CRM Module
Marketing-first CRM. Clear sales handoff.
Stop losing context during the marketing-to-sales transition. Hoopoe CRM keeps campaign sources and chat histories attached to every customer.
Lead Sources
Every lead captured maintains its origin tags. No manual UTM transfers or lost conversion trails.
Landing Page Forms
Automated capture from your campaign domains with UTM fields embedded.
Social Comments & DMs
Authorized comments mapped directly to user contact profiles.
WhatsApp Chats
Real-time conversation logs recorded upon message ingestion.
Manual / CSV Import
Dry-run verified imports with mapping and duplicate alerts.
Complete Customer Journey
Click through the chronological history steps of a contact. Hoopoe records social comments, CRM stage changes, and checkouts on a single timeline log.
First Campaign Touch
Sarah K. clicked Instagram summer collection promotion post.
Timestamp: June 25, 10:12 AMPipeline Stage Board
Follow opportunities as they progress from initial capture to Won revenue. Board view integrates pipeline values and next task links.
Tasks and Action Items
Routine follow-ups are surfaced automatically based on customer conversation history or CRM stage transitions.
| Task Details | Owner | Due Date | Source Campaign | Priority |
|---|---|---|---|---|
| Follow up with Sarah K. on WhatsApp | Sarah M. | Today | Summer Launch | High |
| Verify Marcus L. order tracking shipment | Sarah M. | Today | Spring Cotton | Medium |
| Draft custom email template for enterprise demo | Alex R. | Tomorrow | LinkedIn Campaign | Low |
Commercial outcome logs
Trace lead quantities and estimated deals back to the publishing briefs that triggered the initial client touch.
Attribution Notice: Conversion tracking can be affected by browser storage expirations, cookie opt-outs, and offline sales cycle complexity.
Leads & Revenue by Campaign
| Campaign | Channel | Leads | Revenue |
|---|---|---|---|
| Summer Sustainable Launch | 41 | $4,920 | |
| Spring Organic Cotton promotion | 23 | $2,760 | |
| Enterprise Security Rollout | 12 | $5,400 |
Connect your campaign pipelines today
Consolidate lead forms, WhatsApp histories, and opportunity values inside one secure dashboard.
