What is online CRM software?

Online CRM software is a cloud-based platform that helps businesses manage client relationships, track leads, monitor deal progress, and automate follow-ups from a browser, with no installation required. Enerpize CRM is a fully online CRM built for SMEs, combining contact management, invoicing, loyalty programs, and SLA tracking in one platform.

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Online CRM Software

Enerpize is an online CRM software built for SMEs — combining contact management, lead management, and deal tracking in one platform. Manage your full client lifecycle from first contact to repeat sale, with a built-in client portal, loyalty programs, and SLA management that most standalone CRM tools charge extra for.

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Free 14-Day Trial

No Credit Card Required

No Setups

All-App Inclusive

Engage Clients

Send online invoices to customers, get paid quickly online. Manage recurring billings and automate follow-ups.

Track Payments

Get a Client Statement to track client balances and payments for collection or follow-ups on dues.

Unify Communication

Keep all appointment alerts, email and SMS communications in one place and make communication a matter of clicks.

CustomizedCustomisedfor 50+ industries

Select your industry. See how Enerpize fits your business for free.

Client Management

Build a complete contact management system for every client. Store purchase history, preferences, and communication logs in one place, define lead management cycles and follow-up rules, and track every client interaction with a detailed activity timeline.

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Client Portal

Build trust and engagement with a robust client portal. Share billing invoices, estimates, projects, and appointments seamlessly.

Explore Client Portal Get Client Statements for Free

Service Bookings

Enable clients to self-book services or schedule meetings through a dedicated client portal, make advance payments upon invoicing, automate slot allocation, employee availability, and shift management, turning your CRM into a full sales pipeline tool.

Explore Bookings Try CRM for Free

Engage Better With Powerful Tools

Use a wide range of online CRM features and built-in capabilities to engage your clients, generate leads, manage your sales pipeline, make proper employee-client connections, and leverage your revenue potential.

Client timeline and activity log
Multiple contacts management
Estimates and negotiations
Bulk database import and export
Bulk SMS and emails
Terms and conditions
Sales pitch attachment

Custom fields
Custom actions and statuses
Custom form builder
Tailored workflows
Email & SMS templates
Printable templates
Branded client portal

Account manager notifications
Client SMS notifications
Recurring appointments
Auto email & SMS reminders
Auto accounting journals

Loyalty Points

Encourage loyalty and business growth by structuring loyalty programs with eligibility rules based on purchase history, spend volume, and applicability criteria to select items and customers.

Explore Loyalty Points Start a Loyalty Program for Free

Memberships

Design memberships, subscriptions, and packages. Set client attendance rules, additional benefits, add-ons, validity and expiration dates, and automate credit management and points consumption.

Manage Client Contacts Create Membership Plans for Free

SLA & Performance

Formalize SLAs with clear performance metrics, responsibilities, and expectations to satisfy your clients and align your staff. Customize your workflow to set KPIs, goals and targets and associate it with commissions.

Manage Workflow Track Client Satisfaction for Free

Client-Focused Reports & Insights

Generate fully integrated and detailed client debt, list, balance, sales, payment, statement, purchase history and appointment reports. Get clients aboard to engage more and grow together.

CRM Reports & Business Intelligence Try CRM for Free

Grow With Enerpize

Leaders, managers, and employees—all work as one.

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Why Enerpize Is Your Perfect
Business Solution?

Free Lifetime Updates

Enerpize is rapidly and constantly growing and our support expands in response. Our forever updates, whatever your plan is, ensures your software is always covered so your business can grow with Enerpize.

Safe, Secure & Trusted

Trusted by 40,000+ businesses across 50+ industries. Enerpize is GDPR-compliant, hosted on cloud-based servers, and 256-bit SSL-encrypted to ensure your data integrity, safety, and security.

Free, Quick & Reliable Support

Enerpize support caters to every business need, 24/7, to the utmost satisfaction of our customers. With or without Enerpize user manuals, you are never lost looking up anything to use our system efficiently, quickly, and smoothly.

Remote: Yes. Disconnected: Never.

Wherever or whenever you are and from any logged-in device, get instant cloud-based access to run your business. Get forever updates to strategize and grow. You are never out of reach with Enerpize.

Smartest Solution

For
Enterprises

Choose your ideal digital partner

Tailored for

Entrepreneurs,
Startups & Growing
Businesses

Expand and scale your business with Enerpize.

For you, for
every size of
business

Unleash your potential. Unlock your growth.

Get Started For Free

Retail

Business Services

Professional Services

Medical

Logistics

Bodycare & Fitness

Automotive

Learning

Real Estate & Construction

Tourism, Hospitality & Transport

Smartest Solution for Enterprises

Choose your ideal digital partner with Enerpize.

Explore Enerpize for Business

For You,
for Every Size of
Business

Unleash your potential. Unlock your growth.

Get Started for Free

FAQs

Online CRM software is a cloud-based platform that helps businesses manage client relationships, track leads, monitor deal progress, and automate follow-ups — all from a browser, with no installation required. Enerpize CRM is a fully online CRM built for SMEs, combining contact management, invoicing, loyalty programs, and SLA tracking in one platform.

Yes. Enerpize CRM includes full lead management capabilities — define lead cycles, set follow-up rules, score and segment leads, and track every interaction in a detailed client timeline. All lead activity is connected to your invoicing and billing workflow so nothing falls between the cracks.

Yes. Enerpize CRM gives you a visual sales pipeline to track deals from first contact to closed sale. Each deal is connected to your client record, invoice history, and appointment log — so your entire sales process is managed in one place without switching between tools.

Yes. Enerpize CRM is designed specifically for SMEs and small businesses, supporting 40,000+ businesses across 50+ industries with plans starting from free. Unlike enterprise CRM tools, Enerpize combines client management, invoicing, inventory, and payroll in one affordable platform.

A CRM (client relationship management) system and client management software refer to the same category of tools — both help you organize contacts, track interactions, and manage the client lifecycle. Enerpize combines both functions with invoicing, loyalty programs, and booking management in a single SME-focused platform.

Yes. Enerpize offers a free 14-day trial with no credit card required. You get full access to all CRM features including contact management, client portal, loyalty programs, SLA management, and service bookings from day one.

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