CRM
Find customers, follow up and bring them back
Track leads and follow-ups, send SMS and email campaigns, and let customers check their own account online.
What it does for you
01
Leads and follow-ups
Track leads by source and stage, schedule follow-ups, repeat them automatically, and turn a lead into a customer.
02
SMS and email campaigns
Send offers to customers and leads by SMS or email.
03
Proposals
Send proposals from templates, with attachments, by email.
04
A portal for your customers
Customers and suppliers can log in to see their purchases, sales and ledger, and send order requests.
Everything included
- Leads, sources and life stages
- Follow-ups and recurring follow-ups
- SMS and email campaigns
- Proposal templates
- Customer and supplier portal
- Follow-up and conversion reports
Coming next for CRM
- WhatsApp messagingComing soonInvoices, payment reminders, repair updates and booking confirmations sent automatically.
- CollectComing soonSee who owes what and send a reminder drafted in their language.
Frequently asked questions
Can I send campaigns on WhatsApp?
Not yet. Campaigns go by SMS and email today. Automatic WhatsApp messages are coming soon.
Start free today
No card needed, and the Free plan has no time limit. Set up in minutes and upgrade when you're ready.