CUSTOMER MANAGEMENT
Keep your customer data structured and actionable. Built around your real-world interactions, not generic templates.
It’s a critical part of your business. Getting it right means more deals closed faster and happier customers.
Own and control your data
Design your CRM data model around your organisation. Not the other way around.
ID
Value
Stage
97174
$12,000
Lead
39635
€25,000
Closed
Integrate with all your tools
Sync data between all your favourite apps. Code first means everything is possible.
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Proactive management
Easily integrate with your apps and websites to create the perfect customer experience.
Manage your customer relationships exactly how you want
Create a custom CRM that mirrors your operations.
Custom alerts and notifications
Configure tailored messaging and timely updates. All the way from initial prospect to happy customer
Monitor performance in detail
Access data about every stage of your customer’s journey. Optimise your marketing funnel like never before
Custom Roles and Permissions
Implement specific roles and permissions to ensure that your team have access to systems they need, exactly when they need them
Marketing email integrations
Integrate with Mailchimp, Sendgrid and more, to keep your customers updated and engaged
Custom workflow automation
Tailor and automate workflows like outreach, scheduling calls, contract management and onboarding
API Integrations
Synchronise data with your own platform as well as third party tools and services