Never lose sight of a customer
CRM brings together customers, contacts and activities on a single customer record. The follow-up cockpit and the attention radar show every day which customers need action.
How CRM works
CRM is the customer layer of the LSQapps platform: one place for who your
customers are, what’s been discussed with them and what still needs to
happen.
- Record customers and contacts. Companies and individuals alike, with
multiple email addresses, phone numbers and addresses per customer. Or let
AI do the typing: paste an email, a quote request or a business card’s
text and the fields are pre-filled — you check and save.
- Log activities with follow-up. Phone call, email, meeting, note or
proposal, each with an outcome and an optional follow-up date. A call
summary — from a recorder, a video-call export or typed by hand — is
turned by AI into a pre-filled activity.
- Work from the cockpit. The dashboard counts open and overdue
follow-ups, the follow-up cockpit bundles follow-ups and customer-bound
tasks across all your customers, and the attention radar flags what would
otherwise slip out of view.
Planning a day in the field
You have one appointment on Thursday in Assen. The drive there takes an hour,
so that day should yield more than just that one conversation.
- Take the appointment as your starting point. From the calendar you
click Leads nearby, or you pick the appointment in CRM itself. A
standalone address or an existing contact works just as well as a
starting point.
- Decide on the area. A radius of 5 to 50 kilometres, an entire region,
or a corridor: everything within a given distance of the line between two
addresses — the contacts you’ll pass on the way.
- Choose who you want to see. Filter by lifecycle stage (lead, quoted,
customer) and by your own map layers. That way you can show, say, just
the window-frame resellers, narrowed down to the larger companies.
- Build the day. Every contact goes into that date’s day plan with one
click. There you’ll find the fixed appointments alongside the contacts
you’re still going to call, both on one map, with a call button and a
note field per line. If it works out, you move the contact on to
appointment made.
Addresses are placed on the map via the PDOK Location Server run by the
Dutch Kadaster, so a typo in the street name or postcode doesn’t need
correcting first.
Who it’s for
- SMEs and sole traders who currently keep track of customer contact in
mailboxes and separate lists and want one up-to-date view of their
customers.
- Sales teams following up on quotes and sales opportunities who want to
see which deals are quietly going cold.
- Field staff and account managers who want to recoup travel time by
working the area around every appointment.
- Organisations with recurring customer contact who want to steer by
customer type — from prospect to inactive customer.
Connected with sales and invoicing
CRM works on its own, but does more alongside the platform’s sales and
invoicing apps. The customer record then shows the quotes, orders and
invoices for that customer right under the customer details — on your phone
too, at the top rather than the bottom after a long scroll. From the
customer record you can push a customer straight through to, say, a new
quote, and the attention radar and the insight page calculate with that
sales data: conversion, lead time, revenue and churn risk. If those apps
aren’t present, every part of CRM simply keeps working.
What it does
-
Full customer record
All of a customer's data on one page: contacts, addresses, email and phone, the activity timeline, and blocks from connected apps such as quotes and invoices.
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Status bar per contact
From new lead to aftercare in a single bar on the customer record. The system derives most steps itself from your quotes, orders and appointments; only the first call rounds — attempted contact, no contact, lead spoken to — you set by hand. A manual label can never hide what the records actually show.
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Follow-up cockpit
One overview of every open follow-up and customer-bound task, across all your customers. Overdue follow-up stands out immediately.
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Attention radar
Flags what would otherwise slip out of view: quotes about to expire, proposals the customer viewed but didn't sign, rejections and sales opportunities that have gone quiet.
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AI data entry
Paste an email, a quote request or a business card's text and the customer fields are pre-filled. A call summary is turned by AI into a pre-filled activity.
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Leads nearby
Pick an appointment, an address or an existing contact as your anchor and see who's in the area. Search by radius, by region, or along the route between two addresses — with a call button per contact.
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Map layers
Put your contacts on the map as coloured layers, built on your own tags. For example, one layer with window-frame resellers, narrowed down to just the larger companies.
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Day plan
One plan per day: the appointments already fixed alongside the contacts you still want to get an appointment with. Both on one map, with a call button and a note field.
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Customer insight
Conversion, lead time, revenue, top customers and churn risk on a single analysis page, over an adjustable window of 7 to 365 days.
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Your own word for customer
Prefer to call your customers contacts, members, clients or donors? Set the word under Organisation → Custom words, and CRM then speaks your language everywhere — on the screens themselves, in the menu and in the breadcrumb above the page. By default it stays customer/customers, exactly as the screens are called today, so nothing changes until you set it yourself.
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Customer types and tags
Segment with your own customer types and coloured tags. Type transitions determine which status changes are allowed, for example from prospect to customer.
