Keep an extensive history of your customer details. What they bought, when they bought it, and all communications between them and your sales team, to boost your customer engagement.
Fill that pipeline with leads, create call lists with follow up actions, notes, or convert them to a sale right on the spot. Track as much detail with your leads as with your paying customers.
Add products to create a sales capture process. Grab details of the sale there and then, ready to invoice and get paid. Let your sales teams keep on top of their budgets and KPIs.
Keep track of time with Timesheets. Allow your staff or contractors to enter in their time worked for payroll or billing.
Staff can fill in annual leave and sick leave forms direct from the web. Leave applications go to their manager for approval, before being process by your payroll.
Get the low down on what's happening. Track sales, who's making them and keep on top of your best clients and sales staff.
FREE for your first user.
No ties, no gotcha's.
All features, no restrictions, no caps, unlimited power for your business.
$15, per user, per month.
How simple is that?
Your first user is always free, all additional users get the full power for a small monthly subscription.
Got Xero? With just a click or two, you can be connected to your Xero account for all your invoicing requirements!
Enable credit card payment and reconcile your payments by connecting BookupCRM to your Stripe account.
BookupCRM was born in 2014 and raised in New Zealand. The founders have decades of experience in both running businesses and the needs of a CRM system.
BookupCRM is a fully fledged cloud based service, servicing clients across the globe. Being cloud based means you can access your clients anytime, anywhere, any device.
We carefully planned our cloud migration to use the very latest of everything, enabling us to keep pace with technology in a rapidly changing world.