Business CRM
A simple CRM that tracks every enquiry, follow-up and sales opportunity, connected to your website and quotes.
Running in our own shops
Our Business CRM keeps every enquiry, phone call, WhatsApp, quote and follow-up in one place, so no lead is forgotten and every salesperson knows what to do next.
What Business CRM does
- Every website form, chat and quote request lands in the CRM automatically
- Customer and company records with full history
- Follow-up tasks and reminders assigned to staff
- Sales pipeline: new, quoted, won, lost
- Notes, files and quotes attached to each customer
- Simple reports: enquiries, conversion and sales by staff member
Proven in our own businesses
The Boldmedia print shops use the same customer records and follow-up tasks in their team portal every day.
Who it is for
Small and growing teams that currently track leads in inboxes, notebooks or spreadsheets.
Pricing
Monthly subscription per business, with setup quoted if we import your existing customer list. Every business is different, so we quote after a short call about how you work today.
Business CRM is one module of our business solutions platform: one system with a separate workspace for each company, shared customer accounts and strict access permissions.
Business CRM FAQs
Can you import my existing customers?
Yes, from Excel, Google Sheets, Zoho or most accounting systems.
Does it work on a phone?
Yes. The CRM works in any browser on a phone, tablet or computer.
Talk to our support team about business crm
Tell us what you need. We reply within one business hour on weekdays.