Customer Relationships, Managed Smarter
Capture leads, track deals through a visual pipeline, send quotes and manage every customer interaction — all integrated with your inventory, sales and invoicing.
Start Free 14-Day TrialLead & Deal Tracking
Capture leads from any source, score them automatically and move deals through a visual Kanban pipeline from qualification to won or lost.
Quotes & Proposals
Create professional quotes with line items, send them by email as PDFs and track when they are accepted — all linked to your deals.
Integrated Activities
Log calls, meetings and tasks against leads, deals and contacts. Activities sync to the built-in scheduler so nothing slips through the cracks.
How the CRM Works
1. Capture & Qualify Leads
Add leads manually or import from Excel. Each lead is scored automatically based on source, value and completeness. Assign them to team members and qualify the best opportunities.
2. Move Deals Through the Pipeline
Drag deals across stages — Qualification, Proposal, Negotiation, Won or Lost. Each stage transition is recorded, and won deals can auto-create invoices.
3. Send Quotes & Win Business
Create professional quotes linked to deals, send them by email as PDFs and update status as they are accepted or declined. Converted leads become customers automatically.
Everything You Need to Manage Customer Relationships
Visual Deal Pipeline
See every deal in a Kanban board organised by stage. Drag and drop deals as they progress, and see deal values, expected close dates and assigned team members at a glance.
Lead Scoring & Conversion
Leads are scored automatically based on estimated value, source and completeness. When a lead is ready, convert it to a customer with one click — all details carry over.
Quotes with PDF Generation
Build professional quotes with itemised line items, quantities and pricing. Generate A4 PDFs automatically and send them directly to customers by email.
Contact Management
Store and manage contacts linked to leads, deals and customers. Keep job titles, phone numbers, email addresses and notes organised in one place.
Activity & Task Tracking
Log calls, meetings, emails and tasks against any lead, deal or contact. Activities sync automatically to the scheduler so your team always knows what is due.
Email Integration
Send emails directly from the CRM with your own SMTP settings. Every email is logged automatically, giving you a complete communication history for every lead and deal.
Tags & Attachments
Organise leads and deals with custom tags. Upload files, contracts and documents as attachments — everything related to a deal stays in one place.
Reports & Analytics
Track lead conversion rates, deal win rates, average sales cycle length and pipeline value. Export data to Excel for further analysis.
Deal Pipeline Stages
Custom pipelines with your own stages can be created to match your sales process.
CRM Software for UK Small Businesses
Customer Relationship Management (CRM) software helps businesses organise, track and strengthen their relationships with leads and customers. For UK small businesses, a CRM system is essential for managing sales pipelines, following up on opportunities and ensuring no lead falls through the cracks.
Aphelios Software provides a complete CRM module that integrates directly with your inventory, sales, invoicing and scheduling — so your customer data is connected across every part of your business. Unlike standalone CRM tools that require manual data entry and separate logins, Aphelios keeps everything in one platform.
From Lead to Loyal Customer
The journey from prospect to paying customer is fully managed within Aphelios. Capture leads from any source — website enquiries, referral, social media or cold outreach — and track them through a visual pipeline. Each lead is scored automatically based on factors like estimated value, source and data completeness, helping your team prioritise the best opportunities.
When a lead is ready, convert them to a customer with one click. Their company name, contact details and notes carry over automatically, and a new customer record is created in your database. Any linked activities, deals or quotes remain connected, so nothing is lost in the transition.
Visual Deal Pipeline
The Kanban-style deal pipeline gives you a real-time view of every opportunity in your sales process. See deal values, expected close dates, assigned team members and current stage at a glance. Drag deals between stages as they progress, and every stage transition is recorded for reporting and accountability.
When a deal reaches the Won stage, an invoice can be auto-created — bridging the gap between your sales pipeline and billing process seamlessly. Lost deals can be analysed with reason tracking, helping you improve your sales approach over time.
Quotes, Proposals & Email
Create professional quotes with itemised line items, quantities and unit pricing. Each quote receives a unique number and can be generated as a professional PDF document. Send quotes directly to customers by email using your own SMTP settings, and track when they are accepted, declined or still pending.
All sent emails are logged automatically in the CRM, giving you a complete communication history attached to each lead, deal or contact. No more searching through email folders to find what was sent to whom.
Activities, Tags & Organisation
Log calls, meetings and tasks against any record in the CRM. Activities can be assigned to team members, given due dates and marked as complete. They sync automatically to the built-in scheduler, so your team calendar always reflects upcoming CRM tasks.
Use custom tags to categorise leads and deals by type, priority, industry or any other criteria. Upload attachments such as contracts, proposals or reference documents directly to a lead or deal record — everything you need is in one place.
Frequently Asked Questions
What is CRM software?
CRM (Customer Relationship Management) software helps businesses manage interactions with leads and customers, track sales opportunities and organise customer data in one central system.
Can I track leads and deals in Aphelios CRM?
Yes. You can capture leads, score them automatically and track deals through a visual Kanban pipeline with custom stages. Each stage transition is recorded for full sales visibility.
Can I create and send quotes from the CRM?
Yes. Create professional quotes with itemised line items, quantities and pricing. Generate A4 PDF documents and send them directly to customers by email using your own SMTP settings.
Does the CRM integrate with invoicing?
Yes. When a deal reaches the Won stage, an invoice can be auto-created automatically — bridging your sales pipeline directly to billing without manual data entry.
Can I log activities against leads and deals?
Yes. Calls, meetings, emails and tasks can be logged against any lead, deal or contact. Activities sync to the built-in scheduler so your team stays on top of follow-ups.
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