Marketing Pipeline全新
大多数 CRM 给你的线索评分都是一个黑箱:一个没人能解释的数字。SellioCRM 的营销管道(Marketing Pipeline)反其道而行。它将评分拆分为三个你能立刻理解的部分(画像与你理想客户的契合度、这个人的参与程度,以及他们表现出的购买意向),并展示每个部分的构成依据。除此之外,它还通过 UTM 记录每条线索的真实来源(包括几乎所有系统在转化时都会丢失的首次触达),把每次阶段变化都转化为带有阶段停留时长的旅程,并让你对自动化进行版本管理、统一联系人偏好,以及在你自己的域名上运营博客。这是让营销不再是黑箱的模块。它默认关闭;你可以按公司随时开启。
- Decomposed score: fit + engagement + intent, each one explainable
- Real origin by UTM, with the first touch frozen (nothing lost at conversion)
- Funnel over time + stage journey with time-in-stage
- Blog on your own domain, verified via DNS
A score that decays on its own: a cooling lead loses engagement/intent points; fit, being stable, does not decay
First-touch attribution: when an anonymous visitor submits a form, the original source is linked to them automatically
Unified preference center that stamps your privacy policy version on every consent (proof for GDPR/LGPD/CCPA)
Versioned journeys: publish an immutable snapshot of a flow and restore it anytime
A score you understand
在线索记录页面,营销面板会显示三条进度条(契合度、参与度和意向)以及加权总分。每个组成部分都会详细说明其构成依据(匹配了哪些字段、发生了哪些事件),让你清楚知道一条线索为何火热,以及接下来该做什么。
Where the lead truly came from
The system captures the five origin parameters (UTM) and freezes the first touch. So even if the person comes back through another path and only later fills a form, you still know which campaign actually brought that lead. It is multi-touch attribution with no spreadsheet.
Funnel and journey over time
Each stage advance (new → nurturing → MQL → SQL → converted) becomes a milestone in the journey, with the time the lead spent in each stage. You see the funnel over time: how many reached each stage, the conversion between stages and where they stall.
Consent and blog your way
The preference center brings categories and unsubscribe into one place, with the policy version stamped for compliance. And your blog can run on your own domain (blog.yourcompany.com), verified by a DNS record, without switching tools.
Do I need to turn anything on?
Yes, it is opt-in per company: under Settings, Marketing Pipeline, you enable the module. While it is off, nothing changes in the system.
How does the score heat up and cool down?
Fit (profile) is stable. Engagement and intent rise with interactions and decay over time if the person goes quiet, so an idle lead cools on its own.
Does the UTM origin disappear when the lead converts?
No. The first touch is frozen. Even if the person returns through another path, the original campaign stays attributed to them.
Can I use my own domain for the blog?
Yes. You register the domain, add a TXT record to your DNS and click Verify; the blog is then served on your domain.
Are marketing contacts limited?
Each plan includes an allowance of marketing contacts per tier. Overage is only billed if you authorize it; otherwise the system just warns and stops at the limit.