AshwoodCRM
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A CRM you work in, not on.

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The Today screen: the day's date and weather, the schedule, the standings, a box to add a task, the day's counts for what is due, overdue and stalled, and the drafts waiting for approval.

Who it is for

Every conversation on the contact

Connect your phone system and mailbox, and every call, text and email syncs to the right contact.

The activity timeline: a time column, then rows for calls, notes, new contacts, deals, texts, tasks and email, grouped by day and filtered by type.

Your pipeline, your stages

Name your own stages, and see each deal's value, age and next step on the board.

The deals board, with four pipeline columns: Qualified, Test file, Quoted and Negotiation. Each header shows its total, and the deal cards show values, ages and due next steps.

Follow-ups you approve

The assistant drafts the email, text or task, and nothing is sent until you approve it.

The review queue: two drafted emails, each with the call or email that prompted it and buttons to queue, reject or skip.

Campaigns you can measure

Send an email campaign to a group you choose, and see who opened and replied.

Who sees what

Choose what each person on your team can see, down to a single note.

Works with your tools

  • NetSuite

    Orders and estimates on each customer's record, read every night. We connect it for you.

  • Aircall

    Calls and texts on the contact they belong to.

  • Gmail and Google Calendar

    Email and meetings on the contact's record, and email sent from your own address.

Moving from HubSpot or a spreadsheet? Import a CSV file.

How AshwoodCRM uses your Google account

When you connect your Google account, we ask for access to Gmail, Google Calendar and Google Meet, and we use it only for the features described here and in our Privacy Policy.

  • Gmail

    We read, send and organize your email, so each email syncs to the right contact, you can send from your own address, and replies stay in one thread. When you ask, we copy the signature you saved into Gmail, and change no other Gmail setting.

  • Google Calendar

    We read, create and update events, so your schedule shows in the app and a meeting you schedule is added to your calendar.

  • Google Meet

    We add a video link to a meeting you book, and read the transcript of a meeting you held when your organization turned transcription on.

  • Meeting notes

    We read the written summary Google Meet created for your meeting, and no other file in your Drive.

We also use your email and meetings to write the drafts, summaries and briefings you ask for.

We never sell your Google data, use it for advertising, or use it to train general AI models, and you can disconnect at any time.

AshwoodCRM's use and transfer to any other app of information received from Google APIs will adhere to the Google API Services User Data Policy, including the Limited Use requirements.

Read how we handle Google data in our Privacy Policy

Get AshwoodCRM for your team.

Tell us about your team and we will set up a workspace for you.

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