The CRM for your customers
Customers — Before a call you search three programs for what happened last, and still nobody has followed up on the quote from three weeks ago. In the CIRO NOISE CRM every customer has a record with contacts, deals and follow-ups. Requests, quotes, invoices and meetings land in it by themselves, and CIRO NOISE calculates revenue, open receivables and response time for you.
Customer management at a glance
The base is companies with a customer number, contacts and a person responsible. The status flips from active to dormant when nothing has happened for 90 days, so you see whom you have forgotten. Deals run through fixed stages with a value and a close date. Notes on calls and conversations record what was discussed, and a follow-up with a date and a person responsible reminds them once, on the day.
Three moments when your team opens the record
The request through the website, the look before the meeting and the quarterly review.
The request becomes a pitch page
Ms. Sommer asks about a relaunch through the website, and CIRO NOISE attaches the request to the Brandt & Söhne record. Lena asks the AI for a draft: a page just for Brandt & Söhne in your company's brand kit, with the starting point, the proposal and quote A-2026-031 for €18,000, which lives in finance. Lena sharpens the text and sends Ms. Sommer the link with an access code. Afterwards she sees that the page was opened three times and read for 14 minutes, and calls at the right moment.
A page of its own for each customer, with an access code
The quote is linked, not retyped
The AI drafts, you refine
You see when and how long it is read
Before the customer meeting: one page instead of three programs
Kira opens the record. At the top is the pitch page Ms. Sommer has read three times, below it quote A-2026-031 for €18,000 and yesterday's meeting with its summary. Next to that are this year's revenue, an outstanding €2,400 and the BRA board with its open tasks. CIRO NOISE calculates the metrics, and the meeting is attached to the record through the participants' addresses. Kira sees revenue and the outstanding amount only because she may see finance.
Figures calculate themselves
Meetings through attendee addresses
Board and tasks on the customer
Amounts only with the right permission
Quarter end: who is open, who is dormant, who may receive mail?
The report shows deals by stage and value. Three companies have been dormant for 90 days, and Lena sets follow-ups. For the newsletter Mara exports the contacts as CSV, with a column showing whether marketing consent with evidence exists. Whoever objected stays out.
Reports only for those with permission
Dormant status after 90 days
CSV export with consent status
An objection always wins
Customers in detail
Record, deals, follow-ups and GDPR at a glance.
- Customer management: companies and contacts
- Companies with customer number and person responsible, contacts, status active or dormant after 90 days.
- Deals and pipeline
- Fixed stages with value and close. An accepted quote marks the deal as won.
- Notes and follow-ups
- Notes on calls and conversations with the customer. Follow-ups with a date and a person responsible remind on the day.
- Customer record at a glance
- The customer's requests, quotes and invoices, tasks, meetings and pitch pages. The customer journey shows the state from pitch page to payment.
- CSV import and duplicates
- The CSV import creates records and fills empty fields without overwriting anything. On top come the CSV export and merging of duplicate entries.
- GDPR-compliant contact data
- Marketing consent with evidence, objection, disclosure under Art. 15 and deletion under Art. 17. Receipts stay because of retention duties.
Tell Claude. CIRO NOISE records it.
Claude connects to your organization through MCP, the open standard for AI tools. Every feature lives in one system, so one sentence from you is enough for Claude to look up the customer, draft a quote, create a task and update the wiki. It works with exactly the permissions you grant.
Claude in the customer database
Search for and add companies and contacts
Read the full customer record: revenue, open items, requests, meetings, history
Log calls, notes and follow-ups with a due date
Analyze deals, only your own if you like
Frequently asked questions
For most small teams, no. Companies, contacts, deals with stage and value, follow-ups and reports are included. Unlike in a standalone CRM, requests, quotes, invoices and meetings land in the customer record on their own, because they happen in the same system.
With a CSV import for companies and contacts. The import fills empty fields, never overwrites what someone has maintained and reports every row that didn't make it. You find duplicates afterwards and merge them.
Mostly by itself. Requests, meetings, quotes, invoices and payments land in the record, matched by email address. Revenue, open invoices, requests and meetings are visible at a glance, and you only add what isn't anywhere else.
Every deal has a value, a stage and a follow-up, and the deal overview shows what's next. When a customer accepts the quote online, the deal moves to won by itself. Fixed stages keep win rate and metrics comparable over the years.
It keeps marketing consent per contact with proof, and an objection overrides any later consent. Access under Art. 15 and erasure under Art. 17 are one click per contact. The CSV export carries consent as its own column, ready for your mailing tool.
Yes. Claude connects to your organization, searches and creates companies and contacts, logs calls and follow-ups and analyzes your deals. After a call, one sentence to Claude and the record is up to date.
