Lead-to-Retention CRM

Turn every lead into a lasting relationship

g8crm captures every lead with its source, moves it through your pipeline, automates follow-up, scores intent, and reports the numbers your managers act on — one connected system for training and education businesses.

Lead → Prospect → Closing → Retention, in one place.

Everything to run lead-to-retention

Replace the scattered spreadsheets, WhatsApp threads and notebooks with one connected pipeline.

Lead Capture

Every lead enters with a mandatory source — web forms, UTM, WhatsApp click-to-chat, ad webhooks or CSV import — never lost, never untracked.

Sales Pipeline

Configurable stages on a Kanban + table view, timestamped stage history, per-stage value, and automatic stuck-lead flagging.

Follow-up Automation

Auto first-task on capture, drip sequences with stop conditions, reminders and escalation — no follow-up slips.

Lead Scoring

Configurable event→points rules and temperature bands (Cold/Warm/Hot/Ready) surface who to call now.

Activity History

An immutable, reverse-chronological timeline per contact — calls, messages, visits and notes in one place.

Reporting & Dashboard

Role-aware dashboard with the metrics managers act on — conversion, pipeline, source effectiveness — with export.

Self-hostable · PDPA-aligned · part of the G8Suite

Multi-channel intake Pipeline analytics Automated follow-up Audit trail