Everything you need to manage customer relationships
Contacts, deals, email tracking, file attachments, custom fields, cases, and more. Powerful features that are simple to use. No training required.
Start your free trialAll your contacts, organized and accessible
Keep track of every person and company you do business with. Add notes, attach files, log emails, and see the complete history of your relationship at a glance.
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Rich detail pagesNotes, tasks, emails, files, and timeline all on one page
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Custom fields & tagsAdd your own fields and categorize contacts your way
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Import, export & bulk actionsCSV import with column mapping, export, and bulk tag/delete/assign
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Inline editing & saved filtersEdit fields directly in the table and save your favorite search filters
Visual pipeline to track every opportunity
See your entire sales process at a glance. Drag and drop deals between stages, track values, and know exactly where every opportunity stands.
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Customizable stagesSet up your pipeline to match how you sell
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Deal values & forecastingKnow your potential revenue at every stage
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Win/loss trackingLearn from every outcome to improve your process
Never miss a follow-up again
Create tasks linked to contacts and deals. Set due dates, assign to team members, and get reminded before important follow-ups slip through the cracks.
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Link tasks to recordsTasks attached to the right contact or deal
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Due date trackingSee overdue and upcoming tasks at a glance
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Team assignmentDelegate tasks to the right team members
Complete history at your fingertips
A unified timeline showing notes, emails, tasks, files, and field changes. Everything in one place, in chronological order.
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Unified timelineNotes, emails, tasks, and changes in one chronological view
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Revision trackingSee exactly what changed, with before/after diffs for every field
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Email logging & BCC dropboxLog emails manually or automatically via your team's BCC address
Work together seamlessly
Invite your team, assign ownership of contacts and deals, and collaborate without stepping on each other's toes. Role-based permissions keep everyone in their lane.
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User rolesAdmin, Member, and custom permission levels
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Contact ownershipAssign contacts to specific team members
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Team visibilitySee what your team is working on
And so much more
Every tool you need to run your business, without the bloat.
Dashboard & Analytics
KPI widgets, pipeline charts, revenue trends, and activity tracking all in one view.
File Attachments
Attach documents, images, and files to any contact, company, or deal. Drag and drop upload.
Import & Export
Import contacts from CSV with smart column mapping. Export your data anytime.
Custom Fields
Add your own fields to contacts and companies. Text, numbers, dates, and dropdowns.
Bulk Operations
Select multiple contacts to tag, delete, change owner, or export in one action.
Email Integration
Log emails on contacts, use a BCC dropbox for automatic logging, and reusable email templates.
Saved Filters
Save your searches as reusable segments. Quickly switch between filtered views.
Revision History
See exactly what changed, when, and by whom. Full diff view for every field update.
Cases
Group contacts around a project, complaint, or topic. Track progress with notes and tasks.
Ferd CRM vs. Complex CRMs
We believe CRM should be simple. Here's how we compare.
Ready to build lasting relationships?
Start your free 14-day trial today. No credit card required.