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MADCRM Business Processes & SOPs

Record repeatable work once, then reuse it.

Create visual step-by-step procedures with browser or Windows recording tools so onboarding, support and delivery become consistent.

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Business Processes & SOPs for small businesses

Create visual step-by-step procedures with browser or Windows recording tools so onboarding, support and delivery become consistent. It is designed for busy owners, managers and teams who need simple, joined-up software without enterprise complexity.

  • Record browser actions and screenshots into SOP drafts.
  • Publish shareable process guides for customers or internal teams.
  • Reduce training time and make repeatable work consistent.
  • Keep procedures connected to CRM operations.

Discover how MADCRM can simplify your operations, improve customer relationships and help your business grow, all from one platform.

More MADCRM tools

Explore the rest of the platform.

All features

Lead Management

Turn website forms, WordPress enquiries, Facebook Lead Ads, Google Ads and imports into organised CRM records your team can actually follow up.

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CRM & Customer Management

Store contacts, companies, notes, meetings, deals, documents and customer history so your team can give a joined-up service.

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Sales Pipeline

Manage projects and deals across companies, contacts, stages, values, owners and linked task lists.

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Task & Team Management

Assign tasks, deadlines, departments, reminders, comments and attachments so follow-ups move without inbox chasing.

Learn more

Ready to run your business from one platform?

Start your free trial today. No setup fees, no long-term contracts, just one connected platform built to help your business grow.

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