KEY2CRM Is The Fastest And Most Lightweight Case & Client Management Software

Helping you to work efficiently, securely and flexibly

The only CRM that gives YOU the power to create projects, reports demographic fields and case matters.

Why Choose KEY2CRM?

Does your organisation report to multiple funders (who have their own reporting templates)? Does it provide advice? employment support?and Group Learning? Do you often find requiring new fields or case matters?

If the answer to any of these question is yes than KEY2CRM is designed for you. 

Design

View and share clients, tasks, projects and cases seamlessly in one tab.

Customisation

Easily customise features, data fields, projects, workflows and user permissions with no coding skills.

Secure Cloud

A cloud based system accessed via SSL secure connection with multiple backups and ISO27001 Information Security

Privacy

User permission levels for all features and custom privacy levels for all client records. You decide what your partners see.

Bespoke Reports

Upload Excel templates and download completed reports. A simple powerful solution to your reporting needs.

Track Referrals

Share clients, cases, tasks and projects across departments and external partners. Email notification for referrals with reminders.

Template Documents

The template documents function lets users create Microsoft Word documents that can be used to download documents completed with client data fields.

Email & Calendar Integration

Integrate CRM tasks with Google Apps and Outlook suites

Group Registers

Exclusive to KEY2CRM is the ability to create online registers to record attendance to group activities and capture services holistically.

Client Assessment Surveys

Exclusive to KEY2CRM is the ability create questionnaires with logical pathways. A powerful to build your own assessment tools.

Fast & Powerful Search

A blazing fast search with ability to download results in excel for further data manipulation.

Standard Financial Statement

Generate the Money Advice Service Standard Financial Statement automatically with all the relevant client and financial fields completed

Simple Pricing

5 Users

  • Unlimited User Accounts
  • Up to 5 concurrent users 
  • All our features
  • On site training

£199* pm

*£199 for the first 12 months thereafter £399

10 Users

  • Unlimited User Accounts
  • Up to 10 concurrent users 
  • All our features
  • On site training

£299* pm

*£299 for the first 12 months thereafter £599

20 Users

  • Unlimited User Accounts
  • Up to 20 concurrent users 
  • All our features
  • On site training

£399* pm

*£399 for the first 12 months thereafter £799

30 Users

  • Unlimited User Accounts
  • Up to 30 concurrent users 
  • All our features
  • On site training

£449* pm

*£449 for the first 12 months thereafter £899

What Clients Say

None of the previous systems we used had functions our advice and community teams needed. My role was to oversee reports - KEY2CRM was the only solution that incorporated a powerful reporting tool that met all our needs.
Angela Chan
Toynbee Hall - Evaluation and Development Officer