Dot Domino CRM — Full Blueprint
Complete architecture · Lead sources · Fallback chain · Drip engine · Deals · Integrations · 10 Report modules | NEW = added from Dot Domino spec
Lead Sources — All 10 Channels
B2B Marketplaces
IndiaMART
TradeIndia
JustDial NEW
Bombora / G2 Intent NEW
Paid Ads
Meta Ads
Google Ads
LinkedIn Ads
Organic / Owned
Website SEO NEW
Website Forms
Social Comment → DM NEW
Outbound / Field
Events & Exhibitions NEW
Apollo / ZoomInfo / Lusha NEW
Outbound Calling NEW
Integration Hub — Connection Methods & Setup
| Source | Method | Special Feature | Setup |
|---|
| IndiaMART | IVR API push + Webhook | Chat Sync — buyer messages sync into CRM lead timeline NEW | ~15 min |
| TradeIndia | Webhook / API | Chat Sync — seller-buyer conversation appears in CRM NEW | ~10 min |
| JustDial | API pull / Webhook | Real-time lead push | ~10 min |
| Bombora / G2 | Intent data API | Push in-market leads before they fill a form NEW | ~20 min |
| Meta Ads | Lead Ads API + Manager link | Comment → auto DM trigger NEW | ~5 min |
| Google Ads | Lead Form Extensions + Manager | Conversion import back to Ads | ~10 min |
| LinkedIn Ads | Lead Gen Form webhook | Native field mapping | ~10 min |
| Website SEO | JS snippet / REST API | Organic form tracking + UTM tagging | ~5 min |
| Social Comment | Social listening webhook | FB/IG/LinkedIn comment → automated DM NEW | ~15 min |
| Events / Exhibitions | Badge scan / QR form / CSV | Bulk import with event tag | ~5 min |
| B2B Databases | CSV import / Apollo API | Auto-enrich & deduplicate | ~10 min |
| Outbound | Manual / dialler integration | Auto-log calls to timeline | — |
Lead Intake Engine — Automatic Processing
Capture→
Deduplicate→
Enrich→
Source-tag→
Score→
Segment→
Auto-assign→
Drip enrol
Lead qualification split: Converted → fast-track to Deal · Nurture → enter drip sequence · Junk / Disqualified → flagged & suppressed
Example: 1,000 leads → 200 converted → 800 nurtured
Drip Engine — Multi-Channel Fallback Chain NEW
If a channel fails to deliver, the system automatically escalates to the next in the chain. Every attempt is logged on the lead timeline.
→fails / undelivered
→DND / no number
→device not supported
→hard bounce
5. Agent Task
Final escalation
Failure windows (configurable): WA undelivered after 30 min → SMS · SMS fails (invalid/DND) → RCS · RCS device unsupported → Email · Email hard-bounced → agent manual task
All channel attempts + delivery status logged on lead timeline · Fallback frequency tracked in Report module 7
Drip Campaign Engine — Triggers & Sequence Steps
Trigger Events
Lead created
No reply after X days
Link clicked
Stage changed
Tag applied
Date / time scheduled
Social comment NEW
Invoice viewed NEW
Payment received NEW
Sequence Steps
WhatsApp message
SMS
RCS NEW
Email
Wait / delay
Condition branch
Assign agent task
Update lead stage
A/B Testing NEW
Test subject lines, message body, send time, CTA. Auto-promote winning variant after defined sample. Track lift in open rate / CTR / conversion.
Incrementality NEW
Control-group holdout — compare drip cohort vs. non-drip group to validate true uplift (e.g. 300 extra conversions from 4 nudges).
