What the CRM keeps track of
Leads and contacts
Every lead from your website, ads, listings and calls becomes a contact automatically, no spreadsheets or sticky notes.
Customer history
Messages, appointments, estimates, invoices and payments on one timeline per customer.
Payment and invoice tracking
See who owes what and what has been paid, and send reminders from the record.
Notes, files and documents
Job notes, photos and signed documents stored with the customer.
Tags and segments
Group customers by service, area or status for targeted email and SMS campaigns.
Pipeline view
New, quoted, scheduled, completed. Know where every job stands.
Built around how small businesses actually work
- No training course needed to get started
- Works on phone, tablet and desktop
- Client portal for customers to view invoices and pay
- Secure document sharing
- HIPAA-compliant option for health practitioners
Since using Charlie Company Media, my business has expanded by 50%. With one central platform for all my business needs, I have more transparency and order in my business processes.
CRM questions
Can I import my existing customers?
Yes. Your onboarding team imports your customer list so you start with a full database.
Is my data secure?
Yes. Data is stored in the cloud with access controls, and a HIPAA-compliant configuration is available for health practices.
Can my customers log in?
Yes. The client portal lets customers view invoices, make payments and upload documents.
Is there a long-term contract?
No. The cloud-based CRM is month to month. We work to earn your business every month rather than locking you in.
Who do I talk to when I have a question?
A US-based support team and a dedicated relationship manager who knows your account. Call (210) 480-6345, Monday to Friday, 9am to 5pm Central, or message us from inside your platform.
How do I see what it is doing for me?
Every month you receive a report covering site visits, leads captured, estimates and invoices sent, money collected, messages and appointments. You can also sign in to your platform at any time.
