With Unleashed, CRM is available in three module tiers: Sales Growth (SG), Marketing Accelerator (MA), and Full CRM (FC). Each tier builds on the one below it, so you only pay for the features your business needs. Choosing the right module gives your team the tools to grow revenue, retain customers, and run more efficiently, without unnecessary complexity.
Important: You can upgrade from Sales Growth to Marketing Accelerator to Full CRM at any time, via your Unleashed Billing. All existing data is preserved.
CRM modules explained
Sales Growth (SG): The base tier covers core sales, contact management, quoting, and orders.
Marketing Accelerator (MA): Everything in Sales Growth, plus marketing campaigns, lead generation tools, and email marketing integrations.
Full CRM (FC): Everything in Marketing Accelerator, plus customer service, RFM analysis, advanced pricing, automations, and a much wider range of integrations and customisation options.
📌 Note: Some system settings are only available in higher-tier modules. The settings you can configure in your account expand as you upgrade.
Sales Growth
Sales Growth is the starting point for all customers. It gives your team a central place to manage customer relationships, track opportunities through the sales pipeline, and process orders, so you have full visibility over your sales activity from first contact to confirmed order.
What's included?
Companies, Divisions and Contacts: Manage customer and prospect accounts, branches, and individual contacts.
Products: View your product catalogue with real-time stock visibility, and create and manage product records.
Leads and Opportunities: Track deals through pipeline stages with visual pipeline boards.
Quotes and Sales Orders: Create price proposals and confirmed orders, with quote line grouping and custom validation.
Sales Ledger: View customer transaction history and purchase statistics.
Documents and Templates: Store files and create reusable templates for quotes, orders, and emails.
Tasks and Activities: Log calls, meetings, and follow-ups against any record.
Email Integration – Send and receive emails, with templates and AI-assisted email writing.
Reporting: View and run pre-built reports, and access a basic dashboard.
Integrations: Unleashed, Xero, and QuickBooks Online.
Marketing Accelerator
Marketing Accelerator includes everything in Sales Growth, plus tools to attract and convert new customers. You can run campaigns, capture leads directly from your website, and connect your email marketing platforms, helping your team generate more pipeline and measure marketing performance alongside sales activity.
What's included?
Campaigns and Campaign Activities: Create marketing initiatives with budgets, targets, and performance tracking.
Enquiries: Capture inbound leads from web forms or other sources.
Enquiry Forms and Landing Pages: Embed web forms and create standalone campaign pages to capture visitor details.
Magic Matrix: Cross-sell analysis showing which products customers buy together, highlighting upsell opportunities.
Growth Engine: Strategic dashboard analysing 7 growth levers across your customer base.
Mailchimp & Klaviyo integrations: Sync contacts and track email and SMS campaign engagement.
reCAPTCHA integration: Bot protection for enquiry forms.
🤓 Tip: RFM data is hidden in Sales Growth and Marketing Accelerator. You will see an upgrade banner wherever RFM segmentation insights would appear.
Full CRM
Full CRM includes everything in Marketing Accelerator, plus advanced tools for customer intelligence, service management, and business automation. It is suited to businesses that need deeper insight into customer behaviour, more control over pricing and workflows, or the ability to integrate with a wider range of external systems.
What's included?
RFM Analysis and Segmentation: Segment customers by Recency, Frequency, and Monetary value, with reports for Needs Engagement, Missing Orders, and Customer Trends.
Customer Service: Manage problems and support cases through pipelines, with a linked Knowledge Base.
Advanced Pricing: Price bands, price lists, discount matrix, and time-limited promotions.
Contracts and Jobs: Track recurring contracts with renewal management and project/job tracking.
Equipment Tracking: Track equipment with serial numbers and automatic equipment creation.
Automations: Set up automated workflows triggered by record changes or schedules.
Outlook Calendar Integration: Two-way calendar sync with shared team visibility.
Goals: Set sales targets and track progress.
Territory Management: Define and assign sales territories.
Layout Customisation & Report Builder: Customise how records look and create custom reports.
Advanced Integrations: REST API, webhooks, Zapier, Power BI, OData API, Stripe payments, and Microsoft 365.
Choose the right CRM module
Use the table below to match your business needs to the module that includes them.
If you need... | You need... |
Contact and company management, quotes, orders, and tasks | Sales Growth |
Marketing campaigns, web lead capture, or Mailchimp/Klaviyo | Marketing Accelerator |
Cross-sell analysis, e.g. Magic Matrix, or Growth Engine dashboard | Marketing Accelerator |
Customer service tickets or a knowledge base | Full CRM |
RFM analysis and customer segmentation | Full CRM |
Automated workflows | Full CRM |
Advanced pricing (price bands, discount matrix, promotions) | Full CRM |
Contracts, jobs, or equipment tracking | Full CRM |
Webhooks, REST API, Zapier, or Stripe payments | Full CRM |
Custom report builder or layout customisation | Full CRM |