A marketing CRM that shows where every lead came from

A marketing CRM answers two questions a spreadsheet cannot: where did each lead really come from, and who can you contact next without breaking their trust. DigiPix Flow keeps both answers on the lead record, so marketing and sales look at the same facts instead of arguing over two exports.

Every lead keeps its source — Meta Lead Ads, Google Ads lead forms, IndiaMART, your website, the API or an import — and website leads also keep the UTM tags and the gclid or fbclid of the click that brought them, captured from the page they converted on. You can add your own sources for each form and each Meta lead form, so reports split leads the way your campaigns are actually organised.

Campaigns go out by email, SMS or WhatsApp to a segment, and consent is checked per channel before anything is sent. Before you press send you see exactly how many people in the segment can receive it, so an opted-out contact is never messaged by accident.

Because the source sits on the same record as the rest of the lead's history, the leads-by-source report shows which channels bring enquiries, and the pipeline shows which of those enquiries become deals — the comparison a marketing budget actually needs.

Consent travels with the contact rather than with the campaign. When someone opts out of a channel, that choice is kept on their record and checked again before every later campaign on that channel, so a list exported months ago cannot undo it. Segments do the targeting: build one from the fields, sources and tags already on your leads, and the campaign goes to exactly that group. Nobody outside it receives the message.

The same segments drive the rest of the CRM too: workflow conditions, lead scoring and assignment rules can all use them, so the group marketing targets and the group sales works are defined once, in the same place, with the same fields.