System catalogNo code
Included
Customers
CRM
Organize customers, leads, notes and follow-up activity.
What it adds
Keep every customer relationship in one place.
No-code setup
Configure the business rules with clear forms, toggles and choices rather than developer settings.
What you get
- Every customer and lead in one place
- History of their orders, bookings and quotes
- Tags and segments for follow-up
- Contacts created automatically from online activity
Suits
Every business
Connects with
InboxMarketingForms
Configure your system
Choose how CRM should work for your business
Business rules
Interactive setup preview
These controls demonstrate how no-code configuration works. Use the real “Add system” action on this page to sign in, choose a business and persist the setup.
Installation concept
Choose how this system should work for your business
Xperts adds the required customer-facing experience
The workspace gets the matching management tools
Smart Studio can then adjust the wording and where it appears