CRM & marketing
Every client's history in one place, and campaigns that bring them back
Keep clients and companies with their notes, files, emails and portal activity in one place, so anyone on the team can pick up a conversation. Record and resolve complaints, and send email campaigns with open and click tracking.
Highlights
Activity history
Emails, quotes, bookings, notes and portal activity for each client.
Complaints
Record, assign and resolve complaints, with the full history kept.
Email campaigns
Send campaigns to your clients and see opens and clicks for each recipient.
Notifications
Alerts in the header for new activity and unread SMS.
Included
What's in crm & marketing
Included on every plan, with no add-ons to buy.
- Clients, companies and multiple contacts
- Notes, files and emails on each record
- Custom fields on client records
- Two-way SMS inbox, with delivery status and the reason when a text fails
- Saved list views and filters for each user
- Field-level change history on key records
Works together
Related modules
Client portal
Clients request services, order translations, accept quotes, follow their jobs and pay invoices online.
Learn moreReports
A report builder with Excel downloads, and ready-made reports on enquiries, quotes, jobs, invoices and payments.
Learn moreProject management
An Action needed list for project managers: translations due, bookings without a linguist and work not yet invoiced.
Learn moreStart your free trial
Try every feature free for 30 days, or book a demo with our team. No credit card needed.