Customer. Relationship. Management.
Understand your customers better, group them into unique segments and forecast revenue with better reports.
Assign tasks
Assign specific tasks to team members.
Linked to calendars
Tasks are linked to your calendar so you never forget todo the important jobs.
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See how this works
See how this works
Quote report
View a detailed breakdown of all quotes created in a date range. View what stage the quote is at and who you should follow up with.
Sale probability
View which quotes have the highest sale probability and the predicted revenue per booking stage.
Revenue vs. profitability
Compare the differences between revenue & profitability in your pipeline.
Booking types & revenue
View which booking types are driving the most significant revenue for your business.
Internal notes
Internal notes can only be seen by the office teams.
Warehouse notes
Share notes with the warehouse team to help with picking items.
Delivery notes
Keep your customers and delivery team informed with important documents and notes related to the event.
Staff & vehicle planning notes
Write notes to help the scheduling team when they are choosing staff & vehicles for the booking.
See how this works
Find anyone
Use the search bar to find any customer in seconds.
Segment bookings
Group customers into booking types & better understand where your revenue comes from.
No credit card required.
