Features

Building good relations with customers should be the topmost priority 

CRM & Beyond

It's a web-based tool that works with Clover/PAX POS and lets you easily manage your business by saving customer information, collaborating with your team, and running data-driven marketing campaigns

  • CONTACT MANAGEMENT

    Access customers' information, including interaction, purchase history, rewards, and more, everything that helps build a good relationship

  • Employee Management

    Be more organized and collaborate with your team. Manage and monitor your team's schedule. Assign tasks and keep track of their progress

  • Email Marketing

    Send out email campaigns, offer coupons or loyalty programs to advertise your brand. Segment customers based on various criteria to make it more personalized. See how effective your campaigns are with a real-time stats dashboard

  • Rewards & Loyalty

    Attract new and keep existing customers keep coming back to your store with Rewards & Loyalty Program. Make them feel valued by offering points, discounts, rewards, and more  for every purchase they made

  • Surveys

    Adding a survey form in your CRM can significantly improve your ability to segment your clients for marketing and campaign purposes. Simple questions such as the size of the company, its budget, and its areas of interest will help you learn more about them. Also, make use of the information you've gathered to improve your company's success

  • Landing Pages

    Create no code landing pages and forms to easily capture visitors' information. Improve your conversion and sales by showcasing your brand to a wider audience

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  • CONTACT MANAGEMENT

    Suspendisse lacinia ipsum eget libero consectetur convallis. Phasellus aliquam libero condimentum lectus vehicula, dui pretium vitae.

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  • Employee Management

    Suspendisse lacinia ipsum eget libero consectetur convallis. Phasellus aliquam libero condimentum lectus vehicula, dui pretium vitae.

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  • Email Marketing

    Suspendisse lacinia ipsum eget libero consectetur convallis. Phasellus aliquam libero condimentum lectus vehicula, dui pretium vitae.

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  • Rewards & Loyalty

    Suspendisse lacinia ipsum eget libero consectetur convallis. Phasellus aliquam libero condimentum lectus vehicula, dui pretium vitae.

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  • Surveys

    Suspendisse lacinia ipsum eget libero consectetur convallis. Phasellus aliquam libero condimentum lectus vehicula, dui pretium vitae.

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  • Landing Pages

    Suspendisse lacinia ipsum eget libero consectetur convallis. Phasellus aliquam libero condimentum lectus vehicula, dui pretium vitae.

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Lorem Ipsum

Suspendisse lacinia ipsum eget libero consectetur convallis. Phasellus aliquam libero condimentum lectus vehicula, non feugiat urna ullamcorper. Donec eu tristique neque, in lacinia magna. Nulla eget pulvinar magna. Ut sem est, malesuada eget hendrerit nec, congue at nibh. Fusce pulvinar tellus odio, id posuere dui pretium vitae.

  • CONTACT MANAGEMENT

    Suspendisse lacinia ipsum eget libero consectetur convallis. Phasellus aliquam libero condimentum lectus vehicula, dui pretium vitae.

    Read More
  • Employee Management

    Suspendisse lacinia ipsum eget libero consectetur convallis. Phasellus aliquam libero condimentum lectus vehicula, dui pretium vitae.

    Read More
  • Email Marketing

    Suspendisse lacinia ipsum eget libero consectetur convallis. Phasellus aliquam libero condimentum lectus vehicula, dui pretium vitae.

    Read More
  • Rewards & Loyalty

    Suspendisse lacinia ipsum eget libero consectetur convallis. Phasellus aliquam libero condimentum lectus vehicula, dui pretium vitae.

    Read More
  • Surveys

    Suspendisse lacinia ipsum eget libero consectetur convallis. Phasellus aliquam libero condimentum lectus vehicula, dui pretium vitae.

    Read More
  • Landing Pages

    Suspendisse lacinia ipsum eget libero consectetur convallis. Phasellus aliquam libero condimentum lectus vehicula, dui pretium vitae.

