A 360-degree view of your customers

Easily see everything about your customers in one place.

icon right arrow 1

See every business action

Stay on top of your game with our comprehensive platform. See the complete recent activity from jobs, tasks, invoicing, and more in one simple place.

icon scroll bar 1

Instant access to key details

Effortlessly view crucial business information such as addresses, payment terms, and more. Our user-friendly platform empowers you to quickly access key details, helping you make informed decisions and enhance your business operations.

black tick icon 26

Manage customer site locations

Seamlessly store and view customer locations for multiple sites. Our platform enables you to effortlessly manage customer data across different locations and keep track of work across them all.

Invoicing

Instant Setup. No credit card required.

Slant artwork 424EA5 4

Find customers in an instant

Instantly locate your customers saving valuable time

icon right arrow 1 white

Quickly find customers anywhere

Easily locate customers based on their names, contact numbers, and more. Our powerful search functionality allows you to provide prompt and personalised service with ease.

icon scroll bar 1 white

Organize customer resources with ease

Seamlessly store and associate key URLs and external folders with your customers. Our platform simplifies resource management, allowing efficient customer interactions and enhanced productivity.

black tick icon 26 white

Track recent customer interactions

Effortlessly find recent history and interactions relevant to customer inquiries. Our platform empowers you to quickly identify recent events and actions, enhancing customer satisfaction.

Invoicing

Instant Setup. No credit card required.

Slant artwork 424EA5 1

Built for every team member

Discover how CRMit helps each team across your business

icon right arrow 1

Complete 360 degree view

Gain a comprehensive overview of your business, including invoicing, jobs, tasks, and profit & loss, ensuring informed decision-making and streamlined operations at the touch of your fingertips.

icon scroll bar 1

Increase your profit

Boost your profit & enhance cash flow by saving valuable time and reducing costs to maximise your financial success.

black tick icon 26

Increase team productivity

CRMit empowers your team with centralised data, task management, & collaboration tools, driving productivity and efficiency across the business.

Invoicing
icon right arrow 1

Improved customer happiness

CRMit enables managers to nurture customer relationships, personalize interactions, and deliver exceptional experiences, fostering customer loyalty and business growth.

icon scroll bar 1

Streamlined team collaboration

CRMit facilitates seamless collaboration among teams, ensuring clear communication, task assignment, and centralised data, optimizing productivity and teamwork.

black tick icon 26

Real-time data

Empowers managers with real-time data, streamlined workflows, and actionable insights, enabling effective decision-making and enhanced business performance.

Invoicing
icon right arrow 1

Manage workloads

Simplifies task organization, provides clear priorities, and facilitates efficient collaboration, enabling staff members to stay organized and productive.

icon scroll bar 1

Simple & easy to use

Centralises customer data, history, and communication, enabling staff members to provide personalised, prompt, and effective customer service.

black tick icon 26

Focus on tasks you enjoy

Go back to focusing on tasks you excel at & enjoy, while CRMit efficiently handles administrative tasks, time management and more.

Invoicing
icon right arrow 1

Streamline invoicing & purchases

CRMit automates financial tasks, such as invoicing, expense management, and reconciliations, improving efficiency and accuracy for finance staff.

icon scroll bar 1

Efficient Invoicing

CRMit automates invoicing processes, reducing manual work for finance staff and ensuring timely and accurate invoicing to clients.

black tick icon 26

Matching & chasing debt

CRMit provides tools to monitor and optimise cash flow, allowing finance staff to ensure invoices are paid & chased effectively.

Invoicing
icon right arrow 1

Streamlined lead management

CRMit helps sales reps efficiently track and manage leads, ensuring no opportunity slips through the cracks.

icon scroll bar 1

Efficient contact management

CRMit centralises contact information, making it easy for sales staff to access and update customer details, opportunities & quotes on the go.

black tick icon 26

Personalized customer interactions

CRMit allows sales staff to access customer data, preferences, and history, enabling personalized interactions and building stronger relationships.

Invoicing
icon right arrow 1

Improved business performance analysis

CRMit’s analytics capabilities allow external advisors to perform detailed business performance analysis, identify trends, and offer data-driven recommendations.

icon scroll bar 1

Real-time financial reporting

CRMit provides real-time financial reporting capabilities, allowing external advisors to access up-to-date financial information for accurate analysis and recommendations.

black tick icon 26

Tax & VAT preperation

CRMit simplifies the tax preparation process for external accountants, providing organised financial data for submitting to HMRC.

Invoicing

Instant Setup. No credit card required.

Slant artwork 424EA5 3
quote right FF36AB

OUR GOAL

Your only one click away from completing your next task.

Slant artwork 424EA5 2

How we helped

Explore the positive impact of CRMit from our glowing customers

profile company tiffingroup logo

Tiffin Group

Tiffin Group operate a chain of cafes & restaurants situated across the South West.

icon right arrow 1

Problem

Previously, our customer data was scattered across different platforms such as Excel, emails, and notes, making it challenging to locate and analyze how our customers engaged with us and their spending patterns.

black tick icon 26

Outcome

Following the transition to CRM, we established a centralised repository for customer data and contact information, simplifying the process of updating these details for our team. Additionally, we successfully integrated a loyalty program that enabled venues to effortlessly track customer spending and accumulate loyalty points.

Invoicing

Instant Setup. No credit card required.