CRM that does its own admin.
crmSpace keeps the pipeline honest so the team can sell. The AI is part of the plan, not a meter: ask your numbers anything, and the follow-ups arrive drafted.
Capture
Leads arrive by form, import or a forwarded email. Nothing typed twice.
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What it is.
crmSpace is a customer relationship platform for small teams in the UK and EU: pipeline, quotes, invoices and reports, with every change recorded on an event ledger so any figure can be traced and any past state reconstructed.
The assistant works from the same governed data the reports do. It answers with the records behind the number, and it never does its own arithmetic.
The pipeline, kept honest.
Ask
Ask a question, get the governed figure and the records behind it. Numbers come from a metric registry, never from a model doing arithmetic.
Pipeline
Leads, deals and a board that shows weighted value at every stage, reconstructable as it stood on any past date.
Quote to cash
Quotes priced from your catalogue, invoices as PDF, payments tracked and periods locked once closed.
Follow-ups and digests
Drafted follow-ups for the deals going quiet, a Monday brief on where things stand, and email capture by forwarding.
Reports and the board pack
Movement, performance, lost reasons and lead sources, on screen or as one dated PDF for the meeting.
See crmSpace in full.
The product site has pricing, and every workspace starts with a free trial.