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 Dashbaord
Contact Management
Access any contact from anywhere in the platform with one click, and see everything about them - notes, history, activity, finances, etc - in one place.
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Company Management
The same one-click view, at organisation level.
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Activity Timeline
Email, WhatsApp, website visits and reminders - every touchpoint, one place.
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Email & WhatsApp Sync
Every 1:1 message, synced automatically into the timeline - so the whole team sees the full conversation.
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Data Segmentation
Filter any list, target it, or save it as a report - one click.
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Visual Reminders
Manage every reminder, for you or your team, in one place.
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Aaron Hall, BD Director at Frank Exchange
Not sure which of these features you'll actually need?
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
Create a fully customisable customer journey - add contacts, companies and deals, track reminders, and see potential value at a glance in every column.
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Deals & Opportunities
Track an opportunity from the moment you hear about it - profit margins, deal status, shared quotes and every note, all joined up in the relevant timeline.
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Quoting & Proposals
Create products and services in seconds, set cost prices, and apply discounts - full visibility on every quote you send.
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Hot Prospects / Lead Scoring
Scored automatically on real activity across email, WhatsApp and your website.
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Pipeline Health
Target progress, Won value, and conversion rate - the health of your whole pipeline, at a glance.
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Team Sales Activity
See up to 10 workspaces side by side - deals, pipeline value, hot prospects, calls made, and more.
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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
Drag-and-drop editor and personalisation, with built-in spam checks before you send.
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WhatsApp Bulk Message
Send branded, bulk WhatsApp messages to segmented contacts - tracked the same way as email.
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Landing Pages
Build responsive, branded pages with our in-system editor, or clone one of your own website pages and make it fully editable in seconds.
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Forms
Add a form to any page - or connect interactive tools like quizzes - and every response flows straight into popcorn.
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Website Tracking
Know exactly which pages a prospect visits, for up to 3 months after they engage.
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Marketing Automation
Set the rules once - campaigns, pipeline stages, page visits and much more trigger the next step automatically.
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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!