What the AppWT CRM does

The AppWT CRM is software AppWT wrote and runs on its own Michigan server. Every feature below is in the product today, and each one maps to a screen you can see once you sign in.

Capture every inquiry

• Website forms send each inquiry straight into the CRM as a lead, with the page it came from and its source recorded.
• A report shows how many leads each source produced and how many of them were won.

A pipeline for each business

• Each business has its own pipeline stages, from first contact to won or lost, and a deal moves between them with a drag.
• Each lead has an owner, its own tasks with due dates, and a history of the notes and events logged against it.

Lead scoring that explains itself

• Every lead gets a score, and the reasons behind that score are listed next to it.
• A manager can see why one lead should be called before another.

Follow-up that runs on its own

• Multi-step email campaigns send on a schedule you set.
• Workflows place follow-up steps on a timeline, so the next action appears without anyone having to remember it.

Consent you can prove

• Text consent is recorded per contact: who agreed, when, and the exact words shown to them.
• Delivery receipts are kept for each text, and a reply of STOP is honored automatically.

Your team, your rules

• Each user sees what their role allows, and one sign-in can work across more than one business.
• Sign-ins, exports, permission changes and edits to leads are written to an audit log that shows who did what, and when.

Your data stays yours

• Your data is backed up every night.
• Your contacts and leads can be exported to a spreadsheet file at any time.

See it working

Book a walkthrough, read about the AppWT CRM, or see the AppWT CRM service on appwt.com.