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All features CRM

CRMEvery relationship.
A little more connected.

Bring customer details, inquiries, and conversations into one place. Help your team pick up the relationship with context already in view.

Get started for free →Explore CRM ↓
Free forever core plan · Paid features vary by plan
CRM · Contacts, assignees, and lead sources
Maurie AI CRM Contacts list showing contact names, email and phone fields, assignees, lead sources, search, and filters
SUBSCRIPTIONS & INVOICING

Add recurring revenue
to the relationship.

Create monthly or annual subscriptions connected to the customer. Automate invoices, statements, payment retries, and reminders, with a secure card-update link and a team alert if payment remains unpaid.

Explore Subscriptions & Invoicing

Included on Growth and Pro.

HOW IT WORKS

Put CRM
to work.

  1. 01

    Capture the inquiry

    Bring new leads and customer details into your shared workspace.

  2. 02

    Keep the context

    Use contact properties, notes, tags, and activity to understand the person.

  3. 03

    Follow through

    Keep customer information close as your team handles conversations and next steps.

WHAT YOU CAN DO

Keep customer relationships organized.

The tools that support your everyday work. See pricing for plan availability and allowances.

Know the customer

  • Leads & contactsCapture new inquiries, review leads, and keep names, email addresses, phone numbers, addresses, and customer context together.
  • Companies & customer listsOrganize contacts around the businesses they belong to and create lists for meaningful groups.
  • Custom contact propertiesStore the details that matter to your business, with property history on paid plans.

Keep the relationship in view

  • Tags & notesAdd useful labels and notes so the important details are easy to find.
  • Contact activitySee associated conversations, leads, and bookings alongside the customer record.
  • Sales history on the contactChoose a customer during a Cash Register sale to keep their transaction history on their contact record. Return to the sale to reprint or email the receipt.
Upcoming refinements

These improvements are planned and are not included as current functionality.

  • Custom sectionsOrganize contact properties into your own sections. Upcoming allowances: 5 on Starter, 10 on Growth, and 15 on Pro.
  • A clearer path from lead to contactOpen a contact directly from a lead and keep changed email and phone details in sync.
A CLOSER LOOK

CRM customer activity and sales history

The contact timeline with conversations, linked tasks, and transaction history.

CRM · Contact details and customer activity
Maurie AI CRM contact record showing customer details, a timeline of rewards, email, property updates and chat conversations, plus attachments and customer history
AVAILABILITY & PRICING

Choose your fit.

Free includes 250 CRM contacts and 10 custom contact properties. Companies, lists, and property history start on Starter.

Compare plans →
KEEP THE CUSTOMER JOURNEY CONNECTED

Works well with.

YOUR NEXT STEP

Bring CRM
into your workspace.

Create a free account and explore the tools available for your business.

Get started for free →Paid features and add-ons vary by plan.