Unlike generic "one-size-fits-all" solutions, our CRM adapts to your specific industry requirements and workflows, ensuring perfect alignment with your business processes.
Easy-to-navigate environment with dedicated modules for sales, marketing, contact management and administration that can be enabled based on your needs.
Quick implementation with expert UK-based support teams providing personalised guidance throughout your CRM journey from setup to optimisation.
Whether you're a growing start-up or established enterprise, our platform scales effortlessly with your business, adding functionality as your requirements evolve.
Customisable Pipelines
Visual sales pipelines to track every stage of the customer journey – from new enquiry to closed deal.
Helps you stay organised and never lose track of a lead.
Smart Contact Management
Store all contact details, notes, tags, emails, SMS history, calls, and appointments in one place.
See the full picture of every customer at a glance.
Automated Lead Follow-Up
Trigger personalised emails, texts, or tasks based on pipeline stage, tags, or time delays.
Ensures leads are followed up instantly, even while you sleep.
Tasks & Reminders
Assign tasks to yourself or team members with deadlines and pop-up reminders.
Keeps follow-ups consistent and prevents dropped balls.
Lead Scoring & Filtering
Segment contacts by behaviour, stage, source, or engagement level using filters and dynamic tags.
Prioritise hot leads and tailor your messaging with precision.
Integrated Calendar & Booking Links
Book appointments directly from the CRM with built-in calendar sync and custom booking forms.
Converts leads to meetings seamlessly, no third-party tools needed.
The onboarding process is everything to get you started. 2-3 hours of training, integrate calendars, integrate digital business card with your CRM, build basic forms, provide some basic automations for lead nurturing, integrate social media, payment gateways and more. Once you have had a demonstration, the full detail will be provided.
Absolutely, yes you can. We have migrated many of our clients from major CRM solutions to our platform for a variety of different reasons. We can help you through out the process.
Absolutely! It’s designed for simplicity. You don’t need to be tech-savvy – we set it up for you, and everything is laid out in a clean, visual dashboard.
Yes. You can have different pipelines, tags, and automations for different services or customer types – all under one roof.
Within the monthly subscription, basic support is offered either over Zoom or email. You are provided 15 minutes support to ask questions and help with challenges being faced.
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