Customers & Contacts
Manage your customers, contacts and suppliers from one powerful system
A customer or even a prospective customer can reach out to you in a number of ways. Engage and manage all your customer, contact & supplier communications from Birdy. Keeping everything together in one powerful system.
See what’s going on
Birdy keeps every interaction with you customers, contacts and suppliers in one place so you can always see what’s going on with every single customer as and when things happen. Your team can view and share updates from everywhere in the system so no need to go in and out of different screens to add new events.
See everything you do for you customers
Birdy keeps a history of every lead, opportunity, quote/estimate, order and so much more. Gain access to buying trends, what customers are saying yes to and what they’re not. Quickly find records when a customer calls and see the status, plus access of any linked records in seconds.
All your contacts in one place
Birdy lets you keep all customer & supplier contacts in one place so you can find telephone numbers & email addresses quickly and easily. You can also record customer activity against specific contacts, so you know who’s been speaking to whom and what about.
Groups & Discount
Birdy gives you the ability to create multiple customer, contact and supplier groups, making it easy to find the records you need quickly and easily. Create comprehensive discounts for any number of customer groups that are automatically applied when you create quotes and orders.
Stay in the loop
You need to know what’s happening & be able to collaborate effectively with your team to refine your service and deliver exceptional service. Birdy gives you access to customer activity everywhere so you can see and share the latest updates with everyone else,
coordinate your activities, share progress, and grow your business!
Here’s What Our Users Have to Say...
Cost-effective.
Birdy has everything our business needs from a CRM, while still being cost-effective and easy for every member of our team to use.
Prioritise Leads.
Birdy allows our team to manage the day-to-day ins and outs of the business from one platform, with real-time overviews that help us prioritise our leads and opportunities.
Converting Leads.
Since using Birdy, we’ve hit more sales targets, converted more leads, and seen a big rise in productivity. Birdy gives us the tools we need to work more intelligently, with a range of features we’ve used to streamline and improve our business processes.
Fantastic.
The perfect CRM for my business. It’s flexible and easy to use which is perfect for everybody within the business.
