Centralize all customer information in one place. Track contact details, communication history, and customer preferences with ease.

• Complete customer profiles
• Contact management
• Customer segmentation
• Advanced search & filtering

Give your customers a branded self-service portal. They can log in, view their profile, update their details, and manage their account — all without contacting you.

• Branded login & dashboard
• Profile viewing & editing
• Self-service account claim
• Email subscription preference management
• Self-service password management
• GDPR-compliant account deletion
• Enable or disable the portal at any time

Store and share files with each customer, accessible from their branded customer portal — and included automatically when they request their data.

• Per-customer document storage
• Automatic email notification on new or updated files
• Downloadable from the customer portal
• Included in data access request exports

Create custom forms to collect customer information and feedback. Streamline data entry and improve data quality.

• Custom form builder
• Fully configurable form fields
• Field validation
• Data collection
• Feedback management

Keep spam bots out of your public forms with a randomised human-verification challenge, turned on per form with a single toggle.

• Picture-based challenges, not text puzzles
• A different randomised challenge every time
• One-click enable per form, no setup required
• Works automatically on your existing embedded forms

Track every customer interaction automatically. Never lose sight of your communication history and maintain complete transparency.

• Automatic email logging
• Communication timeline
• Searchable history
• Activity tracking

Connect your business's social media profiles in one place. Links are automatically displayed on your website and included in email campaigns.

• Connect all major platforms
• Displayed on your website
• Included in email footers
• Centralised management

Bring your existing customer list across in minutes. Upload a spreadsheet and let the CRM handle the rest — no manual data entry required.

• Pre-filled CSV & Excel templates
• Preview & duplicate detection before import
• Automatic contact stage assignment
• Available on all plans

Create professional, personalized emails with our extensive template library. Send the right message at the right time, every time.

• 60+ pre-built templates
• Custom template builder (Pro)
• Custom email colours & layout (Pro)
• Dynamic field insertion
• Real-time preview

Keep track of your email activity and social engagement at a glance. Know what's working without any complex setup.

• Emails sent count (Pro)
• Social email click counts (Pro)
• Account usage summary

Send individual emails to customers or organise them into targeted lists for bulk sending. Reach the right audience with the right message.

• Individual email sending (Free)
• Email list management (up to 5 lists, 10 on Silver)
• Bulk sending to lists (up to 5 lists, 10 on Silver)
• Unsubscribe management

Invite colleagues to help manage your account. Send an email invite, they accept it, and they're straight into your business.

• Invite by email
• Self-service invite acceptance
• Revoke access at any time
• Available on all plans

See every payment your business has taken, in one place. No need to dig through PayPal or GoCardless dashboards to check on a subscription payment.

• Full payment history for your business
• Amount, currency and status for every payment
• Payment references for reconciliation
• Available on Pro

See your subscription status at a glance, know exactly when your next payment is due, and find out how to cancel if you ever need to.

• Live subscription status
• Next payment date at a glance
• Quick link to your full payment history
• Available on Pro

Customize the CRM to match your business needs. Configure settings, branding, and access controls with granular precision.

• Basic account settings
• Email server configuration
• Customer data retention (Pro)
• Access controls