Solutions that fit your business
Affiliate CRM is built to adapt — from tailored templates, to integrations via API, to new ideas you want to bring to life.
Built to be flexible
Some CRMs force you to work their way. We’d rather shape the system around the way your team actually works.
Customisation of templates
Tailor the CRM to match your process — the fields you need, the layouts your team understands, and the structure that fits your sector.
- Sector-friendly templates
- Consistent visit / task formats
- Clear data capture for reporting
- Simple for office + road teams
Import and organise your existing data
Moving from spreadsheets or another system? Affiliate CRM helps you bring your existing customer, contact and product information into one organised place so your team can start working quickly.
- Import accounts, contacts and product records
- Keep customer information structured and searchable
- Reduce reliance on scattered spreadsheets
- Give your team a cleaner starting point
Open to other suggestions
We’re not a corporate vendor with a fixed script. If you’ve got an idea that helps your team work better, we’ll explore it with you — and tell you honestly what’s possible.
Workflow improvements
Want a faster way to log visits, improve follow-ups, or reduce admin? We’ll help simplify your flow so the CRM supports the day — not slows it down.
Reporting that matches your world
If the metrics you need aren’t shown in the way you want to see them, we can help shape reporting so it’s useful for directors, managers and sales teams on the road.
Data imports & starting cleanly
Coming from spreadsheets or another CRM? We can advise on structure and import approach so you start with something your team can trust from day one.
Sector structure & hierarchies
If you need parent accounts (trusts / head offices) and the ability to drill down into branches (schools / sites / locations), we’ll help shape the structure so it stays clear and scalable.
Have an idea you want to discuss?
Drop us a note — we’ll help you explore options without jargon or pressure.
Contact us