CRM and sales

Leads, contacts, companies, deals, invoices and sales reports.

49 articles

Work a leadFind new leads, take one, reply before the No reply badge turns red, and park or dismiss leads that are not ready.OwnerCompany adminHRDepartment managerMember
How automatic lead assignment worksSee how Dromix picks an owner for a new lead: country rules, channel rules, round-robin turns, who is skipped and what is never assigned.OwnerCompany admin
Connect Meta Lead AdsBring leads from Facebook and Instagram Lead Ads forms into Dromix, map the questions to fields, choose owner and pipeline, and fix missing permissions.OwnerCompany admin
Convert a lead to a dealTurn a qualified lead into a deal in the right pipeline, and what Dromix does with the contact, the chats and the owner.OwnerCompany adminHRDepartment managerMember
Create a dealAdd a new deal by hand with its company, stage, value, owner and expected close date, and see when Dromix creates deals for you.OwnerCompany adminHRDepartment managerMember
Where leads come fromThe channels that create leads in Dromix, from WhatsApp, Instagram, Facebook and email to web forms, imports, the API and leads you add yourself.OwnerCompany adminHRDepartment managerMember
Dismiss a lead and block sendersMark vendors, newsletters and spam as Not a lead, stop the same sender from opening new leads, and undo it when you made a mistake.OwnerCompany adminHRDepartment managerMember
Move a deal through the pipelineDrag deals between stages on the Deals board, mark them won or lost with a reason, and see who is allowed to move them.OwnerCompany adminHRDepartment managerMember
The deal pageA tour of the deal page, from the details, people and pipeline journey to the tabs for timeline, tasks, notes, calls, meetings, email and documents.OwnerCompany adminHRDepartment managerMember
Deal owner and observersWho owns a deal, how to hand it over, and how to let colleagues follow a deal as observers.OwnerCompany adminHRDepartment managerMember
Win or lose a dealClose a deal as won or lost, record why it was lost and who the customer chose instead, and reopen a deal that was closed by mistake.OwnerCompany adminHRDepartment managerMember
Deal list, filters and saved viewsSwitch Deals to the List view, sort and filter by owner, tags and fields, save views for the team and change many deals at once.OwnerCompany adminHRDepartment managerMember
Log calls, meetings and notesKeep a deal's history complete with notes, logged calls, customer meetings and emails, and read it back on the timeline.OwnerCompany adminHRDepartment managerMember
Switching between pipelinesWhen your company has more than one pipeline, pick the one you want to see on the Deals board, and know which pipeline a deal belongs to.OwnerCompany adminDepartment managerHRMember
Deal tasks and remindersPlan the next step on a deal as a task, call, email or message with a due time and an assignee, and get reminded before it is due.OwnerCompany adminHRDepartment managerMember
People and company on a dealSee and change the customer and the company on a deal, link it to an existing company or create a new one, and find the team on the deal.OwnerCompany adminDepartment managerHRMember
Answer WhatsApp customersWhere WhatsApp customer chats appear, how to take and close them, the 24-hour reply window and approved templates.OwnerCompany adminHRDepartment managerMember
Contacts list and contact cardFind customers and prospects in Contacts, add or edit a contact, follow their pipeline journey, and archive, merge or delete records.OwnerCompany adminHRDepartment managerMember
WhatsApp templates and the 24-hour ruleWhen WhatsApp lets you write freely, when it needs an approved template, how to fill in a template's fields and where templates come from.OwnerCompany adminDepartment managerHRMember
Merge duplicate contacts and leadsCombine two records of the same person: pick the record to keep, check the preview and merge. Deals, chats and the timeline move with it.OwnerCompany admin
Archive or delete for goodArchive hides a contact, company or deal and can be undone. Deleting for good removes it with its timeline and is for Owners and Company admins.OwnerCompany adminMember
Answer Instagram and Facebook messagesWhere Instagram direct messages and Facebook Messenger chats appear, who answers them, and Meta's 24-hour and 7-day reply windows.OwnerCompany adminDepartment managerHRMember
CompaniesGroup a customer's people, deals and leads under one company, add a logo and notes, and link new contacts automatically by email domain.OwnerCompany adminHRDepartment managerMember
Possible duplicate companiesReview companies that may be the same, keep one and merge the others into it, or mark them as not the same. Dromix never merges companies on its own.OwnerCompany admin
Pipeline rules: automate what happens to dealsRules do the routine work of a pipeline: when something happens to a deal, check a few conditions, then send a message, create a task, move the deal and more.OwnerCompany admin
