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Customer Relationship Management That Aligns With Your Sales and Support Workflows

A CRM That Works Like Your Team—Not the Other Way Around

Most CRMs are bloated, inflexible, or optimized for sales-only functions. Code Colonies offers a modular CRM suite that adapts to your pipeline, service model, and client lifecycle—from first contact to post-sale support.

Why a Modular CRM?

Sales, onboarding, account management, and support don’t follow the same logic across businesses. Our CRM lets you build around your actual engagement process with configurable stages, fields, and automation tailored to your teams and clients.

Start with one module. Add others when you're ready. All components work independently or as a unified system.

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Available CRM Modules

01

Lead & Pipeline Management

  • Capture leads from web forms, chat, email, or manual entries
  • Assign leads based on geography, product, or availability
  • Configure custom pipeline stages per business vertical
  • Activity tracking with status logs, reminders, and notes
  • Kanban views and sales forecasting dashboards
02

Client Onboarding

  • Automate document collection, review, and KYC workflows
  • Multi-step onboarding flows with conditional logic
  • Assign onboarding tasks to internal departments
  • Monitor completion status and onboarding duration
  • Trigger welcome sequences or user setup processes
03

Sales Activity Management

  • Log meetings, calls, emails, and action items
  • Integrate with Google Calendar, Outlook, or Zoom
  • Team-level reporting by rep, region, or product line
  • Goal tracking and performance dashboards
  • Alert system for stale deals or inactivity
04

Customer Support & Ticketing

  • Centralized ticket inbox from email, portal, or chat
  • SLA-based routing and escalation
  • Tagging, categorization, and priority queues
  • Internal collaboration and comment threads
  • Client-facing status updates and resolution logs
05

Campaigns & Communications

  • Send personalized emails, updates, and notifications
  • Define segmented audiences from CRM data
  • Schedule campaigns or trigger based on status changes
  • Track open rates, responses, and campaign ROI
  • Build communication logs under each client profile

CRM Customization Capabilities

  • Define custom fields, dropdowns, statuses, and rules
  • Set access control by team, region, or product line
  • Build templates for emails, follow-ups, and forms
  • Automate recurring reminders and handoffs
  • Add custom scoring, tagging, or qualification rules
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CRM Reporting and Dashboards

  • Track pipeline value, conversion rate, and cycle duration
  • Support analytics by category, product, or channel
  • Monitor onboarding TAT, support SLA compliance, and rep performance
  • Export reports in PDF or Excel
  • Integrate with your BI tools for deeper visualization

Integration Capabilities

  • Connect to email, phone, and calendar platforms
  • Integrate with ERP modules for finance, billing, or inventory sync
  • Use APIs to embed CRM data in your portals or external systems
  • Webhook support for real-time communication with other tools
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CRM for Cross-Functional Teams

  • Sales teams get visibility into deal progress
  • Onboarding teams work with task-specific views
  • Support teams manage tickets in real time
  • Management accesses performance insights across all teams
  • Marketing gets structured data for personalized outreach
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