One CRM for the whole sales team.

• Customers in one place

  Customers, contacts and conversations will be kept in shared records the whole team can see.

• Visits and meetings

  Meetings and visits will be planned, recorded and followed up, with a suggested route on days out of the office.

• Orders where the sale happens

  Orders, notes and outcomes will be recorded at the moment of the sale, in the office or at the customer.

• Targets and performance

  Managers will set targets and follow progress for each person, team and region.

• A panel for managers

  A role-based web panel will give admins and sales managers the view and the actions that fit their job.

• Mobile, online or off

  The sales team will work from a phone or tablet, and the app will keep working where there is no signal.

LiftCRM is in development, so this page describes what it is being built to do, not features you can use today.

1. 01

   Plan

   Managers will set targets, and the team will plan its customer meetings and visits.

2. 02

   Sell

   The team will work with customers from the web or the mobile app, with or without a signal.

3. 03

   Capture

   Orders, notes and outcomes will be recorded as they happen.

4. 04

   Review

   Managers will see activity and orders against targets in the web panel.

1. 01

   Talk

   You tell us how your sales team works today: its customers, visits, orders and targets.

2. 02

   Map

   We map that way of working to LiftCRM with you, from customers and targets to orders.

3. 03

   Review

   You see LiftCRM as it is built and tell us what helps, what is missing and what to drop.

4. 04

   Decide

   Together we decide whether a pilot with your team should follow.