BuddyCRM Features

Introducing the Activity Hub mobile app—the ultimate tool for sales professionals, travelling technicians, and managers on the go!

Schedule appointments, calls, and tasks for the whole team and reminders are sent automatically.

Keep track of problems, issues, or projects of your customers.

BuddyCRM’s single customer view lets you see all your prospect and customer interactions on one screen.

See your next activities, how well the team is doing, and check the sales pipeline all in a glance with the Buddy Dashboard.

Manage your opportunities and deals from initial meeting through the sales pipeline to close.

Connect and display your accounting, sales, inventory or any other source of information with the Buddy API.

Build powerful forms that collect information on your website or landing page and then deliver that information directly into BuddyCRM.

Segment your database by area, display records on a map, and email specific postcodes.

Target your marketing to an exact group of prospects and create and send emails with the BuddyCRM builder, Mailchimp, or Pure360.

Access, edit and update your accounts, contacts, and meetings while on the road with our iOS app.

Produce professional quotes right from within BuddyCRM and email them straight to your clients.

BuddyCRM turns data into information. Never be unprepared for a meeting again.

Manage and improve your sales team’s results with our powerful sales team software.

Use webhooks to trigger events in third-party software based on actions in BuddyCRM.

Automate tasks to speed up administration.