Contacts & customer records
Keep contact details, custom fields, tags, notes, tasks and interaction history in one organised place. Segment contacts for more relevant follow-up.
Introducing MYT CRM
Turn more enquiries into lasting customers.
Keep your contacts, conversations, appointments and sales pipeline in one place. MYT CRM gives your team the tools to follow up consistently and grow with less manual work.
For small businesses, service teams and growing practices.
Customer journey
Capture
Enquiries
Manage
Pipeline
Grow
Customers
NEW LEAD
Website enquiry
Referral
IN PROGRESS
Discovery call
Proposal sent
WON
New customer
✓ From first enquiry to your next conversation
One connected customer journey
Everything your team needs to keep opportunities moving
Capture interest, stay in touch and see the next step clearly, from first contact through to repeat business.
01
Capture
Collect leads from forms, landing pages, chat and connected channels.
02
Organise
Keep contact details, notes, tasks and opportunities together.
03
Follow up
Use tailored workflows and campaigns to send timely messages.
04
Measure
Review activity, appointments, pipeline progress and campaign performance.
Platform capabilities
Explore MYT CRM
Choose the sales, marketing and service tools that suit your business. We can walk you through the available setup in a demo.
Sales pipelines
Track opportunities through your own stages, assign owners, set tasks and see where each enquiry stands. Use different pipelines for different services.
Unified conversations
Bring supported email, SMS, calls, web chat and connected social messages into a shared conversation view so your team has the context to respond.
Calendars & bookings
Share booking links, manage availability, send appointment reminders and connect the booking to a contact record and follow-up workflow.
Workflow automation
Build journeys based on enquiries, bookings, replies and pipeline changes. Route leads, create tasks, alert team members and schedule follow-up.
Forms, surveys & quizzes
Capture the right details with online forms and surveys, then create or update contacts and trigger the appropriate next step.
Websites & funnels
Create landing pages, lead capture funnels and customer journeys with calls to action that feed enquiries into your CRM.
Email & text campaigns
Send newsletters, nurture sequences and targeted SMS campaigns, with contact segments and campaign reporting.
Social media planner
Plan, create and schedule posts across supported connected channels, then review publishing activity from one workspace.
Reviews & reputation
Request reviews, manage responses and keep track of feedback to improve your customer experience and online presence.
Payments & sales documents
Depending on setup, use payment links, estimates, invoices, subscriptions and order forms. CRM payment tools are separate from MYT bookkeeping; ask us about your workflow.
AI assisted engagement
Explore supported AI tools for customer chat, phone conversations, content, reviews and workflow creation. Availability and usage charges vary by setup.
Reporting & dashboards
See lead sources, conversations, appointments, pipeline activity and campaign results in dashboards to guide your next decisions.
Courses & communities
Create customer learning experiences, memberships and communities if your business provides training or member content.
Mobile & integrations
Manage customer activity on the move. Connect supported services and, where configured, use APIs or webhooks to extend workflows.
Tailored to your setup: Some tools require separate configuration, connected accounts or usage based charges. We will confirm what is included in your MYT CRM package before you start.
An example in action
A smoother path from enquiry to appointment
Imagine someone asks for a quote through your website. Their enquiry is added to the CRM, your team sees it in the right pipeline and the prospect receives a prompt response. A booking link makes it easy to arrange a call, while reminders and tasks keep the next step visible.
You choose which parts to automate and where your team should step in.
See a tailored demo
Example workflow
- Customer submits an enquiry form.
- A contact and opportunity are created.
- The right team member is notified.
- The prospect receives an acknowledgement and booking link.
- Your pipeline updates as the conversation progresses.
Built around your business
Who can use MYT CRM?
Small businesses
Give every new enquiry a clear owner and keep sales conversations organised.
Service providers
Manage appointments, proposals, follow-up and customer relationships in one workflow.
Accounting practices
Track prospects, organise onboarding steps and maintain regular client communication.
Frequently asked questions
Your CRM questions, answered
MYT CRM is for customer relationships, sales and marketing activities. MYT bookkeeping manages accounting tasks such as invoices, expenses, bank transactions and VAT. Ask us how the two products can fit into your working process; any direct data integration should be confirmed during setup.
Yes. You can configure workflows for actions such as a new enquiry, an appointment or a pipeline change. Your team decides the messages, timing and conditions before a workflow goes live.
Online calendars and booking links can let customers choose from available times. Reminder messages and team notifications can also be configured.
Availability depends on the agreed package and configuration. Phone numbers, calls, SMS, email delivery, AI tools and third-party services may incur additional usage charges. We will explain the relevant costs in your proposal.
Contact imports are supported. We can discuss data preparation, duplicate handling and the permissions needed for marketing communications as part of onboarding.
Pricing depends on the setup and tools your business needs. Book a demo and we will provide the available package options and any applicable usage charges.
Ready to see MYT CRM in action?
Tell us how you manage enquiries today and we will show you a setup that fits your team.