Know your clients. Never lose the thread.
Most businesses keep client information scattered across emails, spreadsheets, and people's heads. When someone leaves or a conversation gets missed, that relationship takes the hit. This module puts everything in one place — who your clients are, what you've done for them, and what's coming next.
Your full client history, always at your fingertips
A CRM is a central place where everything about your clients lives. Every contact, every conversation, and every piece of work you've done for them stays exactly where it belongs.
Without it, context lives in scattered emails and individual memories. With it, your whole team sees the same up-to-date picture, all the time.
Centralized Records
Every person, phone number, email, and address stored in one searchable place. Build a directory that belongs to the company, not an inbox.
Relationship History
See every email, meeting, quote, and job linked to a client in chronological order. No more hunting through old threads to find context.
Automated Follow-ups
Assign tasks and set reminders that don’t get forgotten. Ensure nothing falls through the cracks because someone forgot to check their notes.
Sales Pipeline
See all your opportunities at a glance—which proposals are out, which are close to signing, and exactly where your next revenue is coming from.
What's included ?
Everything you need to manage client and customer relationships with precision—without the complexity of tools built for enterprise sales teams.
Contact & Company Records
Store every contact with their role, company, and relationship notes. Link multiple decision-makers to a single organization.
Interaction History
Log calls, meetings, and emails against each client. See the full chronological timeline of a relationship in one scrollable view.
Opportunity & Pipeline Tracking
Track leads and proposals through custom sales stages. Know the value of your pipeline and the likelihood of each deal closing.
Tasks & Follow-up Reminders
Assign tasks to team members and set automated reminders. Ensure important follow-ups never fall through the cracks.
Linked Quote & Job History
Every project and invoice is linked to the client record. See the full commercial relationship beyond just contact details.
Segmentation & Tags
Group clients by type, location, or industry. Filter and report on specific segments to target your communication effectively.
Client Profitability View
See revenue and margins by client. Identify which relationships are most valuable and where to focus your business energy.
Seamless Email Integration
Connect your email so correspondence is automatically logged against the right record—no manual data entry required.
Granular Access Controls
Control who can see sensitive client data. Your whole team works from one system with secure, role-based permissions.
See exactly where every opportunity stands
| SUPPLIER | EXPIRES | STATUS |
|---|---|---|
|
Coastal Homes
Proposal: High-End Residential
|
Sent 8 days ago | Negotiating |
|
Northgate Logistics
Initial Site Consultation
|
Meeting Fri | Proposal |
|
Meridian Group
Commercial Fit-out Contract
|
✓ Signed | Won |
|
Blue Peak Co
General Inquiry
|
3 days ago | Lead |
⚠ Follow-up: Coastal Homes proposal has been open for 8 days without a response.
Which industries use this module
Client and customer management is relevant across multiple industries. See how it applies to your specific business type.
Explore the full suite
This module works best when it's connected to the rest of your business. Here's what else is available.