CRM MODULE

📣 Marketing Campaign Management

6
Active Campaigns
12,480
Total Reach
28.4%
Avg Open Rate
₹2.4L
Campaign Budget
📧 Email● Active
Railway Week 2026
1 Jul – 7 Jul 2026
Open Rate34.2%
CTR12.8%
Reach: 3,240 • Budget: ₹45,000
💬 WhatsApp● Active
Fleet GPS Awareness
20 Jun – 20 Jul 2026
Delivery Rate96.1%
Response Rate22.4%
Reach: 1,850 • Budget: ₹18,000
📱 SMSCompleted
Invoice Reminder Blast
25 Jun – 30 Jun 2026
Delivered98.7%
Payments Triggered42%
Reach: 520 • Budget: ₹8,000
📧 EmailDraft
Monsoon Safety Campaign
Planned: 15 Jul 2026
Campaign not started yet
Reach: 4,200 • Budget: ₹60,000
💬 WhatsApp● Active
New Customer Onboarding
Ongoing (Auto-trigger)
Triggered184 times
Auto-campaign • Budget: ₹22,000
📧 EmailCompleted
Q1 Newsletter 2026
1 Apr – 5 Apr 2026
Open Rate31.6%
Reach: 2,870 • Budget: ₹32,000
CUSTOMER SEGMENTS
🏢
42
Enterprise
🏪
96
SME
🚀
46
Startup
🔥
38
Hot Leads
🧊
124
Cold Leads
💤
17
Inactive
ASSIGNMENT RULES
RuleAssigned ToCondition
Website LeadRound-RobinActive
Enterprise LeadsRajesh KumarActive
South India RegionDeepak RaoActive
WhatsApp LeadsPriya SharmaActive
MANUAL ASSIGNMENT
CUSTOMER LIFECYCLE STAGES
🔍
Prospect
Potential customers identified
247
🎯
Qualified Lead
BANT qualified prospects
98
🤝
Customer
Converted & paying
184
⭐
Loyal
Repeat purchasers
76
🏆
Advocate
Referral champions
23