Customer Control
Every relationship organized, every follow-up tracked, every opportunity in view.
Customer Control is a relationship manager built for B2B sales pipelines and nonprofit donor management alike. It keeps every contact, conversation, and opportunity in one place — with secure, isolated per-user access so each team member sees exactly what they need. It's simple enough to use every day and flexible enough to fit your actual sales cycle or fundraising process, not a rigid template.
What it does
Contacts & full history
Every contact comes with their full interaction history — conversations, notes, meetings and outcomes — so you always know where you left off and what comes next.
Secure per-user access
Each user logs in with their own credentials and sees only their data. Sales pipelines and donor records stay isolated — no cross-contamination, no privacy risk.
Sales & donor pipelines
Track deals, proposals and renewals for B2B sales — or gifts, pledges and cultivation stages for nonprofit fundraising. The same tool, adapted to what you actually do.
Follow-ups that never slip
Log the next step with every contact before you close the record. No relationship falls through the cracks — and no opportunity goes cold because someone forgot to follow up.
How it works
Simple to start, powerful as you grow.
Capture
Add your contacts, leads and donors — with their background, source and current stage.
Track
Log every interaction and always record the next step before you close the conversation.
Grow
Turn organized, consistent follow-up into closed deals and stronger donor relationships.
Ready to organize your relationships?
Open the app now, or get in touch to get started.