CRM
CRM for small businesses, built into your marketing
Keep contacts, leads, and customer history in one place. Tags, custom fields, and pipelines feed the email, automation, and design tools you already use, so the same record drives every send.
CSV import
Zapier and QuickBooks sync
Tags, fields, pipelines
Your contacts live in three apps and a spreadsheet.
Most service businesses end up with leads in one tool, customers in another, and notes in a Google Doc. The result: stale lists, missed follow-ups, and segments that take an hour to rebuild.
Contacts spread across QuickBooks, your inbox, and a CSV someone exported last quarter.
Leads from your website go nowhere because the form isn't connected to anything.
Paying for a CRM, an email tool, and a scheduler that all need separate setup.
See how one record drives every send →
Why small businesses pick the Craftify CRM
Built for service businesses who want their contact list to actually do something. Tags, fields, and pipelines feed every email, automation, and design.
One record per contact, used everywhere
Add a tag or update a field once, and every email, automation, and segment uses the new value. No syncing two systems.
Imports the way your data already exists
CSV import in multiple formats, Zapier and QuickBooks integrations, and your own website lead forms feeding contacts in automatically.
Pipelines that trigger marketing
Move a lead through your pipeline and segments update, automations fire, and the right email goes out without you copying anything.
Your contact list, working harder
Tags, fields, pipelines, notes, file attachments, interaction history, and integrations, all on one record that the rest of Craftify reads from.
Need a custom field or pipeline stage? Tell us what you need. The CRM is configurable per contact type.
How it works
Bring your contacts in, set up tags and pipelines once, then let the rest of Craftify do the work.
1
Import your contacts
Drop a CSV, connect QuickBooks, plug in Zapier, or point your website lead form at Craftify. Multiple CSV formats are supported out of the box.
2
Tag, field, segment
Add custom fields per contact type, configure interaction types, and set up pipelines for leads and customers. Notes and file attachments live on the record.
3
Send and track
Email a segment from your domain, fire an automation when someone moves through a pipeline, or pull a contact list into a campaign. Every interaction logs back to the record.
Ready to put your contact list to work?
Frequently asked questions
Yes. The CRM is part of every Craftify plan, alongside the Visual Designer, email, content calendar, and automations. No add-on needed.
Import a CSV (multiple formats are supported), connect QuickBooks for direct sync, or pipe leads in through Zapier or your Craftify-built website lead form. Contacts from forms get added automatically.
Yes. Define custom fields per contact type, then filter or segment on any of them when sending emails, building automations, or pulling lists for campaigns.
Move the contact through your pipeline. The pipeline change can trigger segment updates and automations, like a welcome email or a request for a Google review after the first service.
Yes. Add notes, attach files, and log interactions per contact. Email opens and CTA clicks on Craftify campaigns log against the record automatically. You can see whether a customer engaged with your last send.
No. The CRM runs in your browser, so it works on any device.