SurelyCrm combines powerful customer management, an AI assistant that drafts replies to your inbound emails, intelligent workflow automation, built-in telephony, and a self-service customer portal - so your team can focus on relationships, not repetitive tasks.
Welcome to your CRM dashboard. Here's an overview of your business.
| Reference | Name | Important Date | Status | Postcode | Actions |
|---|---|---|---|---|---|
| 2847391025 | Mr John Davies | 15/06/2025 | Active | M1 1AA |
|
| 5739201846 | Mrs Sarah Kim | 22/07/2025 | Pending | SW1A 1AA |
|
| 9103847562 | Ms Alex Lee | - | New Lead | E14 5AA |
|
Powering teams across industries
SurelyCrm replaces your scattered spreadsheets, email threads, and manual follow-ups with one powerful, integrated platform.
See every interaction, payment, document, and support ticket in one unified profile. Never dig through emails again.
Build powerful no-code automations that trigger emails, SMS, status changes, and tasks based on any customer event.
Make and receive calls directly in your CRM. Automatic caller ID lookup, call logging, and round-robin routing included.
Filter your audience, then send personalised emails or SMS to hundreds of customers in seconds — with full tracking.
Give customers their own branded portal to view records, manage preferences, and raise support requests securely.
Generate custom reports with dynamic parameters and export to Excel instantly. Make decisions based on real data.
Connect your own OpenAI, Anthropic, or Kimi account to draft replies to inbound emails and generate email/SMS templates — your admins review everything before it sends.
Inbound emails become support tickets automatically, with reply threading and bounce handling. Unknown senders can even create leads or customers on the fly.
Script customers, campaigns, leads, and support tickets with the sure-cli command-line tool, or integrate anything through the REST API.
SurelyCrm's visual workflow builder lets you create sophisticated automations without writing a single line of code. Trigger actions based on customer behaviour, dates, status changes, or custom conditions.
Choose from customer created, status changed, balance updated, or schedule a recurring check.
Build logic with AND/OR rules across any customer field, custom field, or related record.
Send emails, fire SMS, update statuses, create records, start other workflows, or assign owners.
SurelyCrm's AI Email Assistant reads every inbound email, matches it to the right customer, and drafts a reply in your tone of voice. Drafts land in a review queue by default — you approve every word before it's sent, the AI just does the typing.
SurelyCrm's Twilio-powered telephony integration means every incoming call automatically pulls up the customer's full profile before you even say hello. No more "Who am I speaking with?"
We've stripped away the complexity of traditional CRM implementations. Just four simple steps to transform your customer operations.
Email our onboarding team at onboarding@surelycrm.co.uk and we'll set up your dedicated instance.
Bring across your existing customers, contacts, and history. Our team handles the migration so nothing gets lost.
Customise statuses, fields, email templates, and automation rules to match exactly how your business works.
Invite your team and go live. With built-in telephony and automation, you'll see results from day one.
Every plan includes unlimited customers, contacts, and documents. You only pay for the team members who need access. SMS credits are pay-as-you-go — buy what you need, when you need it.
Perfect for solo operators and small teams getting organised.
For growing teams that need automation and deeper insights.
For established businesses that need customisation and dedicated support.
Pay-as-you-go. No monthly minimums. No expiry.
Buy credit packs in any amount. Credits are shared across your team and deducted automatically when messages are sent. Perfect for appointment reminders, payment requests, and follow-ups.
Point your own domain to the customer portal for full white-label branding.
Additional document storage beyond the 10GB included per tenant.
Keep call recordings beyond the standard 30-day retention period.
Higher rate limits for integrations with external systems and dashboards.
Improve deliverability with your own dedicated sending IP address.
Managed migration from spreadsheets, HubSpot, Salesforce, or legacy systems.
Pay annually and save 2 months — 12 months for the price of 10. All prices exclude VAT.
Explore our live demo environment. Experience the dashboard, workflows, and customer management features firsthand — no signup required.
Opens in a new tab. The demo resets every hour.
Join the teams who've replaced chaos with clarity. Get in touch and we'll have you up and running within 24 hours.
We personally onboard every new customer. No generic setup wizards — just a real human who understands your business and configures SurelyCrm to match.
Data migration, custom field setup, workflow configuration, and team training — all included at no extra cost.