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Solutions

Built for the way small businesses really work

Whatever you do, CRMit moulds around your day. Here’s how it fits three of the businesses we know best.

● Trades & field service

Win the job, do the work, get paid

For plumbers, electricians, installers, cleaners and maintenance teams who live in the diary, not at a desk.

  • ✓ Capture enquiries and quote in minutes
  • ✓ Schedule jobs, plan routes & track engineers live
  • ✓ Mobile job sheets, photos & on-site sign-off
  • ✓ Auto-invoice on completion & take payment on the spot
  • ✓ Recurring service contracts & reminders
Field service scheduling
● Professional services

Win clients and deliver brilliantly

For agencies, consultants, accountants, care providers and any team selling their expertise.

  • ✓ Pipeline, proposals & e-signed agreements
  • ✓ Projects, tasks & billable time tracking
  • ✓ Retainers & recurring invoicing
  • ✓ Shared inbox so the whole team stays in the loop
  • ✓ Xero sync & real-time profitability reporting
Professional services pipeline
● Retail & eCommerce

Sell everywhere, manage it in one place

For independent shops, makers and online sellers who want their till, store and stock joined up.

  • ✓ Point of sale & online store sharing one stock list
  • ✓ Inventory across multiple locations
  • ✓ Loyalty points, vouchers & review collection
  • ✓ Automated marketing to bring customers back
  • ✓ Orders, payments & receipts all in one ledger
Retail orders
Why small businesses choose us

Big-business power, small-business simple

You don’t need an IT department or a six-week roll-out. CRMit is designed to be live by the end of the week.

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Up and running fast

Import your contacts, pick your modules and you’re live in days — not months. We’ll help you set it up.

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One simple bill

Replace five subscriptions with one fair monthly price. No per-feature upsells or surprise add-ons.

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Real UK support

Talk to actual humans based in the UK who understand small business — not a faceless ticket queue.

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Works anywhere

On the laptop, on the shop floor or out on a job — CRMit works on any device with a browser.

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Grows with you

Start small and switch on modules as you scale. Your data stays joined up the whole way.

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Safe & sound

UK data hosting, role-based access and a full audit trail keep your customer data protected.

Let’s find the right fit for you

Tell us about your business and we’ll show you exactly how CRMit would work for your team.

Book a demo Talk to us