Campaign to payment
A customer who came in through a campaign gets invoiced from the same platform, so marketing spend and revenue sit in one system rather than two.
Crosses 2 products · no re-entryCustomer Engagement
Every customer conversation, on every channel, from one record
Build audiences from your contacts, run campaigns across email, SMS, WhatsApp, IVR and social, and keep the replies, tickets and survey responses attached to the person who sent them.
- One contact record behind every channel
- Campaigns, surveys and support in the same workspace
- Agent teams with queues, leaderboards and metrics
Who it is for
Built for the people who do this work every day
Every role below has their own desk, permissions and view of the same shared record — so nobody is working with a copy that drifted out of date.
01
Marketing teams
Segment contacts into groups and run multi-channel campaigns without stitching four tools together.
02
Inside sales and outreach
Lead capture, IVR calling, WhatsApp and email follow-up against a shared contact list.
03
Support teams
Customer tickets, an inbox and agent queues sitting next to the campaign history that produced the enquiry.
04
Founders and operators
Campaign, survey and email metrics in one dashboard rather than five vendor consoles.
Capabilities
What is in CRM
Grouped the way the work is actually organised, so you can find the part that matters to your team rather than reading a flat list of every checkbox.
Contacts and audiences
The list everything else runs on.
- ContactsA central contact database with custom fields for whatever your business tracks.
- GroupsSegment contacts into reusable audiences for targeting.
- Subscribe and unsubscribeHosted preference pages so consent is captured and honoured per contact.
- Import and exportBulk load an existing list, and take your data back out at any time.
Inside the product
The screens your team will live in
Real workspaces from CRM, not stock photography. Every screen below is part of the shipped product.
Campaign builder
Compose once, choose the channels, pick the audience group, and schedule it.
Contact record
Every campaign, call, message, ticket and survey response for one person, in order.
Campaign metrics
Delivery and engagement per campaign, per channel, with survey results alongside.
Agent console
The inbox, the ticket queue and the leaderboard the support team actually works in.
Connected workflows
How CRM connects to the rest of LeafyOps
Each chain below is one record moving between products. Where the colour changes, a handoff happens that would otherwise be an export, an email and a re-keyed spreadsheet.
Enquiry to resolution
Inbound questions become tracked tickets worked by a named agent, with the campaign history still attached.
Customer request to delivered work
A customer commitment becomes a tracked project rather than a note in an inbox.
Crosses 3 products · no re-entryQuestions
Before you ask sales
Not today. LeafyOps CRM is built around customer engagement: contacts, audience groups, multi-channel campaigns, surveys, reviews and support. If you need opportunity and deal-stage tracking, tell us during a demo so we can tell you honestly whether it fits.
Email, SMS, WhatsApp and IVR voice, plus publishing and ad accounts for Meta, Instagram, LinkedIn and Google Ads.
Contacts have hosted subscribe and unsubscribe pages, and their preference is stored against the contact record so campaigns respect it.
Yes. A CRM customer can become an Accounts customer for invoicing and payment, and a customer commitment can become a Collab project, without re-entering the record.
Ready to see CRM on your own data?
Start free, or have someone walk you through it against the way your organisation actually works. One LeafyOps account covers every product you subscribe to.