CRMHQ

CRMHQ is a sales and customer-management platform (CRM) built for small and mid-sized businesses. Manage your entire sales process — from the first enquiry to a signed contract and issued invoice — in one place, on your computer and in your pocket.

The app gives you your whole CRM wherever you are: review opportunities, send offers, update work orders and keep track of customers on the go.

KEY FEATURES

• Sales pipeline & opportunities — A visual kanban pipeline; drag deals between stages and see your sales status in real time. • Offers & quotes — Create professional offers, send them by email and track their status. • Work orders — Plan and track jobs, line items and materials. • Customers & contacts — A complete view of every customer: communication, offers, contracts and tasks. • E-signatures — Send contracts and documents for signing and get them signed online. • Contracts — Manage contracts, terms and renewals. • Tasks & calendar — A task list and calendar so nothing slips through. • Email & communications — Automatically link email to the right customer and opportunity. • Reports & dashboards — Track sales, goals and team performance. • Automation — Set up workflows that handle repetitive work for you. • Accounting integration — Sync customers, offers and invoices with Microsoft Dynamics 365 Business Central and DK Plus.

WHO IT'S FOR

CRMHQ is built for sales and service businesses that want one system for sales, customers and work — without the complexity of larger platforms.

The app is part of a CRMHQ business subscription. You need an active account to sign in.