CRM stands for Customer Relationship Management. CalendafyCRM Platform is one software tool that your internal staff members can access online to view all customer data (including any customer communications, recent purchases, forms submissions, notes etc), create and send email or SMS campaigns, manage and action all sales processes, view data pulled into the CRM from all your other business tools, provide personalised customer service and automate tasks such as appointments, bookings, asking for customer reviews and much much more.

Absolutely! No matter how big or small your business is, you will have a dedicated Account Manager, based in your country, who specialises in a specific industry set.

They not only customise the CRM specifically for your business needs, but will also run strategy sessions, technical sessions and training sessions with you and your team in order to help you leverage CalendafyCRM to its full potential.

We are committed to being the most customer friendly software company in the world. If you'd like to learn more about our vision to achieve that, check out this page to see how we structure our internal teams and KPIs around your business success. 

Our Email Marketing suite is Powered by AI to help you create hyper personalised email campaigns fast, and build automated email workflows for individual customer journeys.
With an easy-to-use drag and drop email editor, AI text and image generation, powerful design features and advanced email creation tools, you can create, send and track beautiful, eye-catching emails that convert.
Analyse campaign results, such as open rates, click through rates and more in oder to optimise your marketing efforts for future campaigns.
Email Marketing Suite also has Workflow enabled. This gives you the ability to create custom triggers that send personalised emails to your customers when a specific event or action takes place
e.g. Send your customer a Happy Birthday email with a promo code for a discount on a certain item based on birthday data stored on the customer record in CalendaCRM.

Our SMS Marketing suite helps you create hyper personalised SMS campaigns fast, and build automated SMS workflows for individual customer journeys, notifications and reminders.
With average open rates above 80%, SMS campaigns can help you get in front of your customers with the right message, at the right time. Analyse campaign results, such as open rates, click through rates and more in oder to optimise your marketing efforts for future campaigns.
SMS Marketing Suite also has Workflow enabled. This gives you the ability to create custom triggers that send personalised text messages to your customers when a specific event or action takes place
e.g. Automatically send your customer an SMS 24 hours after they have completed a purchase, with a link directly to your Google Review page to give you that 5 star review you deserve. 

Thousands of sales leaders and sales representatives login to CalendafyCRM everyday as their single source of truth to manage all their day-day sales responsibilities as well as track their team's performance, activities and sales forecasts. 

With all the tools a salesperson can need such as: 

• Lead, Contact and Company Management
• Calendar sync appointment Scheduling 
• Sales Pipeline Management
• Task Master
• Sales Reporting & Analytics
• Sales Automation
• Dealflow
• Integrations into other necessary tools e.g Docusign, Xero
• Mobile access for on field sales reps
• Activity Manager
• Funnel Manager

No. The more users you have, the happier we are! We love nothing more than seeing our customers using CalendafyCRM across their business to increase revenue, save manual admin work, and impress their clients from the moment they interact with your business. 

Yes. Our partnership with Stripe gives you the option to accept payments, before an appointment or booking can be completed by your customer. You create your own Stripe account, create your products/services and their price, setup your nominated bank account to receive the payments, and you're ready to go. 

Calendafy is proud to be an Australian company that puts security at the forefront of our decision making.We have stringent controls over security, availability, processing integrity, employee and contractor confidentiality, and privacy. Regular third-party audits are conducted to verify that our systems and processes consistently meet these rigorous standards.

You own your data, and we have a strict processes in place for deleting CRM data if you decide to cancel your CalendafyCRM subscription. 

Since we also have users globally and from the European Union, we have built CalendafyCRM to ensure that all users receive the protection established under GDPR, as we are bound to do.We are also SOC 2 compliant. This means we adhere to strict guidelines to ensure your personal and business information is protected with the highest level of security. 

Please visit our Privacy Policy for further information.