● Sales & CRM
Never lose another lead
See every enquiry, quote and deal on one drag-and-drop board, with the full history of every customer a click away.
- ✓ Visual pipeline with custom stages
- ✓ Lead capture from web forms, calls & email
- ✓ Customer & contact records with full timeline
- ✓ Quotes that convert to orders & invoices instantly
- ✓ Tasks & reminders so follow-ups never slip
● Invoicing & payments
Money management made painless
Quote, invoice and get paid in one flow — then let CRMit reconcile against your bank feed automatically.
- ✓ Invoices, proformas, quotes & recurring billing
- ✓ Pay-by-link cards & GoCardless Direct Debit
- ✓ Automated reminders & dunning for late payers
- ✓ Live bank feeds & transaction matching
- ✓ Two-way Xero sync & VAT-ready reporting
● Jobs & scheduling
Run the diary, not the chaos
Made for trades and service teams — book work, dispatch the right person and keep customers updated automatically.
- ✓ Drag-and-drop job & appointment calendar
- ✓ Route planning & live engineer GPS tracking
- ✓ Recurring jobs, checklists & on-site time entry
- ✓ Vehicle & asset records
- ✓ Auto-invoicing the moment a job is done
● Comms & marketing
One inbox for every conversation
Email, text, WhatsApp and calls land in one shared inbox — then win repeat business with built-in marketing.
- ✓ Shared team inbox across all channels
- ✓ Email & SMS templates with merge fields
- ✓ Business phone numbers with calls logged to the record
- ✓ Schedule social posts to all your profiles
- ✓ Google reviews & keyword rank tracking
- ✓ Loyalty points, vouchers & campaigns
