You Sell Expertise. Track Who You Sell It To.
A CRM for service businesses that run on relationships
You do not sell a product off a shelf. You sell trust, expertise, and results. That means the relationship is the sale. Booked55 helps you keep track of every client conversation, every proposal, and every follow-up so nothing slips when you get busy with delivery.
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Unlimited
Client contacts
Custom
Pipeline stages
Built-in
Follow-up reminders
Know Every Client’s Story
Before your next meeting, see every email, note, and conversation you have had with this client. Walk in prepared, even if your last conversation was six months ago.
Track Proposals and Projects
A visual pipeline for your client work, from initial conversation through proposal to active engagement. See what is in the pipeline and what needs attention.
Never Forget to Follow Up
Create tasks and reminders tied to contacts and deals. When delivery takes over and BD gets pushed aside, Booked55 makes sure you come back to it.
Separate Workspaces If You Need Them
Running multiple practices or client groups? Create separate workspaces and switch between them, all from one login.
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