CRM Software for Small Businesses & SMEs
Manage customers, enquiries, tickets, follow-ups, tasks and reminders in one place
CRM software that helps small businesses manage customers and follow-ups
Entrapris CRM helps small businesses and SMEs manage customer information and customer requests in one place. Teams can record customer enquiries as tickets, receive reminders, record customer activities and close completed work.
This is useful when a customer asks for something that needs action later. A salesperson or business owner can record the request as a ticket instead of relying on memory, then keep the required follow-up visible until it is completed.
For example, a customer may ask for a brochure, invoice, quotation, application status update, additional information or a callback. The request can become a ticket that represents the follow-up work, a reminder can bring it back to attention, and the ticket can be closed after the request is handled.
Alongside ticketing and follow-up management, Entrapris provides customer profiles, custom fields, bulk customer import, calendar sync, CRM activities and tasks, automatic reminders, and contract and expiry alerts.
KEY FEATURES OF CRM
CREATE/UPLOAD
CUSTOMER
SCHEDULE
APPOINTMENT
IN CALENDAR
SET
REMINDERS
CREATE TICKETS
FOR FOLLOW-UP
AND CLOSING
ADD CONTRACTS
EXPIRY FOR
TRACKING
HOW THIS CRM SOLVES SMALL BUSINESS PAIN POINTS
ELIMINATES MANUAL TRACKING & MISSED LEADS
- Single view for all data
- Prevents lead decay
ORGANIZES CHAOTIC SCHEDULING & RESOURCE ALLOCATION
- Schedule Appointment
- Optimizes field staff time
- Reduces overlaps
REDUCES CUSTOMER FORGETFULNESS & POOR SERVICE
- Set Reminders
- Proactive customer contact
- Never miss a follow-up
STREAMLINES FOLLOW-UP WORKFLOW & CLOSES DEALS FASTER
- Consistent process from lead to sale
- Tracks progress of each deal
The small business problem
Customer requests are easy to lose when follow-up depends on memory
Many small businesses start with spreadsheets, email, calendars and personal notes. These tools can work for a small number of customers, but customer requests and follow-ups can become harder to manage as the business grows.
A customer may ask for something during a phone call or conversation, and the request may sound simple: send a brochure, send an invoice, check a status, prepare a quotation or call back later. The problem is remembering the request, knowing who needs to handle it and making sure it gets completed.
Customer information is scattered
Customer details can end up across spreadsheets, email threads, personal notes and different systems. This makes it harder for the team to know where the latest information is.
Customer requests are easy to forget
A customer may ask for a brochure, invoice, quotation, application status update, additional information or a callback. Without a clear way to record the request and follow it through, the action can be missed.
Follow-ups depend too much on memory
Knowing that a customer needs attention is not enough. The team also needs to know what action is required, when it needs to happen and whether the request has been completed.
Important customer dates can be missed
When contract expiry dates are tracked manually, an important renewal follow-up can be overlooked. Alerts give the team a clearer reminder to act.
Customer management software
Keep customer information organised and accessible
Good customer management starts with having the right information in one place. Entrapris CRM gives your team a shared customer record, while custom fields let you capture information specific to the way your business works.
If you already have customer records in spreadsheets, bulk customer import makes it easier to bring those records into Entrapris instead of rebuilding them one at a time.
One customer record
Keep customer information available to the team instead of relying on separate spreadsheets and personal notes.
Information that fits your business
Use custom customer fields to capture information that is relevant to your business.
Bring existing customers in
Import existing customer lists using Excel or CSV instead of creating records manually.
Customer enquiry & follow-up ticketing
Turn customer requests into trackable work
Ticketing in Entrapris CRM is designed for the everyday customer requests that business owners and salespeople need to remember and complete.
When a customer asks for a brochure, invoice, quotation, application status update, callback or additional information, the request can be recorded as a ticket. The ticket represents the follow-up work itself. Your team can use reminders to bring the ticket back to attention, complete the required action, and close the ticket when the request has been handled.
The simple workflow
In Entrapris, the ticket is the follow-up task. It does not create a separate follow-up task.
Send a brochure
A customer asks for product information. Record the request as a ticket, set the required follow-up action and close it after the brochure has been sent.
Send an invoice
A customer asks for an invoice. Record the request as a ticket so the required action remains visible until it has been completed.
Check application status
A customer asks for an update. Record the request as a ticket, follow up with the relevant person or information, then close it after responding.
Prepare a quotation
A customer asks for a quotation. Record the request as a ticket and keep the required action visible until the quotation has been handled.
Call the customer back
A customer asks for a callback. Record the callback as a ticket and use the reminder to bring it back to attention at the right time.
