Health score, churn risk, NPS

Health score, churn risk, NPS in CRM & Sales Pipeline helps teams run a connected Customer 360 workflow with approvals, audit trails and reporting.

How This Feature Works

1. Lead capture, Web forms, Facebook lead ads, WhatsApp, walk-in, phone, imports, all funnel to one inbox with auto-assignment.
2. Qualification & pipeline, Sales rep qualifies, drops the lead into the right pipeline stage. Auto-tasks, follow-up reminders, AI next-best-action.
3. Quote generation, Build quote from product/service catalog with discounts, taxes, terms, sends as PDF or DocuSign.
4. Win → Order, On acceptance, quote converts to sales order in ERP (no re-key). Inventory reserved, invoice triggered per terms.

Business Outcomes

• Respond to every lead within 5 minutes, leads contacted in 5min are 9x more likely to convert
• Increase win rate 15–30% with structured pipeline and AI suggestions
• Cut quote-to-cash cycle 50% with native ERP integration
• Reduce churn 20%+ with health-score-driven CS workflows

Related Features

Unified timeline of every touchpoint • Linked support tickets, invoices, payments, deliveries • Account hierarchy (parent/child / multi-site)

Industries That Use This Feature

Education • Healthcare • Legal • Retail • Manufacturing • Logistics