CRM & pipeline

The campaign and the deal, on the same record.

Marketing generates the lead, sales works it, and neither has to ask the other what happened. Same database, same timeline, same reporting.

Get in touch See automation
The gap this closes

Most CRMs are where marketing data goes to die.

A lead arrives, gets exported, gets imported, loses its source, and three weeks later nobody can say which campaign paid for it. When the CRM is a module rather than a separate product, that never happens.

0Exports needed between marketing and sales
1Timeline per customer, across every channel
AllReplies in one shared inbox
End‑to‑endFrom first ad click to payment received
Leads & pipeline

A pipeline that fills itself

Leads arrive from landing pages, forms, ads and messaging already tagged with where they came from, and move through stages you define.

  • Custom stages, fields and pipelines per workspace
  • Add your own lead columns — text, date or a 1–5 star rating
  • Lead scoring from behaviour and profile data
  • RFM segmentation — recency, frequency and monetary value, kept current
  • Contact filters saved once and reused by any campaign
  • Assignment rules and round-robin ownership
  • Automated follow-up when a deal goes quiet
  • Source attribution preserved end to end
  • A single timeline per contact: pages viewed, popups shown, cart events, checkout value, emails opened and clicked, coupons used, automations completed
  • RFM status on the record — Champion, at risk, dormant — recalculated as behaviour changes
Segmentation

Champions, At Risk, Lost — scored on your rules

Contacts sort themselves into named segments and re-sort as behaviour changes. You set the thresholds, so “at risk” means what it means in your category rather than what a vendor decided.

  • Eleven segments out of the box, from Champions and Loyal to Hibernating and Lost
  • Scored on recency, frequency, engagement and time since registration
  • Set the 1–5 band for each dimension yourself — days, weeks or months
  • Works for non-commerce too, where there is no purchase to score against
  • Every segment is an audience any campaign can target immediately
Activity timeline

Everything that happened, in order

Calls, messages, emails, notes and tasks on one timeline per contact, filtered by type and date range. Whoever picks up the account next can read it in a minute.

  • Filter by activity type and date range
  • Pin what matters so it stays at the top
  • Call duration and recording attached to the entry
  • Tasks with due dates, reminders and an owner
Inbox

One queue, every channel

Email replies, WhatsApp messages, SMS responses and form submissions in a single shared inbox, with the full customer history beside each thread.

  • Shared across the team, with assignment and status
  • Unread counts so nothing sits for three days
  • Full context: past orders, campaigns received, deal stage
  • Internal comments with @mentions, so the handover happens in the thread
  • Saved replies and approved templates a click away
  • Reply in the channel the customer chose
Sequences

Outreach that knows when to stop

Multi-step, multi-channel sequences that pause the instant a human replies — no more sending step four to someone who already booked.

  • Email, SMS and task steps in one sequence
  • Exit conditions so nobody gets step four after they already converted
  • Per-step performance so you know which touch works
Influencers

Creators tracked like any other channel

A board of the people promoting you, with the numbers that decide whether to work with them again — not a spreadsheet somebody keeps privately.

  • Platform, niche, follower count, engagement rate, location and audience demographics
  • Collaboration type, cost per post and reach, so cost per result is comparable to paid
  • Status through the relationship: contacted, negotiating, active, completed
  • Link creators to campaigns and measure what they actually produced
Calls, tasks & meetings

Call from the record. The notes stay with it.

Dial a contact without leaving the board. Record the call, write notes while it's happening, and the whole thing files itself against the person you rang.

  • In-app calling with recording, mute, keypad and a live network indicator
  • Rich-text notes taken during the call, saved to the contact
  • Note, call, SMS, WhatsApp, email, task and meeting, all one click from the record
  • Tasks with custom due dates and reminders, pinned to the top of the timeline
  • Booking pages and payment collection tied to the same contact
Boards & projects

One dataset. Table, Gantt or Kanban.

Custom boards hold whatever your team needs to track, and each board renders three ways without duplicating the data. Marketing plans in Gantt, delivery works the Kanban, everyone reads the same rows.

  • Table, Gantt and Kanban views on the same board
  • Group and colour by any column — status, priority, owner
  • Critical path and fiscal year on the timeline view
  • Progress and budget on every card
  • Folders for organising boards across teams and clients

Stop exporting between your own tools.

Get in touch
fortvision.