Essential CRM Features for Small Businesses, Made Simple
No bells and whistles – just the essential CRM tools UK small businesses need to manage leads, nurture prospects and close more sales.
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CRM Basics
The everyday CRM tools that help you stay organised and know what needs doing next.
✓ Free onboarding · UK support · GDPR-ready →
Daily Dashboard
Contact Management
Keep all information about an individual contact together — details, notes, reminders, deals and activity history.
Company Management
Group contacts under their company so you can see the bigger picture of the account.
Activity Timeline
See emails, WhatsApp conversations, notes, reminders and other interactions in one timeline.
Email & WhatsApp Sync
Keep email and WhatsApp communication connected to the relevant contact and CRM history.
Data Segmentation
Filter contacts based on information in your CRM and use those groups for sales, reporting and marketing.
Aaron Hall, BD Director at Frank Exchange
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Answer a few quick questions and we’ll match you to the right features.
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Sales Features
Manage every deal, target and opportunity – and know exactly where your team stands.
✓ Free onboarding · UK support · GDPR-ready →
Sales Dashboard
One page, everything that matters – targets, deals, team activity, and what needs your attention today.
Sales Pipelines
See companies, contacts and deal values at each stage and visually move opportunities through your sales process.
Deals & Opportunities
Keep the value, status, contacts, notes and next actions for each opportunity together.
Quoting & Proposals
Create and share professional quotes by email or through a secure online link.
Hot Prospects / Lead Scoring
Identify contacts showing increased interest so you know who may be ready for follow-up.
We are in complete control of our prospects and pipeline. popcorn mirrors our business’ sales process.
Charlotte Thorp, Comms Specialist, Kinetic Communication
Not sure which of these features you'll actually need?
Answer a few quick questions and we’ll match you to the right features.
More Features:
The smaller details that keep your sales process moving.
Marketing Features
✓ Free onboarding · UK support · GDPR-ready →
Marketing Dashboard
Email Marketing
Create and send targeted email campaigns to contacts and segments already in popcorn.
Website Tracking
See which contacts are visiting your website and what they’re interested in.
Marketing Automation
Create automated journeys that nurture contacts and keep communication moving.
James Ellis, Business Development Manager, Creative Alliance
Not sure which of these features you'll actually need?
Answer a few quick questions and we’ll match you to the right features.
More Features:
The smaller details that keep your sales process moving.
REPORTING TOOLS
Platforms like HubSpot are built for managing a business from the boardroom – which is why they’re stacked with advanced reporting most people will never touch. popcorn is built for small businesses who are hands-on, still doing the selling themselves.
What we’ve deliberately left out is HubSpot-style advanced, boardroom-level reporting – because that complexity is one of the biggest reasons small business owners give up on CRM software in the first place. Here’s what real, useful reporting looks like at popcorn, so you can get the info you need as fast as possible and focus on delivering your job:
The simplicity, insight and control popcorn gives us is absolutely invaluable.
Julie Lawler, Managing Director, JLP Payroll
PROJECT MANAGEMENT
popcorn isn’t a dedicated project management tool. Most people start by using their sales pipeline like a simple Kanban board – moving contacts along the delivery stages once a deal’s won. That works well early on.
As you grow, we’d rather point you toward a specialist project management tool than stretch popcorn into something it wasn’t built for. Popcorn stays focused on what it does best – sales – and connects to your accounting software to join the whole journey together: pre-sales, finance, and delivery, all in step.
popcorn has given me clarity and control over my sales process!
