CRM for SMBs
A CRM that knows where your customers come from
Contacts, deals and tasks in one place – and every enquiry from website, form or ad lands in it automatically, with its source and next step.
- No credit card required
- Cancel anytime
- Hosted in Germany
A CRM for SMBs (customer relationship management) collects all contacts, companies and sales opportunities of a business and records what was discussed with whom and when. The difference from a spreadsheet: the CRM works with you – it reminds you of tasks, scores leads, shows the history and connects every contact with the marketing that brought them.
Pipeline
Deals in view – from enquiry to close.
The pipeline shows all opportunities by stages you name yourself: for example Lead, Qualified, Proposal, Negotiation, Won or Lost with a reason. Deals are created automatically from forms and ads or by a click; stage changes can trigger workflows.
- Kanban and listDrag, filter and sort deals – with value, probability and close date.
- Automatic deal rulesNew leads can get a deal in the right stage immediately.
- Sales reportPipeline value, won deals and sources – as a report instead of gut feeling.
Contacts
A contact's whole story on one page.
Emails, forms, appointments, deals, notes, tasks and the source from landing page or ad sit in one timeline. A nightly trained lead score sorts who deserves attention now. With Microsoft 365, Campaiva syncs your correspondence with existing contacts automatically.
- Lead scoringA score from behaviour and data, recalculated nightly.
- Mailbox sync (Microsoft 365)Emails with CRM contacts appear in the timeline; you reply as yourself.
- Import, export, trashCSV import with mapping, export anytime, deleted contacts restorable.
Appointments & forms
From form to appointment – without the back and forth.
Your own lead forms can be embedded or hosted; every submission becomes a contact and a deal. The public booking page puts appointments into your calendar (Google or Microsoft 365, both ways) and reminds 24 hours and one hour in advance.
- Lead forms with sourceWhich page, which campaign – recorded on the contact.
- Booking pageAvailability, buffers, confirmations and reminders.
- Calendar syncGoogle Calendar and Microsoft 365 both ways – no double bookings.
Who is this CRM for?
Service providers and consultants
Enquiries, proposals and appointments for a small team – without enterprise complexity.
Local businesses
Customers, bookings and review requests in one tool with your marketing.
Agencies
One CRM per client, strictly isolated, with agency access.
Contacts, companies, deals, tasks, lead scoring, forms and appointment booking are included in all plans (Solo 500, Starter 1,000, Premium 5,000, Agency 25,000 contacts, Ultimate unlimited). Mailbox sync, SMS and advanced reports from Premium. Pricing
Frequently asked questions
What makes an SMB CRM different from Excel?
The CRM works with you: it reminds you of tasks, scores leads, shows the history per contact and triggers workflows. And it knows which landing page or ad a contact came from.
Can I import existing contacts?
Yes, via CSV with column mapping. Duplicates are detected by email address; tags and fields can be set during import.
Are there multiple pipelines?
Campaiva works with one pipeline whose stages you name freely. Several parallel pipelines are currently not available.
How does mailbox sync work?
You connect your Microsoft 365 mailbox; Campaiva stores only correspondence with existing CRM contacts (30 days back) and shows it in the timeline. You can reply directly from Campaiva as yourself.
Is the CRM GDPR-ready?
Data is hosted at Hetzner in Germany, tenants are technically isolated, export and deletion are self-service. A DPA is available.
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Never lose an enquiry again.
Try it free for 14 days – no credit card.
- No credit card required
- Cancel anytime
- Hosted in Germany