SalesCRM replaces your CRM, project manager, invoicing software and proposal tool with one platform — from first contact to final payment.
Pipeline, proposals, e-signatures, time tracking and invoicing share one database — so a signed proposal becomes a project and an invoice without anyone re-keying it.
Three connected pillars in one seamless workflow. Close the deal, ship the work, get paid — without the handoffs between tools where things go missing.
Every deal gets scored automatically. AI analyzes engagement patterns, stage velocity, deal value and interaction history to tell you exactly which opportunities need attention — and which are ready to close.
From quote to cash in one platform. Send proposals with e-signatures, convert to invoices, accept Stripe payments, track recurring billing and see real-time P&L — without switching tools.
Kanban boards, Gantt charts, time tracking and workload balancing — connected to your deals and invoices. When a deal closes, spin up a project from a template and start delivering immediately.
No add-on marketplace, no per-feature upsells. The whole platform ships in the box.
Drag-and-drop kanban boards with customizable stages, deal scoring and probability tracking.
Full relationship management with tagging, notes, activity timelines and company-level insights.
Professional proposals with custom sections, itemized quotes, versioning and PDF export.
Built-in electronic signatures for proposals, quotes and contracts with IP logging and audit trails.
AI analyzes deal value, engagement and stage velocity to score every opportunity 0–100.
Click-to-call and two-way SMS directly from contact records via Twilio integration.
Tasks, subtasks, dependencies, milestones and reusable templates for repeatable workflows.
Visual timeline and structure views for complex project planning and stakeholder presentations.
Live timer, timesheet grid and quick entry. Track billable vs internal hours per project and task.
Team capacity dashboards showing utilization rates, overdue tasks and workload balance.
Track RFPs with requirements checklists, deadlines, cost breakdowns, amendments and go/no-go decisions.
Branded portal where clients view projects, approve proposals, pay invoices and track progress.
Professional invoices with line items, tax, discounts and online payment via Stripe.
Automate billing with weekly, monthly or annual recurring invoices that generate on schedule.
Manage retainers, support agreements and subscriptions with auto-renewal tracking and reminders.
P&L, cash flow, client profitability, aging reports and revenue breakdowns in one view.
Set monthly, quarterly and annual targets with visual progress tracking and AI opportunity alerts.
Log expenses by category, set budgets, track billable vs reimbursable and monitor project costs.
No implementation consultants. No six-month rollouts. Sign up and go.
Sign up and get your own branded subdomain in under a minute. No credit card required.
Customize your pipeline stages, set up invoice templates and import your contacts.
Send proposals, track deals, manage projects and get paid — all from one place.
Free forever to start. No credit card, no per-feature upsells, no implementation fee.
Stop paying for five tools that don't talk to each other. Start with SalesCRM free and see the difference.
Start free today