Features
Every client relationship, in one workspace
Contacts, pipelines, campaigns, reviews, and AI insight — eight ready-to-use features that work together from day one.
Every client, lead, and conversation in one searchable record — history, notes, tags, and touchpoints together at last.
Track every lead from first enquiry to won client with stages that match how your shop actually sells.
Group contacts by service, source, neighborhood, or value, and talk to each group like you mean it.
Newsletters, seasonal offers, and service reminders with templates that look professionally designed.
Promotions and reminders by text from your business number — with opt-outs handled automatically.
Welcome sequences, quote follow-ups, and win-back flows that run on their own. You set the rules once; MCRM runs them and logs everything.
Review requests after every job and referral tracking that shows exactly who sends you business.
Morning briefings, campaign performance, source ROI, and at-risk clients — explained in plain language.
MCRM's AI reads your pipeline, campaigns, and client activity every day and briefs you in plain language: what changed, what needs attention, and the three things worth doing today. It is built into every plan.
Run your relationships on MCRM
Start your free trial today. Your clients, campaigns, and follow-ups — finally in one place.
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