CRM Overview
The Iverton AI CRM helps you manage contacts, leads, deals, and customer relationships all in one place.
Key Features
Contact Management
- Store unlimited contacts
- Custom fields and tags
- Activity tracking
- Communication history
Lead Scoring
- Automatic lead scoring
- Behavioral tracking
- Engagement metrics
- Qualification rules
Pipeline Management
- Visual deal stages
- Drag-and-drop interface
- Probability tracking
- Revenue forecasting
Automation
- Lead assignment rules
- Follow-up sequences
- Task automation
- Notification triggers
CRM Tabs
Navigate between CRM features using tabs:
| Tab | Function |
|---|---|
| Contacts | All contacts and leads |
| Pipeline | Sales pipeline management |
| Onboarding | New client onboarding |
| Lead Scoring | Configure scoring rules |
| Lead Assignment | Auto-assignment rules |
| Nurture Sequences | Automated follow-ups |
| Quotes | Proposals and quotes |
Quick Stats
The CRM dashboard shows:
- Total Contacts - All contacts in database
- Active Leads - Leads being worked
- Open Deals - Deals in pipeline
- Won This Month - Closed deals
- Conversion Rate - Lead to customer
Getting Started
Next: Managing Contacts →