BuddyCRM Overview

BuddyCRM caters specifically to the construction, engineering, manufacturing, and wholesaler sectors, offering a tailored CRM solution that enhances sales, marketing, and support team operations. It features an AI Sales Coach, which serves as a virtual assistant to guide sales strategies and improve deal closure rates. The software is customizable to meet unique business needs and integrates seamlessly with existing tools, ensuring uninterrupted workflow. Notably, BuddyCRM provides 24/7 access to data, allowing teams to manage bids, automate administrative tasks, and maintain complete visibility over business operations. This CRM is trusted by industry leaders for its sector-specific capabilities and comprehensive support.

Use Cases

Customers recommend Contact List Management, Proposal & Quote Management, Campaign Management, as the business use cases that they have been most satisfied with while using BuddyCRM.

Other use cases:

  • Engagement Management
  • Lead Engagement
  • Opportunity Management
  • Sending & Publishing Communications
  • Pipeline Management
  • Generation Of New Leads
  • Calendar Management
See all use cases See less use cases

Business Priorities

Enhance Customer Relationships and Acquire Customers are the most popular business priorities that customers and associates have achieved using BuddyCRM.

Other priorities:

  • Increase Sales & Revenue
  • Improve ROI
See all business priorities See less business priorities

BuddyCRM Use-Cases and Business Priorities: Customer Satisfaction Data

BuddyCRM works with different mediums / channels such as E-Mail. Phone Calls. Offline etc.

BuddyCRM's features include Dashboard, and Recording. and BuddyCRM support capabilities include 24/7 Support, Phone Support, AI Powered, etc. also BuddyCRM analytics capabilities include Custom Reports, and Analytics.

Reviews

"Our Sales Order Processing (ERP), Stock Control and Accounts packages are all automatically synchronised with BuddyCRM, so our sales team can view all customer information in one place. Knowledge is power, and we have seen our customer retention and... performance levels increase significantly." - Gemma T

Peer review evidence (same sources as the product rating summary)

"...Sales people hate having to dig around in multiple sources for information for that important meeting - so Buddy crm has a single customer view that shows everything about your customer and interactions with your company, from client contact and accounting data through to marketing information, logistics and inventory...." Peer review
"...Build sales presentations in BuddyCRM and send out itemised quotes with product pictures...." Peer review from BuddyCRM
"...Zero in on the right prospects for your next marketing campaign...." CRM software for sales teams

BuddyCRM, SalesNOW, Zibster, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

BuddyCRM is specialized UK CRM software designed for sales, marketing, and support teams. It caters to construction, engineering, manufacturing, and wholesaler companies.

BuddyCRM Customer wins, Customer success stories, Case studies

How can BuddyCRM enhance your Contact List Management process?

How efficiently Does BuddyCRM manage your Proposal & Quote Management?

What Are the key features of BuddyCRM for Campaign Management?

How does BuddyCRM facilitate Engagement Management?

11 buyers and buying teams have used Cuspera to assess how well BuddyCRM solved their CRM needs. Cuspera uses 271 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.

CUSTOMERS TESTIMONIALS
BuddyCRM testimonial

Gemma T

MKG Foods
Our Sales Order Processing (ERP), Stock Control and Accounts packages are all automatically synchronised with BuddyCRM, so our sales team can view all customer information in one place. Knowledge is power, and we have seen our customer retention and performance levels increase significantly. Testimonial By Gemma T
BuddyCRM testimonial

Marketing Manager

Kelltontech
I frequently find that I have to call some contacts repeatedly before I’m put through to the key contact or have a worthwhile conversation. BuddyCRM sends me useful little reminders so that I don’t miss any leads in my pipeline. I would be lost without it helping me manage the sheer volume of leads... I have on the go.

Testimonial By Kelltontech
BuddyCRM testimonial

Johnathan C

Owner

The Marketing Train
Having initially used Buddy ten years ago when employed, I was swift to return to the team when I set up my own company and needed to implement a CRM within my clients’ organisations. I have now implemented Buddy with two clients over the past 12 months and have had my positive impression reinforce...d. In one instance, in particular, the implementation was not straightforward. We had a bespoke need for a very unique set-up but Philip, Adam and the team took time to really understand the need and the business, allowing them to design the system so that it worked for us. The response times and level of service have been excellent and whenever we have been stuck, they have found a solution. The pricing is very competitive and the service is excellent – superb value for money.

Testimonial By Johnathan C
CUSTOMERS TESTIMONIALS
BuddyCRM testimonial

Gemma T

MKG Foods
Our Sales Order Processing (ERP), Stock Control and Accounts packages are all automatically synchronised with BuddyCRM, so our sales team can view all customer information in one place. Knowledge is power, and we have seen our customer retention and performance levels increase significantly. Testimonial By Gemma T
BuddyCRM testimonial

Marketing Manager

Kelltontech
I frequently find that I have to call some contacts repeatedly before I’m put through to the key contact or have a worthwhile conversation. BuddyCRM sends me useful little reminders so that I don’t miss any leads in my pipeline. I would be lost without it helping me manage the sheer volume of leads... I have on the go.

