11 Core Capabilities to Run Your Business
Designed as a unified toolkit where every contact, conversation, deal, and invoice talks to each other effortlessly.
1. Customer & Company Management (“Single Source of Truth”)
Every interaction, phone note, WhatsApp text, email, and quote neatly ordered in a chronological timeline. Know exactly what was agreed upon before you pick up the phone.
2. Visual Sales Pipeline & Deals (£ GBP)
Drag and drop deals across stages. Spot instantly which quotes are waiting for approval and where revenue is sitting.
3. Daily Command Centre (“Today” View)
Open your browser and see exactly what needs doing today. No scrolling through 20 tabs to find who you promised to call.
4. Built-in WhatsApp Business Messaging & Shared Inbox
Stop juggling personal phones and sharing WhatsApp web logins. Reply to customer enquiries directly from RiroCRM with shared team visibility, instant notifications, and saved template messages. WhatsApp inbox is included on every plan. You connect your own Meta account, so Meta bills you directly for any WhatsApp message charges. RiroCRM adds no WhatsApp charges.
5. Professional Email Marketing & Newsletters
Send high-converting email updates, seasonal offers, and service reminders with built-in MJML email builder and deliverability tracking.
6. Website Forms & Instant Lead Capture
Embed clean inquiry forms on your WordPress, Squarespace, or custom website. Leads drop immediately into your CRM with instant phone and email alerts.
7. Automated Workflows (Put Repetitive Work on Autopilot)
When a customer fills out a quote form: automatically create the contact, send a WhatsApp confirmation, and set a reminder for Liam to call in 24 hours if no reply.
8. Customer Support & Issue Tickets
Resolve post-job requests, warranty questions, and maintenance tickets without dropping the ball.
9. Visual Dashboards & Insights
Know your monthly revenue pipeline, win rates, and lead sources in simple visual graphs.
10. Team roles
Owner, Admin and Member roles on one workspace. To add more users, move up a plan. Extra workspaces or brands are add-ons coming.
11. Built-in UK GDPR & Privacy Shield
Compliant with the UK Data Protection Act 2018. Right-to-be-forgotten customer deletion and audit trails.