Turn leads into clients, then into projects
A readable sales pipeline with proposals, estimates, and contacts, connected to the delivery and invoicing that happens after a deal is won.
Sales pipeline
$284k openLead
Harbor Line
$24k
Studio Kestrel
$12k
Proposal
Vela Logistics
$58k
Won
Cobalt & Co
$41k
In short
A CRM is where you manage leads, deals, and client relationships through to a sale. BusinessHRM includes a pipeline, proposals, and contacts, and connects a won deal directly to the project, budget, and invoicing that follow.
The problem
Why teams need crm
The pipeline is a guess in a spreadsheet
Deals live in a spreadsheet or a rep memory, so nobody can say with confidence what is really going to close this month.
Sales and delivery hand off badly
A won deal gets re-explained to the delivery team from scratch, and scope, budget, and context get lost in the gap.
Client history is scattered
Emails, files, and notes about a client sit in different tools, so the next conversation starts without the last one.
Our solution
How BusinessHRM solves it
BusinessHRM gives sales a pipeline you can actually read, with weighted values and stages you drag deals through. Proposals and estimates go out branded and, once accepted, turn into a contract and a project with the scope, budget, and team already in place. Every conversation, file, and note stays attached to the client record, so sales, delivery, and support all work from the same history.
Start freeSales pipeline
$284k openLead
Harbor Line
$24k
Studio Kestrel
$12k
Proposal
Vela Logistics
$58k
Won
Cobalt & Co
$41k
What you get with CRM
A pipeline you can read
Drag deals through stages, see weighted value, and know exactly what is going to close this month.
Proposals and estimates
Send branded proposals and estimates, then turn an accepted one into a contract and project instantly.
Contacts and companies
Keep every conversation, file, and note attached to the right client so nothing slips.
Sales meets delivery
A won deal becomes a project with the scope, budget, and team already in place.
The payoff
What you gain
Forecast you can trust
A weighted, up-to-date pipeline means the number you report to leadership reflects reality, not optimism.
No handoff gap
A won deal becomes a project with scope and budget attached, so delivery starts with the full context.
Every client conversation in one place
Notes, files, and history live on the client record, so the next call picks up where the last one left off.
Who it is for
Built for the people who feel the problem most.
Agencies & service firms
Teams that sell projects and want the deal to flow straight into delivery and billing.
Founder-led sales
Small teams where the same people sell and deliver and need one place for both.
Sales & account managers
Reps who want a pipeline that is quick to update and honest about what will close.
Consolidate your stack
Software this replaces
Get crm without paying for a separate tool, and keep the rest of your business attached.
HubSpot CRM
A pipeline, proposals, and contacts, connected to the delivery and invoicing that happen after the sale.
Pipedrive
The same drag-through pipeline, with won deals becoming live projects instead of a handoff email.
Zoho CRM
Contacts and deals in the same platform as HR, time, and finance, so nothing is siloed.
CRM questions
Does a won deal become a project?
Yes. Converting a deal carries the scope and budget into a new project so sales and delivery stay connected.
Can I send proposals and estimates?
Yes. Send branded proposals and estimates from the CRM, and turn an accepted one into a contract and project in one step.
Is client history kept in one place?
Yes. Conversations, files, and notes stay attached to the contact and company, so every team sees the same history.
Can the CRM feed invoicing?
Yes. Because deals become projects and projects carry billable time, an accepted deal flows through to invoices without re-entry.
Get crm and the whole platform
Start free in minutes. No credit card, no per-module upsell, no five tools to glue together.
Free forever for unlimited users. No credit card required.