From first contact to signed order
Sales, service, reporting and feedback in one system with an open core.
The starting point
Every customer relationship tells a story
An order rarely begins with an order. It begins with a conversation, an enquiry or a trade fair visit.
SpiceCRM keeps this path in one place. From lead to opportunity to contract, every team sees the same state.
After the order the story continues, in service and in the next campaign. Changes to accounts, contacts and activities stay traceable.
Sales and pipeline
Accounts carry a type such as customer, prospect, supplier or partner, and activities sit on the record. You manage the pipeline by drag and drop. A duplicate check keeps accounts and contacts clean. Recurring meetings have a module of their own.
- Calls, meetings, tasks with priority, notes and letters
- Leads rated cold, warm or hot
- Opportunity phases from qualification to won or lost
- Contracts with an approval step
- Quotes with flexible pricing, in More
Service from ticket to on-site visit
Ticket
Each ticket gets a number, one of five priority levels and a queue.
Handling
It moves from new and assigned through in progress and waiting for feedback to closed.
Service order
Work on site runs as a service order through to signature and completion. Service orders and service levels come with More.
Equipment and maintenance
Equipment and service locations are records of their own, with maintenance plans from daily to yearly.
Platform
Grows with your processes
Structure, value lists and workflows are configuration, not hard-coded.
Over 20
function packages
Around 200
modules
70
filter operators
Platform
Grows with your processes
Structure, value lists and workflows are configuration, not hard-coded.
Over 20
function packages
Around 200
modules
70
filter operators
Reports without code
Reports across any module are configured without programming skills, linking several modules at once. Key figures are calculated live from the system data. They appear as tiles or as gauges with traffic-light colours. In addition, Spice AI works with ready-made prompts for reporting, key figures and queries. It works only within your permissions and only with the artificial intelligence you connect yourself.
- 70 filter operators
- Key figures refreshed at the push of a button
- Dashboards with key figure tiles, report charts and open workflow tasks
Marketing and feedback
Campaigns and automation
Marketing automation leads from the first address through the target group to the lead. Campaigns reach people by email, text message and Messenger.
Questionnaires
A questionnaire engine offers rating scales, single and multiple choice, free text and Net Promoter Score. Analyses and participants are managed in the same module.
Service feedback
Customer satisfaction is asked after service visits, and the step can start a workflow.
Email templates
Templates serve campaigns, notifications and sending records, and distribution lists group the recipients. Unsubscribe links are added automatically.
On every device, in the browser
Runs in the browser, on any device and screen size. No separate app is needed, at the desk or on the road. The integrations page shows which other systems can be connected.
- Microsoft 365 and Outlook
- Google Docs and Gmail
- Single sign-on
Same data in every department
Questions about SpiceCRM
More adds product management, sales documents and quotes, and extended reporting. In service, it adds service levels and service orders. Core is free permanently, and all prices are published on the pricing page.
Yes, on your own servers, with the same functions as in the cloud.
The core of SpiceCRM is open and its source code publicly available. You can develop the open core further yourselves or with a partner company. The page on the open core answers further concerns.
No native app is needed: SpiceCRM adapts to every screen.
Yes, an import module takes over structured data.
Hosting is all in the EU, on request all in Austria with European operators.
Talk to us.
What are you planning, and what is missing today? We reply personally and tell you plainly whether Spice is the right fit.
- You tell us what you have in mind.
- We get back to you personally by email.
- If you like, we show you Spice in a demonstration.
Prefer to talk directly? office@spicecrm.com+43 (1) 89083610