CRM
Connected client profiles with full communication history
Lead management brings new customers to your business, and our sales CRM keeps every relationship organized. Use a drag-and-drop sales pipeline to track active deals and a central inbox to view every customer conversation in one place.
Lead management and CRM sales pipeline
Every enquiry — web form, connected social channel or referral — arrives on the same board, staged from new enquiry through contacted and quoted to booked, with the service, the lead source and the deal value already attached to the record.
Product interface shown with sample data
The problem
The history lives in someone’s head
Half the context sits in one person’s email and half in a phone call nobody logged. When they are away — or they leave — the relationship restarts from zero.
Fragmented conversations
Email, SMS and social threads sit in separate places, so no one sees the full picture of a customer.
No shared view of the deal
Without a visible pipeline, “where are we with them?” is a question you have to ask a person.
Handovers lose context
Passing an account to a colleague means forwarding a thread and hoping nothing important was said elsewhere.
The solution
A pipeline everyone can see, and a history nobody has to reconstruct
Every contact record holds the stage, the tags and the full communication history side by side.
- Drag-and-drop pipeline management from new enquiry to closed deal
- Unified inbox showing every communication against the right contact
- Custom tags for service type, priority and source
- Customizable lead status so stages match your process
- Simplified client management from one centralised dashboard
Feature details
Core CRM features to manage and close more deals
Powerful client management tools built into InvoiceSpider.
Visual sales pipeline
Track every prospective buyer at a glance. Drag deals from initial inquiry to final sale, updating lead statuses instantly for your entire team.
Unified inbox
Combine every client conversation into one central thread inside your sales CRM so your team stays aligned on every agreement.
Centralized contact records
Keep customer profiles, deal stages, tags, booking history, and project notes in one master database.
Custom tags and filters
Group sales leads by service type, priority level, or lead source. Filter your contact list instantly for fast outreach and clear reporting.
Smooth team handovers
Store full message histories inside shared customer records so team members take over client accounts seamlessly without missing a detail.
Automated pipeline updates
Sync confirmed bookings with your sales pipeline automatically to keep your schedule and deal stages perfectly aligned.
Workflow
From first contact to closed deal
- 1
Contact created
A captured lead becomes a contact record with tags and source intact.
- 2
Conversations attach
Email and SMS threads collect on the record in the unified inbox.
- 3
Stage moves
Drag the card as the deal progresses; everyone sees the same status.
- 4
Deal closes
A confirmed booking updates the pipeline, closing the loop without manual entry.
Benefits
Daily advantages for your sales management team
Experience total pipeline clarity and team alignment with our sales CRM.
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Complete client context
Team members can view complete customer profiles and message histories in a single click for seamless account management.
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Accurate sales forecasting
A visual sales pipeline provides clear real-time visibility into active deals and pipeline value.
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Centralized customer communications
Client conversations tie directly to contact profiles rather than private inboxes, keeping your team connected.
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Rapid team onboarding
New team members review complete account logs directly on customer records to start managing deals immediately.
Use cases
Where it earns its keep
Three situations teams tell us about most often.
Covering for each other
Someone is away and a customer calls — whoever answers can see the last conversation and the current stage straight away.
Weekly pipeline review
Instead of rebuilding a list from memory, the board already shows what is open, at what stage, and how long it has sat there.
Returning clients
A previous customer gets in touch again and their entire history is already on the record, including what they bought last time.
FAQ
CRM questions
What teams ask before switching this on.
How is this different from the lead management features?
Lead management is about capturing and qualifying new enquiries. The CRM is what you use once someone is in the system — the pipeline they move through and the conversation history that builds up on their record.
What does the unified inbox collect?
It brings the communication history for a contact into one place against their record, so you are not reconstructing a conversation from separate email and messaging tools.
Can I change the pipeline stages?
Yes. Lead statuses are customizable, so the board reflects your qualification process rather than a fixed template.
Does the pipeline update when someone books?
Yes. A confirmed booking updates the calendar and the pipeline together, so the sale and the schedule do not drift apart.