Simple CRM Software for Small Businesses
InteCRM powered by Inteclads
InteCRM is a powerful CRM system built, maintained and supported here in Wales that brings together everything you need to manage customers, sales opportunities, quotes and tasks in one beautifully simple platform. All the features you need. None of the clutter you don't.
For teams who are tired of bloated software, hidden add-ons, and systems that never quite fit - InteCRM is flexible enough to adapt to your workflow, yet simple enough for anyone to use from day one.
How can inteCRM help YOUR business?
Focused features that support your team day to day, without the noise and clutter of a bloated system.
Companies & Contacts
Keep customer details, history and key activity together in one clear view, so your team can find what they need fast.
Leads, Enquiries & Web Forms
Capture new enquiries directly into InteCRM and move them forward quickly, without copying from emails. Capture additional data with our powerful Web Form builder.
Sales Opportunities
Track deals through a simple pipeline that makes priorities obvious and helps your team focus on what is most likely to close.
Quotes & Invoices
Build professional quotes quickly, send them with confidence, and keep a clear view of what is pending, accepted or invoiced. No back office? No problem, build and send your invoices inside InteCRM.
Tasks & Reminders
Stay on top of follow ups, calls and deadlines with reminders that help your team stay organised without becoming noise.
Dashboards & Reporting
See the health of your business at a glance and act on it quickly, with dashboards and reports that stay clear and useful.
Automation & Notifications
Let InteCRM handle repetitive actions and alerts in the background, while keeping your process easy to understand and control.
Documents & File Management
Keep important files stored against the right records and make shared documents easy to find, without digging through folders.
Users, Teams & Collaboration
Give people the right access, keep teams aligned, and make it easier to collaborate without relying on separate tools.
A CRM your team can actually live in
InteCRM keeps customer records, sales activity, quotes and tasks connected in one clean workspace, so your team spends less time clicking around and more time getting things done.
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See the full customer picture instantly — without digging through tabs or clutter.
InteCRM keeps companies, contacts, notes, tasks and quotes together in one clean view, so your team only sees what they need, when they need it.
- Companies and people clearly linked — no jumping between screens
- Shared timeline of activity so nothing gets missed
- Cleaner records with fewer fields and less noise
- Companies House & Loqate Integration to simplify adding address details
- Send emails from or forward emails to InteCRM to be automatically logged against the correct customer, so you never miss an interaction
Capture enquiries directly into your CRM — and turn them into real opportunities in seconds.
InteCRM takes the hassle out of managing new enquiries. Leads flow straight into the system from your website, are easy to review and qualify, and can be converted into opportunities when the time is right — without retyping or duplication.
- Powerful lead capture forms that feed enquiries directly from your website into InteCRM
- No more copying from emails or losing track of new enquiries
- Quickly review and qualify leads in a clean, simple view
- Convert leads into opportunities in seconds when they are ready to progress
- Powerful Web Form builder to capture additional data from website visitors
See exactly what’s happening with your deals — without spreadsheets or guesswork.
InteCRM gives you a clear, uncluttered pipeline so you can focus on the deals that matter, without wading through unnecessary fields or overcomplicated screens.
- Simple stages and values that are easy to understand at a glance
- Switch between list or card views depending on how you work
- Quotes, notes and activity all linked in one place
Create, send and track quotes in minutes — without retyping the same information again and again. Invoice from within InteCRM or use your own back office.
InteCRM keeps quotes simple and connected. Customer details, products and pricing are already in place, so your team can build quotes quickly and clearly see what has been accepted, rejected or invoiced.
- Create quotes instantly using existing customer and product data
- Clients can accept or reject quotes online with a clean, simple view
- Clearly see what has been quoted, accepted and already invoiced
- No duplicate entry between systems — everything stays in sync
- No back office? No problem, build and send your invoices inside InteCRM.
Stay on top of what needs doing — without being buried in reminders or overcomplicated workflows.
InteCRM keeps tasks simple, visible and connected to your work. Whether it is a follow up, a call or a project task, everything sits in one place with clear reminders so nothing slips through the cracks.
- Tasks linked to companies, contacts and opportunities — no disconnected to-do lists
- Clear reminders with configurable email and in-app reminders
- Support for recurring and multi-day tasks without complexity
- Simple workflows and alerts that help your team stay on track, not slow them down
See what matters instantly — and take action on it without exporting to spreadsheets.
InteCRM gives you a clear view of your business without overwhelming you with charts and menus. From day-to-day activity to deeper reporting, everything is designed to be easy to understand and quick to act on.
- Simple dashboards showing tasks, pipeline, quotes and invoicing in one place
- Group builder to target the right records for mass emails or bulk updates in seconds
- Update multiple records at once without exporting or re-importing data
- Powerful but easy-to-use report builder for deeper insight when you need it
Let the system handle the routine work — without turning your CRM into a maze of rules.
