CRM
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.
Contents
| Document | Description |
|---|---|
| leads.md | Lead capture sources, data model, and schema |
| pipeline.md | Lead lifecycle, statuses, and qualification workflow |
| activities.md | Lead activity timeline and touchpoint tracking |
| lead-scoring.md | Scoring model, score bands, and ranking logic |
| nurture-sequences.md | Automated follow-up sequence model and execution rules |
Overview
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 activity.
The CRM includes lead scoring (fit + intent + engagement signals) so teams can rank leads by conversion likelihood, and nurture sequences to automate staged follow-ups when a lead is not yet ready to convert.
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.
Related docs
- Database schema — leads tables
- Workflow model — Mini CRM section
- Campaigns — campaign audiences can target CRM segments