Keep leads, follow-ups, and client work in one place.
Stratum CRM is being built for B2B and B2C businesses that need one place to track leads, follow-ups, clients, requests, documents, and recurring work.
Request a CRM previewLeads go cold without a reply. Client work gets missed when no one is clearly responsible.
We are building Stratum CRM around the work we manage every day: following up with leads, serving clients, storing records, and tracking recurring revenue. It will work with the tools we already trust instead of trying to replace all of them.
See the next follow-up and the next deadline.
Leads, client requests, documents, renewals, and important business numbers appear in one place. Banking, passwords, and files stay in the tools made for them.
- Add lead
- Follow up
- Quote
- Sign
- Deliver
- Renew
One history for each client.Messages, documents, requests, deadlines, and updates stay together.
Built around the work that drives the business.
Start every day with the follow-ups that matter.
See who needs a reply today, which leads have gone quiet, what was last discussed, and what should happen next.
Keep the full client relationship on one screen.
Each client page keeps contacts, requests, agreements, files, renewal dates, updates, and service details together.
See overdue work before the client has to ask.
The work list shows each request, who is responsible, when it is due, and whether it is a quick edit or a larger project.
Know what is growing, shrinking, or coming due.
See recurring monthly revenue, lost revenue, renewal dates, regular costs, and work that needs attention. Accounting stays in your accounting software.
Keep your banking, passwords, files, and signing tools.
Stratum CRM brings the information you need into one place while those specialized tools continue doing their jobs.