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Client CRM & pipeline

Every client and prospect, in one place

OnCrew's built-in CRM keeps the business side organised — prospects, clients and every conversation in one view. Track each client through your pipeline, log every call, SMS and note, set follow-ups so nothing slips, and see it all sitting next to the shifts you're actually running for them.

One platform · every sector

Most agencies run the people side in software and the client side in their head — a spreadsheet of prospects, a phone full of half-remembered calls. OnCrew keeps the client relationship in the same system as the work, so the people you're chasing and the shifts you're filling finally live together.

Sales pipeline

Move every prospect to a client

The problem: new business lives on sticky notes and memory. Prospects go cold because no one remembers whose turn it is to call.

OnCrew: every client and prospect sits on a clear pipeline — prospect, contacted, proposal, contract, won — with an owner against each one. You can see exactly where each deal stands and what to do next.

Clients & prospects
WC
Westside Construction
Won · 8 sites · 24 active shifts
Won
HG
Harbour Aged Care
Proposal sent · follow up Tue
Proposal
DL
Delta Logistics
Contacted · owner: Sarah
Contacted
MV
Metro Events
New prospect · owner: Sarah
Prospect
Interaction history

Every conversation, on the record

The problem: someone leaves, or you're three weeks out from the last chat, and the whole history of a client walks out the door with them.

OnCrew: every call, SMS, note and placement is logged against the client — who did it, when, and what was said. Set a follow-up date and OnCrew reminds you, so a client is never forgotten and the next person can pick up exactly where you left off.

Harbour Aged Care
Proposal · owner: Sarah · follow up Tue
Call · outbound · 2 days ago
Talked through the proposal — wants weekend cover too.
Note · 5 days ago
Decision-maker is the DON, not the office.
● Follow-up reminder set
What you get

The client side, finally organised

Pipeline stages

Prospect, contacted, proposal, contract, won — move each client along as the deal progresses, and see your whole pipeline at a glance.

Logged interactions

Every call, SMS, note and placement recorded against the client — who, when and what — so the full history is always there.

Follow-up reminders

Set a follow-up date on any client and OnCrew brings them back to you when it's time — no prospect goes cold.

Tied to the real work

Each client links straight to their sites, supervisors, shifts and live stats — the relationship and the work in one place, not two systems.

FAQ

Client CRM — questions

Does OnCrew have a CRM?

Yes. OnCrew has a built-in client CRM — track prospects and clients through a sales pipeline, log every call, SMS and note, set follow-up reminders, and assign an owner to each account. It sits in the same system as the shifts you run, so the client and the work live together.

Is this a recruitment CRM for finding candidates?

No — this is for managing your clients, the businesses you supply crew to. It's the sales and account side, not candidate sourcing. The worker side is handled by onboarding, Smart Fill and compliance.

What can I track against a client?

The pipeline stage, the account owner, every logged interaction (calls, SMS, notes and placements), follow-up dates, and the client's live operation — their sites, supervisors and active shifts.

Will the history stay if a team member leaves?

Yes. Because every interaction is logged against the client, not stuck in one person's phone or inbox, the next person picks up the full history and carries on without missing a beat.

Is more CRM functionality coming?

The client CRM is live today and we're building on it. See the platform or book a demo and tell us what you need.

Keep clients and crews in one system

See the client CRM on your own pipeline. Book a 20-minute demo and we'll walk you through it.

Book a demo →
Axis
Axis
OnCrew AI · online
Hi, I'm Axis — OnCrew's AI. Ask me anything about filling shifts, compliance, onboarding or how it all works.
Book a 20-min demo →