Provide additional information
A customer needs more information after an earlier conversation. Record the request as a ticket so the next action is clear and trackable.
Entrapris CRM capabilities
The CRM capabilities your business can use as it grows
Entrapris brings customer information, customer requests, meetings, customer work, follow-ups and reminders together in one CRM. Use the capabilities that fit your business today and add more to your customer-management process as needed.
Customer Profiles
Keep customer information in one place so your team can quickly understand who the customer is, what your business knows about them, and how to contact them.
Custom Customer Fields
Capture the customer information that matters to your business with custom fields instead of forcing every customer into a generic template.
Bulk Customer Import
Bring existing customer lists into Entrapris using Excel or CSV files instead of creating every customer record manually.
Calendar Sync
Keep customer meetings connected with your calendar so important appointments are easier to see and manage alongside your customer relationships.
CRM Activities & Tasks
Record customer-related activities and tasks so your team can keep track of calls, actions and work that needs to be completed.
Customer Enquiry & Follow-Up Ticketing
Record customer requests as tickets that act as the follow-up work itself, set the required action and timing, use reminders to keep the request visible, and close the ticket when the work is completed.
Automatic Reminders
Use reminders to help your team stay on top of scheduled calls, tickets, tasks and customer follow-ups instead of relying entirely on memory.
Contract & Expiry Alerts
If your business provides services under customer contracts, track contract dates and receive alerts before expiry so your team has time to follow up on renewals.
Customer follow-up and ticket management
From customer request to completed follow-up
Customer follow-up is one of the most important parts of day-to-day customer management. A request may be simple, but forgetting to complete it can create unnecessary customer frustration.
Entrapris CRM gives your team a straightforward way to record the request as a ticket, set the required action and timing, receive a reminder and close the ticket when the work has been completed.
Customer makes a request
A customer asks for something such as a brochure, invoice, quotation, application update, additional information or a callback.
Record the request as a ticket
Create a customer ticket that represents the follow-up work itself, so the request becomes a visible piece of work instead of something that depends on memory or an inbox.
Set the required action and timing
Record what needs to be done for the customer request and set the relevant timing so the next action is clear.
Get reminded
Use reminders to help bring important customer tickets and follow-ups back to attention when they need action.
Complete the customer request
Carry out the required action, such as sending the requested information, checking a status or contacting the customer.
Close the ticket
Once the customer request has been handled, complete and close the ticket so the team can distinguish completed work from outstanding customer actions.
Why a complete CRM workflow matters
Customer information is only useful when your team can act on it
A customer database by itself does not tell your team what needs to happen next. Customer management becomes more useful when customer information is connected with activities, requests, tickets, follow-ups and reminders.
Entrapris combines these CRM capabilities so your team can manage the customer record and the work associated with that customer in the same system.
How Entrapris CRM works
A simple workflow for customer information and actions
Entrapris CRM gives your team a straightforward workflow for managing customer information, requests, follow-ups and important dates.
Customer makes a request
A customer asks for something such as a brochure, invoice, quotation, application update, additional information or a callback.
Record the request as a ticket
Create a customer ticket that represents the follow-up work itself, so the request becomes a visible piece of work instead of something that depends on memory or an inbox.
Set the required action and timing
Record what needs to be done for the customer request and set the relevant timing so the next action is clear.
Get reminded
Use reminders to help bring important customer tickets and follow-ups back to attention when they need action.
Complete the customer request
Carry out the required action, such as sending the requested information, checking a status or contacting the customer.
Close the ticket
Once the customer request has been handled, complete and close the ticket so the team can distinguish completed work from outstanding customer actions.
The business outcome
Your team knows what the customer asked for and what needs to happen next
The value of CRM is not simply having another customer database. It is giving your business a reliable way to manage customer information and the actions that follow from customer interactions.
Customer requests stay visible
Tickets give the team a clear place to record customer enquiries and requests that need action.
Follow-ups are easier to track
Tickets and reminders make the next customer action more visible.
Completed work can be closed
Closing completed requests gives the team a clearer distinction between outstanding and completed customer work.
Who is Entrapris CRM for?
Built for small businesses and SMEs that need a clearer way to manage customers
Entrapris CRM is designed for businesses that want a practical customer-management system without unnecessary complexity. The capabilities you use can depend on how your business manages customer information and customer requests.
Businesses moving beyond spreadsheets
Keep customer information, requests, tickets and follow-ups in one shared system instead of relying on separate spreadsheets and notes.
Business owners and sales teams
Give the team a clearer way to record customer requests, activities, tasks and follow-ups that need to be completed.
Businesses with recurring customer requests
Use ticketing and reminders to keep customer actions visible until they have been completed.
