Last Updated
Overview
theCRM enhances collaboration across sales, marketing, product and service teams with fast implementation and UK‑based dedicated support. While the platform’s custom integration complexity may require professional services, it saves weeks of time in quoting, reporting and integrations, leading to sustained business growth.
Overall Rating
Based on 6 users reviews
4.8
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
TheCRM Specifications
- Contact Management
- Lead Management
- Opportunity Management
- Deal Pipeline Management
What Is theCRM?
theCRM software optimizes all customer journeys and internal operations by unifying contact, company, and product data into one system. It automates quoting, email tracking, surveys, reporting dashboards, and workflows. The platform supports GDPR compliance and secure user access controls. It also enables scalable operations through unlimited contacts and companies, with robust APIs and real‑time integration, allowing users to achieve long-term business growth.
theCRM Pricing
theCRM pricing varies according to the following plans:
- Basic Plan: £35/user/month
Disclaimer: The pricing is subject to change.
theCRM Integrations
TheCRM integrates with the following:
- Xero
- Microsoft Office 365
- Twilio SendGrid
- Sage
- Epicor
- Syspro
- Oracle
Who Is theCRM For?
theCRM is suitable for the following sectors:
- Customer service
- Sales
- Marketing
Is theCRM Right For You?
theCRM software is suitable for businesses aiming to scale efficiently while integrating marketing, sales, service and finance processes. It offers transparent per‑user pricing with full functionality included, avoiding costly upgrades. The platform also enables rapid deployment to deliver early return on investment.
Still in doubt if theCRM is right for you? Contact our customer helpline at (661) 384-7070 for further guidance.
TheCRM Features
Import Leads
theCRM imports leads and integrate web forms to automatically start the sales process. It ensures new prospects enter the CRM without manual entry and the captured leads are immediately available within segmented lists and workflows.
Segmentation
The software segment prospects and customer contacts into targeted lists for actions like outbound calls, group emails, or event organisation. This capability enables precise audience targeting and efficient campaign management.
Email Campaigns
The platform sends personalized email campaigns using a personal email address to build trust and improve conversion rates. Its messages can be tailored for specific purposes such as product launches, conferences, or webinars.
Relationship Management
The system automatically combines contacts, communications, SMS, email inboxes, calendars, and product relationships into a unified view. It enables teams to collaborate with full visibility of interactions.
Pros And Cons of TheCRM
Pros
Provides unlimited contacts and companies
Offers rapid deployment
Delivers API integrations with major systems
Strong security with AES‑256 encryption, backups, and compliance controls
Cons
Custom integration complexity may require professional services
Additional charges for email and SMS service
TheCRM Reviews
Total 6 reviews
4.8
All reviews are from verified customers
Rating Distribution
5
Stars83%
4
Stars17%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Sales, 11-50 employees
“Perfect for finding clients and services”
Pros
I can access the CRM from anywhere. Works great across all my devices which is super convenient. Finding client information is easy and the whole system flows naturally. I rely on this daily for managing customer relationships. Really solid tool overall.
Cons
Sometimes I find it really challenging to generate reports. Thats probably my biggest frustration with this tool.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Enterprise, 500+ employees
“User friendly interface”
Pros
The screen interface is really user friendly. I got hang of it quickly.
Cons
The integration with project management and delivery operations could be better.
Rating Distribution
Ease of use
8
Value for money
8
Customer Support
8
Functionality
9
Mid Market, 101-500 employees
“Captures all the data I need”
Pros
I found it easy to get used to and move around. The view is simple and it captures all the data I need effectively.
Cons
Sometimes it times out. Could be server issues or my internet acting up
Rating Distribution
Ease of use
9
Value for money
10
Customer Support
10
Functionality
10
Frequently Asked Questions
Does theCRM has a mobile app?
No, theCRM does not offer a mobile app.
Who are the typical users of theCRM?
The typical users of theCRM include sectors like customer service, sales, and marketing.
What language does theCRM support?
theCRM supports English language only.
What other apps does theCRM integrates with?
TheCRM integrates with Xero, Microsoft Office 365, Twilio SendGrid, Sage, Epicor, Syspro, Oracle, and more.
Does theCRM offers an API?
Yes, theCRM does offer an API.
What level of support does theCRM offer?
TheCRM offers support through contact, case studies, and email.
What types of pricing plans does theCRM offer?
The vendor offers customized pricing plans according to different business needs. It offers a Basic Plan at £35/user/month. Get a customized TheCRM cost breakdown for your business today.