Marshmellow CRMBy Marshmellow Marketing · A Kai Systems product
Marshmellow CRM
Capture leads, follow up with customers, manage your pipeline and book appointments in one place.
Everything you need, nothing you don't
Capture every lead
Hosted forms turn every visitor into a contact automatically.
Keep followups moving
Draft and approve email replies before the lead goes cold.
A pipeline that guides you
See exactly where every deal stands and what to do next.
Calendar & tasks
Appointments and to-dos in one place, tied to each contact.
Notes on everyone
Every conversation and detail saved on the contact.
Know your numbers
Win rate, pipeline value and lead sources at a glance.
Campaigns & social publishing
Opens a separate workspace. Separate sign-in may be required; CRM data is not transferred automatically.