Every tool your business needs. Already connected.
Each module was built to solve a real problem — not to pad a feature list.
Sales Pipeline
Track every deal from first contact to closed-won. Kanban boards, automated follow-ups, and dashboards that show you exactly where your revenue stands.
Helpdesk & Ticketing
Your customers submit tickets. Your team resolves them. SLA tracking keeps everyone accountable. And with the client portal, customers can check status without calling you.
Project Management
Assign tasks, set deadlines, track progress. Project templates let you spin up repeatable workflows in seconds. And since it's inside your CRM, every project is linked to the right client and deal.
Invoicing & Payments
Create invoices directly from completed work. Sync with QuickBooks or Xero automatically. No more reconciliation nightmares or double entry.
Built-in Team Chat
No more switching to a separate app to ask a question about a deal. CrumpChat is built right in — with @mentions that link to actual accounts, contacts, and opportunities in your CRM.
Client Portal
Give your clients their own login to check project status, view tickets, and access checklists — without flooding your inbox with "any updates?" emails. Create portal users in one click right from a contact record.
Unified Inbox — SMS, Email & In-App
Every message from every channel, in one place. Text your client, they reply, it lands in your inbox next to their email history, their tickets, and their invoices. No more switching between apps to keep a conversation going.
Appointment Booking
Let clients self-book on your calendar — with your services, your providers, your availability. Two-way sync with Google Calendar and Microsoft Outlook means no double-bookings, ever. Drop the embeddable widget on any website.
IT Documentation for MSPs
A full IT Glue replacement baked right into the CRM. Typed configurations with 20 asset types, an encrypted password vault with TOTP codes, rich-text documents with @mentions, and polymorphic relationships linking everything to the right client. Migrate from IT Glue in 3 clicks.
Social Media Suite with AI
Compose, schedule, and publish to Facebook, Instagram, LinkedIn, Twitter, and Google Business — all from inside your CRM. AI writes your posts. DALL-E generates images. Our branded templates turn plain text into beautiful cards and animated videos with AI voiceover.
Customizable Dashboard
Every user gets a dashboard tailored to their role — with drag-and-drop widgets they can rearrange, resize, and configure. 23 widgets across sales, tasks, financials, legal, communication, and operations. Admins build role-based templates. Everyone sees exactly what matters to them.
