Turn Your Marketing Into a Growth Engine
Capture leads from your website, reach customers with SMS campaigns, and organize audiences into segments — all connected to your CRM. Marketing automation and multi-step journeys are on our roadmap.
Performance Overview
PreviewNew Leads
12,480
+24.6% Lead Growth
Conversion Rate
8.42%
Campaign ROI
284%
Stop Managing Leads. Start Growing Relationships.
Marketing becomes difficult when customer data is scattered, follow-ups are manual, and campaign performance is hard to understand.
Scattered Customer Data
Customer information lives across spreadsheets, forms, campaigns, and different platforms.
Missed Opportunities
Leads get lost when there is no consistent process for tracking and following up.
Manual Marketing Tasks
Your team spends valuable time sending emails, updating records, assigning leads, and managing repetitive tasks.
Poor Lead Quality
Not every lead is ready to talk to sales. Without proper qualification, teams waste time on low-intent prospects.
Disconnected Campaigns
Marketing activities often operate separately from sales, making the customer journey difficult to track.
Unclear ROI
It can be difficult to connect marketing activities with actual opportunities and revenue.
One CRM. Your Entire Marketing Journey.
Managerial CRM connects your lead capture, SMS campaigns, customer data and sales process in one place.
From the first interaction to the final conversion, your team gets a complete view of every prospect.
Capture Leads From Every Channel
Never let a potential customer disappear between channels. Collect leads from your website, landing pages, campaigns, forms, events, referrals, and other marketing touchpoints and bring them directly into your CRM.
Website
Turn visitors into identifiable prospects.
Landing Pages
Capture specific leads with targeted forms.
Campaigns
Track leads generated from campaigns.
Referrals
Track customers coming through referrals.
Lead Activity
See each lead's recent activity and intent signals.
Recent Activities
Requested a demo
Downloaded product information
Opened marketing email
Visited pricing page
Turn Customer Data Into Better Segments
Send relevant messages to the people who are most likely to respond. Create customer segments using attributes such as lead status, industry, location, engagement, activity, customer type, and other CRM data.
High-Intent B2B Leads
Create a targeted campaign for this audience.
Automate Your Marketing Coming soon
Your marketing team shouldn't have to repeat the same tasks every day. Managerial CRM will let you create automated workflows based on customer actions, conditions, and events.
Build once. Let your CRM handle the repetitive work.
& Notify Sales
Build Marketing Journeys That Move Customers Forward Coming soon
Turn individual interactions into connected customer journeys. Every interaction becomes part of one connected experience.
Discover
Customer discovers brand
Engage
Interacts with content
Capture
Info enters CRM
Nurture
Automated communication
Qualify
Identify buying intent
Convert
Moves to sales
Retain
Engage post-conversion
Create Campaigns. Track Results. Improve Continuously.
Manage your marketing campaigns from one centralized workspace. Track reach, engagement, conversions, revenue, and overall ROI.
Campaign Reach
How many people you reached.
Leads Generated
New prospects from campaigns.
Conversions
Leads moved toward customers.
Revenue
Business influenced by campaigns.
Know What Drives Your Growth
Marketing data is only valuable when it helps you make better decisions.
Total Leads
24,860
Qualified Leads
8,420
Cost per Lead
$4.82
Conversion Rate
12.8%
Connect Marketing With Sales
Marketing shouldn't stop when a lead becomes qualified. When a prospect reaches the right level of engagement, Managerial CRM helps your marketing and sales teams work from the same customer information.
One customer record. One connected journey. One source of truth.
Marketing
Sales
Measure Marketing by Business Impact
Don't just count clicks and leads. Understand how your marketing activities contribute to actual business outcomes.
Marketing Investment
$24,800
Leads Generated
5,420
Qualified Opportunities
860
Customers
312
Generated Revenue
$94,200
Everything Your Marketing Team Needs
Lead Generation
Capture and organize leads from multiple marketing touchpoints.
Lead Management
Keep every prospect organized with a complete customer profile.
Lead Scoring
Identify high-intent prospects based on customer activity and engagement.
Marketing Automation
Automate repetitive workflows and customer interactions.
Campaign Management
Create, manage, and monitor your marketing campaigns.
Audience Segmentation
Create targeted audiences using customer and behavioral data.
Customer Journey
Understand every interaction from first touch to conversion.
Marketing Analytics
Track leads, conversions, campaign performance, and ROI.
From Lead Generation to Revenue
Managerial CRM brings your marketing data, customer relationships, automation, and sales process together so your team can turn more opportunities into measurable growth. Capture more. Automate better. Convert smarter.