CRM for IT, Software & Cloud

CRM for IT, Software & Cloud Companies

Connect B2B sales, onboarding, delivery, billing and support so account context follows the customer from first conversation to ongoing service.

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Lead ownership: Know who follows up
Customer history: Keep context together
Delivery visibility: Projects & tasks
Start free: No credit card required

Why a CRM matters

When B2B growth makes informal follow-up unreliable

ReltiGrow turns the customer journey into a visible team process.

Pipeline is separate from delivery

Sales knows the promise; project teams need the same context after close.

Renewals and support are fragmented

Customer history should not disappear across billing and ticket tools.

Owners chase status manually

Give managers visibility into deals, work and customer activity.

Your workflow

From first enquiry to ongoing customer

A simple stage model gives the team the same view of what happens next.

1
Capture
Website, referral and outbound enquiries
2
Qualify
Needs, budget, scope and next action
3
Close
Proposal, commercial follow-up and deal stage
4
Onboard
Project, tasks and customer handoff
5
Retain
Invoices, support and account history

Connected customer operations

Keep sales and customer work in the same operating view

Use ReltiGrow to manage the relationship before and after conversion, without forcing the team to reconstruct context in separate spreadsheets.

Clear B2B opportunity ownership
Smoother sales-to-project handoff
Customer billing context in CRM
Support history tied to accounts

What you can run in ReltiGrow

Core CRM capabilities for a growing team

Every plan runs on the same connected customer record. Compare plans and limits.

Leads & deals

Capture, assign and progress opportunities.

Customers

Keep account, contact and activity history organised.

Projects & tasks

Move won work into delivery with clear ownership.

Invoices

Keep billing context close to customer records.

Support

Track customer requests and service history.

Reports

Review pipeline and activity without status-sheet chasing.

Automation

Reduce repetitive reminders and supported tasks.

Integrations

Connect supported tools and optional ReltiGrow WhatsApp.

Questions

Before you choose a CRM

Can we use ReltiGrow for recurring B2B customers?

Yes. You can maintain ongoing customer history, tasks, invoices and support context after the original deal is closed.

Does it replace a technical helpdesk?

ReltiGrow includes customer support ticket workflows, but highly specialised ITSM requirements should be evaluated during a demo.

Can we discuss custom integrations?

Enterprise customers can discuss API or custom integration requirements with the ReltiGrow team.

Which plan fits our team size?

Choose by staff count first: the permanent Free plan covers 1 user, Starter up to 5 staff, Growth up to 10 and Business up to 20. Enterprise sets custom limits. Paid plans can be billed monthly or yearly.

Can we try it before paying?

Yes. Start on the permanent Free plan with one user, or open the live demo account to explore the workflow first.

See CRM for IT, Software & Cloud in action

Bring your current lead-to-customer process to the demo. We will focus the walkthrough on how your team actually works.