Stratum CRM In development
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.
- Reply to a new website leadArrived this morning
- Follow up on a sent quoteQuiet for five days
- Finish a client requestDue today
- Contract renewalComing due this month
Stratum CRM is in development. Features, integrations, timing, and pricing described here are current plans and may change.
What needs attention today, and who should handle it?
Stratum CRM puts today's follow-ups, overdue client work, and next steps on one clear list.
Leads 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.
- Follow-ups live in someone’s head or inbox.
- Client requests arrive by text, email, and phone.
- Renewal dates sneak up on you.
- You cannot see at a glance what is growing and what is slipping.
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.
See how we connect toolsKeep follow-ups, client work, and next steps in one place.
Tell us how you track leads and client work today. We will show you where Stratum CRM is headed and whether a preview makes sense for you.
Prefer email? contact@stratumscale.com