Win and keep customers
One record for every customer, shared by everyone on the team.
A notebook, a spreadsheet and three inboxes is how most small businesses keep track of customers, until someone is forgotten. The CRM gives each customer one record with their details, conversations, jobs and notes.
- CRMAvailable now
- Sales pipelinesAvailable now
- Online booking and calendarsAvailable now
- Email and SMS marketingAvailable now
- Invoices and paymentsAvailable now
Illustration for a fictional customer
What you get
- Contact details, conversations, jobs and notes together on one page
- Enquiries from lead capture and the chatbot attach to the right customer automatically
- Everyone on the team sees the same record, in the office or on site
- Import your existing customer list from a spreadsheet
How it works
- 1
Bring your customers in
We import your existing list and connect lead capture so new enquiries create records.
- 2
Keep it in one place
Notes, calls and jobs are added to the customer, not to a separate app.
- 3
Find anyone in seconds
Search by name, phone, address or job and see the whole history.
Questions about crm for small businesses
What is a CRM and do I need one?
A CRM is a shared record of your customers: contact details, conversations, jobs and notes in one place. If you currently rely on a notebook, a spreadsheet and three inboxes, a CRM is what stops customers being forgotten.
Can I bring my existing customer list?
Yes. We can import contacts from a spreadsheet or an export from another system during set-up.
What does lead handling actually do?
Each enquiry gets a status, an owner and a next step. You can see what is new, what has been quoted and what has been won, so follow-ups happen on time.
See it against your own business.
A free digital strategy review looks at what you have now and shows where crm for small businesses would make a difference.