Contacts and contact fields
Create new contacts, keep customer details organised and capture the fields that matter to your business.
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01startuperr CRM
Keep every customer conversation moving.
A shared place to organise contacts, sales, follow-ups, products and team activity. See what needs attention and ask the CRM assistant to help with the next step.
Designed to keep everyday startup work clear, practical and connected.
Product overview
What is the CRM?
Customer information can quickly become scattered across spreadsheets, inboxes and messages. startuperr CRM gives your team an organised place to keep relationship details and sales activity visible.
startuperr focuses on straightforward workflows for startups and small teams. The exact features available depend on the live product, so use this page as an introduction and check your workspace for current options.
What you can do
Useful features for everyday work.
Keep the essentials easy to understand and accessible to the people who need them.
Sales and opportunities
Record a new sale and keep sales activity and opportunities visible in one place.
Follow-ups and hot leads
See follow-ups that are due, identify leads that need attention and keep the next action clear.
Products and teams
Manage product records and give your team shared context for customer and sales activity.
Analytics and reporting
Review sales activity and pipeline information to understand what needs attention.
Email templates
Keep commonly used email messages ready for consistent customer communication.
Contact import
Bring existing contact information into the workspace using the available import tools.
AI CRM assistant
Ask about contacts, follow-ups, hot leads and sales activity, then review details before acting.
Who it helps
Made for the work your team does.
Use the workflow that fits your business rather than adding complexity for its own sake.
For founders
Keep early customer conversations and important relationship details organised.
For sales teams
Review leads, follow-ups and opportunities in one workflow.
For service teams
Find customer context more easily when responding to questions or handing work to a teammate.
A simple workflow
From first step to follow-through.
A practical starting point. Adapt the steps to match your team's process.
- STEP 01
Add a lead or contact
- STEP 02
Record the conversation and relevant details
- STEP 03
Identify the next action
- STEP 04
Review open opportunities
- STEP 05
Follow up and update the record
Part of the bigger picture
One product. A more connected way to work.
CRM sits inside the wider startuperr workspace, alongside tools for customers, people, forms and everyday operations.
Start with the tool that solves a real need today, then explore the others as your workflow develops.
Frequently asked questions
Good to know.
What is CRM used for?
CRM helps a business organise customer and prospect information, track conversations and manage follow-ups.
Is it only for sales teams?
No. Founders, customer-facing teams and other staff who manage relationships may also find a CRM useful.
Can AI send messages automatically?
AI assists with drafting and organising work. Review AI-generated content before using it, and confirm the available automation features inside the product.
Ready to explore?
Make your everyday work simpler.
See how CRM fits into the way your team works. Every tool is available from the start.