Tell us what you'd like to keep track of

Our CRM helps you manage customers, quotes and invoices in one place. A few answers help us see if it fits.

Questions marked "optional" can be skipped.

Your business

What would you like to keep track of or sort out in your business?

Who will use it?

Just me A small team (2 to 5) A bigger team (6 or more)

What would you like it to do?

Tick all that apply.

Keep customer details and enquiries Remind me to follow up Make quotes and invoices Track supplier bills Send emails to customers Show me reports

Getting started

Do you have customer lists to bring across?

No, I'm starting fresh Yes, in a spreadsheet Yes, in other software I'm not sure

Would you like someone to set it up and show you and your staff how it works? optional

Optional.

Yes No I'm not sure

Anything else you'd like us to know? optional

How can we reach you?

We ask for these so we can reply to you. We don't use them for anything else.

Your name

Business name optional

Email address

Phone number

How should we get back to you?

Phone call WhatsApp Email

Nothing is charged. We use your details only to answer this request. Privacy notice