Win Back
SmallCRM · Business owner, sales team
Win-back campaign tracking for lapsed customers.
Built in this build
- Lapsed customer list
- Win-back offer sending
- Return status tracking
- Campaign setup
- Customer segments
- Settings
- Personalized message draft from customer history
- Auto-list customers inactive for a set period
- Simple win-back rate summary
Vision (needs external services)
- Email/SMS
- WhatsApp link
The build delivers the entire scope above as one coherent application. Items in the vision column require real external services (payments, messaging, integrations) and are not part of this version.
Customer features
- Lapsed customer list
- Win-back offer sending
- Return status tracking
Admin modules
- Campaign setup
- Customer segments
- Settings
AI capabilities
- Personalized message draft from customer history
Automations
- Auto-list customers inactive for a set period
Analytics & reports
- Simple win-back rate summary
Integrations
- Email/SMS
- WhatsApp link
Mobile
- Mobile campaign tracking
Roles & permissions
- Owner
- Salesperson
CRM →
Deal Deposit
Collect a deposit on won deals so verbal yeses don't cost you money and time.
Quote Craft
Quote creation and approval tracking for small teams.
Handoff Desk
Hand a won customer from sales to onboarding with nothing lost, avoiding a rough start.
Refer Reward
Track customer referrals and rewards so your cheapest sales channel doesn't go unrecorded.
Describe what your business needs — DevAny does the rest
Define it, build it, run it — and take it anywhere.