Features
Early accessEverything a growing team needs, nothing it has to maintain
Every feature included, all on one customer record. Each has its own page showing how it works, and local pages for the areas we regularly cover.
- Every feature, one price
- In person, nationwide
- 01234 672 617
Customers and deals
The record, the enquiry, the deal and the quote.
Contact records
One shared record per customer: every company, site, contact and role, with every email, call, quote and case on the same timeline.
See how it worksLead capture
Web forms, emails, phone calls and lead-site enquiries in one queue - assigned by rule, timed from arrival and tracked from source to sale.
See how it worksPipeline management
Every deal on a board by stage, with value, likelihood, owner and next step - and stalled deals flagged before they quietly die.
See how it worksQuote builder
Branded quotes and proposals from your own price list, with revisions, discount approvals, automatic chasing and online acceptance.
See how it works
Keeping in touch
Follow-ups, email, campaigns and service.
Tasks & follow-ups
Calls, meetings, visits and to-dos logged against the customer, with reminders that raise themselves so a promised call-back actually happens.
See how it worksEmail & calendar sync
Two-way sync with Microsoft 365 and Google Workspace - emails and meetings file themselves against the right customer, with nothing to install.
See how it worksSegments & campaigns
Build lists from anything on the customer record, sync them to Mailchimp, and track which campaigns turn into enquiries and won work.
See how it worksCase management
Customer queries and complaints as cases on the customer record - with owners, priorities, response targets and the account owner kept informed.
See how it works
Running the system
Reporting, mobile, integrations and control.
Reporting & dashboards
Live dashboards for pipeline, win rates, activity, response times and service, with scheduled reports that arrive by email.
See how it worksMobile CRM
Customer history, visit notes, tasks and quoting on a phone - built for people who sell and serve away from a desk.
See how it worksIntegrations & API
Microsoft 365, Google Workspace, Xero, Sage, QuickBooks, Mailchimp, website forms and phone systems - plus a documented REST API and webhooks, all included.
See how it worksPermissions & audit
Control who sees which customers, deals and fields, with discount approvals and a full history of every change - included, not an enterprise tier.
See how it works
Features
Not sure which of these you need?
Most teams start with contacts, enquiries and the pipeline, and switch the rest on as they go. Tell us how you win work today and we will show you the parts that matter.
