Solutions · Small businesses
Big-company CRM, small-team effort.
Replace the spreadsheets, shared inboxes and invoice templates with one tool your whole team can learn in an afternoon.
Sound familiar?
The problems we hear most
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Customer details are scattered across phones, inboxes and spreadsheets.
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Quotes and invoices are retyped from scratch every time.
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Enterprise CRMs need consultants you can’t afford.
How Red Squirrel helps
What changes with Red Squirrel
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Every customer in one place
Contacts, organisations, deals, emails and tickets on one record.
See Sales & pipeline -
Quotes and invoices included
Your catalogue, prices and taxes, with branded PDFs sent from the CRM.
See Inventory & billing -
A shared calendar
Meetings, calls and to-dos for the whole team, with reminders.
See Projects & collaboration -
Set up without consultants
Add your own fields, layouts and simple workflows with point-and-click tools.
See Platform, automation & admin
What’s included
One affordable system for sales, support and invoicing, live in a day.
- Contacts & deals
- Quotes & invoices
- Shared calendar
- Email integration
- Custom fields
- Starter plan pricing
More solutions for teams
All solutionsYour pipeline won't wait. Neither should you.
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