ISPStack
Customers & CRM

From lead to active customer.

The customer record is the centre of gravity. Every other module hangs off it, and the audit trail is the source of truth.

Lead pipeline

Capture, qualify, and convert

A pipeline that starts at the marketing form and ends at an active subscription. Stage transitions trigger the right outreach automatically — quote sent, install scheduled, service live.

  • Public signup form with email + SMS verification
  • Stage-based automated email + SMS dispatch
  • Activity timeline per lead
  • Conversion to customer with one click
Customer profile

Every record connected to one customer

Subscriptions, invoices, payments, sessions, tickets, field visits — all hung off a single customer ID. Audit trail across every change, immutable wallet ledger.

  • Unified profile: contact, KYC, billing, network
  • Kill-switch + alert preferences
  • Per-customer notes + private staff comments
  • Multi-language preference for outbound notifications
KYC & compliance

Verification that plugs into local registries

ID upload, BRS company verification (KE), per-tenant KYC requirements config. The verification status sits on the customer record and gates which plans they can buy.

  • Per-tenant required-fields config
  • BRS lookup for corporate customers (Kenya)
  • Document upload + reviewer queue
  • Audit trail of who verified what, when

See it running on your own data.

14-day trial, full feature set.