CRM features for every step from first lead to signed deal

Contact management software that keeps one record for each buyer, decision-maker and site contact — with their company, owner, deals, conversations and consent on the same page, duplicates caught before they multiply, and privacy requests handled from the record itself.

An account management CRM that keeps every business you sell to as one company record — its people and what each of them does, its leads and deals, its timeline and files — with one owner, one domain and no quiet copies, so the whole team sees the same account instead of five separate conversations.

Quotation software that builds the quote on the deal it belongs to, has the discount signed off by the right person, emails every buyer their own secure link, and keeps a record of exactly who accepted which version, when and from where — instead of a Word file bouncing between inboxes until someone replies “OK, go ahead”.

Client management software that turns a won deal into a client record in one step, then hands it to your delivery team with a checklist, notes and a named customer success owner — checked by a reviewer before it's accepted, so nobody starts the work by asking sales what was promised.

Set up your deal approval process once: decide which quotes, discounts and deal moves need a second pair of eyes, and DigiPix Flow routes every matching request to a named approver in the right role, gives it a due time, keeps it in one inbox until someone decides, and records who said yes, who said no and why — so sign-off stops living in a manager's WhatsApp chat.

Duplicate leads in a CRM start where the problem does: the same buyer arrives from an ad, a phone call and an old spreadsheet. DigiPix Flow gives leads, contacts, companies and deals their own duplicates desk, each showing why two records look alike and a score, so your team merges the right pair field by field, or marks it as not a duplicate and never sees it again.

Import leads and contacts into your CRM from spreadsheets, with columns matched for you, duplicates skipped and consent kept honest — then take your records back out as CSV, Excel or JSON whenever you need them, by hand or on a schedule.

Add CRM custom fields for the details your sales process runs on — budget, property type, site visit date — to leads, contacts, companies and deals, checked by type as they are entered, and set the lead statuses, lead sources and lost reasons your team picks from every day.

A shared team inbox for email, WhatsApp and SMS: every conversation in one list the whole team works from — sorted into desks, given an owner, linked to the lead, contact or deal they belong to, and checked for consent before a reply goes out.

Sales email software inside your CRM: send from your own verified domain, write with a proper editor and your signature, schedule the send for a better hour, and have every reply come back onto the conversation and the lead or contact it belongs to — with consent checked before anything goes out.

A WhatsApp CRM with SMS built in: two-way WhatsApp and text conversations kept on the customer's record, templates approved before they go out, India's DLT rules checked on every SMS, and every opt-out honoured — so the messages your team sends are ones you'd be happy to see on a screenshot.

Sales activity tracking for every customer touch: calls, meetings, emails and notes logged against the lead, contact, company, deal or client they belong to — each call closed with a result, the next step booked from it, and one timeline on every record that shows who did what, and when.

Sales task management in one shared list of everything your team has promised to do — each task with an owner, a due time and the record it belongs to, handed over in a couple of clicks when plans change, repeated on schedule when the work comes round again, and flagged to the right people the moment it runs late.

Sales sequences over email, WhatsApp and SMS that wait the hours you set between steps, end when a lead or contact genuinely replies and check consent again before every text — plus one-off campaigns to a segment that show exactly who can receive them before anything goes out.

Consent and opt-out management that starts with the lead: consent arrives with it, is kept per channel and purpose with its evidence, and is checked again at every step a message takes — while unsubscribes, STOP replies, bounces and privacy requests all land in the same place, so nobody on the team has to remember who said no.

CRM notifications that follow ownership — a new lead to the rep it's assigned to, an approval to the person who decides it, late work to the team lead — with each person choosing email, the bell or a digest for every event, quiet hours for their evenings, and critical alerts that still get through.

Lead distribution software decides who works each new enquiry, so no lead sits in a shared list waiting for someone to claim it. In DigiPix Flow, assignment rules run in the order you set, check a lead's source, status, score and segment, and share the work in one of four ways, with working hours respected, a fallback for captured leads and a follow-up task for whoever receives it.

Lead scoring software gives every lead a number, so your team knows whose call comes first. DigiPix Flow builds that number only from rules you write, such as adding points for a website enquiry, taking points away for a status or pinning the score for a segment, and shows the result on every lead as Cold, Warm or Hot. Each rule is published with a version, and a lead's owner is told when it turns Hot.

CRM workflow automation in DigiPix Flow means a rule you write once: when a lead arrives, a deal changes stage or a client is created, check a few conditions and then do the routine work, such as adding a task, sending an email or SMS, tagging the lead or telling its owner. Every rule is a set of plain steps you fill in, saved as a draft until you publish it, and every run is recorded step by step so you can see what happened and retry what failed.

With customer segmentation software you describe the leads, contacts, deals or clients you care about once, and DigiPix Flow keeps that list for you. Build a segment from rules or pick its members by hand, check who matches before you save, and then put it to work — in workflow conditions, scoring and assignment rules, or a consent-checked message by email, WhatsApp or SMS.

CRM security in DigiPix Flow starts with roles, which decide what a person can do; data scope decides whose records they see, and an append-only audit trail records who changed what. Sign-in is protected with multi-factor authentication, and you can hold access to the offices and networks you trust.

The CRM audit log in DigiPix Flow records what happens in your workspace as it happens: who changed a lead's owner, who moved a deal, who signed in or failed to, and who exported the contact list, with the value before and after each change. Entries are only ever added, never edited or removed, so when a number is questioned you open the log rather than start an argument.