MODOO · CRM
A CRM that follows a lead all the way to delivery
MODOO CRM tracks sales leads through five stages (New Lead, Contacted, Proposal, Won and Lost) on a board or a list. Each customer keeps contact details, notes, deals and related tasks together, so anyone on the team can see the full history before they call.
A clear sales pipeline
Drag leads between stages on the board, or switch to a list to filter and sort.
- Mark leads hot, warm or cold, and assign an owner and collaborators.
- Notes and related tasks stay on the customer record.
- The dashboard summarises sales by month, quarter or all time.
Sale and rental deals
Record what the customer bought and on what terms.
- Products with quantity and unit price, plus one-time fees.
- Prepaid or postpaid payment terms and contract attachments.
- Rental periods with an automatic end date, and a reminder 30 days before a rental ends.
- Email a deal confirmation to the customer after you review it.
Recurring work from deals
Attach recurring tasks to a deal, such as monthly servicing or quarterly check-ins, and MODOO creates them on schedule for the assigned staff member.
Import, export and API
Bring your existing customer list in from a CSV file using the sample template, and export deals to CSV. Company admins can create API keys so other systems can read customers and deals and add notes through the MODOO REST API.
More MODOO features
Try CRM free for 14 days
Every plan includes all modules. A$15 per user per month after the trial.