Welcome back, Sunny!
You have 12 active deals and 5 lenders awaiting follow-up. Your last campaign had a 24% response rate.
CRM Modules
1. Lender Contact Management
Centralized database for 100-200+ investor/lender contacts with custom fields, tags, and CSV import/export.
2. Email Campaigns
One-click personalized email blasts with merge tags, attachments, and SMTP integration from dashboard.
3. Deal Pipeline
Visual Kanban-style pipeline to track lender interest from Contacted → Interested → Committed → Funded.
4. Email Inbox & Threads
Full email client inside CRM with threaded conversations, open/click tracking, and quick-reply templates.
5. Segmentation
Create dynamic lists like "Lenders interested in multifamily >$500k" or "Past responders" for targeted campaigns.
6. Activity Timeline
Chronological feed per contact showing all emails, opens/clicks, notes, calls, and deal associations.
Additional Modules (7-11)
7. Automation & Drip Sequences
Basic workflows like auto-follow-up sequences and trigger-based emails for non-responders.
8. Dashboard & Reporting
Overview widgets with exportable reports for deal performance and campaign analytics.
9. Task & Follow-Up Reminders
Create tasks tied to contacts with calendar integration and notification reminders.
10. Document Management
Upload/store deal-specific files linked to campaigns or contacts with quick sharing via email.
11. Basic Analytics & Tracking
Per-contact and per-campaign success metrics to help refine future pitches and strategies.