CRM & Lead Management

CRM & Leads

Manage your sales pipeline and customer relationships directly from the dashboard.

Services

A lead can be tagged with more than one service (e.g. a prospect interested in both Venue Management and Equipment Management) — tick as many as apply when creating or editing a lead. Filtering, CSV import/export, campaign audience targeting, and conversion all account for every service a lead has, not just one.

Lead Status Pipeline

Leads move through a Kanban board with these statuses:

• New → Contacted → Qualified → Meeting Scheduled → Closed Won / Closed Lost

Drag and drop to update statuses. Status changes are logged in LeadStatusLog for auditing.

Import / Export

You can import leads via CSV. The system validates columns and normalizes phone numbers. Duplicates are skipped. You can also export your current leads to a CSV file.

Communications & Meetings

Log all interactions (emails, calls, WhatsApp) on a lead. Schedule meetings:

• Meetings sync automatically with Google Calendar if you have connected your account.
• Set duration and a reminder channel (WhatsApp/Email). Reminders are sent automatically 24 hours before the meeting.

Bulk Messaging & Campaigns

Create Email and/or WhatsApp Campaigns to send a message to a filtered audience of leads. Campaigns leverage the SendLeadBulkMessageJob queued job. Use Generate with AI on the campaign form for a first-draft subject/message from a short brief — review and edit it like any other draft before sending. The Send Bulk Message window on the leads list has the same Generate with AI box: type what the message is about and it fills in the subject and message for you to check before you click Send Message. A campaign can be sent immediately (Send Now) or approved and scheduled for a future date/time, in which case it sends automatically once that time arrives (no further action needed) — cancel the schedule to edit it again first.

Spotlight Posts

Admin → Marketing → Spotlight Posts makes a ready-to-post image for Facebook featuring one listing: an artist, service provider, venue, event, shop, equipment lessor, delivery provider or supplier. Choose the type, search for the listing (only ones with a live public page are offered) and its name, category, location, date, description, tags, photo, button text and short link are filled in for you; change anything, add an optional highlight, or upload a different photo (drag the preview to reposition it). Choose Portrait 4:5 or Square 1:1, click Download PNG, then Copy caption for the matching post text with hashtags. Nothing is saved or posted automatically.

AI-Suggested Replies

On a lead's page, click Suggest with AI above the communication compose box for a suggested reply based on that lead's recent conversation history. To steer it, type a short instruction in the box under the label first (e.g. 'be brief', 'follow up on the quote'). The suggestion fills the message box for you to review and edit; nothing is sent or logged until you click Save.

Add Lead from Image

On the Capture New Lead page, upload a photo of a business card, contact form, or event poster under Add Lead from Image and click Extract Details — the AI reads the name, company, email, phone, and other visible details straight into the form below for you to review and edit before saving. For posters and flyers it also captures the event name, date, venue, and ticket/booking details (kept on the lead page and used to personalise follow-up emails), picks up every extra number into the additional-phone rows, and fills in any social handles shown. It also looks at the image itself for event/service equipment actually shown — chairs, staging, lighting, and similar — and if it spots any, ticks Equipment Management under Services and pre-selects the matching Equipment Categories for you to review (gear matching no live category is kept as a note on the lead instead). It never overwrites a field you've already typed something into, and the photo itself is never stored — only the details you choose to save. In a vendor's own CRM it fills in the contact and poster details the same way. There are no Services checkboxes there, so equipment and service matching is skipped.

WhatsApp Templates: Generate with AI

On Communications → WhatsApp Templates → New or Edit (Root only), pick the category (Marketing or Utility) and language, then describe the message under Generate with AI. The AI writes a body that follows Meta's placeholder rules ({{1}}, {{2}}… in order, never at the very start or end, never side by side). It picks what each placeholder stands for so the template fills itself in when it sends, and adds an example value for Meta's review. It also suggests a template name (only if the name box is still empty) and a button label. Check everything before saving. Nothing is saved or submitted to Meta until you click Save. Authentication templates can't be drafted, because Meta sets their wording.

Lead Conversion

Convert a qualified lead into a Customer (Person). The conversion service checks for duplicates and notifies the user via WhatsApp. A lead tagged with multiple services is granted the role for each one. This only applies to the platform's own admin CRM — see below for a vendor's own leads.

