Sales and customer teams
Lead capture
Lead capture is scoped into the data model, user roles, workflow states, notifications, and dashboard metrics needed for customer relationship management (crm) delivery.
Sales and customer teams
Give sales, service, and management a live customer system instead of scattered contact lists.
CRM should help teams capture leads, qualify opportunities, manage follow-up, view customer history, automate service, and measure retention across every touchpoint.
Lead capture
Pipeline
Customer 360
Service tickets
Campaigns
Retention BI
Business case
What this Customer Relationship Management (CRM) solution is built to improve.
Best when customer activity is scattered across forms, inboxes, spreadsheets, support tools, and accounting records.
CRM research points to centralized customer data, sales and marketing automation, customer service visibility, pipeline tracking, and better retention as the primary benefits.
- Capture leads from web forms, campaigns, ecommerce, ePOS, and referrals.
- Track deals, quotes, activities, tasks, contracts, tickets, and renewal risk.
- Segment customers for follow-up, service, upsell, and retention workflows.
- Connect CRM data to finance, ERP, BI, support, and payment systems.
Ideal buyers
Sales teams Agencies B2B service companies Account management teamsTypical integrations
Web lead forms Email and campaigns Support desks Finance and ERP systemsTalk to LyraSite about Customer Relationship Management (CRM)
Use this form for a solution demo, implementation estimate, custom workflow, integration, or support discussion.
Solution architecture
Core modules configured around the way your team works.
LyraSite turns the module list into permissions, forms, dashboards, records, alerts, automations, and reporting views that support daily operations.
Sales and customer teams
Pipeline
Pipeline is scoped into the data model, user roles, workflow states, notifications, and dashboard metrics needed for customer relationship management (crm) delivery.
Sales and customer teams
Customer 360
Customer 360 is scoped into the data model, user roles, workflow states, notifications, and dashboard metrics needed for customer relationship management (crm) delivery.
Sales and customer teams
Service tickets
Service tickets is scoped into the data model, user roles, workflow states, notifications, and dashboard metrics needed for customer relationship management (crm) delivery.
Sales and customer teams
Campaigns
Campaigns is scoped into the data model, user roles, workflow states, notifications, and dashboard metrics needed for customer relationship management (crm) delivery.
Sales and customer teams
Retention BI
Retention BI is scoped into the data model, user roles, workflow states, notifications, and dashboard metrics needed for customer relationship management (crm) delivery.
Implementation path
Built as a controlled business system, not a loose website module.
Every engagement starts with the operating model and ends with measurable workflows, connected data, and a maintainable delivery path.
Step 1
Sales stages
This phase defines owners, acceptance criteria, data inputs, automation rules, and reporting evidence so the project can move from workshop to production without vague handoff.
Step 2
Data import
This phase defines owners, acceptance criteria, data inputs, automation rules, and reporting evidence so the project can move from workshop to production without vague handoff.
Step 3
Automation rules
This phase defines owners, acceptance criteria, data inputs, automation rules, and reporting evidence so the project can move from workshop to production without vague handoff.
Step 4
Team adoption
This phase defines owners, acceptance criteria, data inputs, automation rules, and reporting evidence so the project can move from workshop to production without vague handoff.
Step 5
Pipeline reporting
This phase defines owners, acceptance criteria, data inputs, automation rules, and reporting evidence so the project can move from workshop to production without vague handoff.
FAQ
Common questions about Customer Relationship Management (CRM).
These answers are written for buyers comparing enterprise software, custom implementation, integrations, automation, and support options.
What does the LyraSite Customer Relationship Management (CRM) solution include?
It includes discovery, data modeling, workflow design, implementation, integration, dashboards, and the core modules: Lead capture, Pipeline, Customer 360, Service tickets, Campaigns, Retention BI.
Can this solution connect with existing systems?
Yes. Typical integration points include Web lead forms, Email and campaigns, Support desks, Finance and ERP systems, with API-first connections where possible and controlled automation where APIs are not available.
How does implementation start?
It starts with a workflow review, data and integration mapping, priority modules, acceptance criteria, and a clear delivery path before build work begins.
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