Feature: Smart CRM Dashboard

HighLaunchPad provides a Smart CRM (Customer Relationship Management) Dashboard to help you manage leads, track interactions, and build stronger relationships with your audience and customers.

(Developer Note: This section is based on the features outlined in the main README.md: "Lead scoring and pipeline management", "Contact enrichment and tagging", "Activity timeline tracking", "Form integration and data capture". The actual implementation details in src/app/dashboard/crm/ would provide more specific information.)

Overview

A CRM is the heart of managing customer interactions. HighLaunchPad's CRM is tailored for creators and digital entrepreneurs, focusing on simplicity and actionable insights.

Key aspects mentioned in the project vision:

• Lead Scoring: Automatically score leads based on their engagement and attributes to prioritize follow-ups.
• Pipeline Management: Visualize and manage your sales or lead nurturing process through customizable pipelines.
• Contact Enrichment and Tagging: Add detailed information to contact profiles and use tags for segmentation and organization.
• Activity Timeline Tracking: See a chronological history of all interactions with a contact (e.g., email opens, link clicks, page visits, form submissions).
• Form Integration and Data Capture: Capture leads from website forms directly into the CRM.

Using the Smart CRM Dashboard

(Developer Note: The following sub-sections are speculative based on common CRM features and the project's stated goals. These should be verified against the actual implementation in src/app/dashboard/crm/ and related components.)

1. Accessing the CRM

• Navigate to Dashboard > CRM (or a similar path).
• The main view might be a list of contacts, a pipeline view, or a summary dashboard.

2. Contact Management

• Adding Contacts:
  • Manually add new contacts.
  • Contacts automatically added via form submissions or other integrated lead capture methods.
  • Import contacts (e.g., via CSV).
• Contact Profile:
  • View and edit contact details (name, email, phone, company, custom fields).
  • Tags: Apply tags to contacts for easy filtering and segmentation (e.g., "Hot Lead," "Customer_ProductA," "Newsletter_Subscriber").
  • Activity Timeline: A chronological log of all interactions:
    • Emails sent, opened, clicked.
    • Website pages visited (if site tracking is integrated).
    • Forms submitted.
    • Notes added by team members.
    • Purchases made (if e-commerce is integrated).
  • Lead Score: A numerical score indicating the lead's qualification or engagement level.
• Custom Fields: Define custom fields to store information specific to your business needs.

3. Lead Scoring

• Rule-Based Scoring:
  • Set up rules to automatically adjust lead scores based on actions or attributes.
  • Examples:
    • "+10 points for opening an email."
    • "+20 points for visiting the pricing page."
    • "+5 points if job title contains 'Manager'."
    • "-5 points for inactivity for 30 days."
• The lead score helps identify high-potential leads that require immediate attention.

4. Pipeline Management

• Visual Pipelines: Create and customize sales or lead nurturing pipelines (e.g., "New Lead" -> "Contacted" -> "Demo Scheduled" -> "Closed Won").
• Drag-and-Drop Interface: Move contacts between stages in the pipeline.
• Deal Tracking: Associate deals or opportunities with contacts, including potential value and expected close date.
• View pipeline reports to understand conversion rates between stages.

5. Form Integration and Data Capture

• Form Builder: HighLaunchPad may include a native form builder (src/components/forms/form-builder.tsx).
• Integration with Website Forms:
  • Embed forms created in HighLaunchPad onto your website or funnels.
  • Submissions automatically create or update contacts in the CRM.
• Map form fields to CRM contact fields.

6. Segmentation and Filtering

• Use powerful filtering options to create lists of contacts based on:
  • Tags
  • Custom field values
  • Activity (e.g., "opened email X but did not click link Y")
  • Lead score ranges
• Saved segments can be used for targeted email campaigns or automation workflows.

Benefits

• Centralized Contact Data: All your lead and customer information in one place.
• Improved Follow-up: Prioritize leads effectively with lead scoring and pipeline management.
• Personalized Communication: Understand your contacts better through activity tracking and segmentation, enabling more relevant messaging.
• Streamlined Processes: Automate data capture and reduce manual data entry.

The Smart CRM Dashboard is a crucial tool within HighLaunchPad for managing the entire customer lifecycle. For specific implementation details, explore the src/app/dashboard/crm/ section of the codebase.