360° profile
Purchases, invoices, bookings, notes and conversations.
Remember every customer.
Each customer profile brings together purchases, bookings, conversations and tasks. Opportunities in pipelines, follow-ups and campaigns by segment.
Customers & CRM
Customers (CRM), connected to everything else.
- 360° profile
- Pipelines and quotes
- Campaigns by WhatsApp and email
app.goadmin.io/crm
ExampleWhat it solves
From how it is today to how it could be.
Customer information lives in one salesperson’s head.
360° profile with the customer’s full history.
Quotes go cold without follow-up.
Pipelines with stages, tasks and reminders.
You send the same promotion to everyone.
Segments and campaigns based on what each customer buys.
Features
Everything you need, no loose modules.
Sales pipelines
Custom stages, opportunities and quotes.
Tasks and activities
Calls, meetings and reminders by owner.
Segments and campaigns
By email, WhatsApp or SMS.
Automations
Actions triggered by business events.
Consent
Each customer’s contact preferences.
How it works
Get started in four steps.
1
Bring in your customers
Import your list or create them as you sell.
2
Organize the pipeline
Set stages based on how you sell.
3
Follow up
Tasks and reminders for every opportunity.
4
Reach out
Campaigns by segment and automations.
Connected modules
Information flows without re-entering it.
Solutions
How different businesses use it.
FAQ
What people usually ask us.
Yes, from Excel. They’re also created when you sell or take a booking.
From 15 days free · No credit card
Start with Customers & CRM today.
Create your account in minutes. Tomorrow, when you open for business, you'll already know what you have, what you sold and what you're owed.