Customer Relationship Management
Convert more leads, automate follow-ups, and grow your business with a CRM built for local businesses.
Complete Customer Management
Import or create detailed customer profiles with comprehensive contact management and service tracking.
Organized Customer Profiles
Keep all customer information organized in one place. Import existing contacts or create new ones with comprehensive contact management and service history tracking.
Primary Contact Management
Store main contact person details with complete information and communication preferences.
Associated Contacts
Track additional contacts related to each customer for comprehensive relationship management.
Customer Overview
Service inquiry details, qualification status, and complete customer background information.
Add Customer
Primary Contact
Main contact person details
Associated Contacts
Additional contacts related to this customer
Customer Overview
Service inquiry and qualification details
New Lead
Summary
Lead summary information
Strategy
Conversion strategy and concerns
Past Services
Previous services provided to this customer
Lead Qualification & Tracking
Track lead progression with detailed qualification information, conversion strategies, and complete service history to build lasting customer relationships.
Lead Summary & Strategy
Capture lead details, conversion approach, and address potential concerns upfront.
Service History Tracking
Maintain complete records of past services to identify upsell opportunities and improve customer relationships.
Conversion Optimization
Track what works best for each customer type to improve your overall conversion rates.
Frequently Asked Questions
Everything you need to know about our CRM for local businesses.
Know Your Customers, Grow Your Sales
Join other local businesses using Kordless CRM to build long-term relations with their customers.