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Map, route and share
Every customer address on the map, with Street View. One click on Route opens your own navigation app — Google Maps, Apple Maps or Waze, your choice is remembered — and with Share you send the address via WhatsApp or email to a colleague.
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Discuss it right on the customer record
Chat directly from the customer record with the colleagues who belong there. The conversation stays attached to the customer, so anyone who joins later reads back exactly what was discussed.
What does CRM cost?
Start for free, then from €79.00 per month
CRM Pro
€79.00per month
Gratis
Free
Prices exclude VAT. You activate the applications you need and pay for those only; you can cancel per billing period.Create account
Frequently asked questions
- Do I have to keep statuses up to date myself?
- Mostly not. A contact's status is derived from what happens in the records: a quote drawn up, a quote sent, an acceptance, an order in progress, a completed job, a scheduled appointment or a missed follow-up. Only the first call rounds — attempted contact, no contact, lead spoken to — you choose yourself, because there's no document for those yet. Once the quote is out the door, the derived step takes over again, so a forgotten label can never hide reality.
- Can I have customer data filled in automatically?
- Yes. Paste free text — an email, a quote request or the text on a business card — and AI pre-fills the fields: name or company name, Dutch Chamber of Commerce and VAT number, email addresses, phone numbers, address and tags. You check the result and only then save it; the extraction itself stores nothing.
- Does CRM work together with quotes and invoices?
- Yes, through a loose connection with the platform's sales and invoicing apps. The customer record shows blocks with quotes and invoices, you can push a customer straight through to, for example, a new quote, and the attention radar and the analyses calculate with that sales data. Without those apps, CRM simply works on its own.
- How does CRM handle call summaries and GDPR?
- The AI analysis of a call summary is stateless by default: the summary only pre-fills the activity form and isn't stored. Keeping raw transcripts is an explicit opt-in per tenant in the settings, with a retention period in days that you choose yourself.
- Can I see which contacts are near an appointment?
- Yes. Pick an upcoming appointment, a standalone address or an existing contact as your starting point, and CRM shows who's within 5, 10, 25 or 50 kilometres — with distance, lifecycle stage and a call button. Instead of a radius you can also pick an entire region, or a corridor: everything within a given distance of the line between two addresses, handy if you're driving that way anyway. From the calendar, one click takes you to the leads around an appointment.
- How do the map layers work?
- A layer is a group of contacts you build yourself with tags you already use — for example, a layer with all resellers of plastic window frames. Each layer has its own colour, and the pins on the map colour accordingly. On top of that you can refine with extra tags, for example just the larger companies within that layer.
- What is the day plan?
- A plan per day with two lists: the appointments already fixed, and the contacts you're trying to get an appointment with that day. You add them from Leads nearby with one click, call from the list, note the outcome and move a contact on to 'appointment made' once it's settled. The whole day is on one map. Day plans are personal: colleagues don't see each other's plan.
- Are my addresses placed correctly on the map?
- Dutch addresses are resolved through the PDOK Location Server, the Dutch national geo-service run by the Kadaster (the Dutch land registry) based on the BAG, the Dutch buildings and addresses register. It finds the address even if a letter is missing from the street name or the postcode has a typo — so an address list that grew organically doesn't need cleaning up first. Foreign addresses go through OpenStreetMap, with a paid fallback as a last resort. Existing contacts get their coordinates through a one-off background job; new contacts follow automatically.
- We call our customers members/clients — is that possible?
- Yes. Under Organisation → Custom words you set the word that fits your organisation — contact, member, client, donor, participant or a word of your own — and that word then appears everywhere in CRM: on the screens themselves, in the menu and in the breadcrumb above the page, so the menu never says 'Customers' next to a page that says 'Members'. By default it's set to customer/customers, exactly as the screens are called today, so no one is silently renamed until you set it yourself.
- Can I record both companies and individuals?
- Yes. A customer is a company or an individual, with multiple email addresses, phone numbers and addresses per customer. For companies you link contacts, and with customer types and tags you segment the whole set.
- Which activities can I record?
- Phone calls, emails, meetings, notes and proposals, each with an outcome (such as positive, call back, or no answer) and an optional follow-up date. Open follow-ups appear on the dashboard and in the follow-up cockpit; overdue items stand out there immediately.
- Can I navigate to a customer address from the customer record?
- Yes. The location block on the customer record shows every address on the map, with a Route button that opens your own navigation app: Google Maps, Apple Maps or Waze. Your first choice is remembered, and via Apple CarPlay or Android Auto the route automatically appears on the car's screen. With Share you send an address via WhatsApp, email or text message to, for example, the field team. If a customer has several addresses, you switch with tabs or view them all together on one map.