    Read More

Lorem Ipsum

Suspendisse lacinia ipsum eget libero consectetur convallis. Phasellus aliquam libero condimentum lectus vehicula, non feugiat urna ullamcorper. Donec eu tristique neque, in lacinia magna. Nulla eget pulvinar magna. Ut sem est, malesuada eget hendrerit nec, congue at nibh. Fusce pulvinar tellus odio, id posuere dui pretium vitae.

  • CONTACT MANAGEMENT

    Suspendisse lacinia ipsum eget libero consectetur convallis. Phasellus aliquam libero condimentum lectus vehicula, dui pretium vitae.

    Read More
  • Employee Management

    Suspendisse lacinia ipsum eget libero consectetur convallis. Phasellus aliquam libero condimentum lectus vehicula, dui pretium vitae.

    Read More
  • Email Marketing

    Suspendisse lacinia ipsum eget libero consectetur convallis. Phasellus aliquam libero condimentum lectus vehicula, dui pretium vitae.

    Read More
  • Rewards & Loyalty

    Suspendisse lacinia ipsum eget libero consectetur convallis. Phasellus aliquam libero condimentum lectus vehicula, dui pretium vitae.

    Read More
  • Surveys

    Suspendisse lacinia ipsum eget libero consectetur convallis. Phasellus aliquam libero condimentum lectus vehicula, dui pretium vitae.

    Read More
  • Landing Pages

    Suspendisse lacinia ipsum eget libero consectetur convallis. Phasellus aliquam libero condimentum lectus vehicula, dui pretium vitae.

    Read More

Lorem Ipsum

Suspendisse lacinia ipsum eget libero consectetur convallis. Phasellus aliquam libero condimentum lectus vehicula, non feugiat urna ullamcorper. Donec eu tristique neque, in lacinia magna. Nulla eget pulvinar magna. Ut sem est, malesuada eget hendrerit nec, congue at nibh. Fusce pulvinar tellus odio, id posuere dui pretium vitae.

  • CONTACT MANAGEMENT

    Suspendisse lacinia ipsum eget libero consectetur convallis. Phasellus aliquam libero condimentum lectus vehicula, dui pretium vitae.

    Read More
  • Employee Management

    Suspendisse lacinia ipsum eget libero consectetur convallis. Phasellus aliquam libero condimentum lectus vehicula, dui pretium vitae.

    Read More
  • Email Marketing

    Suspendisse lacinia ipsum eget libero consectetur convallis. Phasellus aliquam libero condimentum lectus vehicula, dui pretium vitae.

    Read More
  • Rewards & Loyalty

    Suspendisse lacinia ipsum eget libero consectetur convallis. Phasellus aliquam libero condimentum lectus vehicula, dui pretium vitae.

    Read More
  • Surveys

    Suspendisse lacinia ipsum eget libero consectetur convallis. Phasellus aliquam libero condimentum lectus vehicula, dui pretium vitae.

    Read More
  • Landing Pages

    Suspendisse lacinia ipsum eget libero consectetur convallis. Phasellus aliquam libero condimentum lectus vehicula, dui pretium vitae.

    Read More

Are we right for you?

CRM and Beyond was designed for every type of business

  • 1 - 10 Employees
  • 1 location

Small Business
Wanting to Grow !!

Small businesses don't need any prior experience with CRM. CRM & Beyond has an easy-to-use interface and will help you be more organized. Having all your contacts in one location saves you money and time. Increase your sales with the help of our SMS and email marketing, use our landing pages and customer catcher to generate more leads, and retain your loyal customer with Rewards Loyalty Program

Get Started
  • 5 - 25 Employees
  • 3 - 8 location

Mid-Size Business
Wanting to Grow !!

CRM & Beyond helps Mid-size businesses to establish and maintain positive connections to their customers through our tailored marketing. Easily access your customer's information and previous interactions to offer what’s best for them. Organize your team by assigning a task to each one of them to ensure all your customer is taken care of. Additionally, allows you to effortlessly schedule appointments with your clients in a few clicks and reduce no show with automatic reminder

Get Started
  • 50+ Employees
  • 1 location

Large
Enterprise !!

