CRM software that tracks every customer, every deal and every promise
See each customer's full history, manage the sales pipeline, resolve service requests faster and get sales reports in your inbox without asking for them.
When customer information sits in personal phones, inboxes and notebooks, the business loses it every time someone leaves. Follow-ups are missed. Two salespeople call the same prospect. Service complaints go unanswered.
Our CRM brings every customer interaction into one place:
- One record per customer. Contacts, calls, emails, meetings, quotes, orders, invoices, payments and service tickets on a single timeline.
- A pipeline you can trust. Deals move through stages you define, with probability, value and next action. Managers see the forecast without chasing updates.
- Service that closes the loop. Complaints and requests become tickets with owners, deadlines and escalation, so nothing is forgotten.
- Field-ready mobile app. Sales reps log visits with GPS check-in, capture orders and see customer balances on the road.
Because the CRM connects to invoicing and accounting, sales teams see whether a customer has paid before offering more credit, and finance sees what has been promised before it is invoiced.
CRM features
What is included as standard, with every module configurable to your policies.
- Customer and contact managementCompanies, contacts, relationships and custom fields, with duplicate detection.
- Customer activity timelineEvery call, email, meeting, order, invoice and ticket in date order on one screen.
- Sales pipelineVisual stages, deal values, probabilities, next actions and stale deal alerts.
- Quotes and ordersProduct catalogues, price lists, discounts with approval, and quote to order to invoice.
- Field sales appVisit planning, GPS check-in, order capture and offline mode for reps on the road.
- Service desk and ticketsTicket routing, service level timers, escalation and customer satisfaction surveys.
- Email and campaign toolsSegmented email campaigns, templates and open and click tracking.
- Lead captureWebsite forms, social leads and imported lists routed to the right salesperson.
- Customer tracking and segmentationTrack purchase frequency, value, credit status and engagement to target the right customers.
- Tasks and remindersFollow-up reminders by email and mobile notification.
- Territory and team managementAssign accounts by region, product or channel with manager hierarchies.
- IntegrationConnects to email, telephony, WhatsApp Business, accounting and ERP.
Reports and automated email reporting
Reports run on schedule and land in the right inboxes as PDF or Excel, with live dashboards for anyone who needs the detail.
- Pipeline and forecastWeighted forecast by month, salesperson and product.
- Sales activityCalls, visits and meetings by rep against targets.
- Win and loss analysisConversion rates by stage, source and reason lost.
- Customer value and retentionRevenue, margin and repeat purchase by customer and segment.
- Service level performanceTickets opened, resolved and breached by team and category.
- Weekly sales emailEvery Monday, each manager receives their team's pipeline, wins and overdue follow-ups.
Questions about crm and customer tracking
Can the CRM track field sales visits?
Yes. The mobile app records visits with GPS check-in, notes, photos and orders, and works offline in areas with poor signal.
Can we import our existing customer list?
Yes. We import customers, contacts and open deals from spreadsheets or other CRMs, with duplicate detection during import.
Does the CRM work with WhatsApp?
Yes. WhatsApp Business messages can be logged against the customer record, and templates can be sent from the CRM where your WhatsApp Business account allows.
Works well with
Invoicing, billing and collections
One-off and recurring billing, payment links, automated reminders, receipt matching and collections tracking.
Learn moreBusiness process automation
Digital forms, approval workflows, document generation, scheduled reports and integrations between systems.
Learn moreAI and automation
Document extraction, AI assistants, forecasting, anomaly detection and intelligent workflows with human oversight.
Learn moreReady to put the right software to work?
Tell us how your business runs today. We will show you what can be live this week, and what a bespoke build would look like.