CRM for Small Business

CRM for small business helps you achieve more with less time. You'll quickly feel more organized, in control of your sales growth and able to build deeper relationships with every customer, partner and vendor.

Be instantly organized

The key is to make CRM easy for small business. You should instantly feel comfortable using and tailoring it to suit your way of working.

Quickly pull your contact lists from spreadsheets or other software into CRM and suddenly see all their details and interactions in one place, instantly streamlining your processes and putting you back in control.

Spend less time on admin and feel more in control of your day with CRM tasks. 

One view of your customer

CRM connects all your business tools across email, accounting, customer service, and marketing, to name a few. Once linked up, customer data automatically feeds into CRM, giving you one complete view of your customer.

Store all your partners, vendors and suppliers into CRM too, tagging them to make it easy to search and communicate with them.

Complete control of your sales

Our small business CRM makes it easy for you to track all your opportunities in a sales pipeline that's tailored to your unique sales process. You'll even be reminded to contact people after a set number of days.

Quickly see the activities and individuals performing well and the areas that need more focus, sharing best practice as you learn.

Stellar customer service every time

Create more personalized experiences, offer tailored solutions and show empathy more easily when all your customer information is in CRM.

Watch how these authentic interactions build trust, encourage repeat business and generate positive word of mouth.

Make the most of networking

It's easy to transfer all your new contacts into CRM and set reminders to stay in touch after meeting people at a meetup, conference or trade show.

Simply connect up their social media accounts to automatically update their profile picture so you know who you're speaking to - creating a connection right from the start.

All this can be done instantly through the CRM mobile app, reducing the amount of admin at the end of the day.

The best CRM for small business

As your business grows, CRM grows with you. Flexible enough to suit any new process or team creation and restrict access to sensitive information as more people use your CRM.

Throughout your CRM journey, our support team is here for you every step of the way. Our friendly experts answer every email and send clear, detailed advice every time.

Integrate tools to do more for your small business

CRM connects with other popular tools so you can get more done. Use an email list marketing tool such as MailChimp to send automated emails, use a webform service to send new contacts and leads into CRM using a form on your website, and integrate an accounting tool such as Xero to manage invoices and bookkeeping.