CRM

Know every customer, in one place.

Every person who contacts you becomes a customer record. Add details, labels and pipeline stages, and see their conversations and notes.

Maya Thompson

Customer

CityAustin
Last orderLinen set
StagePayment pending

Prefers express delivery

What the CRM is

A CRM is a list of your customers and what you know about them. In Sky Free, records are created when people message you, when you import them, or when you add them yourself.

Drag between stages

Enquiry

Alex K.Priya N.

Quote sent

Maya T.

Won

Sam L.

Build your customer list

Get people into Sky Free.

Records

ContactSourceStatus

Maya T.

WhatsAppActive

Alex K.

InstagramActive

Sam L.

CSV importActive

Organise people

Make your list easy to use.

Labels and pipelines

Enquiry

Alex K.Priya N.

Quote sent

Maya T.

Won

Sam L.

Work with the list

Find, clean up and follow up.

Merge duplicates

Two records found

NameMaya Thompson
Phone+1 415 555 0142
MatchSame phone number

Keep one record, merge notes and labels

From first message to customer record

Step 1 of 5

Step 1 of 5

A person messages you for the first time.

1/5

What is not included

  • There is no separate leads or deals list. Leads are contacts placed in a pipeline stage.
  • Sky Free does not connect to outside CRMs such as HubSpot yet. Zoho CRM is planned.

Common questions

Is there a separate Leads page?

No. Put contacts in a pipeline stage to track them as leads.

Can I import my customers?

Yes. Import from CSV or Excel and download a sample template.

Can I add my own fields?

Yes. Custom fields hold your own details.

Can I connect another CRM?

Not yet. You can use the API, webhooks and Google Sheets to share data.

Start your customer list

Connect a channel and your first contacts appear as customers write in.