Powerful CRM Features for Every Business

Whether you’re a startup, agency, or enterprise, our comprehensive CRM equips you with the tools to manage customers, increase efficiency, and scale your business with confidence.

Manage all your business needs with our all-in-one platform

Our cloud-based CRM is designed for startups, SMEs, agencies, service providers, and enterprises looking for an all-in-one business management platform.

Customers

Easily manage your customers and their contacts, create multiple contacts for your customers and set proper permissions. Customers area is fully separated from the admin area. Clients have their own client portal with all financial data from your company presented in clear view.

Invoices

CRMPress allows you to keep in track your invoices, items and generate reports. Add new currencies, using multiple currencies is allowed by previously setup customer currency. Invoice with different tax based on item.

Recurring Invoices

Create recurring invoices that will be re-created automatically without you lifting a finger, based on the specified period for the recurring invoice. The period time could be days, weeks, months or years.

Recurring Expenses

Creating recurring expenses. Set up a recurring expense and the expense will automatically be re-created after the specified period. The period time could be days, weeks, months or years

Estimates

Create estimate within a minute, sent to your customers and wait to accept, add notes for better organization for your next actions, create reminders. Ability to auto convert the estimate to invoice after customer accept.

Proposals

Create good looking proposals for leads or customers and increase sales. Receive notification when proposal is accepted/declined and auto send thank you email to your customer after accepting the proposal. Proposal overdue notice before X days available.

Online Payments

Receive payments from Paypal, Stripe, Mollie, Authorize.net, 2Checkout, PayU Money and Braintree, we have implemented payment gateways that are available in most of the countries.

Projects

Manage projects and track time spent on project for each staff member. Record project expenses and invoices and bill your clients faster. Professional Gantt Chart included for each project and staff member.

Milestones

Create milestones for projects and track time spend based on milestone. Ability to Drag and Drop tasks between milestones.

Leads

Leads or potential clients are really important part to any company. Every company trying everyday to get new leads. Very offen happend some potential client to call and ask for specific service that you company serve and then sometimes this is forgotten. With CRMPress CRM you will never forget your potential clients and you will be able to manage all of them in one place. Keep track of leads in one place and easily follow their progress. Ability to auto import leads from email, add notes, create proposals. Organize your leads in stages and change stages easily with drag and drop. Ability to auto import leads from emails and web to lead forms, import leads from .CSV file included.

Contracts

You can add new contracts based on your clients. Adding contracts is very simple, you can set start date and end date and have clear view of all your company contracts in one place.

Tickets

Great support ticket system with autoresponse, private ticket staff notes, ticket assignments, attachments, predefined ticket replies, insert knowledge base link, ticket priorities, ticket statuses. Feature for auto importing tickets via Email Forwarder/IMAP method included. Let your customer reply and create new tickets via email, without accesing the client portal.

Departments

Assign your staff to specific departments and ability to auto import tickets by department email.

Custom Fields

Custom fields can store extra information for customers, leads, tickets, invoices, comapany, estimates and more.

Staff Reminders

Setup staff reminders for staff member with ability to notify by email and built-in. Reminders are available for important features.

Email Templates

Setup predefined email templates from text editor. Merge fields available and multi language options available.

Staff Roles & Permissions

You can give staff a specific permissions what can do or can’t do. Role permissions can be overided for each staff.

Reports

Reports (Sales,Expenses Report, Reports by customer, Custom date picker, Leads Conversions, Knowledge base articles) (Track if your article is usefull to clients, improve text based on votes)

Media Library

Upload files in media library. Each staff member that is not admin have their own folder for uploading files.

Flexible platform for every businesses

CRMPress adapts to businesses of every size and industry.
Manage customers, sales, projects, and operations from one powerful cloud platform.

Retail & E-Commerce

Grow your online or offline business with customer management, order tracking, invoicing, inventory coordination, and sales analytics—all from one centralized CRM.

Professional Services

Perfect for agencies, consultants, freelancers, accountants, and legal firms. Manage clients, proposals, contracts, projects, timesheets, and recurring invoices with ease.

Construction & Real Estate

Track leads, manage property inquiries, monitor project milestones, organize documents, schedule site visits, and streamline customer communication.

Healthcare & Education

Improve patient or student engagement with appointment management, support tickets, reminders, secure records, billing, and automated notifications.

Manufacturing & Logistics

Monitor customer orders, manage supplier relationships, coordinate projects, track service requests, generate invoices, and access real-time business reports.

Boost your sales productivity

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Ready to Transform Your Business?

Start managing your customers, projects, invoices, and support from one powerful cloud platform.