Solution
CRM Software Configured Around Your Customer Relationships
Every customer is a person, not a row in a spreadsheet. Track relationships, history, and opportunities without losing the personal touch.
CRM software that tracks leads, customers, interactions, and opportunities — built around how your business actually builds relationships.
No credit card required · 14-day free trial
What you’ll get with this solution
- Pre-configured capabilities for this operation
- Custom fields that match your terminology
- Workflows and approvals for your team
- Connected reports — no manual reconciliation
Describe your operation to LearnBiz AI — it recommends the fields, workflows and terminology for this solution.
CRM Should Be About Relationships, Not Rows
Most CRMs were designed for lead factories — high volume, marketing-sourced, SDR-qualified. Many SMEs run relationship businesses: referrals, repeat buyers, trade customers, and long cycles where trust matters more than sequence. Your CRM should remember why a customer matters and what you promised — not just where they sit in a funnel.
How ConfigBiz Handles CRM
ConfigBiz lets you define contact types that match your world: customer, prospect, supplier, partner, landlord, alum. You set the fields that matter — branch, loyalty tier, credit terms, family size, equipment owned, or anniversary. Interactions (call, visit, quote, delivery, support) are logged once and surface everywhere: sales, operations and service.
| CRM object | Configurable example | Connected to |
|---|---|---|
| Contact | Segment, tier, credit limit, owner, tags, NPS | Sales, finance, projects |
| Company | Group vs outlet, industry, size, HQ vs branch | Opportunities, orders, sites |
| Interaction | Visit, call, site measure, warranty, escalation | Timeline the team can search |
| Task | Follow-up, quote due, permit renewal, birthday | Owner + due + outcome |
What You Get
- Unified timeline — every touch, quote, order, visit and complaint on one profile
- Segments and tags you define — no vendor taxonomy to shoehorn
- Tasks and reminders tied to outcomes, not just dates
- Reports — active base, at-risk accounts, referral source ROI, owner coverage
- Approvals — discount, credit, or escalation rules that follow your policy
Operational CRM — an example
A house renovation is not a "deal" — it is a project with a customer. ConfigBiz links them: the house is a site, the variation is an opportunity, the deposit is finance, the crew assignment is people, and the snag list is operations. Your CRM is not a silo — it is the context layer that makes work coherent.
| Before | After |
|---|---|
| Customer notes in a rep's notebook | Shared timeline, searchable by anyone with permission |
| Discount approved on call, forgotten | Rule: >15% → manager; logged against reason |
| At-risk customers discovered when they leave | RFM recency alert at 45 days of silence |