Features

Everything your business needs.
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30+ modules that share data, automate workflows, and eliminate the need for a dozen separate subscriptions. Here's what's inside.

Replaces: Salesforce, HubSpot, Pipedrive

Sales Pipeline & CRM

Your entire sales process in one view. Drag deals through stages, track pipeline value in real time, and never let a follow-up slip through the cracks. Every deal links to contacts, invoices, projects, and helpdesk tickets automatically.

✓ Visual Kanban board with drag-and-drop stages
✓ List view with real-time summary stats
✓ Custom pipeline stages per client
✓ CSV import from any CRM
✓ Automated task reminders & follow-ups
✓ Revenue dashboards & forecasting
✓ Linked to invoices, projects, helpdesk, contacts
✓ Custom fields per opportunity type
CrumpCRM Sales Pipeline
Replaces: Freshdesk, Zendesk, Intercom

Helpdesk & Ticketing

Stop juggling support emails. Every ticket is linked to the customer's account, contacts, and assets. Your team sees the full picture before they even reply.

✓ Multi-channel ticket capture
✓ SLA tracking with automatic escalation
✓ Priority-based routing with color badges
✓ Kanban board view + list view
✓ Internal notes & @mentions
✓ Client portal visibility
✓ Ticket-linked IT documentation
✓ Canned responses for fast replies
CrumpCRM Helpdesk Dashboard
Replaces: Asana, Monday.com, Basecamp

Project Management

From kickoff to delivery, manage every project inside the same platform where the deal was closed. Tasks, time tracking, templates, and client-facing progress updates — no separate tool needed.

✓ Task hierarchy with parent/child relationships
✓ Status tracking with color coding
✓ Estimated vs actual hours tracking
✓ Reusable project templates
✓ Linked to accounts & opportunities
✓ Team workload visibility
✓ Portal access — clients see progress
✓ Progress bars with completion percentages
CrumpCRM Project Management
Replaces: FreshBooks, Wave, separate QuickBooks sync

Invoicing & Payments

Generate invoices directly from closed deals. Line items, products, margins, and adjustments — all tracked. Two-way sync with QuickBooks and Xero means your books are always current without double entry.

✓ One-click invoice generation from opportunities
✓ Line items with products, quantities, margins
✓ QuickBooks & Xero two-way sync
✓ Invoice progress tracking
✓ PDF generation & email delivery via Mailgun
✓ Payment tracking & automated reminders
✓ Simple or complex invoice ID formats
✓ Revenue reporting
CrumpCRM Invoice Builder
Replaces: Slack, Microsoft Teams

Team Chat (CrumpChat)

Real-time messaging built into the CRM. @mention an account, contact, or deal and it becomes a clickable link — no more "which client are you talking about?" conversations. File sharing, reactions, threading, and push notifications included.

✓ Real-time messaging built into the CRM
✓ @mention accounts, contacts, and deals
✓ File sharing with secure storage
✓ Image preview, PDF viewer, downloads
✓ Emoji reactions (iMessage-style)
✓ Message replies with threading
✓ Archive, mute, mark unread, delete
✓ Full-page view + floating widget
CrumpChat
Replaces: Custom portals, shared spreadsheets, "any updates?" emails

Client Portal

Give your clients their own login. They see their tickets, projects, checklists, appointments, and IT docs — nothing else. One-click user creation from any contact record, secured with Kinde SSO.

✓ One-click portal user creation
✓ Kinde SSO authentication
✓ Filtered view — clients see only their data
✓ Tickets, projects, checklists, appointments, IT docs
✓ Permission-controlled per module
✓ Responsive design — works on mobile
Client Portal
Replaces: IT Glue ($29/user/mo), Hudu

IT Documentation

Everything your MSP needs to document client environments — passwords, configurations, documents, and knowledge base articles — encrypted, searchable, and linked to accounts. Import straight from IT Glue with our migration wizard.

✓ AES-256-CBC encrypted password vault
✓ TOTP/OTP live code generation
✓ 20+ asset types with custom fields (EAV)
✓ Document management with version history
✓ @mention linking between all doc types
✓ Relationship mapping with Related Items
✓ IT Glue migration wizard
✓ CSV import/export, bulk operations
✓ Documentation health scores
✓ Scheduled review reminders
✓ Soft delete with recycle bin & restore
✓ Portal access with visibility controls
IT Documentation
Replaces: Hootsuite, Buffer, Sprout Social

Social Media Suite

Plan, create, and publish social content from inside your CRM. AI writes the copy, DALL-E generates the images, and Remotion builds animated videos. Schedule across all platforms with a visual content calendar.