Vendor Leads CRM & Sales Agents

If you're a vendor, you get your own private copy of this same CRM (Dashboard → Leads CRM) for your own customer leads — completely separate from the platform's leads, and vice versa. Everything above works the same way, with a few differences:

• Interested In, not Services — instead of platform feature categories, tag a lead with whichever of your own Merchandise Store products they're interested in.
• Email only — your CRM only communicates by email. There's no WhatsApp or phone-call logging, no WhatsApp bulk messaging, and no WhatsApp meeting reminders.
• Lead Conversion doesn't apply — a vendor's customer lead is never turned into a platform account.
• AI drafting speaks for your business — Generate with AI in Send Bulk Message, Suggest with AI on a lead, and Add Lead from Image all work in your CRM too. Drafts are written as your business, not as Informativ, and can mention your own store products. You (or a Sales Agent with Manage access) always review and edit a draft before anything is sent or saved.

From Dashboard → Team, invite a staff member with a Leads CRM permission (View, Manage, and/or Sales Report) to make them a Sales Agent. Your Sales Agents share one pool of your leads.

Commission is set per product, not per agent — from Dashboard → Merchandise → a product → Edit, set a Sales Agent Commission %. Whichever agent sells that product earns that same rate; a product with no rate set earns no commission.

Moving a lead to Closed Won asks for the deal's value and, optionally, which product it was sold as. If a Sales Agent closed it and the product has a commission rate, their commission (deal value × that product's rate) is calculated and locked in right then — changing the product's rate later never changes an already-closed deal. Check Sales Report to see every agent's and product's closed deals and commission (or just your own, if you're an agent without Manage access).

Marketing QR Code

Every active Sales Agent gets a QR Code download on Dashboard → Team — a print-ready image for flyers, business cards, or anywhere else you market offline. Scanning it takes a shopper straight to your store and remembers that agent on their device for 30 days. Any purchase they make from your store in that time — even with no login and without ever touching the Leads CRM — is credited to that agent, and earns commission per item the same way (the product's own Sales Agent Commission % — see the Merchandise Store article). Check the Sales Report's Direct Store Sales section for these.

The Sales Report's QR Code Performance section shows how well each agent's code is actually working: total scans, how many turned into a paid sale, how many didn't, and the conversion rate — per agent if you have Manage access, or just your own numbers if you only have Sales Report access.

Sales Targets & Incentives

From Dashboard → Leads CRM → Sales Targets (or the Set Target link next to a Sales Agent on Dashboard → Team), set a target for one of your Sales Agents: a Closed Won deal-value goal and a date range. Optionally switch on an Incentive — a fixed cash bonus, extra commission percentage points, or a custom reward described in your own words — shown to the agent alongside their target.

Progress is calculated the same way as the Sales Report: the agent's total Closed Won deal value within the target's date range. A target shows as In Progress, Achieved (once the total reaches the target), or Missed (past the end date without reaching it). Incentives aren't paid out automatically — hitting a target just surfaces the reward for you to action yourself, the same as commission. An agent with Sales Report or Manage access can see their own targets; only you (or a Manage-level agent) can create, edit, or remove them.

Sales on the Mobile App

Vendors and Sales Agents also get a Sales section in the Informativ mobile app (More → Sales). It shows:

• Sales Dashboard — for an agent, your earnings for the chosen period (commission from leads you closed Won plus store sales through your QR link, and your all-time total), deals won/lost and win rate, deal value, QR scans and how many turned into paid orders, leads you added and emails you logged. For a vendor, the same figures for the whole team, with total team sales instead of personal earnings. Pick This month, Last month, Last 30 days, This quarter or This year.
• Targets — each current target with a live progress bar, amount still to go, days left, and any incentive. Targets are still set on the web dashboard.
• Leads — search and filter your Leads CRM, add or edit a lead, tap to call, email or WhatsApp them, log an email you exchanged, and move a lead through its statuses — including closing it Won (with the deal value and the product it was sold as, showing the commission you'll earn before you save) or Lost (with a reason). With Manage access you also get the AI tools: Fill from a photo on Add lead, Suggest with AI when logging an email, and Write with AI on a bulk email.
• My Earnings — every sale that earned you commission in the period, with the rate and amount.
• Sales Report — the same figures as the web Sales Report (by agent, by product, store sales and QR scans), if you have Sales Report or Manage access.

Access follows the same Leads CRM permissions as the web: View-only agents can browse leads but not change them. The Sales section works in whichever account you're using: your own, or the one you've picked in Switch Account. If you sell for more than one vendor, switch to that vendor's account first. Leads you add and deals you close are recorded in that vendor's CRM, and the commission is credited to you. Meetings, bulk messages, exports and follow-up reminders are managed on the web dashboard.