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CRM for small business

Leads, customers and contacts sit in one place with their tasks, notes, activities and files.

01

Leads and customers

A lead moves through its stages until it is won or lost, and search and filters work across thousands of records. Bring existing customers, leads, contacts, suppliers and articles in from a CSV or Excel file - miphu checks every row and shows duplicates before anything is saved.

miphu on iPhone: the customer Pinecrest Property Management with its open tasks, a maintenance agreement and dated notes
02

Tasks and follow-ups

Follow-ups are tasks with a due date, an owner and a link to the customer, and open tasks are on the start screen with their due dates.

miphu on iPhone: the home screen with the open tasks of your departments and their due dates
03

Delegate work

Give a task to one person or to a whole department. Whoever in the department takes it over has it on their list, and it leaves the lists of the others.

miphu on iPhone: the start screen filtered to your departments, with the open tasks given to Service and Installation
04

Quotes, orders and invoices

Write quotes, confirm orders and issue invoices in the same app, and record the payments against each invoice.

Quotes and invoices
miphu on iPhone: the invoice list with drafts and issued invoices, numbers, customers and amounts
05

Your AI agent

The AI integration connects your AI agent, such as Claude or ChatGPT, to miphu, so you can ask about your business in your own words. You sign in with your own miphu account, and the AI agent sees only what you may see in miphu.

How to connect your AI agent
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miphu in the App Store and in the browser

Every module is included in every plan. Set up your company in the app or in the browser and start your subscription. The first month is free, after that you pay the monthly price of your plan.