A customer record is not a list of names: it is where you understand, in ten seconds, who that customer is, who speaks to us, what we have written to them and what is still to be done. Coyote CRM puts companies, contacts, sites and contact details in a single archive, where every record carries its own history.
One person can work for several companies and a company can have several contacts: the link shows on both records, with the right role and the right contact details.
Registered office, operating sites, landlines, mobiles, e-mail, certified e-mail and WhatsApp numbers, each with its type and a flag for the main one.
Every company has data nobody else has. Dynamic fields are added from the settings and become filterable in searches straight away.
Parent and subsidiary companies, or categories of your own: two different things, managed separately, both useful when picking the recipients of a campaign.
E-mails sent and received, WhatsApp messages, phone calls and automatic replies: one single timeline, in chronological order.
Each member of staff sees the records that concern them. Supervisors and administrators see everything, and visibility is assigned just as a customer is.
A video from the Coyote CRM demo series, recorded on real data.
Small and medium businesses and professional practices that have outgrown the spreadsheet and need several people working on the same customers without getting in each other's way.
Yes, and it is one of the reasons the link works both ways: the contact stays a single record, with their role in each company, and no duplicates are created.
Visibility is governed per user: a member of staff sees the customers assigned to them, while supervisors and administrators see everything. Records can also be shared read-only.
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Half an hour of demonstration, with your own company records and documents. No commitment.