Service businesses with customer contracts
When customer contracts are part of the business, use expiry alerts to give your team time to follow up before important dates.
Part of a connected business platform
Connect customer management with the rest of your business
Customer relationships do not exist separately from sales, inventory, purchasing and finance. Entrapris brings these business functions together on one platform, so businesses can manage related operations without maintaining a separate system for every department.
CRM remains focused on customer management, while the other Entrapris modules handle the business processes relevant to their areas. The AI Assistant can help users understand information across these connected business functions, making it easier to find important information, review business activity and identify areas that may need attention.
See Entrapris CRM in action
See how customer requests and follow-ups work in Entrapris
Explore the CRM workflow and see how Entrapris brings customer information, activities, tickets, follow-ups and reminders together in one place.
Frequently asked questions
CRM software and customer ticketing questions
Learn how Entrapris CRM helps small businesses manage customer information, customer requests, follow-ups, tasks, reminders and important dates.
Frequently asked questions
- What is CRM software for a small business?
- CRM software helps a business organise customer information and manage the activities, tasks, requests and follow-ups connected to those customers. Entrapris CRM provides customer profiles, custom fields, bulk customer import, calendar sync, CRM activities and tasks, customer enquiry and follow-up ticketing, automatic reminders, and contract and expiry alerts.
- Is Entrapris CRM suitable for small businesses and SMEs?
- Yes. Entrapris CRM is designed for small businesses and SMEs that want a practical way to manage customer information, customer requests, meetings, activities, tasks, follow-ups and reminders without adopting a complicated enterprise CRM.
- What can I manage with Entrapris CRM?
- Entrapris CRM provides Customer Profiles, Custom Customer Fields, Bulk Customer Import, Calendar Sync, CRM Activities & Tasks, Customer Enquiry & Follow-Up Ticketing, Automatic Reminders, and Contract & Expiry Alerts.
- What is ticketing in Entrapris CRM?
- Ticketing in Entrapris CRM provides a way to record customer enquiries and requests as trackable follow-up work. For example, a salesperson can record a request to send a brochure, provide an invoice, check an application status, prepare a quotation or call the customer back. The ticket itself represents the follow-up work, and it can then be reminded, completed and closed.
- Is a customer ticket the same as a follow-up task?
- Yes. In Entrapris CRM, a customer ticket represents the follow-up task or request that needs to be completed for that customer. The ticket is the work to be followed up, rather than a separate ticket that creates another follow-up task.
- Can I use Ticketing for customer enquiries?
- Yes. Ticketing can be used to record customer enquiries and requests that require an action or follow-up. The ticket gives the team a visible record of what the customer needs, what action is required and whether the request has been completed.
- Can I close a ticket after completing the customer request?
- Yes. Ticketing is designed around completing and closing customer requests. Once the required action has been handled, the team can close the ticket rather than leaving it as an unresolved customer request.
- Can Entrapris remind me about customer follow-ups?
- Yes. Automatic reminders help your team stay aware of important customer tasks, tickets, calls and follow-ups instead of relying entirely on memory.
- Can I import my existing customer list?
- Yes. Entrapris provides a bulk customer import tool that supports Excel or CSV customer lists, making it easier to bring existing customer information into the CRM.
- Can I customise the customer information I keep?
- Yes. Entrapris CRM provides custom customer fields so businesses can capture customer information that is relevant to their own way of working.
- Can Entrapris CRM manage customer meetings?
- Yes. Calendar Sync helps keep customer meetings connected with your calendar so appointments are easier to manage alongside your customer relationships.
- Can Entrapris CRM manage customer-related tasks?
- Yes. CRM Activities & Tasks helps your team record and manage customer-related work, including calls, tasks and other customer actions. Customer enquiry and follow-up ticketing can be used when a customer request itself needs to be recorded, followed up and closed. These capabilities focus on customer work rather than providing a general project-management system.
- Can Entrapris CRM track contract renewals?
- Yes. If your business provides services under customer contracts, Contract & Expiry Alerts can help you track important contract dates and remind your team before expiry so there is time to follow up on renewals.
- Do I need to use all CRM capabilities?
- No. Different businesses need different CRM capabilities. A business may mainly use customer profiles, ticketing and reminders, while a service business with customer contracts may also use contract and expiry alerts. You can use the capabilities that fit your business.
- Can Entrapris CRM connect with other business functions?
- Yes. CRM is part of the wider Entrapris business operations platform. Customer management can work alongside Sales & Invoicing, Inventory, Procurement and Finance & Accounting, while the AI Assistant can help users understand information across connected business functions.
Ready to get your customer management organised?
Record customer requests, keep follow-ups visible, use reminders and close completed work while managing customer information in one CRM.