Contacts, companies and deals
One timeline of notes, calls, emails and meetings for every record. A drag-and-drop pipeline, and quotes your customers sign online.
Sales · Support · Invoicing · UK compliance
Win more customers, serve them better and get paid faster. Contacts, deals, support tickets, quotes and VAT invoices in one place, with every feature included for every team member.
£91,740 of £156,700
£6,267 ahead of pace, with 10 working days left
One timeline of notes, calls, emails and meetings for every record. A drag-and-drop pipeline, and quotes your customers sign online.
Deadlines count UK working hours and skip bank holidays. Customers' emails become tickets, and replies thread back.
VAT invoices from your deals, card payments, automatic reminders and aged debt. Send Making Tax Digital VAT returns to HMRC.
Record a lawful basis and marketing consent for every person. Export or erase someone's data in one click, with a full audit trail.
Also included: an AI assistant, workflows, email campaigns, web forms, Gmail and Outlook logging, Xero sync, an API and a Power BI feed.
| Feature | CAE CRM | Typical CRM starter plan |
|---|---|---|
| Products and line items on deals | Included | Higher tier |
| Quotes signed online | Included | Higher tier |
| Help desk with service levels | Included | Separate product |
| UK VAT invoicing and aged debt | Included | Integration needed |
| Making Tax Digital VAT returns | Included | Not available |
| Working days and UK bank holidays | Included | Not available |
| Companies House numbers and UK postcodes checked | Included | Not available |
| Workflow automation | Included | Higher tier |
Based on the published starter plans of popular CRMs, October 2026.
Start with sample data to look around, or import your contacts from a spreadsheet. £15 per user a month after your 14-day trial, with every feature included.