The CRM that already knows your website
Orders, bookings and quote requests from your site land in one place. Each morning Pro lists who to reach out to first, then sends the follow-ups for you. Free for now, then $50/mo with your website included.
Free while we’re new. No card needed. Cancel anytime.
Every customer on one board, in your words
Drag a card as the work moves. The columns use the words shops & boutiques use, set by your tools.
Deal board for shops & boutiques
- New
- Contacted
- Interested
- Quoted
- Ordered
- Won
Each tool adds its CRM side
Turned on for shops & boutiques. Switch on another tool and its CRM side comes with it.
Online store
Orders board, each customer’s order history, repeat-buyer and abandoned-cart emails.
Marketing
Email campaigns to groups of customers, birthday and anniversary emails.
Reviews
Asks happy customers for a review automatically after a sale or finished job.
Gallery & portfolio
Projects linked to each customer, plus a review request when a project wraps.
Rewards
A counter screen to look up a number and add a visit, a members list closest-to-reward first, and a spreadsheet export.
Your customers hear from you without you lifting a finger
- A game plan every morningWho to reach out to first, what’s due and new customers waiting, in your inbox at 7.
- Reminders and follow-upsDue dates on every contact, on your phone’s calendar, so nobody slips.
- Email campaignsSend news and offers to groups of customers, and see what got clicked.
- The whole historyEvery form, booking, order, note and email on one page per person.
Website + store + CRM
$50/mo
Pro
Everything in Starter, plus the CRM that brings customers back.
Moving from another CRM?
Export a spreadsheet from your old CRM or email tool and drop it in. Stages, notes and birthdays come with it. Free.
- A daily game plan: who to reach out to first
- A deal board in your business’s words
- Email campaigns to your customer groups
- Reminders and follow-ups that send themselves
- Each customer’s full history
- Every tool’s CRM side
- Team logins: everyone gets their own, and leads are shared out
Turn first-time buyers into regulars
Pick your business and a look, add a few products or services, and share your link. Free while we’re new, no card needed.