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Efficient Contact
Management to build everlasting Relationships with your clients

Our complete CRM software lets you streamline your contract management process and track customers, contacts, and communication to improve client relationships.
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Trusted by over 500 + business

Invision Intelligence

Say hello to hassle-free contact management and improved customer satisfaction

Comprehensive Data Tracking

Keep track of every element of your client interactions with our comprehensive contact management solutions. Everything from phone conversations and emails to meetings and notes can be recorded and easily accessible in a centralised location.

Increased Customer Engagement & Satisfaction

With our CRM software, you can increase your sales potential and boost client happiness.
  • Use our user-friendly search and task assignment capabilities to quickly obtain critical client information.
  • Stay on top of your to-do list by keeping track of your calls and meetings and setting tasks to follow up or assign to other team members.
  • Integrate emails seamlessly to automatically capture emails sent to and from your contacts into our CRM to track customer data and all conversations.
  • Keep a detailed record of all your interactions and activities with your customer and activities for future reference in a history timeline.
  • Save important documents to customer accounts for quick access and organisation.
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Everything in a Centralised Hub

  • Stay in the know with our Email Integration
Automatically capture all emails to and from your contacts within our CRM. Syncing unlimited email, see all interactions between your teams and your contacts. We integrate with Microsoft Outlook 365 and Gmail
  • Stay on top of your To Do’s with our Task Manager
Create tasks to remind you of the next meeting or phone call. Stay on top of your customer service by seeing all of your tasks based on day or week. Once completed, tasks are recorded in the activity’s timeline, preserving a comprehensive historical record of the account.
  • Document Storage Capacity
Our CRM provides a great amount of document storage. You can easily store your documents, meeting minutes, service agreements, proposals, and more under each of your client’s accounts. Email attachments sent or received can automatically be saved to the activity timeline through your email integration.

Permission and Prohibition

Keeping security concerns intact, you can set up CRM permission levels and control who has access to your data. By allocating each user to a User Group and allocating a User Profile, you can determine the level of access each has to your data.

Why choose Cerely

Cerely CRM

“Cerely is making the most of your business time with a more efficient way to manage and operate. With Cerely, you’re not just saving time – it’s an opportunity for growth in all areas.”

Cerely CRM

“Cerely is making the most of your business time with a more efficient way to manage and operate. With Cerely, you’re not just saving time – it’s an opportunity for growth in all areas.”

Cerely CRM

“Cerely is making the most of your business time with a more efficient way to manage and operate. With Cerely, you’re not just saving time – it’s an opportunity for growth in all areas.”

Cerely CRM

“Cerely is making the most of your business time with a more efficient way to manage and operate. With Cerely, you’re not just saving time – it’s an opportunity for growth in all areas.”

Cerely CRM

“Cerely is making the most of your business time with a more efficient way to manage and operate. With Cerely, you’re not just saving time – it’s an opportunity for growth in all areas.”

Cerely CRM

“Cerely is making the most of your business time with a more efficient way to manage and operate. With Cerely, you’re not just saving time – it’s an opportunity for growth in all areas.”

Cerely CRM

“Cerely is making the most of your business time with a more efficient way to manage and operate. With Cerely, you’re not just saving time – it’s an opportunity for growth in all areas.”

Cerely CRM

“Cerely is making the most of your business time with a more efficient way to manage and operate. With Cerely, you’re not just saving time – it’s an opportunity for growth in all areas.”

Frequently Asked Questions

A contact management system is software that saves and organises company contact information such as names, addresses, emails, and phone numbers. Contact management, as opposed to CRM, which records client interactions over time, is only concerned with keeping and organising contact information. On the other hand, a CRM strives to build long-term client connections that promote corporate growth by tracking communication, sales, and marketing.
Yes, they are different. Contact management is focused solely on organising contact information, while CRM strives to build long-term client connections that promote corporate growth by tracking communication, sales, and marketing.
Find out More

Discover other features

Customise Cerely to address your organisation’s unique challenges with the following products:

Client Management

Manage all of your client’s information in one place so that you can keep track of your clients requirements.

Contact Management

Keep all your contacts information in one place for easy access and better organisation.

Roster smarter & faster.

Roster in minutes, not hours, with smarter rostering.

Time & Attendance

Easily track and manage employee attendance.

Payroll Integration

Easily integrate with your payroll system to streamline your payroll process.

HR Compliance

Stay compliant with ease, from managing employee files, licences and certifications.

Leave Management

Made simple, manage employee leave requests and approvals all in one place.

Mobile App

Allows staff to view their rosters, clock in and out of shifts, update their personal information and request leave.

Are you ready to start improving your customer relationship with your clients?

Contact one of our experts today for a personalised demo meeting your organisation’s needs.
Schedule a demo
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