InteCRM includes simple, practical automation that takes care of repetitive tasks while keeping everything easy to follow. No complex setups or hidden logic — just clear actions that support your team and keep work moving.
- Automatically create tasks, update fields or trigger actions when key events happen
- Configurable email and in-app notifications so the right people stay informed
- Workflows that are easy to understand, adjust and trust
- Automation that supports your process — without taking control away from your team
- Quickly send notifications to your team with important announcements
Keep documents exactly where you need them — without digging through folders or emails.
InteCRM keeps your documents organised and connected to your work. Whether it is a quote, a customer file or a shared resource, everything is easy to find and stored in the right place, without duplication or confusion.
- Upload documents directly to companies, contacts, opportunities, leads and quotes
- Global document library for shared files and resources across your team
- No more searching inboxes or network drives for the latest version
- Everything stored alongside the relevant record, so context is never lost
Give your team the right access — and keep everyone in sync without switching between tools.
InteCRM makes it easy to manage users and teams without overcomplicating permissions. Everyone sees what they need to see, while built-in collaboration keeps conversations and updates where the work is actually happening.
- Flexible permissions so users only see what is relevant to their role
- Simple team structure without complex setup or admin overhead
- Internal bulletin board for updates, discussions and shared knowledge
- @mentions, comments and notifications to keep everyone connected in context
Bring your existing data into InteCRM without the usual spreadsheet pain.
Moving to a new CRM should not mean starting from scratch. InteCRM makes it easier to import companies, contacts and products from existing spreadsheets, so you can get set up faster without endless manual entry or messy copy and paste.
- Import companies, contacts and products from spreadsheet files
- Map your existing columns to the right InteCRM fields during import
- Review data before it is applied, helping reduce mistakes and duplicates
- Move from old systems faster without losing valuable customer information
The small things that save time every day — built in, not bolted on.
InteCRM includes a range of practical tools that remove friction from your day-to-day work. No need for extra systems or workarounds — just thoughtful features that make everything run smoother.
- Email templates and signatures to keep communication consistent and professional
- Simple booking tools to allow clients to check your availibility and request appointments
- Built-in features designed to reduce admin, not add to it
- Native Windows App as well as iOS and Android Push Notifications
Ready to see it in action?
Pick what suits you best - a guided demo with sample data, or a clean trial you can make your own.
Why is InteCRM different?
Most CRM systems try to do everything - and end up overwhelming everyone. Sure, they're packed with features, but 70% of them are rarely touched. They're built for management dashboards and top-down visibility, not the people who actually have to use them every day. The result? Cumbersome screens, endless fields, and a system that feels like extra admin rather than something that genuinely helps.
InteCRM is different. Designed by a CRM consultant with over 15 years experience working with organisations of all sizes and various industries, it's built around what actually works in the real world. After seeing countless rollouts fail through lack of user buy-in, we focused on simplicity, usability and adoption - so your team actually wants to use it, not just has to.
How InteCRM Compares
Businesses often compare InteCRM with larger CRM platforms such as HubSpot, Zoho CRM, Pipedrive and Monday CRM. While those platforms offer extensive functionality, many small businesses find themselves paying for features they never use or working around processes that don't quite fit how they operate.
InteCRM takes a different approach. Rather than trying to be everything to everyone, it focuses on the features businesses use every day and keeps them simple, practical and easy to adopt.
Built Around Real Customer Feedback
With many CRM platforms, feature requests disappear into support queues and product management processes. With InteCRM, you're speaking directly to the people building the software. That means useful suggestions can be discussed, prioritised and delivered far more quickly, helping the platform evolve around real business requirements rather than a generic global roadmap.
Built, Maintained & Supported in Wales
When you contact InteCRM, you're not speaking to an outsourced support desk. You're speaking to the team that designed and developed the product, giving you faster answers and support from people who genuinely understand how the system works.
Simple & Transparent Pricing
No complicated licensing structures, hidden add-ons or expensive upgrades. InteCRM offers straightforward per-user pricing, making it easier to budget as your business grows.
Designed for Adoption
The best CRM in the world is useless if nobody uses it. InteCRM was built by an experienced CRM consultant who has seen countless CRM implementations fail because systems became too complex. The focus is on usability, simplicity and helping teams actually adopt the software.
HubSpot, Zoho CRM, Pipedrive and Monday CRM are all powerful platforms. InteCRM isn't trying to compete by adding more menus, more screens or more complexity. Instead, it focuses on delivering the tools most businesses need every day — customer management, opportunities, quotes, tasks, documents and automation — in a system people genuinely enjoy using.
Who Uses InteCRM?
InteCRM is designed for organisations that want a simple, practical CRM without the complexity, cost and clutter of enterprise systems.
