Complete profiles
See every interaction and important detail in one organised timeline.
← Explore all featuresCLIENT SOLUTIONSCustomer Relationship Management
Customer Relationship Management
made simple.
Keep customer records, conversations, tasks and opportunities together in one CRM.
◎BRANDROOF / CUSTOMER RELATIONSHIP MANAGEMENT
Customer Relationship Management
Keep contact details, messages, notes, appointments and opportunities together so your entire team works from the same up-to-date customer record.
● CONNECTED AND ACTIVEBUILT AROUND YOUR BUSINESSEverything working
Everything working
together.
Smart segmentation
Group contacts by source, stage, interest, activity or custom fields.
Team visibility
Assign owners, add notes and keep every handover clear.
HOW IT WORKSGet set up.
Get set up.
Keep moving.
Keep customer records, conversations, tasks and opportunities together in one CRM.
STEP 1
Capture
Collect leads from forms, calls, chat and campaigns.
STEP 2
Organise
Enrich each record with conversations, tasks and opportunities.
STEP 3
Convert
Prompt the right follow-up and move customers forward.
Client SolutionsPart of your connected Brandroof platform
One customer viewEvery interaction stays connected
Built around your workflowPractical tools for growing businesses
EXPLORE THE EXPERIENCESee how Customer Relationship Management
See how Customer Relationship Management
works in real life.
Understand every customer from the first enquiry through ongoing service. Choose a customer moment and explore what happens next.
Smart business CRMEXAMPLE DATA
JS
Jordan SmithNew website enquiry · Melbourne
● Active✓
Contact foundCustomer activity recorded
Ready○
History displayedRelevant details connected
Next○
Next action setNext action ready for your team
NextInteractive example using sample customer data.
MORE THAN A SINGLE FEATUREEverything you need
Everything you need
to make it work.
Customer Relationship Management works best when the details, people and next steps are connected. Explore the practical capabilities that support your team every day.
Complete customer profiles
See contact details, lead source, previous conversations, appointments, opportunities and notes in one organised relationship timeline.
Included in your connected platform →Custom fields and tags
Record the property type, service requested, suburb, customer interests or other details that actually matter to your business.
Included in your connected platform →Conversation context
Open a customer record and understand what was asked, what your team promised and what should happen next.
Included in your connected platform →Opportunity tracking
Connect each contact with relevant deals and pipeline stages so commercial opportunities never live in a separate spreadsheet.
Included in your connected platform →Automatic organisation
Create or update records as enquiries arrive, apply helpful labels and trigger the next step around your process.
Included in your connected platform →Clear team ownership
Assign the right person, record notes for handover and give your team a shared view of the customer relationship.
Included in your connected platform →MADE FOR REAL BUSINESSESDifferent businesses.
Different businesses.
One clearer journey.
Explore practical ways Customer Relationship Management can support the customer moments that matter.
EXAMPLE SCENARIO · BRIGHT WATER FILTRATION
New website lead
The customer challenge
An enquiry arrives without an organised follow-up process.
How Customer Relationship Management helps
See this for your business →Brandroof saves the contact, captures the requested service, tags the location and assigns an owner.
YOUR CONNECTED CUSTOMER JOURNEYA more organised
◎
A more organised
next step.
The whole team knows who the customer is and what needs to happen next.
Customer context connected
FOLLOW THE CUSTOMER JOURNEYEvery moving part.
Every moving part.
Working together.
Select a step to see how Customer Relationship Management supports a clear, connected customer experience from the initial moment to the next action.
A customer takes action
Website enquiry creates a clear starting point in Customer Relationship Management.
Connected to your Brandroof customer record
EXPLORE THE OPPORTUNITYWhat could a clearer
What could a clearer
process uncover?
Adjust the example inputs to see how many customer moments may not currently have a consistent process. This is an illustrative planning tool, not a performance prediction.
customer moments without
a consistent process
Out of 120 monthly customer records, around 78 are already covered by the process you selected.
65% currently covered · 35% worth reviewingExplore your customer journey →
BETTER AS ONE PLATFORMCustomer Relationship Management is only
Customer Relationship Management is only
the beginning.
Connect this feature with the rest of Brandroof to create a smoother experience for your customers and a clearer process for your team.
QUESTIONS, ANSWEREDEverything you want
Everything you want
to know.
Practical answers to common questions about using Customer Relationship Management in your business.
Ask the Brandroof team →What information can I keep on each customer?+
Customer records can bring together contact information, messages, notes, tags, appointment history, opportunities and useful business-specific fields.
Can different team members work from the same record?+
Yes. A shared customer view helps your team understand ownership, previous conversations and upcoming work without relying on scattered notes.
How do new contacts get into Brandroof?+
Contacts can be created from connected enquiries, website forms, conversations and other customer actions, or added by your team when needed.
Can I organise customers by location or service?+
Tags, customer information and segmentation make it easier to group records around the locations, interests and services relevant to your business.
How do I get started with Customer Relationship Management?+
Book a Brandroof demo and explain how your business currently handles customer records. The team can help you explore a setup that suits your services, customer journey and existing priorities.
◎
See Customer Relationship Management in action →Customer Relationship ManagementUnderstand every customer from the first enquiry through ongoing service.
Ready to grow
with Brandroof?
Connect your customers, conversations, marketing and payments in one practical business platform.