CRM Configuration is where you tailor MartechAI’s CRM to match your exact business processes. Customize pipeline stages, create custom fields, set up deal probability rules, configure contact scoring, and define automation triggers — all without code.
Pipeline Stages
Create and customize deal pipelines with as many stages as your sales process requires. Name stages to match your team’s vocabulary — Qualification, Discovery, Demo Scheduled, Proposal Sent, Negotiation, Closed Won, Closed Lost. Set stage probabilities for revenue forecasting. Define required fields per stage to enforce data quality. Configure stage entry and exit automation rules.
Custom Fields
Create custom fields for contacts, companies, and deals. Choose from field types: text, number, date, dropdown, multi-select, checkbox, URL, email, phone, and rich text. Organize fields into sections on contact and company profiles. Set field visibility rules — show certain fields only when specific conditions are met. Custom fields are available everywhere: segmentation, email merge tags, reports, and analytics.
Contact Scoring
Build scoring rules that automatically calculate engagement scores. Assign point values to behaviors: email opens (+5), link clicks (+10), form submissions (+25), page visits (+3), deal creation (+50). Set score decay so inactive contacts gradually lose points. Define score thresholds that trigger actions: create deal, enroll in sequence, notify sales team.
Tags & Segmentation Rules
Create and manage tags for organizing contacts, companies, and deals. Set up automatic tagging rules — “Apply ‘Hot Lead’ tag when score exceeds 80” or “Apply ‘Customer’ tag when deal is Closed Won.” Tags drive segmentation, campaign targeting, and automation triggers throughout the platform.
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