Small Businesses
Perfect for businesses that have outgrown spreadsheets but don't want the complexity and cost of enterprise CRM systems.
Manufacturers & Distributors
Track companies, contacts, opportunities, quotes and customer communications in one place, giving your team a clear view of every customer relationship.
Professional Services
Keep customer information, follow-ups, appointments and documents organised without juggling multiple systems or disconnected spreadsheets.
Freelancers, Sole Traders & Small Agencies
Whether you're a DJ managing bookings, a consultant tracking clients, a photographer handling enquiries, or a small agency juggling multiple projects, InteCRM helps keep customers, quotes, follow-ups and important information organised in one place.
Charities & Community Organisations
Manage contacts, organisations, activities and communications through a simple interface that volunteers and staff can learn quickly without extensive training.
Simple and fair pricing
Most CRM systems charge you for features you never use. InteCRM keeps things simple — clear pricing, no limits on fields or records, and you only pay for the users you actually have.
Everything you need to manage customers, sales, quotes and tasks in one clean, easy-to-use system.
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First user£10 per month
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Users 2 – 5£8 per user / month
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Users 6+£6 per user / month
A few quick examples:
- 1 user → £10 per month
- 3 users → £26 per month
- 5 users → £42 per month
- 7 users → £54 per month
All prices are plus VAT. No contracts. Cancel anytime.
InteCRM+ includes everything in InteCRM, plus powerful integrations with your wider business systems to reduce double entry and keep everything connected.
Planned integrations include:
- Xero integration
- Sage 200 integration
- Microsoft Teams & Slack integration
- Exchange & Google Calendar integration
Pricing
- Pricing will be confirmed closer to launch
- Designed to remain simple and competitive
- Aligned with the same fair per-user model as InteCRM
InteCRM+ is currently in development and will be available soon.
Sage 200 integration may require additional server configuration for a small one-off fee.
Frequently Asked Questions
Everything you need to know about getting started with InteCRM.
Simple per-user pricing with no contracts and no hidden add-ons.
InteCRM starts from just £10 per month for your first user, with reduced pricing for additional users. There are no setup fees, long-term contracts or hidden charges.
Yes. Every account includes a free 7 day trial.
You can create an account and start using InteCRM immediately with a free 7 day trial. No setup fees and no commitment required.
Yes. InteCRM supports importing data from spreadsheets.
Companies, contacts and products can be imported from spreadsheet files, helping you move from your existing system without starting from scratch.
Absolutely. InteCRM was designed specifically with small businesses in mind.
Whether you're a sole trader, consultant, agency, charity or growing business, InteCRM gives you the tools you need without the complexity of larger CRM platforms.
Yes. Build quotes quickly and manage invoicing from within InteCRM.
Create professional quotes, track acceptance and issue invoices directly from InteCRM, or continue using your existing accounting system if preferred.
InteCRM is built, maintained and supported in Wales by Inteclads Technology Solutions.
Unlike many CRM platforms, InteCRM is developed and supported in the UK by the team that built it, giving you direct access to people who understand both the software and your business.
Where InteCRM is heading
InteCRM is built to stay simple — but grow more powerful over time. Over the next 12 months, we’re focused on adding depth where it matters, without introducing the clutter that slows teams down.
That means stronger integrations, smarter automation, better visibility and practical tools your team will actually use day to day.
- Support / Helpdesk Module – manage customer support in the same place as your sales activity, with full visibility of history, response times and resolution.
- Full Communications Entity – bring emails, calls and notes together into one clear timeline so every interaction is easy to follow and never lost.
- Outbound Call Lists – build focused call lists for campaigns and follow-ups, helping teams work through activity in a structured, efficient way.
- Project Tracking & Scheduling – manage timelines, milestones and progress in a simple, uncluttered way that supports your team without turning into full project management overhead.
- Ticket Sales Module – sell and manage event tickets while keeping customer and attendance data connected to the rest of your CRM.
- Xero, Sage 200 and Back Office Integrations – deeper integration with finance and operational systems to reduce double entry and keep your data consistent across platforms.
- Zapier & Make.com Integration – connect InteCRM to thousands of other tools and automate processes across your wider tech stack without custom development.
- Exchange / Google Calendar Integration – keep tasks and events aligned with the calendars your team already uses every day.
- Teams / Slack Integration – push key updates and notifications into your team channels so important activity is always visible.
- Creditsafe Integration – access company and credit data instantly to support better decision making when working with new customers.
- Built-in AI Assistant – intelligent tools to help schedule work, surface key information and reduce the manual effort behind everyday tasks.
- Fully Configurable Dashboard Builder – create dashboards tailored to each role, so every user sees the information that matters most to them.
- Multi Currency – currently InteCRM supports only GBP (£), but we plan to add support for additional currencies to better serve our international customers.
And importantly — everything we add will follow the same principle: more capability, without more complexity.