Step 1 of 5
Pick your trade. Its CRM is already built.
Its stages, its lists and its words go straight onto the glass. Press a kind, then a trade.
How it works
Five short steps to a CRM of your own.
Pick your trade, name it, make it yours, pick your bots, and it opens. Each step below is a working copy, so try it as you read.
0 trades0 parts of the look0 bots of its own
Every step works on made-up records.
Step 2 of 5
Name it. It is written on the glass.
Type your business name and watch the bar take it, letter by letter.
Step 3 of 5
Make it yours. One press, or every part.
Press a whole look and the CRM takes it at once. Each colour, the lettering, the corners and the glass can be changed one by one too.
Whole looks
Step 4 of 5
Pick your bots. Pay for each one you switch on.
Each bot does one job inside your CRM and shows you its work first. No bot runs yet: they are in build, and switching one on only records it in your design.
Step 5 of 5
It opens. That is your CRM.
Its stages, lists and morning numbers are in place, with sample records so you can see it work.
After it opens
Keep shaping it. Three ways.
Say it, do it by hand, or paste a spreadsheet. The builder's own rules make each change to this CRM. Nothing you type or paste leaves this page.
Press a stage, then rename it or move it. Or add one after it.
Its columns become a list of your own. Only the column names and the kinds of answer are used: your rows are not kept, and nothing is sent anywhere.
Press an example to see it change.
No changes yet
Build yours This is a try-out. The builder has all three.
Now build yours. It starts as you left it here.
The trade, the name, the look and the bots you picked on this page go with you into the five steps.