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CRM Module

Every lead, every follow-up, one pipeline

Run your whole sales team from one place — leads, calls, site visits, tasks and targets. And because Facebook is wired straight in, you can finally see which ad produced the booking, not just the enquiry.

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  • Unlimited leads
  • Auto lead distribution
  • Web & mobile

How a lead travels

Live
FacebookFacebook
MessengerMessenger
WhatsAppWhatsApp
Website
LinkedInLinkedIn
ChatChat
Referral
Exkoo

Exkoo CRM

One pipeline, one owner, one history

NewContactedQualifiedSite visitBooked

Qualified & Booked go back to Meta through the Conversion API

So you read CPL · CPQL · CPCL per campaign — not just leads

What you can manage

Ten screens that replace a dozen spreadsheets.

This is everything the CRM module manages for you — each one is a real screen inside Exkoo, not a roadmap promise.

01

Lead Management

Every enquiry lands in one list with the contact, budget, project interest and source already attached — nothing waits in someone's phone.

  • Status flow
  • Notes & timeline
  • Duplicate check
02

Sales Pipeline

A drag-and-drop board that shows exactly how much value is sitting in each stage, and which deals have stopped moving.

  • Custom stages
  • Deal value
  • Stalled alerts
03

Contacts Database

One permanent record per buyer, so a lead who comes back two years later is recognised instead of created again.

  • One record
  • Full history
  • Searchable
04

Follow-up Calendar

Calls, meetings and site visits scheduled against the lead, with a reminder before each one is due.

  • Day / week / month
  • Site visits
  • Reminders
05

Todo Tasks

The agent's working list for the day — every task tied to the lead it belongs to, so priorities are obvious at 9am.

  • Priority
  • Due dates
  • Overdue flags
06

Lead Distribution

Decide who gets which lead automatically, the moment it arrives, instead of a manager forwarding numbers by phone.

  • Round-robin
  • Routing rules
  • Bulk reassign
07

Communication & Logs

Call, WhatsApp, SMS or email straight from the lead — and every touch is written to its timeline without anyone typing a note.

  • Click-to-call
  • WhatsApp / SMS
  • Email templates
08

Targets & Goals

Set the number each person and team has to hit, then watch progress fill in against real bookings rather than claims.

  • Per person
  • Team roll-up
  • Leaderboard
09

Reports & Analytics

Ready-made views that answer who is performing, which source pays for itself, and what got left behind this month.

  • Person wise
  • Team wise
  • Followup wise
  • Facebook
10

CRM Dashboard

The one screen a sales head opens in the morning: what came in, what is due today, what closed yesterday.

  • Today's follow-ups
  • Conversion funnel
  • Activity feed
Also included
  • Bulk import from Excel or CSV
  • Custom lead statuses
  • Lost-reason tracking
  • Role-based access control
  • Lead ageing & idle alerts
  • Saved filters & segments
  • Full audit trail
  • Agent mobile app
  • Export to Excel / PDF
Lead lifecycle

One lead. One owner. One history.

Leads get lost in the gap between a phone, a notebook and a shared sheet. Exkoo holds the lead itself, so wherever it has reached is the same fact for the agent, the manager and the report.

  1. New

    Just arrived with its source attached. Distribution rules give it an owner in seconds, not at the morning meeting.

  2. Contacted

    A call is logged against it. Wrong numbers and dead ends never get past this point.

  3. Qualified

    Budget, project and timeline check out — verified by a human. This is also the signal that travels back to Meta.

  4. Won

    Becomes a booking against a real unit, carrying every call, note and visit with it.

  • No lead worked twice

    Phone and email are checked on the way in, so the same buyer can't exist as three leads owned by three agents who all call on Tuesday.

  • Every touch is on the record

    Calls, notes, site visits and status changes write to one timeline. Handing a lead to another agent takes a minute, not a meeting.

  • Nothing goes quiet

    Follow-up reminders and idle-lead alerts surface anything that has stopped moving — before the buyer decides someone else wanted it more.

