CRM
Manage Leads, Follow-Up and Next Actions in One Platform
This is the CRM that comes with leads. Business Opportunity and email leads delivered by the platform land here as records, enter approved automated follow-up and show you the next action to take. Quantities depend on package and availability.
What the CRM includes
Contact info
Name, contact details, source and history in one record for every prospect and customer.
Notes
Unlimited notes with a full notes history so nothing about a relationship is lost.
Tags
Personal tags to organize and segment contacts however works for your business.
13-stage pipeline
Move contacts through a full pipeline from new lead to customer to closed.
Orders & advertising history
A record of what a contact ordered and which advertising products they've used.
Follow-up dates & tasks
Set follow-up dates and tasks so a next step is never lost.
Customer & lead status
Track where each contact stands, from prospect to active customer.
Customer value & referral info
See customer value and how a contact was referred, alongside communication history.
Default pipeline stages
Stages can be renamed, reordered, added or disabled.
From lead received to customer relationship
Review prospect details → make permitted contact → record activity → schedule follow-up → introduce the appropriate advertising solution → serve the customer. Training explains CRM, pipeline, scripts, templates, autoresponder and mobile tools. Know who to contact, what to do next and when to follow up.
What each step looks like in the platform
Leads arrive already in place
Delivered leads are created as contacts in the New Lead stage with their source recorded. Nothing to import or copy from a spreadsheet. Leads from the 25-lead Trial, Business Opportunity lead packages and targeted email leads all follow this path.
Automated follow-up with stop rules
Eligible contacts enter the approved email follow-up sequence. When a contact first receives a message, the contact moves from New Lead to Contacted. An opt-out marks the contact Do Not Contact across channels while keeping the record and history.
Guided next actions
Today's Actions reads each contact's stage and follow-up date to show who to call, text or email next. Calls, emails and notes are logged on the record, and the pipeline only moves forward as the conversation progresses.
Don't Start From Zero Every Month
A customer might buy email leads today and later need more leads or website traffic. Because every contact, note, order and communication is saved in the CRM, the relationship and its history are preserved — so the Business Owner can follow up appropriately when that customer is ready to buy again.
This does not guarantee repeat purchases, sales or income. It simply means the history is there when you need it.
The CRM is included in every plan
No separate CRM fee. A Platform Built for Success connects prospect opportunities, real advertising products, tools, training and process; it supports customer-base building, never guarantees results.
AdvertisingBusiness.us provides advertising, lead-generation, CRM, email-marketing, prospecting, and business-management tools. Individual results vary. No sales, income, customer, or business outcomes are guaranteed.
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