Leads get lost
Enquiries arrive by form, email and phone, then sit in different places — some never make it into any list, so you never follow them up.
CRM for Small Business
A Simple CRM for Small Business
Capture every lead, move deals through a visual pipeline and keep contacts, quotes and follow-ups in one place — with AI that chases the right deal at the right time, so your small team wins and grows more business.
Leads to deals · Visual pipeline · Fully managed setup
New lead capturedWebsite form — Sarah, kitchen fit-out enquiry
Deal moved to WonOffice refit · £4,200 · closed this week
Follow-up reminderChase quote sent to Daniel 3 days ago
Pipeline value£18,600 open this month · +12%
See the CRM in action
Watch the CRM leads workspace in this 68-second product walkthrough.
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In short
What is a CRM for small business?
A CRM for small business is a sales tool that captures your leads, tracks each deal through pipeline stages and keeps every contact, quote and follow-up in one place. HexaTech adds AI on top, so deals keep moving, nothing gets forgotten and your small team spends less time on admin and more time closing and growing new business.
The problem
Leads and deals slip through the cracks
When your sales pipeline lives in a spreadsheet and your inbox, promising deals go cold before anyone chases them.
Follow-ups fall through
A quote goes out, then silence. Without a reminder, the deal quietly stalls and you find out weeks later it went to someone who chased.
No view of the pipeline
You can't see which deals are close, which are stuck or what this month is worth — so you're guessing where to spend your time.
How it works
From first enquiry to closed deal
Every lead moves through the same simple pipeline — captured, tracked, chased and won without the admin.
1
Capture
Website forms, emails and messages land in your pipeline as new leads, with contact details filled in automatically.
2
Organise
Every lead becomes a deal card with the contact, notes and quote attached, so the full context sits in one place.
3
Track
Drag deals through your stages — new, quoted, negotiating, won — and see exactly where every opportunity stands.
4
Follow up
AI reminds you when a quote goes cold and drafts the chase, so no deal is left waiting on a message you forgot to send.
5
Close & grow
Mark deals won, see what your pipeline is worth and spot where more revenue is coming from next.
What's included
Everything a small team needs to sell
A complete small business CRM in one workspace — from lead capture to the reports that show what's working.
Contact management
Keep every lead and customer in one tidy list, with their details, deals and full history a click away.
Visual deal pipeline
See all your deals as cards moving through stages you define, so you always know what to work on next.
Lead capture
Website forms and enquiries flow straight into the pipeline as new leads — no copying and pasting from your inbox.
Follow-up reminders
Automatic nudges chase quotes and re-open stalled deals, so promising opportunities never slip away.
Quotes & tasks
Attach quotes to deals and turn next steps into simple tasks, so the whole team knows who is doing what.
Sales reporting
Track pipeline value, win rate and where deals come from, without building a spreadsheet or a formula.
Who it's for
Built for small teams that sell
If you win work by quoting, chasing and closing, HexaTech keeps every lead and deal in order.
Small service businesses
Trades & home services
Consultants
Agencies
B2B service providers
Freelancers
Local businesses
Growing teams
Why HexaTech
More than a spreadsheet or a basic CRM
See how an AI CRM software built for small business compares with the tools most teams start on.
| What you need | Spreadsheet | Basic CRM | HexaTech |
|---|---|---|---|
| Store all your contacts | Manual | Yes | Yes |
| Capture leads automatically | No | Partial | Yes |
| Visual deal pipeline | No | Yes | Yes |
| Chase follow-ups on time | No | Partial | Automatic |
| AI drafts & updates deals | No | No | Yes |
| Sales reporting built in | Manual | Partial | Yes |
| Scales with your team | No | Partial | Yes |
FAQ
Questions, answered.
Everything you need to know about the HexaTech CRM for small business.
What is a CRM for small business?
A CRM for small business is a sales tool that captures your leads, tracks each deal through pipeline stages and keeps every contact, quote and follow-up in one place. HexaTech adds AI, so nothing slips through the cracks and your small team can focus on winning and growing more work.
How is this different from your customer management software and client management software?
This is the sales-focused option: leads, deals and pipeline stages to win new business. Our customer management software is the broad database of every customer record, history and retention, while our client management software for small businesses is built around appointments and ongoing client relationships. Many small teams use the CRM to win work, then hand it over to the others.
Can it capture leads from my website automatically?
Yes. Website forms, messages and enquiries drop straight into your pipeline as new leads, with the contact details already filled in. Nothing sits in an inbox waiting to be copied across, so every enquiry becomes a tracked deal the moment it arrives.
How does the visual deal pipeline work?
Each deal is a card that moves through stages you define — from new lead to quoted, negotiating and won. You can see the whole pipeline at a glance, spot which deals are stalling and know exactly what to chase next, instead of guessing from a long spreadsheet.
What can the AI CRM software do for my sales?
The AI drafts follow-up messages, updates deal notes, reminds you when a quote goes cold and flags the leads worth chasing first. It keeps your contact records tidy and your pipeline current, so your small team spends time closing deals rather than doing admin.
Do I need to be technical to set it up?
No. Setup is managed for you — we import your existing contacts, build your pipeline stages around how you actually sell and connect your lead sources. Most small teams are tracking live deals on day one, with no spreadsheets or IT project required.
Will it scale as my small business grows?
Yes. Add team members, extra pipelines and more contacts without losing the simple feel. Everyone shares the same view of leads and deals, so as you hire and take on more enquiries the pipeline stays organised and nothing gets dropped between people.
Keep every deal moving. Built for small teams.
See how HexaTech turns scattered leads into one simple pipeline your small business can actually work.
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