CRM search that finds a customer or bill by name or number

CIPHER CRM uses full text search across name, company, contact details, status, source, tags and ID. That means you can find a record from a phone number, an email, a company name, a tag your team added or the ID someone quotes to you, not only from its title.

Yes. The same search sits in the same place across leads, customers, staff, tasks, projects, every sales document, Drive, chat and every settings screen. Once you know how it works on one list, you know how it works on all of them, which makes the CRM quicker to learn.

Yes. Contact details are part of what CIPHER CRM searches, so typing a phone number or email address into the customer or lead list brings up the record it belongs to. It is a quick way to put a name to a caller you do not recognize.

Yes. Tags, status and source are all included in full text search. Type a tag such as a product line or an event name and every matching record on that list shows up. Search also sits alongside the usual list filters when you want to narrow things down further.

Settings lists grow over time as you add lead sources, statuses, tags, expense categories and more. CIPHER CRM puts the same search on every settings screen, so finding one entry to update or tidy up does not mean scrolling through a long list.

Yes. Chat and Drive, where proposals, estimates, invoices, credit notes, payments and expenses live, share the same search experience as the rest of CIPHER CRM. You look for a conversation or a document in the same way you look for a lead.

Yes. Search is part of every screen in CIPHER CRM for every user, and every feature comes in every plan. There is nothing to set up. Your records are searchable once they are in, whether you type them yourself or bring them across with our free data migration.