Lead Lifecycle Pipeline
New→
Contacted→
Qualified→
Proposal sent→
Negotiation→
Convert → Deal ★
/
Lost
Deals Module
Discovery→
Proposal→
Demo / POC→
Negotiation→
Won ✓
/
Lost
Deal Card
Value · Expected close date · Owner · Products/Services · Probability · Notes · Files · Linked contacts
Quotation Builder NEW
Build from deal · Auto-pulls latest pricing · PDF or shareable link · Send via WhatsApp/email · E-sign support · Convert to invoice 1-click
GST Invoice NEW
Generate from deal · Share link / PDF · Track viewed/paid status · Auto-update deal on payment · Trigger post-payment drip
Payment Gateway NEW
Payment link in invoice · Razorpay / PayU / Stripe · Auto-mark deal Won on receipt · Loyalty points trigger · Upsell drip fires
Platform Integrations ALL NEW from Dot Domino spec
Business Systems
ERP / LMS / CRM sync
Accounting (Tally / Zoho)
Inventory Management
Loyalty Program
Communication
WhatsApp Business API
SMS Gateway
RCS Provider
Email (SMTP / SendGrid)
Ads Managers
Meta Ads Manager
Google Ads Manager
Conversion import back
Social Automation
FB / IG Comment → DM
LinkedIn Comment → DM
Unified social inbox
Commercial
Razorpay / PayU / Stripe
E-sign / DocuSign
Auto pricing updates
Reports & Dashboard — 10 Modules (from Dot Domino spec)
1 · Lead Intake & Segmentation
Total leads & growth rate · Lead source distribution & ROI · Cost per acquisition per channel · Lead qualification breakdown (Converted / Nurture / Junk) · Segment performance by demographic/behaviour
1,000
Total leads (example)
2 · Funnel Progress & Nurturing
Stage-to-stage conversion rates (Calling → Proposal → Onboarding) · Average time-to-conversion · Drop-off analysis — count of leads exiting at each stage
3 · Engagement Metrics (Health Indicators)
Open rate · Click-through rate (CTR) · Bounce rate & delivery rate · Spam complaint rate · Unsubscribe rate — all broken down per channel (WhatsApp / SMS / RCS / Email)
4 · Drip Sequence Performance
Customers acquired per drip message · Revenue attributed per individual message · Opens vs. sales side-by-side · Nurture-sequence uplift (e.g. 300 extra closures after 4 nudges) · Fallback channel usage rates NEW
5 · Conversion & Revenue
Demo / meeting booking rate · Trial activation rate · Purchase conversion rate · Average order value · Repeat purchase rate · Revenue per campaign · Revenue per lead · Campaign ROI
6 · List Health & Growth
List growth vs. churn (new subscribers minus unsubscribes & bounces) · Churn rate per segment · DND / opt-out trends broken down by channel
7 · Efficiency & Operational
Automation enrollment volume per sequence · A/B test results — subject line, content, send-time, CTA variants · Lift in open rate / CTR / conversion from winning variant · Fallback trigger frequency by channel NEW
8 · Attribution & Multi-Touch
Incrementality & control-group lift — drip cohort vs. holdout group to prove true uplift · Cross-channel contribution — ads, website, calls, drip interactions together · First-touch vs. last-touch vs. linear attribution models
9 · Customer Retention
Repeat purchase rate · Upsell / cross-sell revenue · Net Promoter Score (NPS) post-purchase · Churn reduction attributed to nurture sequences · Subscription renewal rate
10 · Agent Productivity NEW — Full module
Leads assigned per agent · Lead segmentation by source per agent · Leads contacted & contact % · Response time to first contact · Number of interactions per lead ·
Chats handled per agent · Conversion rate per agent · Revenue generated per agent · Cost per call / cost per interaction ·
ROI of agent actions · Bot hand-off / escalation rate · After-call work (ACW) adherence vs. SLA
34%
Avg conversion / agent
Settings
Users & Roles
Admin · Manager · Agent · View-only
Pipeline Config
Custom stages · fields · probabilities
Email / WA / SMS Setup
SMTP · BSP · gateway credentials
SLA Config NEW
First response SLA · ACW time limits · escalation rules
Pricing / Catalogue NEW
Product list · prices · auto-push to quotations
Audit Logs
Full action history · export
Dot Domino CRM Blueprint · All additions from Dot Domino spec incorporated · ★ NEW = not in original blueprint