FREE Forever to Start — Upgrade Only When You Need More

The free plan works the same way for UK teams as it does everywhere else: create an account with no credit card, import your leads, and run a real pipeline with no time limit. When you are ready for the paid tier, billing is available in GBP on the UK pricing page, with VAT added at checkout where applicable and invoices your bookkeeper can actually file. Data handling follows UK GDPR requirements, and the platform holds a SOC 2 Type II attestation — useful if a larger client ever asks how their contact data is stored.

Most UK teams evaluating CRM software are coming off one of two setups: a shared spreadsheet that only one person really understands, or an older system nobody updated after the person who set it up left. The free plan is deliberately simple enough to replace either in an afternoon. Setup typically takes 15 to 30 minutes — import a CSV, name your pipeline stages, and start logging enquiries the same day.

A trades business in Sheffield should test enquiry capture first: log a week of incoming calls and web enquiries as leads and see how many quotes were sitting without a follow-up date. A London consultancy should test the pipeline view — moving proposals through named stages usually surfaces two or three deals that went quiet without anyone deciding to let them go. An estate or lettings agency should test task reminders against a normal week of viewings and callbacks.

If the free tier proves the habit works, the paid plan adds the pieces UK teams ask about most: AI lead scoring on every paid plan, a built-in dialer with call recording and AI call summaries, native WhatsApp through Meta's Cloud API, and email sequences that keep quiet enquiries warm. You can compare what each tier includes on the GBP plan comparison or see the platform walked through live by booking a UK demo. Either way, the account you create today keeps its data — nothing is wiped when you upgrade, and nothing expires if you stay free.

The first week decides whether a CRM sticks, so keep the bar low: agree as a team that every new enquiry goes into the pipeline before it goes anywhere else, and that every open deal has a dated next action. That is the whole system. The iOS and Android apps mean whoever answers the phone — in the office, on site, or between viewings — can log the enquiry in the moment rather than reconstructing it at the end of the day. If you get stuck, migration from HubSpot, Salesforce, Pipedrive, or Zoho is supported through the import wizard, and the team can walk you through field mapping on a call. By the second Monday you should be running your week from the pipeline view instead of your inbox — and that is the habit every paid feature later builds on.

The free tier covers one user and up to 200 leads, which fits a sole trader or a founder who is still the whole sales team: a self-employed electrician quoting a handful of jobs a week, a freelance designer tracking proposals, or a new lettings negotiator building a first applicant list. If that is you, start free and stay free until the limit actually pinches — there is no clock running.

Teams should usually evaluate the paid tier from day one instead. The moment two people share a pipeline, the features that matter are the shared ones: leads routed to whoever is free, call recordings a manager can review, sequences that keep following up when someone is on annual leave, and AI deal-risk alerts that flag the quotes going quiet across the whole board. A three-person sales team at a Midlands manufacturer or a busy brokerage will hit the single-user ceiling in the first week — better to test the real setup than a cut-down one and upgrade twice.

Week one is about capture: import your current list, log every new enquiry as it arrives, and give each open deal a next-action date. Do not customise anything else yet — the goal is simply a pipeline that reflects reality by Friday. Week two is about follow-up: work the overdue actions first each morning, watch which enquiries would have slipped under the old system, and note how many callbacks the reminders rescued. That single number — recovered follow-ups per week — is usually the business case in miniature.

At the end of the fortnight you will know three things: whether the team actually keeps the pipeline current, which paid features you would genuinely use, and what the honest cost comparison looks like against whatever you pay for spreadsheets, a separate dialler, or an old CRM licence today. If the answer is yes, upgrade from inside the account and billing starts in GBP; if not, the free tier keeps running with your data intact, and you have lost nothing but a fortnight of better follow-up.