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SALES & CRM

Build Stronger Customer Relationships With an Integrated CRM

Comgem’s CRM helps you manage relationships, track opportunities, and keep your team aligned. From first contact to repeat business, everything you need to serve customers lives in one place.

Book Your Demo No Per-User Fees UK-Based Support
Trusted by 100+ UK B2B Businesses | 4.9 ★ Average Rating
B2B CRM dashboard showing customer profiles, sales pipelines, and communication tracking in Comgem.

Everything You Need to Know, in One Place

Centralise data, orders, and communications so your team always has the full picture.

Unified Customer Profiles

Combine contact details, order history, and interactions.

Account Hierarchies

Manage customers with multiple contacts or locations.

Notes & Reminders

Record insights and schedule timely follow-ups.

Interaction Tracking

Log calls, emails, and activity.

Marketing Lists

Segment audiences for relevant campaigns.

Custom Fields

Capture data that matters to your business.

a unified B2B CRM dashboard showing connected customer data panels for profiles, orders, and marketing lists in Comgem.

SALES TOOLS

Turn Opportunities Into Revenue

Simplify your sales process with quoting, opportunity tracking, and pipeline visibility. See what’s in progress, where to focus, and how to close the next deal.

  • Quote management with live pricing and stock.
  • Opportunity stages, values, and probabilities.
  • Real-time margin insights before sending quotes.
  • One-click conversion from quote to order.

TEAM & TASKS

Keep Your Team Focused and Accountable

Manage workloads with scheduling, visibility, and ownership. See priorities, monitor progress, and ensure deadlines are never missed.

  • Task scheduling with due dates and reminders.
  • Calendar and list views of workload.
  • Team visibility across pipelines and tasks.
  • Audit trail for quality and compliance.
CRM sales pipeline showing connected cards for quotes, opportunities, margin insights, and order conversion in Comgem.
an online B2B order approval dashboard with connected workflows and budget management tools in Comgem.

ACCOUNT MANAGEMENT

Manage Complex B2B Accounts With Ease

Support business customers with instant access to key data and controls. Personalise service at scale and act with confidence.

  • Account dashboards for spend, orders, and activity.
  • Payment terms and credit limits per customer.
  • Multi-site delivery locations and contacts.
  • Customer-specific pricing and agreements.

LEAD MANAGEMENT

Capture, Nurture, and Convert Leads

Keep your pipeline healthy with clear visibility of new leads and prospects. Track interactions, schedule follow-ups, and convert to customers without rekeying.

Lead Capture

Add prospects quickly with key source details.

Source Tracking

Identify where your best leads come from.

Automated Reminders

Stay consistent with timely follow-ups.

Quote From Lead

Create accurate quotes directly from a lead.

Seamless Conversion

Turn qualified leads into customers instantly.

Performance Insights

Spot trends and refine your sales process.

READY FOR THE NEXT STEP?

See How Comgem’s CRM Helps You Sell Smarter

Empower your team to manage relationships, close opportunities, and deliver an exceptional B2B experience, all within one connected platform.

Book Your Demo No Per-User Fees UK-Based Support
Trusted by 100+ UK B2B Businesses | 4.9 ★ Average Rating

We Help B2B Businesses Grow

31.8% bigger orders, 80% less admin, 75% online adoption.

Your Platform, Your Way

Integrate CRM with ecommerce and back-office flows.

Get Online. Get Growing.

Launch quickly and start delivering value.

Trusted by UK Businesses

Join 100+ companies growing with Comgem.