The CRM Built for Relationships, Not Just Deals
Booked55 auto-enriches every contact and keeps every relationship on track, so nothing slips through the cracks. Built for recruiters, consultants, insurance brokers, and financial advisors who close business through trust.
Who Is Booked55 For?
Relationship-driven businesses that sell through trust, not enterprise sales funnels. See how Booked55 fits your industry.
Recruitment
You remember every candidate. Now remember every client.
Insurance
Stop letting renewals sneak up on you.
Consulting
The follow-up you forgot is the deal you lost.
HR & Talent
Keep every client relationship in one place.
Financial Advisory
Know exactly who sends you business.
Commercial Real Estate
Track deals without the six-figure software.
Accounting
Stay in touch with clients after tax season.
See Who's Building Relationships. Who's Not.
Booked55 scorecards give every team member a heatmap of their relationship-building activity. Track follow-ups completed, events attended, referrals earned, and deals closed by person, by team, by time period. Know exactly who's nurturing key relationships and where attention is needed.
You Focus on People. We Handle the Rest.
Auto-enriched contacts, visual pipelines, AI-powered outreach, and referral tracking, so you spend less time on data entry and more time with the clients and contacts that drive your business.
Visual Pipeline Boards
Drag-and-drop Kanban boards with custom stages. See every deal at a glance, move contacts through your process, and never lose track of where a relationship stands.
Contact Management
Rich contact profiles with activity history, pipeline status, tags, social links, referral tracking, and relationship goals. Everything about a contact in one place.
Activity Tracking
AI-generated and manual tasks in one unified list. Filter by date, status, or type. Complete tasks, send emails, and reschedule, all from a single view.
Event Management
Create events, track attendance, and link contacts to them. See who attended, which pipeline stage they are in, and follow up directly from the event page.
Drag & Drop Email Builder
Design beautiful email campaigns with a visual editor. Drag content blocks, add merge tags, preview on desktop and mobile, and send personalized campaigns at scale.
Your CRM, In Your Pocket
Full CRM access on the go. Manage contacts, track activities, browse companies, create events, and switch between organizations, all from your phone.
Contact Detail
Events
Client Stories
Discover how Booked55 has helped sales teams revolutionize their client engagement and relationship management.
Christian Saab, Business Owner
Using Booked55 has transformed how we engage with clients. We can now easily track interactions and personalize our approach effectively. The user-friendly interface and powerful features make it an indispensable tool for our sales team.
David Sherman, Head of Sales
Booked55 has revolutionized our sales process by streamlining client management and empowering our team with real-time insights. It's a reliable platform that has significantly improved our sales effectiveness and client relationship building.
Jessica Beschorner, Recruiter
As a recruitment professional, Booked55 has become our go-to solution for managing client relationships and driving successful engagements. The intuitive design and customizable options make it easy for us to build strong connections with our clients. I highly recommend it to any team looking to boost their effectiveness.
Frequently Asked Questions
How do I get started with Booked55?
+Can I access Booked55 on multiple devices?
+Is Booked55 compatible with all devices?
+Stop Losing Track of the People Who Matter Most
Your referral generators, past clients, and warm introductions are your most valuable assets. Booked55 makes sure you never lose touch with them.