CRM
One record per customer, with the whole conversation attached
Where lead management gets people in the door, the CRM keeps the relationship straight: a drag-and-drop pipeline for where the deal stands, and a unified inbox for everything that has been said.
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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
What crm actually gives you
The specific capabilities behind crm in InvoiceSpider.
Visual sales pipeline
See exactly where every prospect stands. Drag a card from new enquiry to discovery call to closed deal, and the record updates for everyone at once.
Unified inbox
Every message exchanged with a contact appears in one thread on their record, so you never have to search three tools to find what was agreed.
Centralised contact records
One dashboard holds the contact, their stage, their tags, their history and their bookings, instead of splitting them across systems.
Custom tags and filters
Group contacts by service type, priority or source and pull up precisely the segment you want to work or report on.
Clean handovers
Because the history lives on the record rather than in a personal inbox, another team member can pick up an account without losing context.
A pipeline that keeps itself current
When a booking is confirmed the pipeline moves with it, so the sale and the schedule stay in step without anyone re-keying the outcome.
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
What changes day to day
The practical difference once this is running.
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Full context, always
Anyone can open a record and see the whole relationship immediately.
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Honest forecasting
A visible pipeline shows what is really in play rather than what people remember.
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Fewer dropped threads
Conversations are attached to contacts, not to individual inboxes.
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Faster onboarding
New team members work from the record instead of asking colleagues for backstory.
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.
Put crm to work
Start a free trial and set this up with your own data, or book a walkthrough with the team.
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