The features you need …
… not the ones you don’t


Contact
Management


Calendar and
Task Management


Telephony


Business
Automation



Marketing
Automation


Document
Management


Cloud and
Security


Data and
Analytics


Customisation


Tools you need

Packed with the features you need

Bring together the tools you need for your business, seamless, simple, easy setup.

With VoIP integration, the system records your calls and automatically captures relevant data such as time, date and contact. Who needs to be typing in call details when you’re selling? Not us!

Here are some of the other highlights…

  • Marketing automation
  • Business automation
  • Contact management
  • Automated data entry
  • Fully data compliant
  • Cloud-based with military grade data security

Contact Management

Who said what and when, in an instant

Thanks to the tight call integration, customer information is recalled immediately when making or receiving a call. From action points to email requests, order details to past meetings, everything is clearly summarised and accessible on-screen.

Find who you are looking for

Searching for customers has never been easier and you can search by name, company, order reference, post code or even telephone number. What’s more, when integrated with telephony you will see who is calling in and link to their record in one click (click to dial / email or sms).

History can shape the future

Attached in the record you will find your full history of activity between you and your customer both out and in, including emails, sms, documents and phone calls and which team member handled it. History therefore shapes your conversation seamlessly.

Contact Management

The only CRM with
100% Satisfaction Guarantee

Improve your business processes or your money back

We stand behind what we do, simply tell us the key aspects of what you need and we will guarantee that if you are not satisfied we will give you your money back. Ultimately we are confident that we will make what you want work, simple!