Sales & Marketing Modules

The Sales & Marketing modules in Custojo provide specialized tools to enhance your sales processes, marketing campaigns, and customer engagement strategies. These modules complement the core CRM module by adding advanced capabilities for lead generation, customer communication, and sales enablement.

Available Modules

Sales Management

Extend your sales capabilities with advanced features for territory management, quota tracking, forecasting, and sales team performance analytics. Optimize your sales strategy with data-driven insights.

Form Builder

Create custom forms for lead capture, surveys, feedback collection, and more. Embed forms on your website or share via email, with automatic data capture in Custojo.

Newsletter

Design, send, and track email newsletters and marketing campaigns. Segment your audience, create professional templates, and analyze campaign performance.

Feedback System

Collect, manage, and analyze customer feedback through various channels. Set up automated surveys, track satisfaction metrics, and identify areas for improvement.

Portfolio Management

Showcase your work, products, or case studies with a professional portfolio. Organize portfolio items by category, client, or industry for easy reference.

Contract Management

Create, manage, and track contracts throughout their lifecycle. Set up templates, automate renewal reminders, and maintain a secure repository of all agreements.

Module Availability

The availability of these modules depends on your subscription plan. Some modules may require additional subscriptions. Check the individual module documentation for specific subscription requirements.

Integration Benefits

When used together with the core CRM module, these sales and marketing modules create a comprehensive customer engagement system that:

• Provides a seamless journey from lead generation to customer retention
• Enables targeted marketing based on customer data and behavior
• Streamlines the sales process with automated workflows
• Improves customer communication through multiple channels
• Provides valuable insights into marketing effectiveness and ROI
• Creates a consistent brand experience across all customer touchpoints

For information on configuring these modules, see the Sales & Marketing Module Configuration guide.