Dashboards and reporting
Home dashboard cards, task performance, completion trends, user activity, list completion and campaign statistics.
MadCRM helps small businesses capture website leads, organise customers, assign tasks, document repeatable work, and keep follow-ups moving without the weight of a big enterprise CRM.
Feature set
Capture leads easily, keep the data organised inside the CRM, and give your team the tools to follow up consistently.
Home dashboard cards, task performance, completion trends, user activity, list completion and campaign statistics.
Searchable records, lead promotion, profiles, custom fields, notes, calls, deals, meetings, tickets and controlled data export by plan.
Organisation records, company profiles, B2B/B2C modes, primary contacts, linked customers and Box document libraries.
Inbox, My Tasks, Due Soon, Completed, departments, task lists, assignments, subtasks, comments, attachments and activity feeds.
Record how your team does repeatable work, step by step, with screenshots and shareable guides. No jargon required.
Booking management, CRM calendar views, Microsoft Calendar OAuth, bidirectional sync and event conversion workflows.
Email templates, builder and preview screens, SMTP management, admin default SMTP and a configurable notification sender email.
WordPress lead capture for all plans, plus Facebook Lead Ads, Google Ads, Microsoft Calendar and Box on selected plans.
Users, managers, teams, module permissions, terminology, system settings, OAuth credentials, logs and onboarding guides.
Daily workflow
The front end now uses the same visual structure as the internal pages: clear page headers, action colours, compact operational cards and no guesswork.
Bring in leads from forms, Facebook, imports and customer records.
Assign tasks, track due dates, manage departments and see activity.
Record SOPs with screenshots, highlights and publishable review flows.
Use CRM alerts, sound, bell notifications and Windows native notifications.
Desktop and recorders
MadCRM is still a web app, but the companion downloads make it feel closer to a native Windows workflow when the team needs notifications or SOP capture.
Runs the live CRM inside a desktop app, keeps working in the tray, starts with Windows and sends task notifications to Windows 11 Notification Center.
Download the Chrome extension ZIP or Windows EXE from the SOP page. Record steps, screenshots and click highlights, then publish a customer-friendly slideshow link.
Connections
The CRM can receive, sync and organise data from advertising, website, calendar and document systems.
OAuth, webhooks, lead sync, test leads and ad performance endpoints.
Account, campaign, dashboard summary and performance metric endpoints.
Microsoft Graph OAuth, calendar sync and event import into bookings.
Ninja Forms webhook ingestion and a downloadable Madhouse CRM connector.
Simple pricing
All plans make lead capture easy. Export and advanced controls are plan-gated so customer data stays organised inside your CRM instead of drifting back into spreadsheets.
CRM basics for one small business owner getting leads under control.
For growing teams that need shared work, integrations and documented processes.
Create your account, connect your website forms, and move follow-ups out of inbox chaos.