CRM software
Bridge CRM: Every client relationship, on one timeline.
Companies, the people you talk to, deals on a pipeline, and every note, call, meeting and email between you.
What is Bridge CRM?
Bridge CRM is where client relationships live in BridgeME Cloud. A company is the client, the same record the other products use, and under it sit the people you talk to, deals on a pipeline and a timeline of every note, call, meeting and email between you. Lists, an Inbox for connected mailboxes, a forecast, reports and relationship health show what it adds up to.
Who it is for
- Agencies and consultancies winning and keeping client accounts
- Account managers who want every conversation with a client on one timeline
- Founders who need a pipeline and forecast without a separate sales tool
What Bridge CRM does
Pipeline and deals
Deals move through stages on one or more pipelines, priced by hand or with line items, each in its own currency.
One timeline per record
Every note, call, meeting and email between you and a company, person or deal, with follow-up reminders.
Inbox for connected mailboxes
Connect a Google, Microsoft or other mailbox. It reads only threads with people already in CRM, and a thread can be kept private.
Lists, views and custom objects
Curate lists of companies, people or deals with columns of their own, save views and add custom fields and objects.
Forecast, reports and relationship health
Weighted forecast, reports you keep, profitability per client and a health band suggested from the evidence.
Web forms, automation and API
Collect leads from your website, set up automations that remind and tag, and connect your own systems with webhooks and API keys.
How Bridge CRM works with the rest of BridgeME
Every Bridge product reads the same clients, projects, tasks and people, behind one sign-in — so nothing is copied between tools.
- Bridge TimeA company’s live figures include the hours logged against it in Bridge Time, and line items can become an estimate there.
- Bridge FinanceA company’s Money panel shows what Bridge Finance holds, and a won deal offers Create invoice.
- Bridge ProjectA company’s Delivery panel lists its projects and links to each plan in Bridge Project.
- Bridge DocsA client or deal gets a Bridge Docs workspace for its account plan, proposal and decision log.
Can I import from HubSpot, Salesforce, Pipedrive or Zoho CRM?
Yes, through an import wizard that takes HubSpot, Salesforce, Pipedrive, Zoho CRM or any spreadsheet and says what comes across and what stays behind.
Does Bridge CRM send emails on its own?
No. Email templates are filled in and sent by a person, automations remind, tag or add a note but never email, and there are no sequences.
Who can see my email?
A thread you mark Private is visible to you alone. The Inbox reads only threads with people and companies already in CRM.
Is a company here the same as a client in the other products?
Yes, one record. A company made in Bridge CRM appears in Bridge Time, Work, Project and Finance within a minute.
Make room for better work
Bring your team
onto the same page.
Create your workspace and explore BridgeME Cloud free during Alpha. No card required.