PDi CRM Campaign module allows for creating stages and activities to organise all the requirements to market your products or client services. A campaign could be a simple stage and activity such as a customer/client survey containing the customer/clients to contact and the questions to ask. Or a more involved multi-stage campaign that includes the control of creating copy, digital marketing, meetings, strategy meetings to the final stage of sending out information to selected or all customer/clients and prospects and then follow up calls to create sales opportunities for the products being marketed.

Once a campaign is complete and all actual figures captured against budgets, statistical reports can be generated with the responses, graphs, and actual budget -v- actual values.

View the screencast below for a brief walk-through of the PDi CRM Campaign module