Stages are yours to rename — and a won lead carries forward as Lead → Booking into Projects & Sales with its history intact.

Facebook built in

Know what a booking actually costs.

Most CRMs leave ad performance to Ads Manager. Exkoo pulls your spend in and sends the outcome back out — so Meta learns which leads become bookings, and you stop judging campaigns on form fills.

Ad account sync

Campaigns, ad sets and ads pull in from your Meta ad account with their spend, impressions and clicks — so every lead can be costed.

Meta Pixel

Tracks visitors across your site and stores the click ID on the lead — so a website enquiry is still traceable back to the ad.

Conversion API (CAPI)

Sends qualified and booked signals server-side. Keeps working when the Pixel is blocked, cookies expire or the buyer changes device.

Event triggers

An agent moves a lead forward in the pipeline — Exkoo turns that into a server event and posts it to Meta. No export, no monthly spreadsheet upload.

  • Lead createdLead
  • First call loggedContact
  • Marked QualifiedQualifiedLeadcustom
  • Site visit scheduledSchedule
  • Site visit completedSiteVisitDonecustom
  • Booking confirmedPurchase+ value
  • Marked LostLostLeadcustom

Purchase carries the booking value and currency, so Meta can bid for revenue instead of lead count. LostLead feeds exclusion audiences. Every trigger can be switched off, and the stage-to-event mapping is yours to change.

The numbers you get back

Broken down by campaign, ad set and ad — filterable by date, source, agent and stage, exportable to Excel or PDF.

  • CPL

    Cost per lead · Spend ÷ Leads

    What you pay to make the phone ring.

  • CPQL

    Cost per qualified lead · Spend ÷ Qualified

    What you pay for a lead worth chasing.

  • CPCL

    Cost per converted lead · Spend ÷ Converted

    What a booking actually costs you.

  • CR

    Conversion rate · Converted ÷ Leads

    Which campaigns produce buyers, not browsers.

  • Pixel and CAPI share one event_id, so a moment is never counted twice.
  • Match keys are SHA-256 hashed on our server before they reach Meta.
  • Only lead-producing campaigns count towards spend — traffic and boost campaigns are excluded.
CRM questions

What sales teams ask before moving over.

Can we bring our existing leads across?

Yes. Import from Excel or CSV with column mapping, and the importer checks phone and email against what is already there so the same buyer isn't created twice. Original source and enquiry date are preserved, so your reports don't reset on day one.

Do Facebook lead ads come in automatically?

Connect your Page once and new lead-form submissions arrive in the CRM within seconds, tagged with the campaign, ad set and ad they came from. That tag is what powers the cost reporting — spend, leads, cost per lead, cost per qualified lead and cost per booking, side by side.

Do we need a developer to set up the Pixel and Conversion API?

No. Connect your Page and ad account with one authorisation, paste your dataset (Pixel) ID, and choose which pipeline stages should fire which Meta event. You can run it in test mode first and watch the events land in Meta Events Manager before going live.

How do leads get shared between agents?

Through distribution rules. Route by source, area, project or budget, then assign round-robin, to the first available agent, or manually for high-value enquiries. Each agent has a capacity, and you can bulk reassign a whole set when someone goes on leave.

Can an agent see everyone else's leads?

Only if you allow it. Access is role-based — an agent sees their own leads, a team lead sees their team, an admin sees everything. Exports and phone-number visibility can be restricted separately.

What happens to a lead once it's won?

It becomes a booking in Projects & Sales against a real unit, carrying its full history — every call, note, site visit and document. Nothing gets re-typed, and the buyer keeps one record through instalments and handover.

Something specific to your sales process? Talk to a human →

Exkoo CRM

Stop losing leads in someone else's inbox.

Bring your leads, your team and your follow-ups into one pipeline this week — and start every morning knowing exactly who to call.

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  • Free plan available
  • No credit card
  • Import your leads on day one
  • Setup in a day