Customer relationships, by subscription

Know your customers.
Keep things moving.

SmoothBadger CRM

Bring customer information and follow-up actions together. Give your team a practical view of who to contact and what needs to happen next.

Arrange a demo →Explore the features ↓

01 / FindLocate the customer and review the context.

02 / Follow upOrganise the next action and when it is due.

03 / ReviewUse team actions and reports to keep activity visible.

What it helps you do

Practical tools.
Clearer everyday work.

For businesses managing ongoing customer relationships, account activity and follow-up work across an individual or a team.

01 / SmoothBadger CRM

Find the right customer

Search customer records by customer, address or contact information, with filters to narrow your results.

02 / SmoothBadger CRM

Customer context

Keep customer information, notes and order activity in one system, so your team has context for the next conversation.

03 / SmoothBadger CRM

Your next actions

My Actions shows your follow-up work, with dates, action types and categories alongside the customer.

04 / SmoothBadger CRM

Prioritise the day

Switch between all, overdue and today’s actions. Filter the list to focus on the work you need to do next.

05 / SmoothBadger CRM

A view across the team

All Actions provides a shared view of team activity alongside individual action lists.

06 / SmoothBadger CRM

Reporting and action history

Use reports including the rep action log and last actions to review customer activity and follow-up history.

See it for your business

A useful conversation.
A practical next step.

Tell us how your business works and what you want to improve. We can walk you through SmoothBadger CRM and discuss whether it fits your needs.

Available by subscription. Contact PDCL for pricing, setup and subscription options.

Your demo

01 / Your needsStart with your current process and the challenges you want to solve.

02 / The productExplore the relevant tools and how they could fit your day.

03 / The next stepDiscuss subscription options and any support or development you may need.

Let’s talk about SmoothBadger CRM

See what a better
working day could look like.

Book a conversation with PDCL to explore the product and your requirements.

info@pro-dcl.com · 01925 393630

Enquire about a demo →Existing customer sign in ↗

Also from PDCL

Explore our other products.

SmoothBadger CMS

Build pages, manage content and publish with confidence. A flexible CMS for businesses that want a professional website they can keep up to date.

Explore the product →

SmoothBadger Workflow

Keep requests, quotes, bookings and job progress in view. Give your business a clearer path through the work that needs doing.