Leads, contacts and accounts
One shared model that you can extend with custom fields and relationships.
The four wings
A real Atrium screen. Meridian Institute is fictional, and every record is sample data.
POPULUS
Know the people behind every relationship.
Leads, contacts and accounts, together with their conversations, consent and history.
A day with Populus.
Capture the enquiry
Enquiries become leads with an owner. Duplicate checks stop the same person being entered twice.
Understand the relationship
Read the timeline of messages, emails, calls and tasks in one place before you reply.
Convert with the context
Convert the lead into a contact, account and opportunity. The history and consent carry over.
Masked until you need it.
A small example of how Populus behaves. It uses sample values and changes nothing.
Sample recordTry it
Contact / sampleMasked
NameSample Enquirer
Mobile+91 ••••• ••831
Emails••••@example.com
WhatsApp consentOpted in
Everyone sees the same relationship. Only people with the permission see the full number.
Built into the wing.
Consent on every channel
WhatsApp, SMS and email each hold their own consent state, enforced when sending.
Masked details
Revealing a number takes permission and leaves a record.
One timeline
Every message is an activity on the person’s record.
Duplicate protection
Checked across the organisation, with a reason recorded on any override.
Data requests
Access, correction and erasure, each with a status and a 30-day due date.
People counts for a quarter of True Business Level.
- Enquiry growthAre more people reaching you?
- First contactHow quickly does someone reply?
- Duplicate enquiriesHow clean is the record?
Through to the other wings.
Build your institution’s shared centre.
Tell us what your institution wants to achieve.