SurelyCrm brings your CRM, phone system, email, support, portal, invoicing, automation and appointments into a single platform — so your team stops juggling tools and gets back to the work that matters.
One platform. One price. Everything your team needs.
Built on services you trust
One platform, many tools
Most teams stitch together a CRM, a dialler, a helpdesk, a form tool, a billing tool and a calendar — and pay for the gaps in between. SurelyCrm is one platform where every part already knows about every other part.
Customers, leads, opportunities and a pipeline your team actually uses.
Call from the browser, answer inbound calls, transfer and log every call.
Replies drafted from your context, ready for a human to approve.
Branching workflows that move records, send email and wait for people.
A secure self-service space for your customers to see and do more.
Support requests that thread with email and stay attached to the customer.
Plans, invoices, card and direct-debit payments, and bank transfers.
Calendar, scheduling and per-customer appointments in one view.
The platform, up close
Customers, calls, email, support and invoices are the same record — so the whole team works from one place.
In the box
Because the modules share one platform, the customer, the conversation, the ticket and the invoice all stay in step — with no manual glue between tools.
Make and take calls without leaving the CRM. Click-to-call from any customer or lead, inbound routing to whoever is free, hold music, voicemail and blind transfer to another agent — every call logged against the record with its outcome and, optionally, a recording.
Powered by Twilio.
Inbound email is matched to the right customer or lead, and a reply is drafted from your context and tone. Your team reviews, edits and sends — a human always stays in control of what goes out.
Build branching workflows on a drag-and-drop canvas: actions, decisions, waits and ends. Route by status or custom fields, send email or SMS, and let bulk actions run the same engine across many records.
Plans and invoices, card and direct-debit payments and bank transfers, plus a customer portal where your customers can view and pay — all reconciled against the same customer record.
Payments via PayPal and GoCardless.
Replies and customer emails stay on the ticket.
Calendar, services, assignees and per-customer bookings.
A live view of customers, calls, work and revenue.
Workflow automation
Build branching workflows on a drag-and-drop canvas. Trigger on a customer or lead event, then branch, act, wait and finish — with your data flowing automatically and running instances kept in step when a workflow is edited.
How it works
We walk through the platform against how your business actually works — no generic tour.
Configuration, data migration and phone setup are available as an optional, done-for-you add-on.
Your team works from a single platform where every customer, call and invoice is already connected.
Customer stories
"We used to pay for a CRM, a dialler and a billing tool, and still copy numbers between them. Now the call, the customer and the invoice are the same record."
"The AI drafts most of our first replies and the team just checks them. Enquiries that used to wait until the morning get answered the moment they arrive."
Pricing
No tiers to decode and no feature gates. One platform, one price, every module.
One platform for your whole team.
Talk to us about your team and we'll confirm the fit.
Book a demo
Tell us a little about your team and we'll set up a walkthrough of the whole platform — CRM, calls, email, support, portal, invoicing and appointments.