Customer Journey Tracking

From Lead to Loyalty, Every Step Tracked

Map your entire customer journey with customizable stages. Our Kanban-style interface lets you visualize where every contact is in your pipeline - from new leads to active customers to loyal advocates.

Automate stage transitions with triggers and campaigns. When a contact moves to a new stage, automatically send a WhatsApp message, assign a task, or update their profile. This ensures no lead falls through the cracks and every customer receives timely, relevant communication.

Journey Stages:

• New Lead: First contact with your business.
• Engaged: Responded to messages or interacted with content.
• Qualified: Met criteria for sales follow-up.
• Proposal: Received pricing or proposal.
• Customer: Completed first purchase.
• Loyal: Repeat customer with high engagement.
• Advocate: Actively refers new customers.

Automation Rules:

Set up automated triggers for stage transitions. When a contact completes a purchase, automatically move them to "Customer" stage and send a welcome message. When a lead goes inactive for 30 days, move them to "Nurture" and start a re-engagement campaign.

Key Benefits:

• Kanban Pipeline: Visual drag-and-drop interface for contact management.
• Automated Transitions: Trigger campaigns and actions on stage changes.
• Custom Stages: Build journeys that match your unique sales process.
• Performance Insights: Track conversion rates between stages.