CRM & Beyond enables you to handle challenges like managing thousands of leads, use customer grouping tools and send marketing based on their preferences. Advertise your products or services easily with our landing pages and fast shop to increase sales. Manage your inventory and make sure you never run out of stock with our low inventory alert. All of your employees' schedules, tasks, and performance can be managed in one place

Get Started

Companies we work with

Check out how we reduce the workload of the businesses we deal with

Marketing  Agencies  

It is important to know the state of campaigns for every Marketing Agencies. CRM & Beyond allows you to capture and save lead information, segment them, and send campaigns by group depending on their needs and preferences. Stores all customer interactions so that everyone on your team is up to date and can close more sales. Offers a real-time dashboard for tracking the effectiveness of your campaigns, as well as pre-built landing pages to help you attract more leads. We also have a payment integration that allows you to accept both traditional and cryptocurrency payments. We eliminate the need for multiple logins everything you need is in one place

Learn more

Web design firms  

You don’t have to access many apps, we have all you need. CRM & Beyond allows you to manage your contacts, store and keep important notes about your lead, and assign a task to your team to handle sales prospects. Email marketing service helps you send out personalized promotions and events and keep track of how your campaigns are performing with our dashboard. CRM & Beyond helps you win more sales by offering our landing pages, one-page info site, and fast shop to your clients. And retain them by offering Rewards and Loyalty Program

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ISO'S & Agents  

Manage all of your merchant's information on a single page and build strong relationships by delivering personalized SMS and Email Marketings. Provide POS terminal integration and a fast shop to your clients that helps them sell online. Offer a rewards and Loyalty Program to reduce merchant attrition. Schedule your appointments in a few clicks and reduce no-shows with automatic reminders. Sync your Outlook and Gmail calendar with our CRM to avoid multiple bookings. With our virtual terminal, you can easily submit e-signature and invoices via email, as well as accept secure payments

Learn more

Why work with us

ACCOMMODATE YOUR NEEDS

HELP YOU GROW

LISTEN AND ACT

CUSTOMIZE TO GET THE DEAL

A TRUE PARTNER

RESIDUAL INCOME

Pricing

All-in-one CRM at an affordable price that will save you thousands of dollars

Basic

$19.95/month

1 users included

Free 7-days trial
  • Active Contacts 500 (Unlimited inactive)
  • Lead Management
  • Sync Google and Outlook Calendar
  • Unlimited Appointments
  • Built-in Text, Email, and Phone
  • Customer Grouping
  • Customer Catcher (any website, social media & landing pages)
  • Virtual Terminal
  • Customizable E-invoices
  • E-sign Agreements
  • Payment Integrations
  • Email Marketing 
  • SMS Marketing 
  • 50 Gorgeous Customizable Email Templates
  • Clock in/Clock out
  • Team Messenger

Advanced

$69/month

2 users included

Everything included on the Basic
  • Active Contacts 12000 (Unlimited inactive)
  • Schedule Me Button (any websites, social media & landing pages)
  • Pay Now Button (any website, social media & landing pages)
  • Payment link
  • Email Marketing
  • SMS Marketing
  • SMS & Email Triggers Automation
  • Email Scheduling
  • Coupon & Discount Campaigns
  • E-gift Card Marketing
  • Landing Pages
  • One-page info website templates
  • 100 Gorgeous Customizable Email Templates
  • Fast Shop- eCommerce Website
  • Employee Management
  • Import Employee and Leads
  • Task & Ticketing System
  • Calendar Monitoring
  • File Cabinet
  • Inventory Management
Get started

Pro

$299/month

5 users included

Everything included on the Advanced
  • Active Contacts 25000 (Unlimited inactive)
  • Email Marketing 
  • SMS Marketing 
  • 400 Gorgeous Customizable Email Templates
  • Rewards & Loyalty Program
  • Unsubscribed List
  • Stats Dashboard
  • Donation Kiosks
  • Custom Design Assistance
  • eCommerce Custom Site
  • Sell on Google Integration
  • Recurring Sales
  • Clover & Pax Integrations
  • Commission Incentives
  • User Roles
  • Payroll Basic
  • Custom Branding
  • API Access & App Development
Get started

Industries

Check how CRM & Beyond help different industries in providing exceptional service to their customers

