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Free Assessment

CUSTOM CRM DEMO

See A CRM Shaped Around The Way Your Business Works.

See how AI Website Assistant uses approved business knowledge to answer visitor questions, explain relevant products or services and guide the conversation toward a useful next step.

EXPLORE THE DEMO
VIEW PRICING
Custom CRM Customer & pipeline workspace
DEMO READY
ACTIVE WORKSPACE

Sales & Customer Pipeline

4 LEAD SOURCES
OPEN LEADS 12
QUALIFIED 6
FOLLOW-UPS 3
JL
Jordan Lee Professional Services
Email enquiry Qualified
SM
Sarah Mitchell Northstar Interiors
Website Assistant New
DB
Daniel Brooks Home Services
Reception AI Follow-up
ACTIVE OPPORTUNITY Jordan Lee

Interested in a custom CRM workflow.

QUALIFIED
Qualified Source: Email enquiry
Requirements Owner: Sales team
Process Review Review requirements
Follow-Up Next action
NEXT ACTION Review CRM requirements
Sales team
RECENT ACTIVITY What changed around the opportunity.
Process review scheduled Jordan Lee · Sales team
10m
Pipeline stage changed Qualified → Requirements
42m
Follow-up task assigned Owner: Sales team
1h
Lead created Source: Email enquiry
Today
Capture Organize Stage Follow Up Review

Make The Next Action Clear

Keep ownership, tasks, notes and follow-up connected to the customer or opportunity.

Bring New Opportunities Into One View

Keep leads from forms, assessments, website conversations and Reception AI easier to organize.

Match The Stages To Your Process

Use configurable stages instead of forcing every business into the same generic sales pipeline.

Know What Has Already Happened

Review stage changes, notes, tasks and customer activity without piecing the story together from separate tools.

APPROVED BUSINESS KNOWLEDGE

Bring Incoming Leads Into One Clear Working View.

Capture leads from different customer touchpoints while preserving where they came from, who they belong to and the useful context your team needs to decide what happens next.
EXPLORE LEAD INTAKE
Lead Intake Custom CRM
CONNECTED SOURCES
JL
NEW CRM RECORD

Jordan Lee

Professional Services

NEW LEAD
SOURCE Website Form
PIPELINE New Opportunity
OWNER Unassigned
NEXT ACTION Review enquiry
CAPTURED CONTEXT

Interested in improving customer tracking, opportunity visibility and follow-up across the team.

Pipeline & Work Queue Custom CRM
CONFIGURABLE WORKFLOW
PROCESS REVIEW

Jordan Lee

Requirements captured. Review the proposed CRM workflow and confirm the next operational step.

ACTIVE
COMPANY Professional Services
OWNER Sales team
VALUE To qualify
NEXT TASKS Keep the opportunity moving.
LATEST NOTE Operational context
Team wants customer records, opportunity stages and follow-up to remain visible without changing between disconnected tools.
Next: Confirm process review

PIPELINE & FOLLOW-UP

Move Each Opportunity Through The Process That Fits.

Not every improvement deserves equal attention. Use the assessment to identify the opportunities that could matter most and create a clearer starting point for action.

EXPLORE THE PIPELINE

ACTIVITY & CONTROL

Know What Happened, Who Owns It And What Comes Next.

Keep products, license status, activations and expiration information visible from one developer workspace.

EXPLORE CRM ACTIVITY

CHOOSE YOUR PLAN

Continue With The Custom CRM Setup That Fits.

Choose the level of website guidance, business knowledge and visitor workflow support that fits the way your organisation wants to use the assistant.

For focused support teams.

Starter

For businesses that need a CRM around a relatively focused operational process.

$79

per month

  • Contact allowance — To confirm
  • Pipeline allowance — To confirm
  • User allowance — To confirm
  • Workflow scope — To confirm
  • Reporting scope — To confirm
  • Integration availability — To confirm
GET STARTED

For growing support operations.

Professional

For teams managing a wider set of customers, opportunities, tasks and operational workflows.

$79

per month

  • Contact allowance — To confirm
  • Pipeline allowance — To confirm
  • User allowance — To confirm
  • Workflow scope — To confirm
  • Reporting scope — To confirm
  • Integration availability — To confirm
EXPLORE PROFESSIONAL

For more advanced operations.

Growth

For businesses that need broader CRM configuration around more involved processes and operational requirements.

$79

per month

  • Contact allowance — To confirm
  • Pipeline allowance — To confirm
  • User allowance — To confirm
  • Workflow scope — To confirm
  • Reporting scope — To confirm
  • Integration availability — To confirm
TALK TO US

For focused support teams.

Starter

For businesses introducing guided website assistance around a focused customer journey.

$320

per month

  • Best-fit scope: Focused deployment
  • Website/domain allowance: 1
  • Question/usage allowance: 100
  • Knowledge scope: To confirm
  • Integration availability: To confirm
  • Support level: To confirm
GET STARTED

For growing support operations.

Professional

For teams that want richer customer intelligence and AI-assisted sales workflows.

$650

per month

  • Everything in Starter
  • Best-fit scope: Expanding use
  • Website/domain allowance: To confirm
  • Question/usage allowance: To confirm
  • Knowledge scope: To confirm
  • Integration availability: To confirm
  • Support level: To confirm
EXPLORE PROFESSIONAL

For more advanced operations.

Growth

For broader teams managing more conversations, customers and sales activity.

$920

per month

  • Everything in Professional
  • Best-fit scope: Broader requirements
  • Website/domain allowance: To confirm
  • Question/usage allowance: To confirm
  • Knowledge scope: To confirm
  • Integration availability: To confirm
  • Support level: To confirm
TALK TO US

CONNECTED WORKFLOWS

Bring Customer Information Into The CRM From The Work Around It.

Extend useful website conversations into supported commerce, lead-management and operational workflows when the visitor needs something beyond an answer.

Custom CRM

Website & Contact Forms

Bring customer enquiries and lead information from supported website forms into the CRM workflow.

Reception AI

Business Assessment

Carry qualified assessment enquiries forward with useful business context and a clear source.

Social by Geeks

AI Website Assistant

Create CRM leads from website conversations when a visitor wants to continue with your team.

HTML to WordPress

Reception AI

Carry captured caller or enquiry information into the CRM for ownership and follow-up.

  • Connected workflows depend on the configured lead sources and integration setup.
EXPLORE INTEGRATIONS

HOW CUSTOM CRM WORKS

From Incoming Lead To A Clear Next Action.

Bring each opportunity into the CRM, organize the context, place it in the right stage and keep follow-up visible as the work moves forward.

Capture Bring new leads and
their source into view.
Organize Keep contacts, context
notes and ownership together.
Stage Place the opportunity
in the right workflow stage.
Follow Up Assign tasks, ownership
and the next action.
Review See activity and refine
the workflow over time.