A simple CRM built just for small businesses
Thousands of small businesses use CRM to manage contacts, track leads, and stay on top of follow-ups
All of your contact information in one place
You’ll finally have a place to store everything you need to know about your contacts. From one simple screen you can see all of the notes, files, tasks, events, and pipeline information related to a contact. Plus, with our simple search feature, you’ll never have trouble finding a contact again.
Your team’s events and tasks on one calendar
Stop jumping back and forth between different apps. CRM, your calendar and tasks are built directly into the CRM so that everything is in one place. You can even set up sharing with other users at your company so that everyone can stay on the same page, and you can sync with Google Calendar for easy access from your phone.
Never let another lead slip between the cracks
Our simple lead report shows you an always up-to-date list of every lead in your pipeline, including the status and priority of the lead, contact info, and the note from the last time you talked to them. Finally you can be sure that you and your team are following up with all of your leads.
Easy collaboration with others at your company
Add as many users from your company as you. Each user has their own login and password, and you decide who has access to what. Whether you want your reps to only have access to their own data, or you want everyone to share, we make it easy.
Powerful customization without needing an IT degree
Most CRMs either don’t offer enough customization, or they force so much on their users that it becomes a complicated mess. CRM gives you complete control, and you can set it up in minutes. If you have any questions, just give us a call and we’ll help you figure out how to customize it to fit your needs.
Access from any device without syncing or installing
CRM is entirely web-based, which means that you can access it from any computer, tablet, or smartphone, anywhere in the world. Also, we handle all of the security, data backups, and software updates so that you don’t have to worry about the boring technical stuff anymore.
