Know every customer. Close more deals.
One record for every customer, however they reach you. A pipeline that shows every deal from first message to paid, and what to do next with each one.
CRM & pipeline
Everything about a customer on one page.
Contact details, every conversation, visits, orders, quotes, what they owe and what they spent. Your team never asks a customer to repeat themselves.
- Timeline of everything that happened
- Balance and lifetime spend
- Notes, files and tags
See where every deal stands.
Stages built for your trade. Each card shows the value, the channel and the next step. Won deals turn into invoices in one click.
- Stages you define
- Value and forecast per stage
- Quote and invoice from the card
How it works
- 1Bring your customers inWe import them from your phone, spreadsheets or old system, without duplicates.
- 2Set your stagesYour industry pack starts you with sensible stages. Rename or add your own.
- 3Work the listOpen GuulHub each morning and see who to call, what to chase and what is due.
CRM & pipeline
Can I import from Excel or my phone?
Yes. We bring in your customers from spreadsheets, phone contacts or another system as part of setup.
What if one customer uses two numbers?
Both numbers sit on the same customer. GuulHub never splits one person into two records.
Can I customise stages and fields?
Yes. Your industry pack is a starting point. Change stages, fields and wording to match how you work.