A marketing automation platform for marketing directors
You are asked which campaigns produce revenue, and the honest answer often needs three tools and a spreadsheet. EDCRM.AI keeps the lead, its source, the follow-up and the sale on one record.
Lead source attribution you can defend
Every lead that enters EDCRM.AI carries its source: the ad campaign, the landing page, the form, the tracking phone number, the QR code or the WhatsApp ad it came from. Google and Meta ad leads sync straight into the CRM. Call tracking numbers tell you which campaign made the phone ring. The source stays on the contact for the life of the deal.
From campaign to revenue
Counting leads is the easy part. Because the sales pipeline lives in the same system, source reports show what happened next: how many leads from each campaign became appointments, proposals and paid deals, and what those deals were worth. You can move budget towards the campaigns that produce customers and away from those that only produce form fills.
Speed to lead
A lead is most interested in the first few minutes after enquiring. Workflows reply at once on WhatsApp, SMS or email, and automated call connect rings a salesperson and links them to the new lead while the enquiry is fresh. The AI chat assistant can answer questions and book a meeting when nobody is at a desk.
A clean handover to sales
Marketing and sales usually argue about lead quality because they look at different data. Lead scoring in EDCRM.AI adds points for actions such as opening emails, replying on WhatsApp or booking a call. When a lead reaches the score you have agreed with sales, a workflow assigns an owner, creates a task and moves the deal into the sales pipeline.
- Sales sees the full history, including pages visited, forms filled and messages sent.
- Leads that are not ready stay in a nurture sequence instead of being dropped.
- Leads that sales rejects are tagged with a reason, which you can report on.
- Round-robin assignment spreads new leads fairly across the team.
What a normal week looks like
On Monday you open the source report and the ad report and see last week's leads, appointments and revenue by campaign. Midweek your team builds a landing page, schedules social posts and queues an email broadcast from the same platform. On Thursday you review rejected leads with the sales manager. Content AI drafts next week's emails for your team to edit.
How Euro Digital sets it up
Euro Digital connects your ad accounts, forms, tracking numbers and WhatsApp number, agrees source naming with you and builds the first dashboards. We set up scoring and handover rules in a joint session with your sales lead, so both sides accept the definitions. Your team is trained on the builders and reports, and our support team helps as campaigns change.
Marketing directors: common questions
Can we see revenue by campaign, not only leads?
Yes, provided sales records deal values and marks deals as won in the pipeline. The source is stored on the contact when the lead arrives and follows the deal through every stage. Reports then show leads, appointments and won value for each source, so the comparison is made on revenue.
Does it replace our email marketing tool?
For most teams it can. EDCRM.AI includes a newsletter builder, templates, broadcasts, scheduled sends and drip campaigns, all using the same contact list and segments as the CRM. If you have a specialist requirement, tell us in the demo and we will say plainly whether it is covered.
How are offline leads tracked, such as walk-ins or exhibition visitors?
Give each offline source its own QR code, form or tracking phone number. A visitor at an exhibition stand in Riyadh scans the code, fills in a short form and is saved with that event as the source. Staff can also add a contact by hand on the mobile app and pick the source.
Can we send WhatsApp campaigns to our leads?
You can send WhatsApp broadcasts to leads who have opted in to receive them, using templates Meta has approved. When a lead replies, your team can answer in free-form text for 24 hours. We help you add opt-in wording to forms and landing pages so your list grows correctly.
Related pages
Reporting and analytics
See where leads come from, how deals move and what each person on your team did this week. The figures come from work already recorded in the CRM, so nobody builds a spreadsheet by hand.
Read moreWebsites and funnels
Build your website, landing pages and funnels in the same platform that holds your leads. Every enquiry goes straight to the CRM and into follow-up.
Read moreEmail and SMS campaigns
Send newsletters, broadcasts and drip sequences to the contacts already in your CRM. Replies land on the contact record, so your team knows who to call next.
Read moreSee it working on your own leads
Book a 30-minute demo. We will walk through the platform using examples from your business and answer questions on set-up, WhatsApp and pricing.