CRM
Pipelines, leads and customers in one place.
Track every deal on pipelines you design, qualify leads from forms, partners and social, and keep customers, contacts and sites with their full history. Stages, sources, lost reasons and fields are your own data, not ours.
Everything CRM does
Pipelines you design
Deals move through your own pipelines and stages, with probabilities, SLAs, required fields and gates a deal must pass.
Leads inbox
Unqualified deals from web forms, partner links and social lead ads land in one inbox to qualify or drop.
Customers, contacts and sites
Companies and individuals with their contacts, several site addresses and one timeline of everything that happened.
Activities and call scripts
Calls, meetings and follow-ups with due dates, and question scripts for courtesy and qualification calls.
Partner portal
Resellers and referrers sign in to the same app and see only their own deals, with values masked if you choose.
Sales targets
Targets per person or for the company by month, quarter or year, with quota attainment as deals are won.
Mail sync
Connect Gmail or Microsoft 365 and emails with your contacts appear on their records.
Spreadsheet import
Bring customers, contacts and deals from CSV or Excel, with column mapping suggested from the headers, Pipedrive exports included.
One app, one menu
Open CRM from your app launcher and its menu is all you see, in the same three sections every EmCore app uses: the daily work, the figures, and the settings that make it yours.
Better together, fine on its own
Apps share customers, products, people and files. Turn another one on and the links between them light up.
Ready-made setups that include CRM
Pick an industry template at sign-up and your pipelines, stages, fields and approvals arrive ready to use. Everything stays editable.
EV charger installer
Residential, project and service pipelines, site surveys, charger fields and authority approvals.
Start with this template →MEP contractor
Tender pipeline, BOQ estimation, site projects with milestones, material requests, procurement.
Start with this template →Trading company
Enquiry-to-delivery order pipeline, price lists, multi-warehouse stock, procurement.
Start with this template →Generic services
A simple sales pipeline, projects, support tickets and HR. A good start for any service business.
Start with this template →Good to know
Can I buy CRM on its own?
Yes. CRM works on its own. Settings, members, roles and the rest of the platform come with every workspace, and more apps can be added any time.
Is my data kept separate and secure?
Every company gets its own workspace on its own subdomain, and every record is tied to it: no other company can read it. Permissions decide what each person sees (their own records, their team's, or all), secrets are encrypted at rest and every change is in the audit log.
What can AI see in CRM?
Only what the person asking may see. AI features run inside your workspace with that person's own access, so records outside their scope and fields hidden from them never reach the model. You can switch each AI feature on or off in Settings.
Try CRM free for 14 days
Your own workspace in about 30 seconds. No credit card, and your data is yours.