What is an all-in-one CRM?
A CRM (customer relationship management system) keeps every contact, conversation and opportunity in one place. An all-in-one CRM goes further by replacing separate tools for booking, forms, email and SMS marketing, reviews, invoicing and reporting, so your team works from one system across the whole journey from prospect to lead to customer, client or patient.
Does it work for clinics, professional services and trades, not just sales teams?
Yes. The same system adapts to how your business talks about the people it serves. A clinic can track patients, a firm can track clients and a trade or retail business can track customers. Pipelines, booking types, reminders and follow-up messages are configured around your services and terminology.
Can I move my existing contacts and data into the CRM?
Yes. We import your existing contacts, tags and open opportunities from spreadsheets or your current system, and connect your website forms, phone number, email and social accounts so new enquiries arrive in the CRM automatically.
How does the CRM stop leads going cold?
Every new enquiry is captured, assigned and followed up automatically. Missed calls trigger an instant text back, new leads receive a timely email and SMS sequence, and the AI agent can reply to web chat, messages and calls 24/7 and book appointments directly into your calendar.
Which package includes the CRM?
The CRM with unlimited contacts and users is included in the Bronze, Silver, Gold and Platinum packages. Silver and above add automated follow-up sequences and advertising management. You can compare every feature in the package table on the home page.
