CRM

Every customer relationship, in one system of record

Contacts, leads, deals, pipelines and follow-ups that stay connected - so the next step is always obvious, whoever picks up the account.

One record per customer

Everything you know about someone lives on their record, not in a spreadsheet or an inbox.

  • Contacts with full history, searchable across your whole workspace
  • Colour-coded tags you define, shared across contacts, leads and deals
  • Custom fields that behave exactly like built-in ones
  • Bulk actions for the housekeeping nobody wants to do one row at a time

Leads that turn into customers

Capture an enquiry, qualify it, and convert it without retyping anything.

  • Lead statuses you can filter and work through as a queue
  • One-click conversion to a contact, with an optional deal created at the same time
  • Web forms feed new leads straight in - no copy-paste from email
  • Rule-based lead scoring ranks who to call first

Deals you can actually see moving

A pipeline per sales process, not one generic funnel bent to fit everything.

  • List view and drag-and-drop Kanban board, whichever suits the moment
  • Multiple pipelines with your own stages, renamed and reordered freely
  • Filter by stage, status or pipeline to answer "what's stuck?" instantly
  • Keyboard-accessible board - reorder without a mouse

Follow-ups that actually happen

The difference between a CRM and a contact list is what it makes you do next.

  • Tasks with owners, due dates and reminders
  • An overdue filter and a personal "my tasks" view
  • Activities log calls, meetings and notes against the right record
  • Complete a task inline without leaving the list

Frequently asked questions

Can I run more than one sales pipeline?

Yes. Create a pipeline per process - new business, renewals, service jobs - each with its own stages, and filter deals by pipeline anywhere in the app.

Can I rename Contacts to Patients, Students or Clients?

Yes. Industry templates rename the core objects for your sector, and you can adjust the wording yourself at any time.

Do I have to set all of this up manually?

No. Ready-made starter templates install working pipelines, checklists and fields for you, so a new workspace is usable on day one.

Where to go next

The modules teams usually reach for alongside this one, and the industries that lean on it hardest.

This capability, in your industry

Ready to grow with every customer?

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One subscription · Every module included · No feature gates

CRM & Sales Pipelines · Cliento Pro