Project Description

Track customer information, sales leads, and call history so you always know the status of your contacts and who to call on what day. Track customer job data so that requests and information are always communicated and available to back-end staff. Track your organization’s membership data and keep case files all in one place.

Our Customer Relationship Management module (CRM) is simple to deploy and use. We custom design it to ensure that fits the way in which you do business.


Customer Relationship Management (CRM) software covers a broad set of applications designed to help businesses manage many business processes:

  • customer data and interactions
  • sales automation
  • lead tracking
  • marketing and customer discovery
  • customer support
  • vendor / partner relationship support
  • knowledge and training

We know that your customers are more than just data, and they are central to all of your business operations. Cyanic CRM+ improves other parts of your business that go beyond typical CRM systems:

  • track service contracts to maintain your recurring income
  • track customer job production information such as milestones, progress and estimated completion dates
  • track customer job costs and see which projects are losing money or need intervention
  • record project changes and make sure all staff are informed of changes and have access to the latest information


Cyanic’s CRM software module can be your greatest asset:

Improve customer service

Instantly look up everything about a customer and their jobs when they call.

Stop leaving money on the table

When a customer or recurring service falls through the cracks, sales and revenue can be lost. Staying in contact when you are supposed to is key to building long-term relationships with your customers.

Share information with your whole company and prevent costly communication failures

Make sure that all customer requests and changes are tracked and communicated to your production team, subcontractors or third parties.


Using the Cyanic Method, we work with you to customize your Customer Relationship Management Module to fit your requirements. We design the software to work with your processes and ensure that your specifics are met. The final product becomes an extremely user friendly, straightforward, and elegant solution.

See below under Related Modules to view other modules in which you might have an interest given your interest in our CRM Module.