General Business CRM
Everything your business needs to manage customers, sales, and growth
Overview
The General Business CRM gives you a complete view of every customer relationship. Track leads from first contact to closed deal, assign tasks to your team, set reminders for follow-ups, and generate reports that show exactly how your business is performing. Whether you are a two-person startup or a growing enterprise, this CRM scales with you.
Who is it for?
- Small and medium businesses looking to organise their customer data
- Startups that need a scalable sales pipeline from day one
- Enterprises seeking a centralised platform for team collaboration
- Service-based businesses managing multiple client relationships
Quick Facts
- Best for
- Small to medium businesses, startups, and enterprises
- Purchase model
- Once-off payment
- Workspace
- Private, isolated per company
- Users
- Unlimited team members
Features
Everything included in the General Business CRM
Customer & Contact Management
Store and organise all your customer and contact records in one place. Track company details, contact persons, email addresses, phone numbers, and custom notes.
Lead Tracking & Sales Pipeline
Visualise your sales process from first enquiry to closed deal. Move leads through customisable pipeline stages and never lose track of an opportunity.
Tasks, Reminders & Follow-ups
Create tasks, set due dates, and receive reminders so nothing falls through the cracks. Schedule follow-ups automatically after meetings or calls.
Team Assignments & Collaboration
Assign leads, tasks, and customers to specific team members. See who is working on what and ensure accountability across your team.
Communication History
Keep a complete record of every interaction with each customer — emails, calls, meetings, and notes — so your team always has context.
Business Reports & Dashboards
Generate reports on sales performance, lead conversion, team activity, and customer trends. Visual dashboards give you instant insight into your business health.
Search, Filtering & File Attachments
Quickly find any record with powerful search and filtering. Attach contracts, proposals, and documents directly to customer records.
User Roles & Permissions
Control who can see and edit what. Set up roles for owners, managers, and staff with appropriate access levels for each.
Why Choose General Business CRM?
Never Lose a Lead
Every enquiry, referral, and opportunity is captured and tracked through your pipeline.
Save Hours Every Week
Automate follow-ups, reminders, and task assignments instead of managing spreadsheets.
Full Team Visibility
Everyone on your team sees the same customer data — no more information silos.
Data-Driven Decisions
Reports and dashboards show you exactly where your revenue comes from and where to focus.
Real-World Use Cases
See how businesses like yours use the General Business CRM
A marketing agency tracking client projects and deadlines
A retail business managing supplier and customer relationships
A logistics company tracking delivery contracts and follow-ups
A training company managing student enquiries and enrolments
Frequently Asked Questions
Ready for General Business CRM?
Get a proposal today. Your own private workspace, ready in minutes.