One Simple Sales Interface

A better way to manage your customers, prospects and sales opportunities.
Immediately see the full details of any company you’re dealing with: all the people who work there, everybody’s interactions with them, all their sales opportunities.
Set up Tasks to remind you or your colleagues of when to contact them next.

Contact Management

Record every email, telephone call, support request and meeting against the Account.
Set up Tasks to remind you of outstanding actions against each Account.
Assign Accounts and Tasks to other users.
Share information on Accounts with others.
Use default categories or set up your own.

Create Custom Fields for your data.
Import data from multiple files
Export / Download your data whenever you want.
Simple but powerful Listing Report Writer
Download any report into Excel .

Sales Opportunities

Cloud CRM Opportunity Management tracks all your potential and closed deals, allowing you to prioritise sales effort and giving you visibility of you and your teams’ sales pipelines

Many more features for Premium and Enterprise editions:

Standard, Custom and Advanced Reporting - Some standard reports are available with the FREE edition, many more options are available with the Premium and Enterprise software.
Email Sync - Link all your incoming and outgoing email conversations within your CRM
Customisation - Customise you CRM system for your business
Accounting Integration – Link your CRM to KashFlow and SageOne Accounting

Support available Monday to Friday - A friendly voice on the end of the line.

Our award winning support team offers fast, friendly help available every business day.