Manage your company, projects and talents in a single paperless system, resulting in empowered teams, satisfied clients, and maximized profits. Our free trial will convince you.
CRM Plus integrated toolkits & pre-built automations give you an affordable & professional way to streamline your business, collaborate with your team, automate your processes, and delight your clients.
Reports section to analyze real-time, what's working for your business and what's not so as to speed up decision making and avoid unnecessary expenses/losses. Our free trial will convince you.
Whether someone's internet is not working, someone is facing an issue with housekeeping or someone needs something urgently regarding his or her work, they can easily raise a ticket for all their issues and Admin can assign the tickets to the respective departments or agents. Our free trial will convince you.
Easily share info & files with clients, Clients only see their unique data, 100% Branded with your Brand.
Clients can easily download their files, Easily send & receive files of any size, No more sketch email attachments.
Delegate, Collaborate & Organize, Recurring Tasks & More, Project Templates save Setup Time.
Clients can view and approve Estimates, Clients can easily pay Invoices Online, Setup Recurring Payments Subscriptions.
Start, Pause & stop multiple timers, Each asset can set an hourly rate, Add tracked time to invoice.
One to One channels, Increase productivity & save time by reducing email back/forth.
Manage customers and leads. Track client projects, invoices, proposals/estimates.
Add your company’s employees, track their attendance and manage their leaves.
Create projects, add project members and track the project progress, expenses, earnings, timelogs, tasks, milestones.
Slack, pusher and one signal integration for real time notifications.
Receive payments via PayPal, Stripe and Razorpay gateways.
Create custom roles with custom permissions for employees.
Most business software products are ‘one trick’ solutions. This forces businesses to ‘cobble together’ many different software tools to accomplish their goals, which is time-consuming, inefficient, disorderly and expensive.
CRM PLUS solves this problem by combining the most commonly used business tools into one cloud-based software platform where the tools are already pre-integrated and full of useful built-in automations. And, the entire platform can be 100% White Labeled to fit your brand!
Using CRM PLUS helps your business become more efficient, more organized, more professional & more profitable!
Whether you need a full product, consultation, tech investments or an extended team, our expert will help you find the best solutions.
No! You will be automatically billed on a monthly or yearly basis, depending on which billing cycle you choose. You can upgrade, downgrade or discontinue your subscription at any time.
Yes! We offer a full risk-free 7-days Free Trial of the Pinnacle license level, no payment info needed to get started!
You can start your risk-free 14-day Free Trial by registering here.
All of the core features (such as Project Management, Estimates/Invoicing, CRM, Private Messaging, etc) are included with ALL license levels, for no additional cost. In all cases, you pay ONE flat monthly rate, and all of the features of that license level are included at NO EXTRA COST.
Nope! The pricing is a flat monthly fee, and you can have UNLIMITED Projects, Clients and Teammates with every one of our subscription plans!
Yes! You can view our extensive help documentation here.
Nope! The beauty of SaaS software is that it is all browser-based, which means no downloads, no installations, no worries about running an “outdated” version. When you login to CRMPlus, you will always be accessing the latest version, and you’ll never have to worry about installing or updating the software yourself (leave that to us).
The pricing is a flat monthly fee, and you can have UNLIMITED Projects, Clients and Teammates with every one of our subscription plans!
Nope! You start with a completely risk-free (and free-free) 7-days Free Trial, and then after that you will only pay the flat monthly fee of your chosen license level. No registration fees, no installation fees, no set-up fees.
Yes, you can fully re-brand your CRMPlus environment to match your business, with the capability to fully replace all instances of the CRMPlus name/logo from the login page, email and notifications.
Absolutely! All of your data and files are transferred via 256-bit SSL encryption (the same level of security used by most banks), and all data is stored on HIPAA and EU Privacy Shield compliant servers.
CRMPlus currently offers PayPal, Razorpay, Stripe, Mollie, Paystack, and Authorize.net as built-in payment gateways. Your clients can make online payment on their assigned invoices using any of those gateways that you choose to setup and enter your merchant credentials for.
We deploy updates to the live production environment multiple times per day. Some are small changes you would never notice, others are styling related, and we consistently add new features and functionality as well!
The pricing is a flat monthly fee, and you can have UNLIMITED Projects, Clients and Teammates (Staff) with every one of our subscription plans!
Nope! All of the features listed for each license level are included in that level’s flat monthly fee.
You have 500 GB of total file storage space.
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609-317-6692 | 609-813-0633
Egg Harbor Township, NJ 08234