✓ Publish to LinkedIn, Facebook, X, GBP
✓ AI content writing for post copy
✓ AI image generation via DALL-E (HD)
✓ Animated video generation (Remotion)
✓ Visual monthly content calendar
✓ Carousel preview for multi-image posts
✓ Auto-sync external posts from all platforms
✓ Best-time-to-post heatmaps & analytics
Social Media Suite
Replaces: Calendly, Acuity Scheduling

Appointment Booking

Calendly-style booking built into your CRM. Embeddable widget for your website, two-way Google Calendar + Microsoft Outlook sync, per-user availability schedules, and a portal view for clients. No more back-and-forth emails or paying for a separate tool.

✓ Service catalog with duration & pricing
✓ Per-provider availability schedules
✓ Client self-booking through the portal
✓ Google Calendar + Outlook two-way sync
✓ Calendly-style embeddable widget
✓ Email + SMS reminders (24hr before)
✓ Confirmation & cancellation notifications
✓ My Appointments view for portal users
Appointment Booking
Replaces: GoHighLevel Conversations, Front, Intercom

Conversations

One inbox for every client communication — SMS and email in a single threaded view. Three-panel layout: conversation list, message thread, and contact sidebar with full CRM context. No more switching between your phone, email, and CRM.

✓Unified SMS + Email inbox
✓Three-panel GoHighLevel-style UI
✓Twilio SMS (inbound + outbound)
✓Mailgun email (inbound + outbound)
✓Contact sidebar with CRM context
✓DND, snooze, tags, assignment
✓Conversation buttons on contact/account pages
✓Webhook-driven real-time delivery
Conversations
Replaces: Mailchimp, Constant Contact + separate SMS tool

Email & SMS

Send targeted email campaigns from your CRM contacts. Track opens, clicks, and bounces with Mailgun. Send SMS via Twilio. Attach merged PDFs to quotes and invoices. All communication lives in one log.

✓ Targeted email campaigns from CRM contacts
✓ Mailgun: open/click/bounce tracking
✓ Full email log with delivery status
✓ Twilio SMS sending
✓ RingCentral VoIP integration
✓ Quote & invoice email with merged PDFs
Email & SMS
Replaces: separate lead gen tools, spreadsheet pipelines

Prospects & Lead Management

Track every lead from first touch to conversion. Kanban stages, touchpoint logging, temperature scoring, and a call queue for outbound prospecting — all feeding directly into your CRM pipeline when they're ready.

✓ Kanban board with custom stages & colors
✓ CSV import with duplicate detection
✓ Touchpoint tracking (calls, emails, meetings)
✓ Temperature scoring (cold/warm/hot)
✓ Call queue for outbound prospecting
✓ One-click conversion to contact + account
✓ Email templates with Mailgun integration
✓ Custom data fields via form builder
Prospects & Leads
Industry: Environmental, Construction, Manufacturing

Regulatory Compliance

Track chemicals and waste quantities per job, auto-compare against EPA federal and state-specific reportable thresholds, and block deal progression until exceedances are acknowledged. Built for environmental, construction, and manufacturing companies that handle hazardous materials.

✓EPA CERCLA substance database (~800 chemicals)
✓Federal + state-specific RQ thresholds
✓Chemical line items per opportunity
✓Auto-flag exceedances with color-coded alerts
✓Stage gate — block close until acknowledged
✓EPA sync + CSV import for substances
✓Admin panel for state threshold management
✓Regulatory tab on every opportunity
Regulatory Compliance
Replaces: Zapier, Make.com, GoHighLevel automations

Workflow Automation

When a deal closes, send a welcome email. When a ticket comes in, assign it to the right team. When a form is submitted, create a contact and kick off onboarding. CrumpCRM's visual workflow builder lets you automate the busy work with drag-and-drop triggers and actions — no code, no Zapier, no separate automation tool.

