Part of the Nurture stage
One CRM for every lead and every conversation
Ideally CRM replaces the patchwork of inboxes, spreadsheets and sticky notes. Calls, texts, emails, web chats and social DMs land in one conversation view, deals move through pipelines you can see at a glance, and nothing slips through the cracks.
What’s included in CRM
Unified inbox
SMS, email, calls, web chat, Facebook, Instagram and WhatsApp in one stream per contact.
Sales pipelines
Drag-and-drop stages so you always know which deals need attention.
Calendars and booking
Online booking, reminders and rescheduling that sync with Google and Outlook.
Estimates, invoices and payments
Send quotes, collect payment by text and track what is owed.
Lead source tracking
See which channel, ad or listing each lead came from, paid and organic kept separate.
Mobile app
Reply to leads, check your pipeline and take payments from your phone.
Works even better together
CRM runs on the same platform as the rest of Ideally, so leads, data and reporting flow between them without copying anything by hand.
CRM by industry
See how CRM works for your kind of business.
Home services
Cleaning and property care
Health and wellness
Beauty and personal care
Professional services
Real estate and property
Food and hospitality
Fitness and recreation
Education and coaching
Retail and ecommerce
Events and creative
Is there a limit on contacts or users?
No. Plans include unlimited contacts and unlimited users.
Can you move my data from my current CRM?
Yes. We import your contacts, and we can help map your existing pipelines and tags.
Can I offer the CRM to my own clients?
Yes. Agencies and consultants can give their clients their own branded accounts. Ask us about agency setups on your discovery call.
See what Ideally would build for you
A 30-minute discovery call. We look at how leads reach you today and show you what we would set up first.
No contracts. Cancel anytime.