Automations on dates, reply times and follow-upsRun rules before or after a date on the deal, alert the manager when a new lead waits too long, copy won deals to another pipeline and more.OwnerCompany admin
Contact language and consentSet the language a contact gets messages in, record consent for health data, photos and marketing, and send each message in the right language.OwnerCompany adminHRDepartment managerMember
What the ⚡ icons on the board meanWhen a deal enters a stage with automations, icons and badges on its card show what ran. The ⚡ chip lists every action, when and to whom.OwnerCompany adminDepartment managerHRMember
Why do I only see a summary of a deal?Why some deals show what happened and when, but not the message contents, and how to get full access by becoming an observer.OwnerCompany adminHRDepartment managerMember
Send a proposalCreate a proposal from a deal, set prices, discounts and tax, get a large discount approved, send it and follow when the customer views and accepts it.OwnerCompany adminHRDepartment managerMember
The email inboxRead and answer customer email in Dromix from your own or a team mailbox, take and finish conversations, label mail and follow up in time.OwnerCompany adminHRDepartment managerMember
Contracts and e-signaturesPrepare a contract from the accepted proposal, send it for signing online, remind the customer, countersign and download the signed PDF.OwnerCompany adminHRDepartment managerMember
Write emails: drafts, attachments and failed sendsCompose, reply and forward from your inbox, keep drafts for later, attach files and find out what happens when an email cannot be sent.OwnerCompany adminDepartment managerHRMember
Let customers book a meetingSend a customer a booking link for a deal, so they pick a free time in your calendar, and close times when you are not available.OwnerCompany adminHRDepartment managerMember
Assign email conversations in a team mailboxTake a customer conversation yourself or hand it to a colleague so every email gets exactly one answer, and mark it done when it is handled.OwnerCompany adminDepartment managerHRMember
Collect documents from customersAsk customers to upload documents such as an ID, diploma or transcript through a personal link, then approve each one or ask for a new version.OwnerCompany adminHRDepartment managerMember
Auto-replySend an automatic welcome reply to people who write to your WhatsApp number, Instagram account or Facebook Page for the first time.OwnerCompany admin
Create and send an invoiceCreate an invoice from a deal or the Invoices list, add items from your product list, send it with a Pay now link and correct it with a credit note.OwnerCompany adminHRDepartment managerMember
Sales reportsRead won revenue, win rate, deal size, sales cycle, pipeline, conversion funnel, lost reasons and lead sources, and download each table as CSV.OwnerCompany adminHRDepartment managerMember
Get paid and record paymentsTurn on card, PayPal or bank transfer payments, record payments you received by hand, set invoice numbering and send overdue reminders.OwnerCompany adminHRDepartment managerMember
Team reportsSee calls, meetings, emails, tasks, first-reply times, overdue work, won deals and approvals per person or department, and download them as CSV.OwnerCompany adminDepartment manager
Proposal and contract templatesCreate proposal and contract templates with merge fields, choose the default for each kind, preview with sample data and restore older versions.OwnerCompany admin
Accepting or signing as a customerWhat your customer sees when they open a proposal or contract link: reading the document, accepting it, asking for changes, and signing.OwnerCompany adminDepartment managerHRMember
Import and export CSVBring contacts, companies, leads and deals in from a CSV file, decide what happens with duplicates, undo an import, and export the current view.OwnerCompany adminDepartment managerHRMember
Custom fieldsAdd your own fields to contacts, companies, leads and deals, choose their type and whether they are required, and use them in lists, filters, views and imports.OwnerCompany adminDepartment managerHRMember
TagsAdd tags to deals, leads, contacts and companies, filter lists by tag, tag many records at once and tidy up the tag list as an admin.OwnerCompany adminDepartment managerHRMember
Add a web form to your websiteCreate a contact form, choose its fields and where submissions go, allow your websites, and embed it as a script, iframe, HTML form or shareable link.OwnerCompany admin
API tokens and the REST APICreate API tokens so your website, ERP or other tools can read and write contacts, leads, deals and companies through the Dromix REST API.OwnerCompany admin
WebhooksSend lead, deal, contact and company events to your own systems with signed webhooks, test the receiver and read the delivery log.OwnerCompany admin