CRM-NG

Everything CRM-NG does, in plain English.

More than 30 modules that share one client record. Start with the basics and switch on more as your business needs it.

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Win the work

  • Clients and companies

    Every client, company, lead and note in one place.

    • The full history of a client on one page
    • Notes and follow-up tasks
    • Tags and saved searches

  • Sales

    Track deals from first call to signed.

    • A pipeline you can see at a glance
    • Quotes from your own price list, with discounts
    • Import prospect lists from a spreadsheet
    • Referral partners and commissions

  • Marketing

    Stay in touch without a separate email tool.

    • Email campaigns to the right group of clients
    • See which companies visit your site, with their consent, and who is ready to talk
    • Reliable email sending built in

Do the work

  • Service desk

    Every request, from every channel, in one queue.

    • Tickets from email, your website or a service menu
    • Service plans with included hours
    • Response targets and time tracking
    • Reports on what your team spends its time on

  • Projects

    Plan the work and see where it stands.

    • Four ways to view tasks, plus a timeline
    • Tasks that wait on other tasks
    • Sprints and reusable project templates

  • Workflow

    Let the routine work run itself.

    • “When this happens, do that” rules
    • A visual builder with 75 triggers and 41 actions
    • Ready-made templates to start from

Keep clients in the loop

  • Client portals and web forms

    A front door for your clients.

    • A portal where clients see their tickets, invoices and files
    • Onboarding and lead forms for your website
    • Online booking

  • Documents

    Paperwork without the paper.

    • A shared document library and templates
    • Electronic signatures
    • Private files only the right people can open

  • Knowledge base

    Answer a question once.

    • Help articles for your staff, your clients or the public
    • Suggested articles before a client opens a ticket

Run the team and the office

  • HR

    Your people, organised.

    • Employee records and an org chart
    • Time off requests and approvals
    • Training, reviews and hiring
    • Self-service for staff

  • Assets

    Know what you own and where it is.

    • Equipment records and warranties
    • Network details for each device

  • Inventory

    Stock you can count on.

    • Serial-numbered items and stock on hand
    • Reorder alerts and stock value

  • Notifications

    Hear about what matters, where you already are.

    • Alerts inside CRM-NG
    • Slack, Microsoft Teams, Google Chat and Discord
    • Approve requests straight from an email

  • Custom fields

    Make it fit your business.

    • Add your own fields and drop-down lists

The app itself

  • CRM-NG Live

    A full-screen workspace that feels like an app, not a website.

    • Colour schemes and dark mode
    • Dashboards laid out the way you work
    • Search across everything from one box
    • An API to connect the other tools you use

  • Enterprise

    For larger teams with stricter requirements.

    • Security controls and a history of changes
    • Details published at launch

Be one of the first in.

Early access members get the first invites, hear pricing first, and talk directly with the team while we open the doors.

Get early access