01
Contacts & companies
Your customer list, filled from forms, bookings, chat and imports. One page for every person and every company.
Explore Contacts & companies
Customers
Every customer, every chat, every deal. One simple CRM.
Customers is the simple CRM for small business: your contacts, one inbox for WhatsApp, email and more, your deals, and Chip, who tells you who is waiting on you and what to do first.
Free plan, no card needed. Or book a demo.
Home
Open it and know what to do first.
The Customers home starts with a short briefing from Chip: who is waiting on a reply, what your open deals are worth and how much is still owed on invoices. Below it, a ranked list of next steps.
- Chip · Your AI Sales Co-pilot, with a live briefing every time you open it
- Next best actions, each with its own Ask Chip button
- Quick actions: Add a contact, Create a deal, Open pipeline, View inbox
Inbox
Every message, next to the person who sent it.
WhatsApp, email, SMS, website chat, Instagram and Facebook land in one shared inbox inside Customers. Reply from there and the conversation sits on the contact, beside their deals and invoices.
- One inbox with Open, Snoozed and Closed tabs
- Assign a conversation or leave an internal note for your team
- Generate a reply with Chip, then edit it before you send
Deals
See who is interested and what it's worth.
Drag deals across your stages, or let them move on their own. When a contact replies, their deal leaves the first stage. When the invoice on a deal is paid, the deal is marked won.
- As many pipelines as you need, with your own stages
- Deals move when customers reply or pay
- Forecast, win rate and stalled deals at a glance
Contacts
One page per person, with the whole story.
Every contact has a page with their messages, deals, notes, tasks, files and money in one place. Add someone with just a name, an email or a phone number, or import a CSV of thousands.
- Email, Call or WhatsApp straight from the contact
- A money tile: Invoiced, Paid, Outstanding, Overdue
- Companies fill in their logo and details from their website
Clean data
A contact list that stays tidy on its own.
Segments keep themselves up to date, properties let you store what matters to your business, and Data quality shows what is missing or doubled up, so you can fix it right there.
- Segments that fill themselves from the rules you set
- Merge duplicates and keep the fullest record
- A simple 0–100 lead score from activity, spend, recency and deals
Inside
Everything inside Customers.
Five parts, one contact list. Open any of them to see how it works.
02
Sales pipeline & deals
Drag deals through your stages and let replies and paid invoices move them for you.
Explore Sales pipeline & deals
03
Inbox
WhatsApp, email, SMS, website chat, Instagram and Facebook in one shared inbox for your team.
Explore Inbox
04
Website chat
A chat bubble on your site where Chip answers from your own content and hands over to you when it should.
Explore Website chat
05
Prospecting with Chip
Describe who you sell to. Chip finds real companies and people, with the reasons and the sources.
Explore Prospecting with ChipWhat comes next
Once someone is in Customers, here's what comes next.
Customers is where every relationship starts. What happens after it happens in the same account, on the same record.
Someone gets in touch
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They land in Customers
From a form, a booking, website chat, a message or Prospecting, with the source saved.
FormBookingWebsite chat -
A deal tracks what it's worth
When they reply, the deal moves out of the first stage on its own.
PipelineChip -
You send the invoice
Create an invoice from the contact, already addressed to them.
Money ManagerGet Paid -
Won, and the work starts
A paid invoice marks the deal won, and Chip offers to set up a client portal.
Client portalWork
Paid, and it's all on the record
Works with everything
CRM talks to the rest of your business.
Everything below shows up on the client's record on its own, so you never piece the story together by hand.
SitesForms, bookings and website chat create contacts
MarketingSegments become your email lists
MoneyInvoiced, paid and overdue show on every contact
CRMOne record per client
WorkWon deals can open a client portal
AutomationsFollow-ups and nurture emails run from Automations
Chip AIChip briefs you, drafts replies and finds prospects
Chip AI
Ask Chip. It already knows your clients.
Chip works from your own records, so the answer comes with names, amounts and dates, and a next step you can take in one click.
Plans
Which plans include Customers?
Customers is on every plan, including Free with 100 contacts. WhatsApp, SMS and automations unlock on Starter, and Chip auto-reply unlocks on Growth.
- FreeIncluded, free forever
- StarterIncluded, 30-day trial
- GrowthIncluded, 30-day trial
- ScaleIncluded, 30-day trial
Everything in Customers
Questions about Customers
Is there a free CRM plan?
Yes. Customers is included on Free with up to 250 contacts and one user. Starter gives you 2,500 contacts, Growth 15,000 and Scale 75,000.
Is this a CRM that works with WhatsApp?
Yes. Connect your WhatsApp Business number and messages land in the inbox, on the right contact. The inbox, including email, website chat, WhatsApp and SMS, unlocks on Starter.
Can I bring my customer list from a spreadsheet?
Yes. Save it as a CSV and import up to 10,000 contacts at a time. You map the columns and choose whether duplicates are updated or left alone.
Is the lead score AI?
No, and we won't pretend it is. Each contact gets a simple 0–100 score from their activity, how much they have spent, how recently you heard from them and whether they have a deal.
Does it track invoices and deals together?
Yes. Invoices from Money Manager show on the contact, and when an invoice on a deal is paid the deal is marked won for you.
Every customer, one record. Finally.
Bring your contacts, conversations and deals into one place. Free to start, set up in an afternoon.
Or book a demo and we'll set it up with you.