CRM & marketing
Know every client, and keep them coming back
Keep clients and their companies organised, with notes, files, emails and activity in one timeline. Log and resolve complaints properly, and send email campaigns that show exactly who opened and clicked.
Highlights
A complete activity timeline
Emails, quotes, bookings, notes and portal actions for each client, in one panel.
Disputes and complaints
Record, assign and resolve complaints with a clear trail from first report to resolution.
Email campaigns with tracking
Send campaigns to your clients and see opens and clicks for every recipient.
Notifications that matter
An alert in the header for new activity and unread SMS, so nothing waits unseen.
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
- Two-way SMS inbox
- Saved list views and filters for each user
- Field-level change history on key records
Works together
Related modules
Client portal
Clients request interpreters and translations, accept quotes, track jobs and pay invoices online, whenever it suits them.
Learn moreReports & insights
Enquiries, quotes, orders, invoices and payments, plus a sales funnel for every member of the team.
Learn moreSecurity & control
Your own database, Microsoft sign-in, device checks and a full audit trail of who changed what.
Learn moreGive your team its time back
Start a 30-day free trial with every feature, or let us show you around first. No credit card needed.