Every customer and every lead, in one place.
Orders, bookings, forms, calls and chats all flow into one customer record. Segment customers, track leads through a pipeline and never forget a follow-up.
What's included
Customer profiles
Contact info, history, spend, notes, tags and consent.
Segments
VIP, new, lapsed, high-value, by service or location.
Lead pipeline
New → Contacted → Quoted → Won/Lost, drag and drop.
Follow-up tasks
Reminders so no lead goes cold.
Quotes & invoices
Send quotes and invoices, with text-to-pay (integration).
Import & export
Bring your list, take your data. It's yours.
From first touch to follow-up
Capture
Form, call, chat, order or booking.
Enrich
Source, service, value, notes.
Route
Assign and notify.
Follow up
Automated + personal touches.
Convert
Won deals and repeat customers.
Questions
Can I import my existing customers?
Yes, via CSV. We'll help you map fields and consent status.
Who owns the customer data?
You do. You can export it at any time.
See your business online before you decide.
Tell us about your business and we'll build a personalized preview of your website and online presence. Free, no card, no sales call.