CRM & Lead Management

Every Contact, Deal and Follow-Up in One Place

Manage contacts and smart segments, work a visual sales pipeline, set tasks and reminders, and see a unified customer timeline across every channel inside Adzyn.

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Every Contact, Deal and Follow-Up in One Place

As a business grows, leads start slipping through the cracks. A message on WhatsApp, a comment on Instagram and a form fill from an ad all live in different places, and without a single system it is impossible to know who to follow up with or where each customer stands. Adzyn's CRM pulls every contact and conversation together, so your whole team works from one accurate view of each relationship.

At the heart of it is a visual sales pipeline. Drag deals from first contact to closed-won across clear stages, so you always see what is in play and what needs attention. Smart segments group contacts by behavior and attributes, custom fields capture the details specific to your business, and lead scoring surfaces the people most ready to buy so your effort goes where it matters most.

Nothing falls through because tasks and reminders keep every follow-up on schedule, and a unified customer timeline shows every touchpoint, from messages and orders to notes and campaigns, in one continuous history. Because the CRM lives alongside Adzyn's inbox, email and automation, capturing a lead and nurturing them to a sale happens without ever switching tools.

Why Adzyn

Why Teams Choose Adzyn CRM

Visual Sales Pipeline

Drag deals across clear stages on a board that shows exactly what is in play, so your team always knows the state of every opportunity.

Unified Customer Timeline

See every message, order, note and campaign for a contact in one continuous history, so anyone on the team can pick up the relationship instantly.

Smart Segments

Group contacts by behavior and attributes so you can target the right people with tailored campaigns and follow-ups instead of one-size-fits-all outreach.

Tasks & Reminders

Assign follow-ups with due dates so nothing slips through the cracks and every lead gets the timely attention it needs to move forward.

Lead Scoring

Surface the contacts most ready to buy with scoring and automated follow-ups, so your team spends time on the opportunities most likely to close.

Custom Fields

Capture the details that matter to your business with custom fields, so your CRM records exactly the information your team relies on to sell.

How it works

How Adzyn CRM Works

Capture Contacts

Leads from messages, forms and campaigns flow into one contact list automatically, each with a complete profile.

Organize & Segment

Add custom fields and group people into smart segments so the right message reaches the right audience.

Work the Pipeline

Move deals through stages on a visual board, letting lead scoring highlight who is ready to buy next.

Follow Up & Close

Set tasks and reminders, review the full customer timeline, and close deals without letting any lead go cold.

One Source of Truth for Every Relationship

When customer information is scattered across chat apps, spreadsheets and inboxes, follow-ups get missed and people repeat themselves to different team members. Adzyn's CRM brings every contact into a single, accurate record. Each profile carries the full history of the relationship, and custom fields let you store exactly the details your business cares about, from product interest to account size.

The unified customer timeline is what makes this powerful. It shows every touchpoint in order, messages across channels, orders placed, notes left by teammates and campaigns received, so anyone can open a contact and instantly understand where things stand. New team members get up to speed in seconds, handoffs stop dropping the ball, and your customers feel understood because your team always has the full picture in front of them.

A Pipeline That Keeps Deals Moving

Sales stall when nobody can see the whole picture. Adzyn's visual sales pipeline lays out every deal across the stages that fit your process, so you can drag an opportunity from first contact to negotiation to closed-won and always know what needs your attention today. Bottlenecks become obvious, and forecasting stops being a guess.

Lead scoring makes the pipeline even smarter by ranking contacts on how ready they are to buy, so your team invests time where it counts instead of chasing cold prospects. Paired with tasks, reminders and automated follow-ups, every promising deal gets a timely nudge at the right moment. The result is a repeatable, visible process that converts more of the leads you already have, without adding headcount.

Connected to Your Whole Marketing Stack

A CRM is far more valuable when it is not an island. Because Adzyn's CRM lives alongside the social inbox, email marketing and automation, leads flow in automatically from WhatsApp, Instagram, Facebook, forms and ad campaigns, already attached to the right contact. You capture the lead the moment it arrives, with the full context of how it came to you.

From there, smart segments and lead scoring feed directly into your outreach. Enroll a segment into an email drip, trigger an automated follow-up when a deal reaches a stage, or hand a hot lead to a teammate with a task, all without exporting data or switching tools. This tight connection turns your CRM from a passive database into an active engine that captures, nurtures and converts, keeping every relationship moving forward inside one platform.

Works with

Capture Leads From Every Channel

Instagram Facebook TikTok LinkedIn

FAQ

Frequently asked questions

What is a visual sales pipeline?

It is a board that shows your deals across clear stages, from first contact to closed-won. You drag each opportunity as it progresses, so your team can see at a glance what is in play and what needs attention.

Where do my contacts come from?

Leads flow into the CRM automatically from channels like WhatsApp, Instagram and Facebook, plus forms and ad campaigns. Each one is captured as a contact with the context of how it reached you.

Can I make sure follow-ups never get missed?

Yes. Tasks and reminders let you assign follow-ups with due dates, and lead scoring highlights who to prioritize, so every promising lead gets timely attention and nothing slips through the cracks.

Can I store custom information about contacts?

Absolutely. Custom fields let you capture the details specific to your business on each contact, so the CRM holds exactly the information your team needs to sell and serve effectively.

Does the CRM connect to my other marketing?

Yes. The CRM lives alongside Adzyn's social inbox, email marketing and automation, so you can enroll segments into campaigns, trigger automated follow-ups and manage every relationship without leaving the platform.

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