CRM software
PMSuite’s CRM software is the CRM & Sales module of an all-in-one business platform: lead capture, a kanban deal pipeline, client records with a client portal, and proposals and estimates clients can accept and sign online. It is built for small businesses, agencies and service firms that want the sales pipeline connected to the projects, invoices and support that follow a won deal.
Start free for up to 3 employees, or try a paid plan for 7 days with no credit card required.
The CRM covers the full sales flow in PMSuite: Lead → Deal → Win → Client. Each step uses the same records, so nothing is re-typed when a prospect becomes a customer.
Lead records with sources and categories, bulk import and GDPR consent tracking for leads.
Publish a lead form on your website or as a shareable link. Submissions arrive as leads, with optional reCAPTCHA.
A kanban pipeline with your own deal stages, deal follow-ups, notes and files on every deal.
Client records with contact and company details, categories and portal access. Optional client self sign-up with admin approval.
Proposal templates, PDF download and online client signatures.
Estimate templates, estimate requests from clients, and sending estimates for clients to accept.
A product catalog with categories and subcategories, orders, order payments and a shopping cart.
A sales dashboard plus deal and sales reports to see what is in the pipeline and what has closed.
Ask “which deals are stuck?”, add a lead from an email or get a sales pipeline brief. Every change is previewed and approved. Included in every plan; bring your own AI key. See how it works.
New · Brain AI
Brain AI is the AI assistant built into PMSuite, included in every plan at no extra cost. Ask about your sales data in plain words, let it act once you approve the preview, and automate briefs and alerts. It follows each user’s roles and permissions.
Reads your live pipeline and lists the deals that need attention, with stage and value.
Paste the email and Brain AI prepares the lead and a note as a preview you approve.
When a deal is won, a trigger prepares a delivery plan for review, and a sales pipeline brief arrives on schedule.
A team agent that answers about leads, deals and clients within each rep’s permissions.
Bring Your Own Key — pay your AI provider directly, zero commission. Works with OpenRouter, OpenAI or Anthropic Claude; PMSuite sells no credits.
Brain AI runs in the PMSuite web app. Prefer to pay once? See the lifetime deal.
Leads come in from your website lead form, a bulk import or manual entry. Tag each one with a source and category so you can see which channels actually produce customers.
Create a deal and move it across the kanban board as it progresses. Deal stages are yours to define, and follow-ups, notes and files keep the context in one place when a colleague picks up the deal.
Build proposals and estimates from templates, send them to the client and let them accept or sign online. Clients can also request an estimate themselves.
A won deal becomes a client record. That record is where projects, estimates, invoices, orders, contracts and support tickets are attached — and what the client sees when they log in to the client portal.
PMSuite CRM is designed for businesses where selling is only half the job and delivery is the other half:
For practical advice on running a pipeline, read our CRM best practices guide. The sales help center and the deal pipeline guide walk through setup step by step.
Every PMSuite plan includes all five core modules — CRM & Sales, HR & Payroll, Projects, Finance & Invoicing and Team Workspace — so you never pay separately for one module. Brain AI, the built-in AI assistant, is included in every plan too: bring your own AI key and pay your provider directly, with zero commission. Paid plans start with a 7-day free trial with no credit card required and carry a 30-day money-back guarantee.
Yes. The Free plan costs $0 per month for up to 3 employees and includes the CRM & Sales module along with the other four core modules. Paid plans start at $49 per month with a 7-day free trial and no credit card required.
Yes. Proposals are built from templates, can be downloaded as a PDF, and can be signed online by the client. Contracts in PMSuite also support e-signatures.
Yes. The Lead Form can be embedded on your website or shared as a standalone link. You choose which fields appear and which are mandatory, and every submission lands in your lead list. Google reCAPTCHA protection is supported.
Clients only see their own portal content and the documents shared with them, such as the projects, estimates, invoices, contracts and tickets attached to their client record. They never see your client directory or other clients.
Yes. Leads can be imported in bulk, and lead sources and categories let you keep imported records organised and filterable from day one.
PMSuite has native integrations with Slack, Zoom, Google Calendar and QuickBooks, and connects to other tools through Zapier, webhooks and the REST API.
Yes. Brain AI, the workspace AI assistant, is included in every PMSuite plan at no extra cost. It works on Bring Your Own Key: you connect your own OpenRouter, OpenAI or Anthropic Claude key and pay that provider directly. PMSuite sells no AI credits and takes zero commission. Brain AI runs in the PMSuite web app and follows each user’s role permissions.
Ask about leads, deals and clients in plain words, add leads and notes (previewed and approved by you), receive a sales pipeline brief on a schedule, and get a deal-won plan prepared when a deal is won. A sales agent answers your reps within their permissions.
Join 4,500+ businesses using PMSuite. Start free, or try any paid plan for 7 days with no credit card required.
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