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Customers, sales and support in one place
Every customer conversation, in one place.
Sales, support, email, calls, texts and bookings — all connected to the customer they belong to. Your team always knows what happened and what to do next.
Example of the CRM Solutions home screen: a greeting, a summary of today, a list of what needs attention with one action per item, today's meetings and your tasks.
The problem
Your customers are everywhere. Your team shouldn't have to be.
Customer details in a spreadsheet. Deals in one tool. Emails in someone's inbox. Support in another app. Calls on a phone. Bookings in a calendar nobody else can see. Every handover loses something.
Today
- SpreadsheetCustomer details
- Sales toolDeals
- Someone’s inboxEmails
- Help deskSupport requests
- A phoneCalls and texts
- A calendarBookings
With CRM Solutions
Sarah Chen
Lumen Bakery
- DetailsOwner at Lumen Bakery
- DealWedding cakes · $6,200
- EmailReplied 12 min ago
- Support#1038 resolved
- Calls and textsCalled yesterday, 6 min
- MeetingTue 14 Oct, 10:00
CRM Solutions puts all of it around the customer — so anyone on your team can pick up where someone else left off.
The product
One workspace for the whole customer journey.
Eight areas that share the same customers — so a support ticket, a deal and a text message all end up on the same timeline.
Every person and company, with everything you’ve done together.
See every deal and what needs to happen next.
Chats, texts and emails from customers in one list.
Turn customer emails into tickets and answer them on time.
Meetings and booking pages your customers can use.
Send email campaigns and see who opened and clicked.
When something happens, the next step happens for you.
Sales, customers, campaigns and support at a glance.
Customers
One clear profile for every customer.
Open a customer and see the whole relationship: who they are, where they work, what they’ve asked, what they’ve bought and what’s planned next. No digging through five tools.
- Contact details and their company
- Every email, call, text and note
- Open deals and support tickets
- Upcoming meetings and tasks
- A timeline that reads like a story
Example customer profile for Sarah Chen, showing her details, what's next, a timeline of emails, calls and meetings, her open deal, a resolved ticket and her lists.
Sales
See every opportunity and what needs to happen next.
Your deals are cards on a simple board. Drag a deal to its next stage. Deals that have gone quiet tell you so.
- More than one pipeline if you need it
- Value and expected close date on every card
- Owner and history on every deal
Example sales pipeline with four stages, deal cards showing value, customer and close date, and one deal flagged as having no activity for 12 days.
Email campaigns
Email campaigns, without the guesswork.
Write an email, pick who gets it, send it now or later, and see what happened. Unsubscribes are handled for you.
- 1Create
- 2Choose audience
- 3Personalise
- 4Schedule
- 5See results
- Drag-and-drop editor and templates
- Lists you pick, and smart lists that update themselves
- Personal touches like first name
- Opens, clicks and unsubscribes per person
Example campaign checklist with recipients, sender, subject, content and send time all complete, and results from a previous campaign.
Customer support
Customer emails become conversations your team can finish.
Every support email becomes a ticket with the customer’s history beside it. Assign it, answer it, and see what’s close to its reply goal before it’s late.
- Priorities and assignment
- Reply goals in plain words, like “Reply by 2:40 pm”
- Saved replies for common questions
- Customer ratings after each ticket
- A help centre and a support page your customers can use without an account
Example support queue with tickets showing reply goals, and an open ticket with the customer's message, an internal note and the customer's details.
Inbox
See who's waiting at a glance.
Chats, texts and emails from customers arrive in one list. Unread conversations stand out. Assign them, reply, or leave a note for a teammate.
Example inbox with unread conversations marked as waiting, an open text conversation, and the customer's details and open deal.
Calls and texts
Calls and texts stay with the customer.
Log calls and send texts from the customer’s profile. Voicemails arrive with a recording and a written transcript. It all lands on the same timeline as their emails and meetings.
- Text customers from their profile
- Voicemail recordings with transcripts
- Every call logged on the timeline
Example customer timeline showing a missed call, a voicemail with transcript, text messages, and a text being written.
Scheduling
Let customers book time when you're free.
Share a booking page. Customers pick a time that works, get a confirmation, and the meeting appears on your calendar and on their profile.
- Your weekly availability, with buffers between meetings
- Works across time zones
- No double bookings
Example booking page for a 30 minute intro call, with available days highlighted in a month calendar and a list of times.
Automation
When this happens, the next step happens for you.
Pick what should start it and what should happen next, in plain words. No code and no setup guides.
- When someone clicks your campaign, create a follow-up task for their owner
- When someone opens your email, add them to a list
- When an email can’t be delivered, tag the customer to check their address
Example automation: when someone clicks a campaign link and they are a lead, create a follow-up task and add them to a list.
Reports
Know how you're doing without building a spreadsheet.
Clear answers to the questions owners ask: are we selling, are customers happy, did the campaign work.
- Pipeline value and deals won
- New customers and where they came from
- Campaign results and customer ratings
Example report with pipeline value, deals won, new customers and customer rating, and a bar chart of revenue won by month.
Your brand
Your brand, front and centre.
Use your own logo, colours and product name, and put the CRM on your own web address. Your team and your customers see your brand, not ours.
- Logo and colours
- Your own product name
- Your own web address
- Remove “powered by” from customer-facing pages
The same customer list shown in three example brands, each with its own colour, name and web address.
Security and trust
Your customers trust you. We take that seriously.
Plain answers to the questions buyers ask — and only claims we can stand behind.
Your data is kept separate
Every workspace is separated inside the database itself, not only in the app, so one business can’t see another’s customers.
Every change is recorded
See who changed what, and when. Changes to customers, deals and tickets are written to an activity log at the same moment they happen.
Access by role
Decide who can see and change customers, deals, support, campaigns and settings. Removing someone signs them out everywhere.
Passwords are never readable
Passwords are stored with a modern, deliberately slow hashing method, so even we can’t read them.
Mistakes can be undone
Deleted customers go to a recycle bin you can restore from, and a spreadsheet import can be undone for 24 hours.
Email that respects people
Unsubscribes are honoured automatically, and you confirm permission to email people when you import them.
Switching from HubSpot
Moving from HubSpot? Bring your history with you.
We move your HubSpot account for you — customers, deals, support history, calls, notes and email activity — and check it before your team switches.
- How we check
- After the move we compare your records field by field, before anything changes for your team.
- What can't move
- HubSpot doesn’t share the body of marketing emails through its API, so those email designs are rebuilt.
What moves
- Customers, with your custom properties
- Deals
- Support tickets and their conversations
- Inbox conversations
- Calls and notes
- Form submissions and survey responses
- Email campaigns and their opens, clicks and bounces
Bring your customer work into one place.
Set up your workspace, bring in your customers, and invite your team.