● Sales & CRM
Turn enquiries into paying customers
A visual pipeline that shows every lead, quote and deal at a glance — so nothing goes cold and your team always knows what to do next.
- ✓ Drag-and-drop sales pipeline for leads & opportunities
- ✓ Full customer & contact history in one timeline
- ✓ Send polished quotes that turn into orders in a click
- ✓ Automatic reminders so you never forget a follow-up
● Invoicing & payments
Get paid faster, with less chasing
Raise an invoice in seconds, take card or Direct Debit payments online, and let CRMit chase the late ones for you.
- ✓ Professional invoices, quotes & proformas
- ✓ Online card & GoCardless Direct Debit payments
- ✓ Automatic payment reminders & dunning
- ✓ Two-way sync with Xero & live bank feeds
● Jobs & scheduling
Schedule the work, track the team
Perfect for trades, services and field teams. Book jobs, plan routes and see where everyone is — without endless phone calls.
- ✓ Drag-and-drop job & appointment calendar
- ✓ Route planning & live engineer GPS
- ✓ Recurring jobs, checklists & time tracking
- ✓ Turn completed jobs straight into invoices
● Comms & marketing
Keep customers coming back
Talk to customers however they prefer, post to social, collect reviews and reward loyalty — all from the same screen.
- ✓ Shared inbox: email, SMS, WhatsApp & calls
- ✓ Schedule social posts across your channels
- ✓ Collect & reply to Google reviews
- ✓ Loyalty points, vouchers & automated campaigns
