Small and medium companies
Holdfast: a CRM that lives inside WordPress
Holdfast keeps every lead, deal and follow-up in your own WordPress database. Your team works from one pipeline, customer data never leaves your website, and the licence is paid once, with no seat limit.
For the team
- A pipeline board from new lead to won, with how likely each stage is to close and the expected value
- One record per contact: details, the job, and a timeline of calls, emails, visits and notes
- Log a call in seconds and set the follow-up at the same time
- Leads from website forms and Google Ads land in the pipeline with their source
- Email consent tracked per contact, with a reminder before implied consent runs out
Built for estimators on the road
The Today list on the phone shows what is overdue, what is on today and what is next, with one tap to call the customer or open the address.
Every customer on one timeline
Calls, emails, site visits and notes sit on one timeline, next to the deal stage and the follow-ups.
Your data stays yours
Customer records live in your own WordPress database. Holdfast's servers never receive them.
- Roles for owners, managers, reps and crew, with reps limited to the customers they own
- Two-factor sign-in for every user
- An audit log of every export, deletion, sign-in and blocked attempt that nobody can edit
- When a rep leaves, their customers move to someone else in one step
Invite the whole crew
The licence is paid once and has no seat limit. Crew members can be set up to see only today's jobs.
