People and companies
Each contact is linked to their company, with their role.
One record per client, with everything that has happened with them
Each record links a person to their company. Invoices, appointments and team notes follow one another in order, and opportunities move forward on a board.
Included in every plan, along with the other modules.
The client record fills up with what the other modules do. An issued invoice or a booked appointment shows up there with no data entry.
From an imported file to today’s follow-ups
The screen changes with each step. Pick a step to see it again.
What the module does
Activity timeline
Notes, calls, invoices and appointments, with no retyping.
Dated follow-ups
Today’s list, and the ones that have fallen behind.
Opportunities
A board by stage and a weighted forecast.
Excel and CSV import
Duplicates are detected by email address.
Record summary
The assistant gives you an overview, without making up a single figure.
Connected to the rest of Puwapi
What you enter here is used elsewhere, with no retyping.
- InvoicingThe amount collected is calculated from settled invoices.
- Online bookingEach booking is added to the client’s timeline.
- SupportThe client’s tickets appear on their record.
- LoyaltyThe loyalty card is linked to the record.
By planStarterBusinessScale
Client metricsNoYesYes
Data exportLimitedYesYes
Users110Unlimited
The module is included in all three plans.See all plans
Questions about customers and CRM
Can I add my own fields?
Yes. You create fields for the whole company, as text, number, date or list, and they appear on every record.
How is a client’s health calculated?
From what is already in Puwapi: the date of the last interaction, overdue invoices, opportunities and appointments. Each signal is shown with its effect.
Can my sales team see every record?
That depends on the role you give them. A role can read clients without being able to edit or delete them.
Try the Customers and CRM module with the rest of Puwapi
Fourteen days with your whole team and every module. No credit card required.
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