Skip to content
Parrotron CRM

Customer work beyond the conversation

The conversation is just the start.

When an enquiry moves forward, your team needs more than a chat history. CRM gives sales and service work a structure: who the customer is, where the opportunity stands, and what needs doing next.

Help me get started See a real-world example

For service businesses and sales teams managing quotes, customer records, payments, and delivery work.

The useful details

What you can do with Parrotron CRM

Contacts and pipeline

Keep customer records and organise opportunities through your sales stages.

Quotes and payment requests

Prepare quotes and manage payment requests from the CRM tools. Payment processing depends on your configured services.

Service flow

Track the tasks involved in delivering your service and reuse service-flow templates.

Reports and access controls

Review CRM reports and give team members the permissions appropriate to their work.

An example, not a customer testimonial

A design studio selling a website package

The everyday problem

The client agrees to move forward, but the quote, payment follow-up, and delivery tasks live in different places.

A clearer way to work

Sales and delivery work follow an organised process around the same customer.

See how to begin
One step at a time

Your first steps

  1. 01

    Set up your service process

    Decide which pipeline stages and services reflect how your business works.

  2. 02

    Add the customer work

    Create or organise contacts, opportunities, and quotes.

  3. 03

    Assign the next steps

    Use service tasks and payment requests with the right team permissions.

Good questions

Let’s make it clear

What does CRM mean?

Customer relationship management. In everyday terms, it is a place to organise customers, deals, and the work your business owes them.

Why do I need it if I already use Chat?

Chat handles the conversation. CRM adds structure for sales stages, quotes, payment requests, and service tasks.

Does creating a payment request mean the payment is received?

No. A request is a request for payment. Confirm the payment status through your configured process before marking work as paid.

Build your Parrotron workflow

Useful alongside Parrotron CRM

Parrotron ChatReply, follow up, and work together across your messaging channels. Customer Signal CAPITell Meta when a messaging enquiry becomes a valid lead or a purchase. Parrotron BookingManage room types, available dates, pricing, and booking requests.

Not sure where to start?

Tell us what your business needs. We’ll help you choose a starting point.

Talk to the team
Plans for your next step

Choose your Parrotron plan.

Explore the packages here. Log in to review your choice and complete payment in setup.

Current plans and payment options are available in setup.

View plans in setup

Monthly prices are rounded down for display. The billing dropdown shows the total for your term. Coupons discount the first payment only; eligibility, current terms, taxes, and channel charges are confirmed in setup.