CRM & sales pipeline

A CRM Built Into Your Software Company

Move leads through pipeline stages, log reminders and meetings, and book demos with real calendar invites, connected to projects, worklogs, and delivery in the CrewForge ERP.

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No credit card. Free up to 10 employees.

A pipeline that lives where the work happens

CrewForge tracks every deal through your own pipeline stages, with reminders and a full activity log on each lead, so sales and delivery share one system instead of a disconnected CRM.

Drag-and-drop pipeline stages you configure
Reminders and a per-lead activity timeline
Book demos and send real Google Calendar invites
Attach a lead to the project it will become

A client record in CrewForge with the CRM pipeline, activity timeline, and revenue forecast

From first contact to delivered project

Because the CRM sits inside the ERP, follow-ups and meetings show up in the rep's daily worklog, and a won deal carries straight into projects and client work, no re-keying between tools.

Due reminders and meetings appear in your worklog
One client record across CRM, projects, and tickets
Role-based access for owners and managers
Free for up to 10 employees

From first contact to delivered project in CrewForge

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Small things that matter

Details from daily use, built in because we run on them ourselves.

Natural-language scheduling

Type "tomorrow 5:30pm" and the reminder or meeting form fills itself in.

Auto Meet links

Booking a meeting creates the Google Calendar event and its Meet link in one step.

RSVP tracking

Attendee responses sync back from Google, so you know who accepted before the call.

Two-way calendar sync

Meetings booked outside CrewForge are discovered and attached to the right lead; reschedules and cancellations follow.

Activity timeline

Every note, stage change, reminder, meeting, and document is logged on the lead with who and when.

Custom stages

Your pipeline, your columns, with won and lost markers where you put them.

Lead-to-client conversion

A won lead creates or matches the client company and contact by email, deduplicated automatically.

Documents from leads

Generate proposals and agreements straight from lead data with the template builder.

Frequently asked questions

Does CrewForge include a CRM?

Yes. CrewForge has a built-in CRM for tracking leads and deals through pipeline stages, with reminders, an activity log, and demo booking, inside the same ERP as your projects and clients.

Can I book demos and send calendar invites from the CRM?

Yes. You can schedule a meeting against a lead and send a real Google Calendar invite with a Google Meet link when your workspace is connected.

How is this different from a standalone CRM?

Follow-ups land in each rep's daily worklog and a won deal flows directly into projects and client tickets, so sales and delivery run on one system instead of disconnected tools.

Is the CRM included for free?

CrewForge is free for up to 10 employees with the CRM included, then $1.99 per employee per month.