Fast food

CRM & Beyond saves employees time from manual inventory checks, allowing them to focus on their customers. Get a free clover terminal so you can easily accept payments from your customers

Boutiques

Give your customer a great experience by quickly processing credit, debit, and pin debit card payments using the clover terminal
Increase sales by attracting customers online with our fast shop, landing pages. Keep them updated with email and SMS marketing

Mobile

Helps you store all your leads in one place, enhance sales with customized marketing and promotions. Use landing pages and or fast shop to attract buyers online. Get a free clover terminal that easily accepts different types of credit cards payments

Supermarket

Quickly process payments with free Clover POS. Ensure that your employees save time in managing inventories, and never run out of stocks again with our low stock alerts. Retain and make customers from coming back with our Rewards & Loyalty Program

Hardware store

Saves your customer time in waiting for a long queue, processes payment in a few minutes with free Clover POS. Generate a report of the top-selling products, so you'll know which one to buy more. And monitor your employee’s task and schedule, all in one place

Toy store

Run your business with ease process payment using Clover POS. Manage your leads and assign tasks to your employees. Keep in touch with your customers by sending SMS and email marketing, let them know about your ongoing promotions or special events

Boutiques

Add or import your inventory and start selling online in just a few clicks. Process orders, send customized invoices and accept secure payments from a variety of credit cards and cryptocurrencies with the virtual terminal. Send personalized SMS and email marketing to your customers

Jewelry Shop

Use the fast shop to sell your jewelry without having a physical store. Create landing pages and add web forms to generate leads. With the information gathered, segment your leads, nurture leads by sending personalized email and SMS marketing

Foods & Grocery

CRM & Beyond collects and stores customers’ data and purchases history. Data gathered can be used to segment customers and send content based on their buying preferences. Accept and process orders over the phone or via the fast shop, create and send invoices, accept different types of payments

Doctors

Important information concerning your patient's health should never be missed. CRM & Beyond is a secure platform that allows you to manage and save all of your patients' data and medical records. Patients can easily schedule appointments with you and receive reminders to ensure that they do not miss them. Create attractive landing pages and use email templates to promote your business online

Fitness Trainers

CRM & Beyond makes it easy for you to process payments using Clover POS and virtual terminal. Manage and collaborate with your team, assign them tasks and check their progress anytime. Allow your customers to book fitness classes with you in only a few clicks and receive automatic reminders so they don't forget

Law Firms

CRM & Beyond enables you to deliver better service by storing their information and allowing you to make notes about important details from your interactions with customers. Follow up with ease via email, SMS, or phone right from the platform. Assign tasks to your team members to ensure that each client's concern is addressed

Beauty Products

Get access to your customer’s information, purchases history, interactions, rewards points, and reports of top-selling beauty products so you know what to buy more. Manage orders, shipping, sales, and inventory - all in one place. Give your customers rewards and points for every purchase they make to keep them from coming back

Telecom

Store and view all communications and interactions with your customers to give an excellent customer service experience. Manage inventory with ease, receive alerts when inventory levels drop below a certain threshold, and generate sales reports. Give your customers rewards & points to keep them from coming back

Clothing

Send your customers a quote, single or recurring invoices, and get paid right away. Easily resend invoices for unpaid bills. Manage your leads, payments. shipping, inventory, and sales in one place. Get a real-time report about the performance of your campaigns

In-house Fitness

Send invoices to customers and collect membership fees right away using our virtual terminal. Accepts payments processed through multiple gateways. Boost customer engagement by sending custom messages to the subscribers, send campaigns, ongoing promotions, and giving rewards points that they can redeem

Gaming

Take your business online using our fast shop, use prebuilt templates for campaigns, one-page info site, and landing pages. Easily Capture leads by adding a customer catchers tool into your websites, social media and data will be saved automatically into the CRM. Send contracts and invoices to your customers and get paid right away using different cards and cryptocurrencies

Home Maintenance

Keep records of contact information, services, and maintenance work done on your home in one database. Convert your device into a payment terminal and process secured payments anywhere, send professionally designed invoices. E-sign agreements and campaigns