing tool integrations, social media lead tracking, and advanced automation to streamline your lead management process. By centralizing your lead data from multiple sources and automating key follow-up actions, your team can nurture and convert leads more efficiently. Our analytics, customizable reporting, and role-based access management provide a data-driven approach to improve sales performance, optimize marketing strategies, and increase lead conversion rates.

Whether you are looking to capture leads from new channels, nurture them more effectively, or measure the performance of your campaigns, our CRM solution has you covered.