Is there a free trial?

Yes. Choose a plan and the number of users, then start the trial from your quote. Nothing is charged during it, and it does not turn into a paid plan unless you pay.

Per user, for the billing period you choose. Pick a plan and how many people will use it, and you get a quote with the exact price and GST before you pay anything — or start a free trial from the same quote.

Can we add users later?

Yes. Add users from your workspace at any time; the extra users are charged for the rest of the current billing period. Removing users lowers the bill from the next billing date.

You do. Every workspace is kept separate from every other, and if you leave, we help you export your data. Our Privacy Policy explains how we look after it.

All apps

CS CRM

From first enquiry to paid invoice, in one CRM

CS CRM keeps every lead, contact, company and deal your team works on — with pipelines shaped like your sales, quotes that become GST invoices, and each customer’s whole history on one page.

Start free trialNo card needed for the trial. See the price in a quote first.

What you get

Leads, contacts, companies and deals

Unlimited records on every plan, and every customer’s history — notes, emails, deals — on one page.

Every plan

Pipelines, stages and targets

Set up the stages your deals really go through, move deals along them and track targets.

Every plan

Quotes to orders to GST invoices

Send a quote, turn it into an order and bill it as a GST invoice without typing it again.

Every plan

Email on every record

Write to a customer from their record, where the rest of the team can see the conversation.

Every plan

WhatsApp on every record

Message a lead or customer on WhatsApp straight from the CRM.

Professional and above

Custom fields, layouts and saved views

Add the fields your business needs and save the lists your team opens every day.

Professional and above

Reports and dashboards

The pipeline, conversions and each person’s numbers at a glance.

Professional and above

Assignment rules, teams and territories

New leads reach the right person on their own, and sales is organised by team and territory.

Business and above

Built for

Sales teams that have outgrown spreadsheets and chat groups
Businesses that quote and invoice with GST
Owners who want to see what is likely to close this month

Questions

Is there a free trial?: Yes. Choose a plan and the number of users, then start the trial from your quote. Nothing is charged during it, and it does not turn into a paid plan unless you pay.
How is it priced?: Per user, for the billing period you choose. Pick a plan and how many people will use it, and you get a quote with the exact price and GST before you pay anything — or start a free trial from the same quote.
Can we add users later?: Yes. Add users from your workspace at any time; the extra users are charged for the rest of the current billing period. Removing users lowers the bill from the next billing date.
Who owns our data?: You do. Every workspace is kept separate from every other, and if you leave, we help you export your data. Our Privacy Policy explains how we look after it.

Try CS CRM with your team

Start free trial

Subscriptions follow our Terms and Refund Policy.