Easy CRM

The easiest way to manage customer relations

A user-friendly CRM made for sales professionals and project management. It streamlines your processes and keeps every customer, contact, ToDo and meeting in one place, on your phone, tablet or computer.

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Add a ToDo in 3 clicks
Customers, people and meetings in one place
Cloud or on your own servers
Free 30-day trial, no credit card

30 daysfree trial, no credit card

Made for:Sales teamsProject managersConsultantsService companiesSmall businesses

The 3-click ToDo

Follow-ups in three clicks

Most CRMs make you fill in a form. In Raptool CRM it takes 3 clicks to add a ToDo to a customer, so you actually do it, right after the call.

1Tap + ToDoOn the customer

2Pick whatCall, email, meeting

3Pick whenDone. It's saved.

3clicks, no forms, no typing

0clicks

ToDo added · Thu 10:00

Nordic Freight ABCustomer

PeopleToDoMeetingsNotes

Call Anna about the offerThu 10:00 · Call
Send updated price listToday · Email
Book demo with ITNext week · Meeting
Sign contractDone 12 Oct

New ToDo

CallEmailMeetingSend offer

When?

TodayTomorrowThu 10:00Next week

Everything in one place

Your customers, always at hand

Simple screens for the things sales people do every day.

Quick and easy customer list

Add new customers in seconds, edit their status, and search and filter the list. Get an easy overview of every customer's status and ToDo list.

Quick entry of new customers
Edit status, search and filter
Status and ToDos at a glance

Your customers, one place

Want to see it with your own customers?

We can walk you through it, or you can try it free for 30 days.

Book a demo30 minutes online, using contacts and follow-ups like yours.Pick a time →Start a 30-day free trialTry the apps on demo data, then switch on your own company. No credit card needed.Start for free →Send us a messageAsk about importing contacts, your ERP or pricing.Write to us →

The life of a customer

From first call to signed deal

Every step is logged on the customer, so anyone on the team can pick up where you left off.

1

New lead
Holm Electric is added to the customer list in seconds.
LeadMonday
2

First call
The call is logged, with a big note on what they need.
Call loggedTuesday
3

ToDo in 3 clicks
"Send offer, Friday" is added right after the call.
ToDoTuesday
4

Offer sent
The offer PDF is linked on the customer and the status moves on.
Offer sentFriday
5

Signed
Holm Electric becomes a customer, with a ToDo to follow up in May.
CustomerTwo weeks later

Raptool CRM connected to an ERP, a webshop, Excel and email

Integration

Works with the systems you have

Raptool CRM can be fully integrated with your existing systems through our no-code integration engine, or run as a standalone system. The Integration Server connects to any ERP through webservice, SQL, JSON or simple file exchange, with many ERP connections ready from the start.

Any ERP through webservice, SQL, JSON or files
Many ERP connections ready from the start
Or run it as a standalone system
Phone, tablet and computer

Why Raptool CRM

Simple to start, easy to change

Every business is unique, so the CRM is built to fit yours.

Make it yours

Built in the no-code Raptool Designer, so changes are fast and cost effective. We can adapt it for you, or you can do it yourself.

Designer included

Raptool Designer is included free of charge. Development is drag and drop, up to 20 times faster than traditional programming.

Cloud or local

Run it on our secure cloud servers with no installation, or install it on your own servers.

Built with GDPR, ITAR, OSHA and FDA compliance in mind.

Any device

Use the same CRM on phones, tablets and computers.

3 clicks to a ToDo

Follow-ups take seconds, so nothing falls between the cracks.

Try it free for 30 days

Enter your email address and we will set up a free 30-day trial, no credit card. If you have any questions, we will set up a free Teams meeting.

Start free trial

Prefer to read first? Get the free Raptool CRM brochure (PDF)

The easiest way to manage customer relations

Follow-ups in three clicks

New ToDo

When?