Private CRM · Business software

A private CRM for managing leads, clients and referral partners.

Eddie CRM is a secure customer relationship management system used by a small team to organize leads, track clients through each stage of their pipeline, assign follow-up tasks and work with referral partners. Access is by invitation only.

What the CRM does

One place for the team's contacts, pipelines and follow-ups, in place of spreadsheets and scattered notes.

Leads and clients

Contact records with notes, tags, history and duplicate checks, searchable in one list.

Pipelines

Every opportunity moves through clear stages on a board or list, with saved views and filters.

Tasks and reminders

Follow-ups are assigned to teammates with due dates and email reminders, so nothing is missed.

Partner portal

Referral partners get their own login and see only the records shared with them.

Security and privacy

The CRM holds private client information, so it's built to keep it private.

Invitation-only: only people an administrator has added can see any data.
All traffic encrypted with HTTPS, with strict browser security policies.
Hosted on a dedicated private server in the United States.
Automatic nightly backups, plus daily snapshots of the whole server.
Every change to a record is logged, and deleted records can be recovered.
Client information is never sold or shared for advertising.

This is a private system, not a public service. If you've been invited, log in with the email address your invitation was sent to. If you need access, contact the administrator who manages your account.