CRM System for SMBs

Many small business owners run their sales across five tools: a spreadsheet for contacts, email for talking to customers, Word for quotes, DocuSign for signatures and something else for invoices. Golden Sea built one app to replace them.

Everything starts from the contact. Each customer, prospect and supplier has a profile, and every call, email and meeting is logged against it automatically. Open a contact and the whole history is there, without digging through email threads.

The pipeline shows where every deal stands. Moving a deal to the next stage is a drag and drop, and each move sets a follow-up reminder so no deal goes cold by accident.

Quotes and contracts are written in the app and sent for e-signature without leaving it. The signed copy is saved on the deal, and invoicing and payment tracking finish the job, from first contact to money received.

Plans start at $2.90 a month, and the app is built for phones, so a one-person business can run everything without a laptop. The 14-day free trial converts well because it replaces work owners already do every day.