Testimonial By Kelltontech
BuddyCRM testimonial

Johnathan C

Owner

The Marketing Train
Having initially used Buddy ten years ago when employed, I was swift to return to the team when I set up my own company and needed to implement a CRM within my clients’ organisations. I have now implemented Buddy with two clients over the past 12 months and have had my positive impression reinforce...d. In one instance, in particular, the implementation was not straightforward. We had a bespoke need for a very unique set-up but Philip, Adam and the team took time to really understand the need and the business, allowing them to design the system so that it worked for us. The response times and level of service have been excellent and whenever we have been stuck, they have found a solution. The pricing is very competitive and the service is excellent – superb value for money.

Testimonial By Johnathan C
 

Knight Electronics - Manufacturing - Manufacturing

BuddyCRM helped Knight Electronics manage their global sales team. Knight Electronics needed to improve their sales process and centralize information. BuddyCRM provided a CRM solution with workflows..., templates, and a quote engine. The new system let reps add leads and requests, alerting HQ for quotes. This made the sales process faster and more accurate. The Vice President of Sales praised BuddyCRM for its support and easy-to-use platform.

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MKG Foods - Food & Beverages - Food & Beverages

BuddyCRM helped MKG Foods boost new business by 43% in one year. The sales team switched from manual paperwork and an outdated Goldmine system to BuddyCRM's cloud-based CRM. This change removed techn...ical issues and consultant costs. Sales processes became consistent and visible to management. Integration with ERP, stock control, and accounts systems gave sales staff a single view of customer data. Customer retention and performance improved, and reporting became faster and more accurate.

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Knight Electronics - Consumer Electronics - Consumer Electronics

BuddyCRM helped Knight Electronics manage a global sales force and multiple brands. Before BuddyCRM, Knight Electronics used Word forms and emails, which led to delays and missed opportunities. Buddy...CRM provided a CRM platform with workflows, templates, and a quote engine. The new system digitized lead capture and quoting, improving accuracy and efficiency. Knight Electronics praised BuddyCRM for its easy-to-use platform and strong customer support.

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Institute of Directors (IoD) - Professional Training & Coaching - Professional Training & Coaching

BuddyCRM helped the Institute of Directors (IoD) replace Excel spreadsheets and improve sales pipeline visibility for their training course sales team. The IoD gained a consistent sales approach and ...better reporting. Management now tracks sales performance and forecasts with real data. The team quickly adapted to BuddyCRM, leading to improved sales management and activity monitoring. Louise Gulliver praised BuddyCRM's simplicity and strong support.

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Monk Conveyors - Manufacturing - Manufacturing

BuddyCRM helped Monk Conveyors move from spreadsheets and Microsoft Access to a single cloud-based CRM. The sales team and head office now access client data easily, both in the office and on the go.... BuddyCRM built a custom opportunity naming system to match Monk's internal processes. This reduced sales enquiry processing time and improved data accuracy. Monk Conveyors found the switch effortless and the bespoke function more useful than expected.

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Ivor King - Construction - Construction

BuddyCRM helped Ivor King, a UK construction contractor, move from spreadsheets to a custom CRM. They solved data accuracy and process inefficiency issues. BuddyCRM gave them centralised data, better... sales pipeline tracking, and improved reporting. The company now has more business intelligence and better productivity. This change supports long-term growth and smarter decisions.

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Google Maps integration BuddyCRM

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lightning

Peers used BuddyCRM for contact list management and proposal & quote management

BuddyCRM Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Custom Reports

4.52/5 ★

Read Reviews (47)
Analytics

3.85/5 ★

Read Reviews (5)
CAPABILITIES RATINGS AND REVIEWS
Custom Reports

4.52/5 ★

Read Reviews (47)
Analytics

3.85/5 ★

Read Reviews (5)

Software Failure Risk Guidance

?

for BuddyCRM

Overall Risk Meter

Low Medium High

Top Failure Risks for BuddyCRM

BuddyCRM Ltd. News

Product

MS90 Release Notes

BuddyCRM has released new features for its MS90 version, including an enhanced audit log with improved capabilities like Record ID linking, filterable screens, and export functions. The update also includes mobile and visual enhancements to the user interface and experience, particularly in marketing and automation areas.

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Product

MS88 Release Notes

BuddyCRM has released MS88, introducing enhanced product quote fields allowing unique information per quote, expanded quote activity feed details, and improved report output formats. Additionally, mobile and visual enhancements have been made to the user interface and experience.

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Product

Pricing Logic in CRM: Building Smart Rules for Discounts, Tiers, and Customer Groups

BuddyCRM enhances B2B sales by integrating pricing logic directly into its CRM system. It offers features like customer tiering, quote management, and document storage to streamline pricing strategies. This ensures consistent pricing, reduces errors, and improves efficiency in sales processes.

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Product

MS87 Release Notes

BuddyCRM has released the MS87 update, introducing enhanced quote traffic lights in its Quote module. Users can now configure up to ten custom profitability bands with selectable colors, improving deal visibility. The release also adds advanced signup form customization, allowing greater control over form styling for CRM users in construction, engineering, manufacturing, and wholesale sectors.

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BuddyCRM Ltd. Profile

Company Name

BuddyCRM Ltd.

Company Website

http://buddycrm.com

HQ Location

Charter House, Sandford Street, Lichfield, West Midlands WS13 6QA, GB

Employees

11-50

Social

Facebook Linkedin Twitter

Financials

PRIVATE