How the CRM works
From sign up to your first campaign
No lengthy implementation and no consultants. Sign up, bring your data, and we help with the technical parts.
Six steps to a working CRM
Do them at your own pace. Most people start with the first two and add the rest as they go.
-
Create your account
Sign up in a minute and start your 30-day free trial.
- Enter your company name, your name, email and a password
- Add your payment details. You are not charged during the trial
- Log in and start using your CRM straight away
-
Import your contacts
Bring your existing customer data with you. Send us a CSV export from your current system and we import it for you. Starting fresh? Skip this and add contacts by hand or through forms.
- Export your contacts to CSV from any system
- Email the file to us
- We map your columns and import your data
-
Set up your pipeline
Shape your deal stages around how your business actually works, then move opportunities through them.
- Start with the default stages or create your own
- Add, rename or reorder stages whenever you need to
- Create a deal, link it to a contact and track its progress
-
Connect your forms
Capture enquiries from your website automatically.
- Create a form with the visual form builder
- Copy the embed code onto your website
- New submissions create contacts, with UTM parameters captured for lead attribution
-
Send your first campaign
Reach your contacts with professional email campaigns.
- Create an email template or write from scratch
- Build a marketing list from your contacts
- Personalise with merge fields, then send and track opens and clicks
-
Invite your team
When you are ready, bring your team in so everyone works from the same records.
- Send email invitations to team members
- Assign roles: admin or member
- Shared contacts and deals, with activity logged for visibility
What you can do from day one
No waiting for features to be switched on. Everything works as soon as you sign in.
-
Manage contacts
Store contact details, add notes, keep history and organise with tags.
-
Track deals
Create deals, move them through your pipeline and see what is in it.
-
Send campaigns
Create email templates, build lists and send professional campaigns.
-
Capture leads
Embed forms on your website and capture enquiries automatically.
-
Take bookings
Share booking links and let clients pick a time with you.
-
Track attribution
See which marketing channels bring in your enquiries and customers.
We handle the technical work
This is not a figure-it-out-yourself platform. Real people help during UK business hours, with no chatbots.
-
Forms
Build your own lead capture forms, or we set them up and embed them on your website for you.
-
Workflows and automations
We configure and maintain these as your needs change.
-
Data migration
We import your existing contacts and map your fields correctly.
-
Your day to day
Updating contacts, logging notes and moving deals is simple to do yourself, as it should be.
Ready to get started?
Create your account and see how straightforward it is.