CRM, Leads, Campaigns & Portals
Customer relationships, lead qualification, marketing campaigns, and self-service portals.
2. Interactions
Recording every touchpoint
Interactions capture the communications that occur between the organisation and its contacts. SamvraCore records interactions as calls, emails, meetings, and notes, implemented in the backend interaction_usecase.go. Together these types cover the common ways a business engages with the people in its CRM.
Keeping a history of interactions is valuable because it turns scattered conversations into a durable record attached to the relationship. Rather than relying on individual memory, the team can see what was discussed, when, and through which channel.
The recognised interaction types are:
- Calls — phone conversations with a contact.
- Emails — email correspondence.
- Meetings — scheduled or held discussions.
- Notes — free-form observations about the relationship.
Because contacts are linked to companies, interactions recorded against contacts contribute to a fuller account-level view of engagement. A typical pattern is that after a sales call, the representative logs the call as an interaction with a short note, and when follow-up emails or meetings occur, those are logged too. Over time this builds a timeline of the relationship that supports both day-to-day selling and later analysis of how an account was nurtured.