CRM
SME AI Office CRM keeps leads, follow-up dates and customer history in one shared address book. Bookings, orders and invoices add customers for you. The CRM is free on every plan.
The address book, lead board, follow-ups and conversation log are on the Free plan, with no per-contact charge. Pro 365, S$39 a month or S$365 a year, adds the AI assistant, payroll, GST and more.
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Names, phone numbers and emails are encrypted at rest. Access is controlled through your account. See our privacy policy for how we handle personal data.
SME AI Office CRM is a lead board with stages you name, follow-up dates, and a log of calls, meetings and WhatsApp chats with each person. It shares one address book with your invoices, bookings and orders, so each customer’s history sits on one record.
Yes. The address book, lead board, follow-ups, conversation log and CSV import are on every plan, the Free plan included. Contacts are unlimited, with no per-contact charge.
No. Someone who books, orders from your online shop, or gets an invoice is filed as a customer for you. A returning customer is matched by email, so they are not filed twice.
Yes. Import a CSV file, and rows that look like people you already have are flagged so you can leave them out. You can find and merge duplicates, and export your contacts to CSV at any time.
Yes. Give a logged call or meeting a follow-up date, and it shows on your dashboard on the day, marked overdue if you miss it. Birthdays show there in the 30 days before.
Names, phone numbers and emails are encrypted at rest. Access is controlled through your account. See our privacy policy for how we handle personal data.