Add-ons · Business Automations

CRM

Every contact, job and conversation in one pipeline.

The PoshLayer CRM: contacts, pipeline, campaigns and referral asks in one place - the quiet machine behind every package, named and yours.

from £1,499from €1,749from $1,899

What it does

Every contact, job and conversation in one pipeline.

Every enquiry, booking and customer your site captures lands in a pipeline you can actually work: stages, follow-ups, campaigns, referral asks. It already powers the automations in every package; as a named add-on it becomes your front office - visible, reportable and yours.

CRM

See it in action

Watch CRM work

studio.poshlayer.app/pipeline
New enquiries3
Harbour DentalWebsite form · 9:41am£1,800
S. WhitfieldMissed-call text-back£950
Bailey & CoQuote requested£2,400
In progress2
The Anchor InnProposal sent£3,200
Fern & FoxFollow-up booked · Fri£1,150
Won1
Marlow HouseClosed today£4,999

The mechanism

How it works

  1. Everything lands in one place

    Every enquiry, booking and conversation your site captures arrives in one pipeline with the history attached.

  2. Worked, not just stored

    Stages, follow-ups, campaigns and referral asks - the quiet machine that already powers your automations, made visible.

  3. Nothing slips

    The quote from March resurfaces when it should, the regular who went quiet gets a nudge, and the pipeline number is real.

The investment

from£1,499€1,749$1,899

One-off buildThe named Brand upsell - already working quietly inside every package

The PoshLayer CRM: contacts, pipeline, campaigns and referral asks in one place - the quiet machine behind every package, named and yours.

Included in a package? You already have it - nothing to buy twice. Automations run under your care plan.

Where it lives

Part of the packages

Every add-on is a working part of our industry packages first - and a bolt-on for the rest.

Questions, answered

The fine detail

The named Brand upsell - already working quietly inside every package If your package includes it, there is nothing to buy twice - this page exists so you can see what it does and add it anywhere it is not already working for you.

No. If the system you run works, we wrap it rather than rip it out - same add-on, delivered in bridge mode over Fresha, OpenTable, Mews, Cliniko, Shopify, Xero and friends.

Ready when you are.

Add CRM to your project - or see it running on a live demo first.

Add to projectBook a demo