SignalRed CRM

The CRM that runs your sales for you

SignalRed CRM is an all-in-one sales and customer-management platform built for small and mid-sized service businesses and agencies. It combines lead discovery, contact and pipeline management, multi-channel outreach (email, SMS, WhatsApp, voice) and a no-code automation engine, with AI woven through composing, transcription and lead scoring. Run outbound campaigns, work deals through a visual pipeline, quote and invoice clients, and see the whole relationship on one timeline - without stitching together five separate tools.

Sales Automation

  • Visual Kanban pipeline - drag deals through custom stages with colours and ordering.
  • Deal management - value, currency, priority, stage, won/lost with reason capture.
  • No-code automation engine - trigger to conditions to actions, with per-action delays and a full execution log.
  • Task automation and reminders with due dates, priorities, assignees and overdue triggers.
  • Lead scoring with hot/warm/cold thresholds, auto-assign hot leads and notify-on-hot-lead.

Contact & Lead Management

  • Lead discovery via Google Places - search by query, location, radius or map bounds.
  • Apollo.io enrichment - people search, contact enrichment and AI batch enrichment.
  • CSV/XLSX import with duplicate detection and fuzzy stage matching.
  • Businesses with multiple contacts, primary-contact flagging, roles and an activity timeline.

Email & Multi-Channel Outreach

  • Email sequences - multi-step drip with per-step delays, templates and auto-stop on status change.
  • AI email composer via Claude, with selectable model and tone.
  • Open and click tracking, inbox logging and bounce handling.
  • SMS and WhatsApp via Twilio.

Voice & Telephony

  • Browser-based WebRTC softphone - click-to-call and inbound ring over Asterisk.
  • Automatic call logging linked to businesses and contacts.
  • Call recording with AI transcription (Whisper) and AI call summaries (Claude).
  • Voicemail capture and office-hours-aware call routing.

Reporting & Analytics

  • Reports overview - revenue, deal counts and a pipeline snapshot.
  • Pipeline and sales-funnel reports with stage-to-stage conversion rates.
  • Email analytics - sends, opens, clicks, per-template performance and CSV export.
  • Dashboard with headline metrics and a funnel chart.

AI & Smart Features

  • ASIM - an AI sales outreach engine orchestrating tiered, multi-channel outbound with a cadence engine, engagement scoring, hot-prospect detection and human-approval gating.
  • AI email composition, call transcription and summaries, lead scoring and batch enrichment.
  • In-app AI Help sidebar.

Integrations & Platform

  • Google Calendar (OAuth, event sync, booking), Apollo.io, Google Places and Twilio.
  • Client portal with public invoice links.
  • Multi-tenant with isolated per-client workspaces, 2FA (TOTP), role-based access, audit logging and ISO 27001 compliance documentation.