Powerful Features, Zero Complexity
CRM Kwik packs everything a growing sales team needs—without the learning curve of enterprise CRM.
Ask AI Bar — Natural Language Control
The Ask AI bar is available on every page of CRM Kwik. Type anything in plain English and the AI interprets your intent, takes you to the right page, filters results, or answers your question—instantly.
Navigate to any section: "Go to settings", "Show my dashboard", "Open pipeline"
Filter customers: "Find customers called Acme", "Show companies in London"
Filter deals: "Show deals in negotiation stage", "Find high-value opportunities"
Understands synonyms: "clients" = "customers", "leads" = "pipeline"
Powered by Google Gemini AI for accurate natural language understanding
Lead
8
deals
Qualified
5
deals
Proposal
3
£47,500 total
Negotiation
2
£32,000 total
Closed Won
12
£186,000 won
Closed Lost
4
deals
A Sales Pipeline That Drives Action
Six clearly defined stages from first contact to closed deal. Know exactly what's in your pipeline, what each opportunity is worth, and what needs to happen next.
Opportunity Score (0–100%) — Know which deals to prioritize based on likelihood to close
Deal Value Tracking — See your total pipeline value and won revenue at a glance
Next Action & Due Date — Set the exact next step for every deal with reminders
Full History — Every stage change recorded with timestamps and user attribution
Live Dashboard — Your Business at a Glance
The dashboard shows you the numbers that matter: total customers, active deals, pipeline value, and revenue won. Plus highlights which deals are closest to closing and what actions are overdue.
Total Customers
124
Active Deals
18
Pipeline Value
£246k
Won This Month
£38k
What you see on your dashboard:
Closest to Sale
Deals ranked by opportunity score—your hottest leads surface automatically so you always know where to focus.
Upcoming Actions
All pending actions sorted by due date. Overdue items are highlighted so nothing falls through the cracks.
Customer Management That Keeps You Organized
All your customer information in one place. Contact details, pipeline status, email history, notes, and support tickets—linked together.
Instant Search
Find any customer in seconds by name, email, or company. The search works across all fields simultaneously.
Complete Profiles
Store contact details, addresses, custom notes, and tags. Every interaction is logged in the customer's timeline.
Linked Data
Pipeline status, email threads, and support tickets are all linked to each customer record—nothing is siloed.
Email Templates That Speed Up Follow-Ups
Four pre-built email templates cover the most common sales scenarios. Customize them to match your voice, then send professional follow-ups to customers with a single click.
General Follow-up
Check in on a customer's progress and needs
Proposal Follow-up
Chase a sent proposal professionally
Decision / Closing
Move the deal forward toward a decision
Relationship Check-in
Maintain long-term customer relationships
More features included:
Support Ticket Management
Create, track, and resolve customer support issues linked directly to customer profiles. Never lose track of an open issue.
Multi-Workspace Support
Manage multiple businesses or divisions from one account. Switch between workspaces instantly with custom settings per workspace.
User Management
Invite team members to your workspace. Track who made what changes in the pipeline with full audit trails.
Subscription Management
Manage your plan directly from within CRM Kwik. Upgrade, downgrade, or cancel—all handled through Stripe with no friction.
Two-Way Gmail Sync
Connect your Gmail and get real email history directly inside CRM Kwik. Emails you send and receive with customers are automatically synced both ways—no manual logging, no copy-pasting.
Emails sync both ways — sent and received are logged automatically
See the full email thread on every customer's profile
Attach documents directly to emails and customer records
Never lose context — every email exchange is right where you need it
From: sarah@acmecorp.com
Re: Proposal Review
"Thanks for the proposal — the team loved it. Can we schedule a call this week to discuss next steps?"
Document Attachments
Attach proposals, contracts, and files directly to customer records. Everything in one place — no hunting through folders or email threads.
Discovery call with Acme Corp
Discussed Q3 requirements. Follow up with pricing.
Sent proposal v2
Updated pricing based on feedback from first meeting.
Deal moved to Proposal stage
Budget confirmed at £24,000. Decision by end of month.
Send contract draft
Assigned to James · Due 10 Apr
Per-Customer Activity Timeline & Tasks
Every customer has a complete, chronological timeline of every interaction — emails, calls, notes, stage changes, and tasks. Nothing gets forgotten.
Create tasks assigned to team members with due dates
Log calls, meetings, and notes that appear on the timeline
Pipeline stage changes are auto-recorded with timestamps
Overdue tasks surface on the dashboard so nothing slips through
Automated Workflows & Custom Fields
Automate repetitive actions and capture exactly the data your business needs — without writing a single line of code.
Automated Workflows
Set triggers and actions so CRM Kwik does the work for you. When a deal moves to Proposal, automatically create a follow-up task. When a customer is added, send a welcome email.
- Trigger on pipeline stage changes
- Auto-create tasks or send email templates
- Set conditions to target the right customers
Custom Fields
Every business tracks different data. Add custom fields to customer records to capture exactly what matters to you — industry, contract type, renewal date, or anything else.
- Text, number, date, and dropdown field types
- Fields appear on every customer profile
- Filter and segment customers by custom field values
Campaign Scheduling
Write your email campaign once and schedule it to go out at the perfect time. Target specific customer segments with the right message—and let CRM Kwik handle the sending.
Schedule campaigns to send at a specific date and time
Target customers by tags, pipeline stage, or custom fields
Use your email templates or write a one-off campaign message
Track delivery status and see who was reached
Upcoming Campaigns
3 scheduledQ2 Renewal Reminder
15 Apr · 9:00am42 recipients · Tag: renewal-due
New Feature Announcement
22 Apr · 10:00amAll customers · 124 recipients
Proposal Follow-up Blast
28 Apr · 8:30amPipeline stage: Proposal · 8 recipients
Smarter Contact Management
Powerful tools to keep your data clean, organized, and actionable at scale.
Segmentation with Tags
Tag customers any way you like — by industry, tier, interest, or status. Filter your list instantly and target campaigns to the right segment.
Bulk Actions
Select multiple contacts and apply actions in one go — add tags, assign to pipeline stages, send a campaign, or export. No more one-by-one edits.
Web-to-Lead
Embed a lead capture form on your website. New enquiries land directly in CRM Kwik as customers — ready to be worked in your pipeline immediately.
Contact Deduplication
CRM Kwik automatically detects duplicate contacts and prompts you to merge them. Keep your database clean without manual audits.
See It for Yourself
Get started free and experience the simplest CRM you've ever used.