✓ Visual drag-and-drop workflow builder
✓ 5 trigger events (opp, ticket, contact, invoice, form)
✓ 5 actions: email, task, field update, stage change, webhook
✓ Conditional branching with If/Else logic
✓ Loop prevention with 5 safety layers
✓ Smart Intake Forms for public lead capture
✓ Embeddable forms with honeypot spam protection
✓ Workflow run history & step-level logging
Workflow Automation
Replaces: Clari, Gong, manual prep work

AI Intelligence Platform

Walk into every meeting prepared. Know which deals are at risk before they stall. Let AI triage your tickets and suggest responses. CrumpCRM's AI layer works across the entire platform — powered by OpenAI or Anthropic with per-tenant budget controls so you stay in charge of costs.

✓ AI meeting prep briefs from 7 CRM data sources
✓ Deal health scoring (0-100) with 8 weighted factors
✓ Ticket triage with priority & department routing
✓ Canned response suggestions powered by AI
✓ Dual-provider support (OpenAI + Anthropic)
✓ Per-tenant budget enforcement & rate limiting
✓ Usage dashboard with token & cost tracking
✓ 24-hour intelligent caching
AI Intelligence
Replaces: DocuSign, HelloSign, manual calendar checking

E-Sign & Calendar Sync

Send a quote or invoice for signature without leaving the CRM. Your client draws or types their signature on a clean public page — no account needed. The signed PDF is generated automatically with a full audit trail. Meanwhile, your Google Calendar syncs into CRM so meetings link to the right contacts and deals.

✓ Built-in e-signatures with HTML5 canvas
✓ Draw or type signature options
✓ Public signing page — no signer account needed
✓ TCPDF overlay generates signed PDFs
✓ Full audit trail (sent, viewed, signed, declined)
✓ Google Calendar read sync with event matching
✓ Attendee-to-contact auto-linking
✓ Meeting outcome logging (met, no-show, rescheduled)
E-Sign & Calendar
Replaces: Redtail CRM ($39-59/user/mo), Wealthbox

Financial Advisory for RIAs

A complete advisory CRM built for Registered Investment Advisors. Household-centric design where everything rolls up to the client relationship — not individual contacts. Manage portfolios, run compliance audits, schedule reviews, archive emails, and give clients portal access to their advisory dashboard. It's Redtail without the Redtail price tag.

✓ Household-centric CRM (contacts grouped under relationships)
✓ Investment account tracking with AUM roll-up
✓ Immutable compliance audit trail with PDF export
✓ Review scheduler with prep checklists
✓ Document management with 10 categories
✓ Email archiving with auto-compliance linking
✓ 5 workflow templates (onboarding, review, RMD, ACAT, renewal)
✓ Client portal with read-only advisory view
Financial Advisory
And There's More

Every module included. No add-ons.

These modules are built in and work together out of the box.

Asset Tracking

Equipment inventory, maintenance schedules, warranty tracking, and lifecycle alerts — all linked to accounts.

PTO & Time Off

Leave requests, manager approvals, team calendar visibility, and balance tracking for your entire organization.

Checklist Builder

Reusable templates with pill/tag response options, per-item comments, and completion tracking. Perfect for inspections and onboarding.

Client Reviews

Automated review requests, configurable templates, public review pages, and a dashboard to track your reputation.

Marketing Analytics

GA4, LinkedIn, and Meta campaign data integrated with your sales pipeline. See which channels drive real revenue.

Online Presence Monitor

Real-time scanning of your business listings across platforms. Know where you show up and where you don't.

Knowledge Base

Internal and client-facing articles with @mention linking, categories, and full-text search across your documentation.

Mobile App

iOS and Android. Full CRM functionality in your pocket — pipeline, tickets, projects, chat, and more on the go.

Form Builder

Drag-and-drop form creation with CRM field mapping. Submissions auto-create prospects in your pipeline.

Quotes

Line items, PDF generation, email delivery with attachment merge. Convert accepted quotes to invoices in one click.

SSO & Security

Kinde authentication, per-module permissions, audit logging, AES-256 encryption, and role-based access control across every module.

Activity Timeline

Every client touchpoint in one chronological feed — deals, tickets, invoices, emails, documents, notes, tasks, and conversations. No more tab switching.

Commission Tracking

Per-user commission rates tied to revenue or profit margins. Auto-calculates on close with rep and account owner attribution and a reporting dashboard.

Smart Intake Forms

Public-facing forms with 13 field types, conditional logic, spam protection, and auto-creation of CRM records. Embeddable via iframe on any website.

Ready to replace your entire tool stack?

Book a 20-minute demo. We'll show you exactly how CrumpCRM fits your business.

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