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About

CRMit is a simple, all-in-one business management and CRM platform built to streamline core small business operations from customer relationship management and task organization to invoicing and time tracking within a single system. It centralizes customer data in a 360-degree view so users can effortlessly manage contacts, track purchase and supplier information, and maintain detailed job and task records with linked time entries. It lets you quickly create professional invoices, proforma invoices, and quotations, supports contract management with recurring billing, and helps monitor sales opportunities through an intuitive pipeline. Jobs and tasks can be logged, prioritized, and assigned to staff, with features for notes, attachments, and real-time status updates. CRMit also offers customizable dashboards, staff management tools including GPS tracking and leave calendars, and detailed product catalog management.

About

Manage your business from Customer management, Quotations, Invoices and Payments, and much more. From customization to automation of your invoices and accounting, scale up your business. With recurring invoices, expense entries and other income entries, automate your workflow with just a click. Customized reports and dashboards that offer real-time data updates. Compare sales across months and create priorities based on consistent data. Customizes the data views depending on their roles in the organization. Create and send quotes or proposals to customers.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Small business owners, professionals, sole traders, and small teams who want an all-in-one platform to manage customers, jobs, invoicing, time tracking, tasks, and sales workflows in one central system

Audience

Organizations searching for an CRM solution that helps with quotations, invoices and payments

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

Free
Free Version
Free Trial

Pricing

$45 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

CRMit
Founded: 2016
United States
crmit.app/

Company Information

CiuisCRM
ciuiscrm.com

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Categories

CRM

Categories

CRM

Integrations

No info available.

Integrations

No info available.
Claim CRMit and update features and information
Claim CRMit and update features and information
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