Origination
Leads and sources
An inquiry enters the system before the application: from the website, an ad or a referral. The lead keeps its source and campaign tags, gets an owner and is qualified before it becomes a customer.
What is inside
- 01
UTM tags, source and referral code are stored on the lead card.
- 02
Duplicate search before creation, staff assignment and a contact log.
- 03
Qualification, rejection with a reason and conversion into a customer in one operation.
- 04
A reference list of sources and custom statuses for the organization's process.
Nearby in this group
Applications and pipeline
One application pipeline across every channel with configurable check steps.
Scoring and explainability
Five scoring engines and a mandatory explanation for every automated decision.
Credit bureaus
Report requests and reverse publication of contract events to the bureau of each country.