CRM
Customer lifecycle
Our CRM is built for complex B2B relationships, not simple transactional contacts. Map entire account hierarchies, track every touchpoint across your team, set automated follow-up sequences, and use customer health scores to identify at-risk accounts before they churn.
Contact & Account Management
Hierarchical account structures, contact records with full activity history, and relationship mapping across organisations.
Pipeline Automation
Customisable pipeline stages with automated stage progression rules, task creation, and notification triggers.
Activity Tracking
Log calls, emails, meetings, and notes against contacts automatically — with two-way email sync and calendar integration.
Everything CRM includes.
Contact & Account Management
Hierarchical account structures, contact records with full activity history, and relationship mapping across organisations.
Pipeline Automation
Customisable pipeline stages with automated stage progression rules, task creation, and notification triggers.
Activity Tracking
Log calls, emails, meetings, and notes against contacts automatically — with two-way email sync and calendar integration.
Customer Health Scores
Composite health scores based on engagement, usage, support tickets, and payment history — surfaced on every account page.
Built for organisations like yours.
CRM is deployed by organisations with complex operational requirements who need a system that adapts to their workflows — not the other way around.
Ready to see CRM in action?
Book a 30-minute demo and we will show you exactly how it maps to your operations.