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Built for Brokers Who Want Simplicity
LITE CRM focuses on the core broker workflow - pricing, contracts, renewals and performance - without unnecessary complexity.
It’s ideal if you:
Manage single-site or simple multi-site deals
Want faster quoting and cleaner processes
Need visibility without heavy configuration
👀 Take a peek...
Start quoting immediately
Generate supplier pricing quickly and consistently - without spreadsheets.
LITE CRM gives brokers instant access to pricing and deal creation tools, so you can respond faster and stay competitive.
Quote faster, with less effort.
Manage deals from lead to signed contract
Track leads, callbacks and opportunities, then auto-generate branded contracts using DocuSign or Signable.
Everything stays connected:No rekeying or lost information.
From first call to signed contract, all in one place.
Submit deals using your existing relationships
Submit contracts via your approved supplier relationships, while keeping deal management centralised inside LITE CRM.
You stay in control of your workflow – regardless of how submissions are handled.
Centralised deal management, flexible submission routes.
Reduce admin and manual work
Automated workflows, instant quote acceptance and structured deal tracking help you close deals faster with less admin.
More selling, less admin.
Track performance with clarity
Dashboards and analytics give you visibility across performance, conversion and activity - without complex reporting.
Know your numbers, without the noise.
Designed to Grow
LITE CRM gives you a strong foundation today. When your workflows become more complex, you can move seamlessly to PRO CRM.
No disruption. No data loss.
"We're absolutely loving the features and the simplicity of the system."
Matt Cole​​​​ – Switching Group
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Summary
LITE CRM
Everything you need to start quoting
Instantly generate supplier pricing, submit deals, and manage renewals without spreadsheets.
Built for growing brokers
Designed for single-site and simple multi-site leads that need structure without complexity.
From lead to signed contract
Manage leads, callbacks, and auto-generate branded contracts via DocuSign or Signable.
Faster deals, less admin
Automated workflows, instant quote acceptance, and supplier submissions in one place.
Know your numbers
Clear dashboards and business analytics to track performance, conversion, and growth.