Manchester CRM products, sold online to small businesses that pay monthly.

A short set of questions about team size, pipeline volume and the tools a buyer already uses points them to a suitable plan. A plain comparison table sits underneath for people who prefer to judge for themselves, and every plan shows its monthly total including VAT where the buyer is a consumer. Buyers can share a plan recommendation link with a colleague or business partner before committing.

Small UK firms often prefer Bacs Direct Debit to cards for regular bills. We make mandate setup part of sign-up through GoCardless or Stripe, with advance notice emails sent before each collection as the Direct Debit scheme requires, and cards kept as an option for those who want them.

Manchester has a dense community of digital and marketing agencies, many of which set up CRM for their clients. Partner accounts let an agency create client workspaces, choose who pays, and receive one consolidated invoice or pass billing to each client.

Data import, pipeline setup or a training session can be sold as one-off items next to the subscription. The checkout shows them clearly as optional, so the headline price stays honest, and your onboarding team receives a task automatically when one is bought. Add-ons bought later from the account area follow the same route.

When a user hits a seat, contact or automation limit in your CRM, the product links them to the right upgrade screen with the plan preselected. Billing calculates the prorated charge, takes payment, and lifts the limit through a webhook within moments.

Seasonal businesses may want to pause rather than leave. We build pause options, downgrade paths and a straightforward cancel button, with a short optional exit question so you learn why customers go, and confirmation emails that state exactly what happens next. Paused accounts keep their data and resume on a date the customer picks.

Every charge produces a VAT invoice with your registered details and the customer's company name, which they can download any time. Business buyers can add their VAT number and company registration so invoices meet their bookkeeper's needs. Credit notes are issued automatically for refunds and downgrades.

Failed Direct Debits and declined cards trigger retries, a friendly notice and a link to update details. Access continues for an agreed grace period, then limits to read only rather than deleting anything, so customers can recover without losing their pipeline.

Cookie consent that holds back analytics and advertising tags until accepted, as PECR requires, plus sign-up forms that separate service emails from marketing. Subscriber data handling follows UK GDPR, with export and deletion tools for when a customer asks. Consent records show what each person agreed to and when.

Short answers to the billing questions small customers ask most, such as when the next collection is due, how proration works and how to get a receipt, appear beside the relevant screen. A billing contact form routes anything unusual to your team with the account details already attached.