Yes. Every line in the record follows the permission of the feature it comes from: whoever may not see invoices sees no amounts in the record either. Reports have their own permission, so management sees the figures for the whole company and the team takes care of its customers.
And everything else is already included
Every feature shares one login and one permission system. A request sits in the customer record, becomes a task and lands on the invoice without anyone retyping it. Here is what else is included:
Wiki
The wiki for your team
Your company's wiki: pages and subpages in a tree for processes, onboarding and decisions. Every change is kept as a version, the full text is searchable, and images and comments sit on the page. The AI knows what is written here and names the page as its source.
- Build the structure as deep as you need
- Change without losing the old version
- Find the page with a single word
Boards
Projects and tasks in view
Project planning and tasks in one: projects with their own board, columns, weeks or sprints and goals with a date. Every task has a key like CIR-142, an owner, a due date and a priority. Whatever comes from outside lands in the board's inbox, and whatever is open sits on the owner's start page.
- Call the task by its name
- Plan the next few weeks precisely
- Keep every task in view
Requests
The help desk for your team
The support inbox: requests arrive through the form on your website, with a number, priority, status and owner. The AI suggests a priority and a reply, the customer sees the state in the support portal, and you reply from the list by email.
- Let no request depend on one person
- See what is urgent first
- Let the customer check for herself
Finance
Invoices and receipts online
You capture receipts as a photo or PDF, and the AI reads amount, date and supplier. Add the path from quote through order confirmation and delivery note to invoice, e-invoicing, dunning in four levels, bank reconciliation by statement and the DATEV export for your accountant.
- Photograph the receipt, done
- Write quotes and invoices from the customer record
- Send the invoice as an e-invoice, with a check
Pitches
A pitch made for this client
You build a dedicated proposal page for each client from blocks, in the client’s branding and behind an access code. CIRO NOISE pulls facts from the client’s website to make the pitch personal, and afterward shows you who read which section and for how long.
- Every page in the client’s branding
- Facts from the client’s website
- See who reads, and for how long
Booking
Meetings without email ping-pong
Your customers book their own appointment on your website, only at times when you are actually free. CIRO NOISE checks calendars, vacation and public holidays, shares the appointments across your team and sends the confirmation and reminder.
- Only times when you are free
- Round robin across your team
- Embedded on your website
Meetings
Meeting notes, no typing
Meetings from Google Meet arrive with transcript, duration and attendees. The AI summarizes and lists decisions and action items, and one click turns an item into a task with an owner. You share each meeting individually, and customer meetings attach themselves to the customer record.
- Read what was discussed
- The notes in a few lines
- Turn the decision into a task
Knowledge & assistant
AI answers with sources
Your company memory with an AI in front of it: it answers questions from wiki, documents, tasks, requests, meetings, customers, invoices and time tracking and names the source for every answer. Behind it is a RAG system that looks up the right passages before every answer. The AI sees only what the asking person may see, runs in the EU and can be switched off per organization.
- Check the answer with one click
- Revenue figures only for those allowed to see them
- Reads contracts, PDFs and your website too
Social media
Social media in your look
Your team builds posts and carousels in your own brand kit, publishes them straight to Instagram and answers comments in one place. Images come from your own library or from the AI, which also suggests text in your brand voice. For LinkedIn you export the slides as a PDF, for other networks as images.
- Every slide in your colors
- Publish straight to Instagram
- Reply to comments alongside the rest of your work
Password manager
Team password manager
The password vault has private and shared entries, all encrypted, and only people whose role grants access see the shared ones. You reveal a password with a code sent by email and share it with outsiders through a link that works once. Anyone who loses the role loses access right away, and neither the AI nor an API key can reach the vault.
- Share logins by role
- Give the agency a link that works once
- The vault locks itself
Time tracking
Employee time tracking
Your team clocks in, clocks out and takes breaks with one button, requests vacation and calls in sick. CIRO NOISE calculates target hours, actual hours and the time account and checks maximum hours, breaks and rest periods under the German Working Hours Act, as the duty to record working time has required since the Federal Labor Court ruling of September 13, 2022. Every change keeps its trail, and at month end you export timesheets, a payroll CSV and the audit export with every change.
- Clock in with one button, in the browser or on the phone
- Let CIRO NOISE check the Working Hours Act
- Every entry stays traceable
Short links
Short links that keep count
Short links with a QR code in your brand color, an expiry date and a view limit. Every link counts clicks and scans, and one link per channel shows where the visits come from.
- See clicks and scans per link
- Pass the campaign on automatically
- Compare your channels
Two seats are free
With up to two people, you use CIRO NOISE for free, all features included. From the third person on, each seat is €25 per month plus VAT.
No credit card needed to get startedGDPR-compliantServers and AI in the EU