What this does
Relentify CRM is a multi-industry customer relationship management platform. It gives you a sales pipeline, contacts, activities, reports, and optional add-ons like Chat, Connect, E-Sign, Inventory, Reminders, and Accounting.
When to use it
Use CRM as your central hub for managing customer relationships, tracking deals, and growing revenue across any industry.
What's included
Every CRM account includes:
- Sales Pipeline — visual kanban board to track deals from lead to close
- Contacts — store leads, prospects, customers, and their details
- Activities — log calls, emails, meetings, and tasks against contacts and deals
- Reports — conversion funnels, revenue forecasts, and activity summaries
- Settings — customise pipeline stages, lead sources, and team permissions
Industry presets
When you create your entity, choose an industry to get a tailored experience:
- Generic — core sales pipeline for any business
- Estate Agent — adds properties, tenancies, maintenance, and landlord statements
- Software — adds MRR/ARR dashboard, churn tracking, and subscription tiers
- Tradesman — adds job scheduling, materials tracking, and job costing
- Salon — adds service menu, staff booking, and loyalty programme
- Recruitment — adds job postings, candidate pipeline, and placements
Getting started
- Log in at crm.relentify.com
- Choose your industry preset in Settings
- Add your first contact
- Create your first deal