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Customer Relations

Build Stronger Customer Relationships

Comprehensive CRM with lead capture, sales pipeline management, customer lifecycle tracking, and marketing automation — all in one platform.

Lead Management

Capture Leads From Every Channel

Website Lead Capture

Embedded forms, pop-ups, and chatbots that automatically capture visitor information and create leads in your CRM pipeline.

Facebook Lead Integration

Direct integration with Facebook Lead Ads. New leads flow automatically into your CRM with instant assignment and follow-up.

WhatsApp Lead Capture

Capture leads directly from WhatsApp conversations. Auto-create contacts and opportunities from chat interactions.

Lead Assignment & Scoring

Auto-assign leads to sales reps based on territory, product interest, or workload. Score leads to prioritize high-value opportunities.

Sales Management

Close More Deals with Sales Pipeline

Sales Pipeline

Visual kanban-style pipeline with drag-and-drop deal stages. Track deal value, probability, and expected close dates in real-time.

Quotations

Create professional quotations with product catalog integration. Send directly to customers with e-signature and online acceptance.

Contracts

Generate contracts from templates with merge fields. Track contract lifecycle with renewal reminders and automated follow-ups.

Deal Tracking

Monitor every deal with activity timelines, communication logs, and stage progression. Never lose track of a single opportunity.

Revenue Forecasting

AI-powered revenue predictions based on pipeline health, historical conversion rates, and individual deal probabilities.

Customer 360°

Know Your Customers

  • Customer Profiles — Complete 360° view with contact details, purchase history, communication logs, and preferences.
  • Customer History — Full transaction history including orders, invoices, payments, support tickets, and interactions.
  • Communication Logs — Auto-logged emails, calls, meetings, and WhatsApp conversations linked to each customer.
  • Customer Segmentation — Segment customers by industry, revenue, location, behavior, and custom criteria for targeted campaigns.
    • Marketing Automation

    Engage & Convert

  • Email Marketing — Design and send targeted email campaigns with templates, personalization, and A/B testing.
  • SMS Campaigns — Reach customers instantly with bulk SMS. Schedule campaigns and track delivery rates.
  • WhatsApp Marketing — Send promotional messages, catalogs, and offers directly through WhatsApp Business API.
  • Marketing Analytics — Track open rates, click-through rates, conversions, and ROI for every campaign in real-time.

    • Ready to Grow Your Customer Base?

    From lead to loyal customer — Evets Cloud CRM manages the entire relationship lifecycle.

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