How Complex Software Costs You
When a CRM is too complicated, it costs you time and keeps you from getting things done. You'll actually find yourself avoiding it because it takes twenty minutes just to log one quick phone call. That's data lost, forgotten follow ups, and reduced revenue.
Enterprise platforms try to solve every problem in existence. But what if you don't have every problem in existence?
What small businesses really need is a fast, easy to use system that helps them grow their bottom line.
Features That Actually Support Your Workflow
A good CRM should feel like an extension of your brain, not a hurdle you have to jump over every morning. We built our system around the reality of how small businesses operate.
Speed And Power
Your sales and customer teams need to spend their time growing your business, not fighting with difficult software.
Our CRM is built with ease of use as a priority, whether you're working from your phone, tablet or desktop.
From a detailed company database to moving prospects through the sales cycle, you have all the power you need. It just happens to be easy to use.
We also made email management straightforward. Use our template library to save time while maintaining a personal touch for each contact.
Managing The Sales Lifecycle
Moving a lead from a prospect to a paying customer is where the money happens. We make it easy for you, every step of the way.
- Simple Contact Tracking: We sync the contact page so you can call on your phone and take notes on your desktop.
- Integrated Booking Calendars: Make it easy for your prospects to say yes. Send them a link to your booking calendar for convenient appointments.
- Use Kanban Boards: Stay informed with our opportunity and job Kanban boards, with a drag and drop interface that makes it easy to change status.
Organization Without The Headache
A contact database is only useful if it's easy to maintain. Import your existing list of companies and contacts using our simple CSV template so you aren't starting from scratch each time.
We're built to be intuitive. Keep track of contacts with a dedicated contact history that tracks notes, status, and follow up reminders.
Create an opportunity from a contact with one click to keep your data connected.
Want To Learn More?
If you'd like to see the benefits of a fully integrated system in your own environment, you can use all of our features for 30 days with no credit card required. You can even use Stripe to get paid.