Lead & Deal Pipeline
Every prospect tracked from hello to closed
Manage every prospect from first contact to closed deal in a visual pipeline your whole team can see and act on.
- Drag-and-drop Kanban pipeline with customisable stages
- Lead scoring to prioritise the deals most likely to close
- Activity timeline: every call, email, and meeting logged
- Convert qualified lead to opportunity, then to sales order
WhatsApp Integration
Close deals where your customers already are
Send messages, follow up on open deals, and log every WhatsApp conversation — all without leaving the CRM.
- Send and receive WhatsApp messages inside the lead record
- Message history stored permanently against the contact
- Templated follow-up messages for common sales scenarios
- Team members can see full conversation history — no silos
Meta Lead Sync
Facebook and Instagram leads flow in automatically
Connect your Meta ad campaigns once. New leads from Facebook and Instagram land directly in your EnigmaERP pipeline — no CSV exports, no manual entry.
- Direct API connection to Meta Lead Ads
- Lead form responses mapped to CRM fields automatically
- Instant assignment to the right sales rep by campaign
- Response time tracking from ad click to first contact
Contact & Organisation Management
One record for every relationship
Centralise every customer, contact, and communication in a single searchable record. No more scattered spreadsheets or missing history.
- Linked contacts, organisations, and deal history in one view
- Duplicate detection prevents fragmented customer records
- Tag contacts by segment, industry, or campaign source
- Import existing contacts from CSV or LinkedIn
Workflow Automation
The follow-up that never gets forgotten
Auto-assign leads, trigger follow-up tasks, and move deals through stages without anyone lifting a finger.
- Round-robin lead assignment by territory or industry
- Auto-create follow-up tasks when a lead sits idle
- Stage-change triggers: send email, assign task, notify manager
- Escalation alerts when deals stall past a defined number of days
Pipeline Analytics
Know exactly where your revenue is coming from
Customisable dashboards show conversion rates, deal velocity, and team performance — so managers can coach on facts, not feelings.
- Funnel report: leads, qualified, proposed, won, lost by stage
- Average deal size and sales cycle length by rep
- Win/loss analysis with reason codes
- Pipeline forecast report with weighted deal values
