Contact and lead management

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

Throw away the Filofax, Rolodex, and spreadsheet. Your old address book is history.

At a glance, you’ll be able to catch up on the history of your relationship with this customer and all pending activity for the account. Every email, call, appointment, and quote is visible from the contact screen. There’s no guessing about how the last meeting went or what products this client is interested in – everything is available and visible instantly.

Address, email, phone number, contact names and trading profile. See what has happened and when it happened – emails, appointments, calls and opportunities. Access all your history, your pending activities, your sales, your opportunities, any linked documents, and prices you’ve quoted, all in the click of your mouse.

BuddyCRM farley bakery account screenshot - pending tab on account record card
BuddyCRM farley bakery account record screenshot 1
BuddyCRM account records show on mobile ios app

The Account Record in Detail

The Single Customer View shows everything you need to know about your customer. We’ve designed the customer account card to make it easy to find everything you want: – quickly and easily:

  • Where the lead originated
  • Who looks after this customer
  • Pending activity
  • Recent history
  • Quotes, emails, meetings, pricing…
  • Connect it to your sales, inventory or accounting feed for even more information.
  • Check, edit and update details on the road too with the iOS app.
  • Everything you could possibly need.