CRM Pipelines & Lead Intelligence

The CRM module is a high-intelligence hub for managing business relationships across multiple tenants.

Features

📈 Intelligent Lead Scoring

The system automatically scores leads based on engagement levels and historic data.

• Mechanism: The ai-service evaluates transaction history and communication frequency.
• Configuration: Partners can adjust "Sensitivity Thresholds" in the Partner Settings > AI Models section.

🔄 Activity Feed

Real-time tracking of every customer interaction.

• Data Points: Email opens, website visits, and financial triggers (via Saathi AI).
• Automation: Activities can trigger Workflow Dispatchers (e.g., auto-reaching out if a client's credit balance drops).

🏷️ Bulk Operations

Manage thousands of leads efficiently.

• Bulk Actions: Mass tag, mass delete, or bulk industry conversion.
• UI: Look for the BulkActionToolbar at the bottom of any table view.

Core Settings

Setting	Purpose	Navigation
Default Markup	Global profit margin on services	Partner Settings > Financials
Pipeline Stages	Define the sales lifecycle	CRM > Pipeline Config
Auto-Approve	Automated transition of lead states	CRM > Automation