Features you'd like to have in a CRM

Hi,

i worked a lot on the plugin but the beta isn’t ready yet, but you can be sure that what i’ve done so far is really nice!

Xstyler said
Any news? When can we expect beta release?

Just sign up for a notification

Here’s some quick ideas that I thought I’d share.

General Ideas

• Campaign Management
• Lead Capture Tools
• Lead Qualification / Scoring
• Reporting and Dashboards
• Campaign Expenses Management
• Ability To Easily Create Workflows
• Ability To Clone Leads, Opportunities, Reports, Dashboards and Campaigns
• Lead Archiving
• Ability to create drip campaigns for archived leads
• Activity Usage Reporting Functionality

Reporting & Dashboards

• Responses by source
• Opportunities by source
• New customers by source
• Responses by month, quarter and year
• Opportunities by month, quarter and year
• Total Pipeline
• Annual Pipeline
• Opportunity Stages
• Opportunities & Leads by owners
• Response Status
• Campaign ROI
• ROI by channel and medium

Leads & Data Quality

• Ability to DeDupe Leads
• Ability to talk to the CRM and find out of a lead is already pre-existing and if it is to automatically create a follow-up notification instead of placing it back into the system as a duplicate
• Ability to create rules that assign negative and positive points to leads (lead scoring)
• Ability to distribute leads through round robin rules

Products & Services

• Ability to add your products and services to the CRM so that you can successful track which products and services are most profitable

Hi, thanks for sharing your ideas to the world! i’ll be releasing the beta once it will have a decent list of working functions!