CRM
Every customer, contact and conversation on one shared record.

The situation
Customer details live in a spreadsheet, a shared inbox and people's heads. Two colleagues contact the same customer in one week, and neither knows. When someone leaves, their relationships leave with them.
What you end up with
- One record per customer, with every contact on it
- Every call, email and meeting in one shared history
- Customer history that stays when people move on
As an xApp
Keeps every customer, contact and conversation on one shared record, so whoever picks up an account knows what has already happened.
- Replaces
- CRM subscriptions
- Application type
- Customer Relationships
- Typically live in
- 3-4 weeks
- An estimate from this starting point, not a quote.
Out of the box
Each customer has one record with its contacts, details and every call, email and meeting. Follow-ups sit on the record, with a reminder when a customer goes quiet. A list for a campaign is a search, not an export. People see the customers they look after, and managers see them all.
- Customer and contact records with full history
- Calls, emails and meetings logged on the record
- Follow-ups and reminders on every customer
- Segments and lists by any field you track
- Access by team, region and role
What typically gets tailored
Records, activity history, follow-ups and access come working. We tailor what you track about a customer and who owns which account. Email and calendar sync logs activity where it happens, and your current data is moved across, not retyped.
- The customer fields and categories you track
- Teams, regions and account ownership
- Email and calendar sync for activity logging
- Moving your data across from your current system
Frequently asked questions
The BuildPad CRM template is a production-ready application that keeps every customer, contact and conversation on one shared record, so whoever picks up an account knows what has already happened. It is a working application rather than a scaffold, and a build starts from it and is tailored to your data, your processes and your rules.
Want this one tailored to you?
We shape this application to your data, process and rules.
