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Workflows

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

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Case Management

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

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Maps

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

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Dashboard

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

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Integration

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

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Marketing

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

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Quotes

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

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Mobile

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

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Deals

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