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Sidekick CRM · essentials

Crm Essentials

The customer record, pipeline, tasks, and finance foundation a growing team needs.

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What this plan changes

Enough detail to choose confidently. No feature-wall theatre.

Included
  1. 01Companies, contacts, and sites
  2. 02Activities, tasks, and opportunities
  3. 03Core pipeline and imports
  4. 04Finance Core
  5. 05Standard reporting
Plan boundaries
  • One core pipeline
  • Standard automation and AI limits

Published catalogue terms and the live checkout remain authoritative for final pricing, limits, and country availability.

Inside Sidekick CRM

The plan sits inside a complete product—not a disconnected feature bundle.

01

A durable customer record

Keep the relationship intact from first conversation through delivery and renewal.

  • Companies, contacts, and sites
  • Activities, notes, tasks, and timelines
  • Imports, duplicate controls, and data quality
  • Shared records across Sidekick products
02

A selling system with momentum

Turn pipeline discipline into the next useful action.

  • Multiple pipelines and stage controls
  • Email and calendar synchronization
  • Cadences, automation, and enrichment
  • Proposals, forecasting, and advanced reports

A real workflow

From new lead to prepared conversation

Sidekick enriches the account, collects recent activity, and puts the right next step in front of the seller.

  1. 01Capture and match the lead
  2. 02Enrich the company record
  3. 03Assign the opportunity
  4. 04Prepare a context-aware follow-up

Other Sidekick CRM options

Move by operational need, not by surprise.

Take the next step

See how Crm Essentials fits your operation.

Start the 30-day trial