Stop Juggling Tools. Start Closing Deals.
SalesCRM replaces your CRM, project manager, invoicing software, and proposal tool with one powerful platform. Manage your entire client lifecycle — from first contact to final payment.
Replaces: HubSpot + Asana + FreshBooks + PandaDoc + Harvest — in one affordable platform
Built for how you actually work
Three powerful pillars — Sales, Delivery, and Finance — connected in one seamless workflow.
AI-Powered Sales Intelligence
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.
- Deal scoring 0-100 with reasoning
- Contact relationship insights
- Revenue opportunity detection
- AI content drafting for proposals
End-to-End Financial Operations
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.
- E-signatures on proposals, quotes & contracts
- Stripe checkout & payment links
- Recurring invoices & credit notes
- Cash flow forecasting & aging reports
Projects That Actually Ship
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.
- Task dependencies & subtasks
- Gantt chart & mind map views
- Billable time tracking with live timer
- Team workload & utilization dashboards
Everything you need. Nothing you don't.
18 integrated features across Sales, Operations, and Finance — all working together.
Sales & CRM
Pipeline Management
Drag-and-drop kanban boards with customizable stages, deal scoring, and probability tracking.
Contacts & Companies
Full relationship management with tagging, notes, activity timelines, and company-level insights.
Proposals & Quotes
Create professional proposals with custom sections, itemized quotes, versioning, and PDF export.
E-Signatures
Built-in electronic signatures for proposals, quotes, and contracts with IP logging and audit trails.
AI Deal Scoring
AI analyzes deal value, engagement, and stage velocity to score every opportunity 0-100.
SMS & Calling
Click-to-call and two-way SMS directly from contact records via Twilio integration.
Projects & Operations
Project Management
Tasks, subtasks, dependencies, milestones, and reusable templates for repeatable workflows.
Gantt Charts & Mind Maps
Visual timeline and structure views for complex project planning and stakeholder presentations.
Time Tracking
Live timer, timesheet grid, and quick entry. Track billable vs internal hours per project and task.
Workload & Utilization
Team capacity dashboards showing utilization rates, overdue tasks, and workload balance.
Bid & RFP Management
Track RFPs with requirements checklists, deadlines, cost breakdowns, amendments, and go/no-go decisions.
Client Portal
Branded portal where clients view projects, approve proposals, pay invoices, and track progress.
Finance & Billing
Invoicing & Payments
Professional invoices with line items, tax, discounts, and online payment via Stripe.
Recurring Invoices
Automate billing with weekly, monthly, or annual recurring invoices that generate on schedule.
Service Contracts
Manage retainers, support agreements, and subscriptions with auto-renewal tracking and reminders.
Finance Dashboard
P&L, cash flow, client profitability, aging reports, and revenue breakdowns in one view.
Revenue Goals
Set monthly, quarterly, and annual targets with visual progress tracking and AI opportunity alerts.
Expenses & Budgets
Log expenses by category, set budgets, track billable vs reimbursable, and monitor project costs.
Also Included
Up and running in minutes
No implementation consultants. No 6-month rollouts. Just sign up and go.
Create Your Workspace
Sign up and get your own branded subdomain in under a minute. No credit card required.
Import & Configure
Customize your pipeline stages, set up invoice templates, and import your contacts.
Start Closing
Send proposals, track deals, manage projects, and get paid — all from one place.
Simple, transparent pricing
Start free and upgrade as you grow. No hidden fees, no per-feature charges, cancel anytime.
Free
For solo founders getting started
- 1 user
- 25 contacts
- 1 project
- 1 pipeline
- Basic invoicing
- E-signatures
- Client portal
- Time tracking
- Recurring invoices
- Bid management
- AI deal scoring
- Priority support
Pro
For growing teams and agencies
- 5 users
- Unlimited contacts
- Unlimited projects
- Unlimited pipelines
- Full invoicing suite
- E-signatures
- Client portal
- Time tracking
- Recurring invoices
- Bid management
- AI deal scoring
- Priority support
Enterprise
For scaling organizations
- Unlimited users
- Unlimited contacts
- Unlimited projects
- Unlimited pipelines
- Full invoicing suite
- E-signatures
- Client portal
- Time tracking
- Recurring invoices
- Bid management
- AI deal scoring
- Priority support
Your entire business in one platform
Stop paying for 5 tools that don't talk to each other. Start with SalesCRM free and see the difference.
Free forever plan available. No credit card required.