Our CRM helps you manage your customers and not miss a lead
Customers
- Store all your customers details and contacts with all their activity in one place.
- Instantly see what leads, quotes and invoices you have with them and when they were last contacted.
- Set the key customer contact and assign to a member of your team.
- Import existing customer data from Excel.
Leads
- Track who needs following up and the best method to contact them.
- Set the probability of closing the deal.
- Set a follow up date and the best contact method.
Quotes and Invoces
- One click to generate a quote or invoice with your branding.
- Include the products or services required.
- Set % or £ discounts.
- Quotes and invoices stored in the app.
Activity
- Log all the activity with your customers.
- Link activity to sales leads.
- View previous activity with the customer.
Products and Services
- Track your sales progress by product and service.
- Store your product codes and pricing.
- Import existing products and services from Excel.
Dashboard
- See your monthly totals and conversion rates.
- Trends of leads, quotes and invoices.
- Trends of product and services.
A full featured CRM for only £8
per month
per user
per user