Features
Everything your team needs to run the customer lifecycle
From the first lead to the tenth renewal, CUSREM keeps every team working from the same data.
From the first lead to the tenth renewal, CUSREM keeps every team working from the same data.
Capture leads from any source, assign them to agents, and track lead sources that actually convert.
A customizable, drag-and-drop sales pipeline with stages from New to Won/Lost.
Keep every contact tied to their company, deal history and communication trail.
Convert won deals into customer records with full billing and support history.
Assign and track tasks tied to leads, deals or customers so nothing slips.
A shared calendar for meetings, calls and follow-ups across the team.
Log calls against leads and customers to keep a full communication history.
Automatic renewal follow-up tasks, round-robin assigned to agents before a customer lapses.
Schedule and manage customer-facing appointments without double-booking.
Run email, SMS and WhatsApp campaigns to segmented customer lists.
Reusable email, SMS and WhatsApp templates for consistent, on-brand messaging.
Group customers by behavior, value or lifecycle stage to target campaigns precisely.
Build and send professional quotations directly from your product and price-list catalog.
Convert quotations to invoices, track payment status, and keep billing airtight.
Maintain a catalog of products, services and price lists your whole team quotes from.
Track customer issues to resolution with a dedicated support workspace.
Publish help articles so customers — and your team — find answers fast.
Dashboards and reports across pipeline, billing and support so owners see the whole picture.
Fine-grained, role-based access so every teammate sees exactly what they should.
Each company's data is fully isolated — built for agencies and platforms serving multiple clients.