Do you need a CRM yet?

What it measures

Customer information

Everything you know about each customer lives in one place you can find in seconds.

Follow-up

Every enquiry, quote and promise gets a timely next step, and nothing slips through.

Team sharing

A colleague can pick up any customer and see what was said and promised without asking you.

Pipeline reporting

You know how many deals are open, what they are worth and where they stand at any moment.

Who takes it

Small business owners and sales teams. Every taker gets a score by area and a personal report written for them; you get their email, their score and a short brief on what they need.