SignalRed CRM

The CRM that runs your sales for you

SignalRed CRM is a sales and customer-management platform for small and mid-sized service businesses and agencies. It handles lead discovery, contact and pipeline management, outreach by email, SMS, WhatsApp and voice, and a no-code automation engine, with AI for composing, transcription and lead scoring. Quote, invoice and take payment in the same system that won the deal. One timeline holds every call, email and text, so the work does not sit across five separate tools.

Why teams switch to SignalRed CRM

Everything a growing sales team needs to find, win and keep customers - in one place.

  • Turn a cold list into booked calls - Discover leads, score them, and let automations fire the follow-ups - all without leaving the CRM.
  • Never drop a lead - Automation rules and email sequences chase prospects on autopilot, with hot-lead alerts the moment a score crosses your threshold.
  • One timeline for every interaction - Every call, email and text is logged automatically, plus AI call transcripts and summaries so nothing said on a call gets lost.
  • Automation without a developer - Build follow-up logic in minutes with a no-code trigger, condition and action builder - no developer, no Zapier bill.
  • Close the loop end to end - Quote, invoice and take payment inside the same system that won the deal.

One platform, the whole sales cycle

From first touch to paid invoice, every stage lives in SignalRed CRM.

Sales Automation

  • Visual Kanban pipeline - drag deals through custom stages with colours and ordering.
  • Deal management - value, currency, priority, stage, won/lost with reason capture.
  • No-code automation engine - trigger to conditions to actions, with per-action delays and a full execution log.
  • Task automation & reminders - auto-created follow-up tasks with due dates, priorities and assignees, plus overdue triggers and on-screen reminders.
  • Lead scoring - configurable scoring profiles with hot/warm/cold thresholds, auto-assign hot leads and notify-on-hot-lead.

Contact & Lead Management

  • Lead discovery via Google Places - search by query, location, radius or map bounds.
  • Apollo.io enrichment - people search plus contact enrichment (email, title, LinkedIn) and AI batch enrichment.
  • Social profile enrichment.
  • CSV/XLSX import with duplicate detection and fuzzy stage matching.
  • Businesses with multiple contacts, primary-contact flagging, roles and an activity timeline per record.

Email & Multi-Channel Outreach

  • Email sequences - multi-step drip with per-step delays, templates or custom HTML, progress tracking and auto-stop on status change.
  • AI email composer - drafts via Claude, with selectable model and tone, context-aware.
  • Email templates with merge fields, plus bulk email.
  • Open & click tracking.
  • Inbox logging and email sync onto the timeline, with bounce handling.
  • SMS and WhatsApp via Twilio.

Voice & Telephony

  • Browser-based WebRTC softphone - click-to-call and inbound ring over Asterisk.
  • Automatic call logging linked to businesses and contacts.
  • Call recording with AI transcription (Whisper) and AI call summaries (Claude) - key topics, commitments and outcome.
  • Voicemail capture and office-hours-aware call routing.

Reporting & Analytics

  • Reports overview - revenue, deal counts and a pipeline snapshot.
  • Pipeline & sales-funnel reports with stage-to-stage conversion rates.
  • Email analytics - sends, opens, clicks, per-template performance, trends, best send times, top links and CSV export.
  • Dashboard with headline metrics and a funnel chart.

AI & Smart Features

  • ASIM - an AI sales outreach engine that orchestrates tiered, multi-channel outbound: prospect tiering by value and size, a channel-mix strategy across email, phone, LinkedIn and SMS, a cadence engine, engagement scoring, hot-prospect detection and human-approval gating.
  • AI email composition.
  • AI call transcription and summaries.
  • AI-assisted lead scoring.
  • AI batch enrichment.
  • In-app AI Help sidebar.

Integrations

  • Google Calendar - OAuth, event sync and booking.
  • Apollo.io for lead search and enrichment.
  • Google Places for lead discovery.
  • Twilio for SMS, WhatsApp and call status.
  • Client portal with public invoice links.

Built for teams that take data seriously

Enterprise-grade foundations under every workspace.

  • Multi-tenant with isolated per-client workspaces
  • 2FA (TOTP)
  • Role-based access control
  • Security and audit logging
  • ISO 27001 compliance documentation

See SignalRed CRM in action

Book a demo and we will walk you through how SignalRed CRM automates your sales, from lead discovery to paid invoice.