/02 · Lobees module

CRM: every relationship in the ecosystem, in one place

Bring customers, leads, partners and suppliers together. Automate follow-up and decide with data, integrated with every other module.

Features

What it includes

Central database

  • Everything in one placeCustomers, leads and partners with secure data.
  • Full historyEvery interaction at hand for better service.
  • Structured recordsAn organised, easy-to-maintain database.

Analytics and reporting

  • Team performanceVisibility of sales activity.
  • Customer behaviourTrends for better decisions.
  • Detailed reportsGenerated effortlessly.

Automation

  • Automated workflowsFewer repetitive tasks.
  • Scheduled follow-upsReminders so no opportunity slips.
  • Custom pipelineStages that match your sales process.

Who it is for

For teams managing many relationships at once

In an ecosystem, the CRM is not just for sales: it manages partners, suppliers, participants and leads from every channel.

  • Faster responses
  • Better internal and customer communication
  • Grows with you without changing tools
  • Lead capture from landing pages and content

Integrations

  • Gmail
  • Outlook
  • Google Workspace
  • Slack
  • Projects module
  • Events module

In the field

Where we have used it

Culture · Performing arts

A membership club and CRM for a theatre

Theatre run by a theatre management group, with a large audience database

4 phaseslanding, CRM, reporting and integrations

  • Culture
  • FDE as a Service
  • CRM

FAQ

Frequently asked questions

Can pipeline stages be customised?

Yes. Stages adapt fully to your sales or relationship process.

Does it integrate with Gmail or Outlook?

Yes, to log communications automatically.

Is there a contact limit?

It is designed for unlimited contacts. [TO CONFIRM]

Other modules

Community

A social and professional network: profiles, groups, threads, events and reputation. The base of every ecosystem.

Projects

Tasks, workflows, Kanban, Gantt and KPIs for distributed teams, with bottleneck detection.

Learning

Courses, assessments and certifications, with per-learner tracking and online sales when you need them.

Next step

Want to see the CRM module in action?

Tell us what you want to solve. In a first meeting we check whether an ecosystem makes sense and which FDE line fits.