Companies and contacts
The real structure: one company with several people, each with their role and preferred channel.
CRM
Your customers and everything that happened with them, in one place
Companies, contacts and opportunities linked to every quote, order, invoice and conversation. Nothing to export from one place to another.
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shepherp.app/crm
Ventas e ingresos
En vivo
Ingresos totales
€18,420.75
+12.4% vs periodo anterior
Pedidos totales312
+8.1%
Valor medio del pedido€59.04
Included in every plan
It comes with the plan at no extra cost: nothing to contract separately.
See pricingOne record
One record per customer, not five versions of it
Companies, contact people, delivery and billing addresses, tax number, payment terms and agreed discounts. What one person on the team knows, the whole team knows.
- Company and contacts with their roles and phone numbers
- Separate delivery and billing addresses
- Commercial terms specific to each customer
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Customer record
- Distribuciones Robledo S.L. · B47xxxxxx
- 3 contacts · 2 delivery addresses
- 30-day terms · 5% discount
- Last order 12 days ago
Full history
Every quote, order and invoice hanging off the customer
Nothing to cross-reference: documents are created from the record and stay there. You know what they have bought, what they owe you and when they stopped ordering.
- Quotes, orders and invoices on a single timeline
- Outstanding balance and overdue invoices in plain sight
- An alert when a regular customer stops buying
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Conversations
What you discussed over WhatsApp counts too
The unified inbox attaches every conversation to its customer. Email, Instagram or phone — it all ends up on their record.
- Email, WhatsApp, Instagram and phone on the same record
- Internal notes only your team can see
- A summary of the conversation written by the AI
shepherp.app
At a glance
Everything you need to know about a customer
Without exporting to a spreadsheet or asking a colleague what was said last time.
Opportunities
A simple pipeline to track what is still in the air, without building a hundred-field CRM.
Next actions
Each customer can carry a task or an appointment, and they show up on the team calendar.
Segments
Filter by whatever matters to you — area, volume, last purchase — and act on the whole group.
Stop digging through email for who said what
And this comes with it
Everything shares the same customers, the same catalogue and the same login.
FAQ
Frequently asked questions
Yes. Upload the file, the assistant detects the columns (name, tax number, email, phone, address) and shows you a preview before anything is saved. If something looks off, you fix it right there.
Yes, the basic CRM comes with every plan, the free one included. What stays in the paid plans is B2B prospecting, which is a different thing: finding new customers you do not know yet.
Yes, through roles and permissions. You can let each sales rep see only their own book, or let the whole team see everything. It is set in the settings, no code involved.
It is the same database, not an integration. You create the invoice from the customer record and it inherits their tax number, billing address, payment terms and discounts.
Get your customer book in order
Import your customers from a spreadsheet and their full record is there in five minutes.
No card · 2-week free trial · Cancel any time