CRM for Small Business

No matter the size of your business, Preact will support you in your CRM journey. We have served thousands of small firms for more than 20 years helping them achieve outstanding results from CRM systems.

CRM Software for Small Businesses from Preact

From pre-sales advice to implementation, user training and support we’ll take care of all your CRM requirements.

No matter where you are in your CRM journey, whether you are planning to implement a new system, or if you have already purchased Microsoft Dynamics or Act! CRM, Preact will help you extract the most from your CRM strategy.

Contact us to discuss your requirements and find out how we will help you achieve your CRM goals.

Why You Need CRM

Do you rely on spread-sheets to track important customer information?

Does your business run on processes? Or, would you like it to?

Do you spend hours each month manually compiling reports?

Would you benefit from knowing more about your clients?

Are you planning to grow your business?

If your answer to any of these questions is yes, CRM is sure to be one of the most valuable systems you can implement.

Customer Relationship Management (CRM) is the process of tracking and reporting each interaction you have with your customers and other contacts. CRM applications centralize, simplify, secure and scale client relationships.

So what’s in it for you?

Connect with Customers

With access to every client communication and contact detail from a single interface, imagine the possibilities…

Deliver amazing service with instant access to recent interactions, send personalised emails and identify new sales opportunities are just a few examples. Others include:

  • Tracking each customer conversation across multiple points of contact
  • Proactive relationship building through task alerts and reminders
  • Case management tools to efficiently resolve service issues
  • Targeting contacts with personalised marketing campaigns that grow account revenues

Grow Efficiently

You’ve got big plans, so you need CRM technology that makes best use of your resources and grows with your business.

You can have it all - integration, agility and the freedom to work how you and your team work best.

Whether you are looking for a cloud deployment, or you want to install CRM on-premise, Preact have flexible options for all requirements and budgets that will minimise up-front expense, achieve quick wins and support your growth strategy.

Business Insight

Uncover insights to assess performance and make sure you are on-track to achieve your goals with live CRM dashboards and reports.

Turn data into action through business intelligence capabilities and forecasting to increase opportunity conversions, improve service delivery and optimise marketing campaigns.

Connect CRM with Power BI and transform data into rich visuals to stay in the know, spot trends and push your boundaries further.

Do Business Anywhere

Access customer and business data from virtually anywhere, on virtually any device.

Our CRM packages include options for offline working, web access, desktop users as well as mobile and tablet apps that empower everyone to do business wherever they work.

Safeguard Your Business

Your customer database is a castle. And that castle needs protection in an increasingly digital and connected world.

We implement CRM systems that help small businesses protect their data – whether on-site, in the cloud, or on mobile devices.

  • Centralise data in a single, secure database
  • Protect data with automated daily back-ups
  • Security controls to protect sensitive customer information

Which CRM is Right for Your Business?


Choose Act! for:

  • An entry level CRM system from a one-off price of just £145+VAT.
  • Management of your contacts, accounts, sales & activities.
  • Flexibility to pay the way that works for you. Subscribe monthly, annually, or purchase a permanent licence.
  • Powerful, easy-to-use Customer and Contact Management and emarketing features.


Choose Microsoft Dynamics for:

  • Operational efficiency through guided workflows & process automation.
  • CRM that connects all your teams & business processes.
  • Integration with external business applications & data sources.
  • Unrivalled Outlook & Office 365 integration + free mobile CRM apps.

Ready to Implement?

We’ll get you started with CRM and we'll be on hand to answer user questions, share best-practice and help you extend the benefits of your system. Phone us on 01628 661 810 and request a quotation to:

Import your customer & sales data

Customise CRM to fit your sales & reporting requirements

Market to your contacts & leads

Map your business processes to CRM

Learn CRM functionality

Configure user access permissions & security roles