CUSTOMER RELATIONSHIPS

CRM for service businesses, from enquiry to client work

Client Craft is a CRM and client workspace for service businesses that need to keep enquiries, contacts, opportunities and the next action connected. Your team records who owns the conversation and carries the agreed scope into client work. Access depends on the workspace, permissions and paid seats; the software supports your decisions rather than making them for you.

Keep the customer context together

Record enquiries and contacts, review the opportunity and preserve the conversation behind the agreed work. Distinguish an interested contact from a deal that is ready to move forward.

Make the next step clear

Use a realistic request in your evaluation: who responds, what information is missing and what should happen next? Your team owns those decisions; the platform provides the place to keep the work connected.

Carry the agreement into client work

When a sale becomes a project, keep the scope and customer context available to the people delivering it. Avoid a handoff that requires someone to reconstruct the agreement from a private inbox.

Check access and the operating scope

CRM access depends on the assigned seat and permissions, not organisation membership alone. Confirm who needs access and which setup fits your business before choosing a subscription.

Continue with: Enquiry Triage Matrix for a Small Service Team · Sales to Project Handover Template: What Delivery Actually Needs.

© 2026 Client Craft · Harvestmirage LDA

Built for people with a business to run.

English · Prices in EUR, excluding VAT