Contact us: [email protected]; +447361 590775
Customer Relationship Manager
Streamline Your Customer Management
Manage every interaction, appointment, and payment from one central place.
Whether you’re connecting with prospects, organising contacts, scheduling appointments, or accepting payments, these tools are built to keep your business running smoothly and your customers engaged.
Say goodbye to scattered info and missed opportunities — everything you need to nurture relationships and close deals is right at your fingertips.
📈 OPPORTUNITIES & PIPELINES
Struggling to keep track of leads, deals, and where they stand?
Have every lead, deal, and customer journey organised in one streamlined view - so nothing slips through the cracks.
See what stage each prospect is at in your sales process at a glance - from first contact to closing the deal.
Follow up at the right time, and forecast your growth with accuracy.
✅ Custom pipelines & stages – set up your own sales steps (for example: New Lead → Contacted → Proposal Sent → Won) so you can follow your exact process from start to finish. Then adjust at any time.
✅ Advanced filters – search by Owner, Status, Opportunity Source, Campaign Type, Last Stage/Status Change Date, Value, Creation Date, Update Date, or Win/Loss Date.
✅ Add & manage opportunities – store all relevant customer details for quick reference.
✅ Bulk imports – upload leads, contact details, or full opportunity records (including stages and statuses) directly into your pipelines.
✅ Visual reporting – view performance in pie charts and funnel charts for instant insights.
✅ Automated updates – move opportunities between stages automatically based on actions or triggers.
Keep your pipeline flowing and your sales organised – so you can focus on closing deals, not chasing them.
📇 CONTACTS
How well do you know your customers and prospects?
Keep your contacts organised & easy to find with tools that save you time.
Automatically group contacts based on rules you set — such as location, purchase history, or engagement — so you always have the right audience at your fingertips.
Make it easier to manage your relationships & spot opportunities by organising contacts by companies to see all the people connected to a business in one place.
✅ Effortlessly organise and search your contacts with easy filters and quick access to key details.
✅ Automatically update and segment your audience using Smart Lists based on criteria like behaviour, location, or tags.
✅ Group contacts under Companies to see everyone connected to a business, making it simple to manage B2B relationships.
✅ Track every interaction, message, and activity with each contact so nothing falls through the cracks.
Know your customers better and deliver the right message at the right time. Build stronger relationships and close more deals.
📅 CALENDAR
Stressed about juggling appointments and double-booking clients?
Simplify scheduling with a smart calendar that works for you and your customers.
Manage bookings, appointments, and reminders all in one place. Sync with your team and reduce no-shows with automatic notifications.
✅ Sync your calendar seamlessly with Google Calendar, Outlook, and iCloud to stay organized.
✅ Automatically create and share unique meeting links for Google Meet, Zoom, and Microsoft Teams with each appointment.
✅ Provide customers with easy online booking links to self-schedule appointments.
✅ Automated reminders and follow-ups reduce missed appointments.
✅ Manage team availability, assign bookings, and block out personal or unavailable times.
Spend less time managing your schedule — and more time growing your business.
💳 PAYMENTS
Want to get paid faster and more securely?
Accept payments online seamlessly with integrated tools that keep your cash flow steady.
Collect deposits, full payments, or subscriptions right through your website, funnels, or invoices — all tracked automatically.
✅ Accept credit card payments and ACH payments (secure bank-to-bank transfers that often have lower fees than cards).
✅ Set up one-time or recurring payments and subscriptions.
✅ Automate invoices, payment reminders, and track payment status directly in customer records.
✅ Create and manage invoices, proposals, estimates, contracts, and other essential documents.
✅ Track all orders and transactions in one centralized place.
✅ Create and manage payment links for easy customer checkout.
✅ Organize products into collections and manage reviews and ratings.
✅ Easily use coupons and discounts to encourage more sales and increase conversions.
✅ Integrate with popular payment gateways like Stripe, Square, PayPal, and more.
✅ Integrate with popular accounting software like QuickBooks to effortlessly sync your sales and financial data for smoother bookkeeping and reporting.
Make payments simple for your customers — and effortless for you.
💬 CONVERSATIONS
Missing important messages from your prospects?
Centralize your customer chats into place, so you never lose a lead or a follow-up.
✅ Available for Instagram, Facebook, WhatsApp, SMS, LinkedIn, Email, and Calls — all in one place.
✅ Manage all your leads and conversations from a single dashboard.
✅ Make calls directly from the platform — no switching apps or devices.
✅ Filter your inbox by read/unread, recentness, pinned/unpinned, or archived messages.
✅ View a complete interaction history with each customer in one clean thread.
✅ Build rich customer profiles as you chat.
✅ Save appointments, opportunities, tasks, and internal notes within conversations.
✅ Send files or request payments directly in any conversation.
✅ Automated replies and follow-up sequences keep prospects engaged.
✅ Assign conversations to team members for faster responses.
✅ Track conversation status and priority to stay organized.
✅ Save message history linked to contacts for full context.
Stay connected and responsive — because fast replies win customers.
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+447361 590775
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