CRM & Pipeline
Leadmetrics includes a lightweight CRM to track leads collected from all channels and campaigns. Growing the number of qualified leads is a first-class goal type that strategies can target.
Leads flow in from multiple sources (website forms, paid ad lead forms, manual entry, CSV import) and are tracked through a simple lifecycle from new → converted. Each lead has a full activity timeline showing every touchpoint, status change, enrichment event, score change, and nurture sequence step.
The CRM is intentionally lightweight — it is not a full CRM replacement but a purpose-built lead tracking layer integrated with the channel and campaign data.
Contents
| Document | Description |
|---|---|
| Leads | Lead capture sources, data model, and schema |
| Pipeline | Lead lifecycle, statuses, and qualification workflow |
| Activities | Lead activity timeline and touchpoint tracking |
| Lead Scoring | Scoring model, score bands, and ranking logic |
| Nurture Sequences | Automated follow-up sequence model and execution rules |
Related
- Contacts — audience management (separate from CRM leads)
- Campaigns — campaign audiences can target CRM segments
- Workflow Model — Mini CRM section