For small agencies and businesses
Follow up on time, then get the work signed and paid.
Postwyre CRM shows you which past customers are due to hear from you and which deals have gone quiet. Then you take each job from booking to signed proposal to paid invoice, in one place.
- Today
- Pipeline
- Booking page
- Proposals
- E-signing
- Invoices
- Help inbox
How the work moves
From the first follow-up to the paid invoice.
- 01
Follow up on time
Today lists past customers who are due, each with a draft note to edit, and deals that have gone quiet.
- 02
Win the work
Customers book a time on your booking page, read your proposal and sign it online.
- 03
Get paid
Send the invoice link, mark it paid when the money lands, and see what is still open.
What it does
What you get.
Know who is due for a check-in
Today lists the past customers who are due to hear from you, each with a draft note built from their history for you to review and edit.
Every deal in one pipeline
Move each deal from new lead to won or lost on one board, and see what each stage is worth. A deal that sits quiet for two weeks shows up on your Today list, so it does not slip.
A booking page for your services
Customers pick a service and an open time on your own booking page. Each booking shows up in your bookings list and on the customer's timeline.
Proposals customers sign online
Write a proposal, share its private link, and see when it was first opened. The customer signs on the page, and you both keep the signed PDF.
Invoices you can track
Make an invoice, share its link, and mark it paid when the money comes in. Open and overdue invoices are easy to spot.
One inbox for customer questions
Put a help form on your site. Questions land in one shared inbox, linked to the customer's record, with saved replies for the questions you hear often.
The suite
Part of Postwyre
Postwyre CRM is made by the Postwyre team. Plans and prices are on the Postwyre pricing page. Your customer records stay in Postwyre CRM, kept apart for each brand you run.
See pricing