Keep the details together
See who asked about your business, what they needed, and when you last spoke.
Product / CRM
Every customer, in one place.
Keep contact details, deals, and follow-up tasks together so your team can see what needs attention.
From $24 a month On its own or inside a bundle
A sample deal board with enquiries, quotes, and won jobs in their own columns, one enquiry marked as needing a reply today, and a reminder to call a customer back.
What it is for
Know where every conversation stands.
See which deals need attention
Move deals through your pipeline and spot the ones waiting on a reply.
Share follow-ups
Assign a task to a teammate with a due date, so everyone knows who is handling it.
Review the numbers
Check where customers came from and how deals are moving in your reports.
How it works
From first enquiry to follow-up.
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1
Add a contact
Bring in a form enquiry or add someone yourself, along with the details you need.
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2
Set the next task
Add a call, quote, or other follow-up and give it a due date.
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3
Update the deal
Move it from enquiry to quoted to won as things change. Your team can see the current stage.
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4
Keep the history
Look back at previous conversations and purchases before you get in touch again.
A sample contact record: the customer's details, their deal at the quoted stage, and the history of an earlier purchase, their enquiry, a call, and a quote, ending with a follow-up task due on Friday.
Included
What you get, at every level.
Every level comes with all of this. Your CRM also comes free with every bundle, along with your website and everything else we make, from $39 a month. See the bundles
- Contact management
- Lead tracking
- Task management
- Email integration
- Customizable dashboards
- Advanced reporting
- Pipeline management
- Email & livechat support
Essentials
$24$19 / month
$19 a month billed yearly $228 billed yearly
- 1 user included
Professional
Popular$39$35 / month
$35 a month billed yearly $420 billed yearly
- 2 users included
Advanced
$59$49 / month
$49 a month billed yearly $588 billed yearly
- 5 users included
Before you decide
Fair questions.
Do I need a website to use it?
No. You can add contacts yourself, or connect forms on your site.
Can more than one person use it?
Yes. How many people are included depends on the level you choose, and you can move up whenever you need to.
What happens to my contacts if I leave?
You can export your contacts at any time. Ask us if you need help.
Keep your next follow-up in sight.
Add your contacts, set your next tasks, and see where each deal stands.