Cornerstone of relationships
CRM
Designed to manage organisations and people in the context of daily operations. Collabia brings customer and partner relationships directly into your projects, workflows, and operational processes.
CRM
Organise. Engage. Connect.
Turn relationship data into action. Collabia helps teams structure contacts, stay on top of follow-ups, and keep CRM information connected to the work being delivered.
This ensures better follow-ups, clearer accountability, and a shared, up-to-date view of every customer and partner.
Organise
Keep organisations and people structured
Maintain structured profiles for organisations and individuals, with clear links between companies and contacts. Capture all relevant attributes, contact details, and metadata in one shared system.
Flexible records and fields allow you to adapt CRM structures to your business - not the other way around.
Engage
Keep relationships active
Schedule meetings, tasks, and follow-ups to ensure regular engagement with customers and partners. Track activities and interactions over time so nothing is missed.
Collabia helps teams maintain consistent communication, clear ownership, and reliable follow-through across all relationships.
Connect
Keep CRM data in context
Link CRM records directly to projects, tasks, documents, and teams. Store files and attachments within customer and partner profiles, keeping all information accessible and relevant.
Secure external access allows partners and clients to view their records when needed, without compromising control.
Characteristics
Designed to manage organisations, not just work.
Organisations & People
Manage companies and individuals as separate records, with clear links between people and organisations.
Flexible Dashboards
Customise CRM structures with configurable fields and attributes.
Activities & Scheduling
Plan meetings, tasks, and follow-ups to maintain consistent engagement.
Dashboards & Views
Visualise CRM data with boards, dashboards, and filtered views.
Tags
Add custom labels to enable quick search, sort and further categorisation of clients and partners.
Documents & Attachments
Store, preview, and manage files directly within CRM records.
Connected Records
Link CRM entries to projects and tasks for full operational context.
Team Collaboration
Collaborate on CRM records with shared notes, comments, and updates.
Partner Access
Provide secure access for external partners to view relevant information.
Permissions & Access Control
Manage visibility and editing rights with role-based permissions.
Audit History
Track changes and interactions with full activity history.
Mobile & Accessible
Available anywhere your business goes
Field Ready
Built for teams working on the go
Multi-Language
Communicate in every language your team speaks
Notifications
Stay informed with real-time updates
Search
Find anything instantly across the platform
