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
- Proposals and estimates
- Deal to project
What is a CRM?
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.
What BusinessHRM does about 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, a project and an invoice 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.
Why teams go looking for CRM
- 01The pipeline is a guess in a spreadsheetDeals live in a spreadsheet or a rep's memory, so nobody can say with confidence what is really going to close this month.
- 02Sales and delivery hand off badlyA won deal gets re-explained to the delivery team from scratch, and scope, budget, and context get lost in the gap.
- 03Client history is scatteredEmails, files, and notes about a client sit in different tools, so the next conversation starts without the last one.
How CRM works
From first contact to first invoice
Most CRMs stop at "won". This one keeps going, because the project and the invoice live in the same place.
- 1
Capture
Leads arrive with their source
Public lead-capture forms drop straight into the pipeline, tagged with source and category and assigned to a lead agent.
- 2
Qualify
Work the pipeline
Drag deals through your own stages, with weighted values, expected close dates and follow-up reminders so nothing goes quiet.
- 3
Propose
Send a branded estimate
Build proposals and estimates from templates. The client accepts or declines online, or requests an estimate through their portal.
- 4
Deliver
Win it, and the project starts
An accepted estimate converts to a contract, a project and an invoice in one step, so delivery starts with the full context.
What happens after the deal is won
The pipeline is the start of the story. The client record, the project and the invoice carry it on.
Contacts that roll up to companies
Names, companies, emails, status and created dates, with notes, documents and a full activity timeline of deals, projects, invoices and tickets per contact.
- Smart lists and saved segments
- Client portal access
The won deal, now a project
Scope, budget and client carry over from the estimate, so the delivery team starts with context rather than a handoff email.
- Budgets and burn from day one
And then an invoice
The same accepted estimate can become the first invoice, with online payment through your own gateway.
- Paid and unpaid at a glance
Bring your pipeline with you
Coming from GoHighLevel? The built-in integration imports contacts, custom fields, tags, pipelines, deals and users. From anywhere else, we help you import.
What you get with CRM
Included on every plan, including the free Starter plan for unlimited users.
A pipeline you can read
Drag deals through stages across multiple pipelines, see weighted value, and know what is expected 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.
Software this replaces
Get CRM without paying for a separate tool, and keep the rest of your business attached.
See all comparisons- HubSpot CRMA pipeline, proposals, and contacts, connected to the delivery and invoicing that happen after the sale.
- PipedriveThe same drag-through pipeline, with won deals becoming live projects instead of a handoff email.
- Zoho CRMContacts and deals in the same platform as HR, time, and finance, so nothing is siloed.
What changes once it is running
- A forecast you can trustA weighted, up-to-date pipeline means the number you report to leadership reflects reality, not optimism.
- No handoff gapA won deal becomes a project with scope and budget attached, so delivery starts with the full context.
- Every client conversation in one placeNotes, files, and history live on the client record, so the next call picks up where the last one left off.
Who it is for
- Agencies and service firmsTeams that sell projects and want the deal to flow straight into delivery and billing.
- Founder-led salesSmall teams where the same people sell and deliver and need one place for both.
- Sales and account managersReps who want a pipeline that is quick to update and honest about what will close.
Update the pipeline without opening it
The in-app assistant tells you where deals stand. Through the MCP server, Claude can log follow-ups and move deals for you.
- In-app AI chat
"Which deals are expected to close this month, and what are they worth?"
- In-app AI chat
"Which of my leads came in from the website form this week?"
- Claude, ChatGPT or Cursor via MCP
"Log a follow-up call on the Acme deal for Tuesday and move it to Proposal Sent."
- Claude, ChatGPT or Cursor via MCP
"Which clients have unpaid invoices and open tickets?"
Example prompts. The in-app chat answers questions and does not change records. Creating and updating records with AI happens through the MCP server, with the permissions of the person who connected it.
CRM questions, answered
Does a won deal become a project?
Yes. An accepted estimate converts to a contract, a project and an invoice in one step, carrying the scope and budget across so sales and delivery stay connected.
Can I send proposals and estimates?
Yes. Send branded proposals and estimates from reusable templates. Clients accept or decline online, or request an estimate through the client portal.
Is client history kept in one place?
Yes. Conversations, files, and notes stay attached to the contact and company, with a timeline of their deals, projects, invoices and tickets.
Can I capture leads from my website?
Yes. Public lead-capture forms drop new leads straight into the pipeline with their source recorded.
Can I import from GoHighLevel?
Yes. The GoHighLevel integration imports contacts, custom fields, tags, pipelines, deals and users.
Close the deal, and the project is already there
Start free, set up your pipeline stages, and send your first estimate today. Winning it starts the project and the invoice.
Free forever for unlimited users. No credit card required.