# CrumpCRM - Full Details > One platform replacing CRM, helpdesk, project management, invoicing, team chat, and more for small-to-mid-size businesses. CrumpCRM is an all-in-one business platform built by Crump Tech in Verona, Wisconsin. It eliminates the need for 8-12 separate software subscriptions by combining every tool a growing business needs into one integrated system. The average small business pays $1,200+/month across disconnected tools that don't share data. CrumpCRM replaces that entire stack with a single login and a single bill. --- ## Sales Pipeline Replaces: Salesforce, HubSpot, Pipedrive Track every deal from first contact to closed-won with visual Kanban pipeline boards. Automated task reminders keep your team on follow-ups. Revenue dashboards and forecasting give real-time visibility into where your pipeline stands. Import contacts and deals via CSV from any existing CRM. Key capabilities: - Visual Kanban pipeline with drag-and-drop - CSV import from any CRM (Salesforce, HubSpot, Zoho, spreadsheets) - Automated task reminders and follow-up sequences - Revenue dashboards and sales forecasting - Custom pipeline stages configurable per client - Linked to all other modules (invoices, projects, helpdesk, contacts) --- ## Helpdesk & Ticketing Replaces: Freshdesk, Zendesk, Intercom Multi-channel ticket capture lets customers submit issues through multiple channels. SLA tracking and automatic escalation keep your team accountable. Internal notes and @mentions enable collaboration without exposing internal discussion to clients. The client portal gives customers direct visibility into their ticket status. Key capabilities: - Multi-channel ticket capture - SLA tracking with automatic escalation - Client portal access for ticket status - @mentions and internal notes for team collaboration - Linked to accounts and contacts in the CRM --- ## Project Management Replaces: Asana, Monday.com, Basecamp Assign tasks, set deadlines, and track progress with task hierarchy and dependencies. Project templates let you spin up repeatable workflows in seconds. Since projects live inside the CRM, every project is automatically linked to the right client account and deal. Key capabilities: - Task hierarchy with dependencies - Reusable project templates - Linked to accounts and opportunities - Team workload visibility - Deadline tracking and notifications --- ## Invoicing & Payments Replaces: FreshBooks, Wave, separate QuickBooks sync Create invoices directly from completed work. Two-way sync with QuickBooks and Xero eliminates double entry and reconciliation nightmares. Payment tracking and automated reminders help you get paid faster. Key capabilities: - One-click invoice generation from deals/projects - QuickBooks and Xero two-way integration - Payment tracking and automated reminders - Revenue reporting - Line items, tax calculation, and PDF generation --- ## Team Chat (CrumpChat) Replaces: Slack, Microsoft Teams Built-in real-time messaging eliminates context switching. @mentions link directly to accounts, contacts, and opportunities in your CRM, so conversations stay connected to the work. File sharing, attachments, and browser/mobile notifications keep everyone in the loop. Key capabilities: - Real-time messaging - @mention accounts, contacts, and deals directly - File sharing and attachments - Browser and mobile push notifications - No separate app or subscription required --- ## Client Portal Replaces: Custom-built portals, shared spreadsheets, status update emails Give clients their own login to check project status, view support tickets, and access checklists. Create portal users in one click from any contact record. Permission-controlled access ensures clients only see what's relevant to them. Key capabilities: - One-click portal user creation from contact records - Filtered view per client - Access to tickets, projects, and checklists - Permission-controlled access levels - Eliminates "any updates?" emails --- ## Asset Tracking Replaces: Spreadsheets, EZOfficeInventory Track equipment, maintenance schedules, and assignments. Know where every asset is and when it needs service. Linked to accounts and team members in the CRM. --- ## PTO & Time Off Replaces: BambooHR time-off module, spreadsheets Simple leave requests with approval workflows and team calendar views. No more email chains for vacation requests. Managers see team availability at a glance. --- ## Checklist Builder Replaces: Process Street, paper checklists Build reusable checklists with templates. Pill/tag categorization for response options. Per-item commenting for quality control. Duplicate checklists in one click for repeatable processes. --- ## Client Reviews Replaces: Podium, Birdeye Configurable review request templates with automation triggers. Public-facing review pages for collecting client feedback. Dashboard for monitoring review status and reputation building. --- ## Email Campaigns Replaces: Mailchimp, Constant Contact Send targeted email campaigns straight from your CRM. Your contacts, your segments, your data - no CSV export required. Open/click tracking via Mailgun webhook integration. Full email log with delivery status. --- ## Marketing Analytics GA4, LinkedIn, and Meta ad platform data integrated directly into the CRM. See how marketing efforts drive real pipeline. Connect advertising spend to closed deals. --- ## Online Presence Monitor Real-time scanning of business listings across platforms. Know where your business shows up and where it doesn't. Per-platform status tracking. --- ## Legal CRM Module Replaces: Clio, PracticePanther Purpose-built for law firms with: - Trust accounting (IOLTA): Trust accounts, ledger, reconciliation with auto-withdrawal on billable hours - Court deadline calculation: Rules-based deadline engine with jurisdiction-specific holidays and business day math (FRCP + state rules) - Conflict checking: Automated conflict checks on intake with manual search - Billable hours: Rate cascade (user rate, matter rate, default), automatic opportunity total recalculation - Document management: Category-based document organization across matters, clients, and contacts - Case/matter custom fields: 18 pre-configured legal fields (case number, jurisdiction, judge, opposing counsel, etc.) --- ## IT Documentation (IT Glue Competitor) Replaces: IT Glue, Hudu ($29-39/user/month) Purpose-built for Managed Service Providers who are tired of paying IT Glue prices on top of their PSA. Integrated directly into the CRM so documentation lives where your clients live. Key capabilities: - Encrypted password vault (AES-256-CBC) with TOTP/OTP support, 30-second auto-hide on reveal, folder organization - Configuration tracking with 12+ asset types (servers, firewalls, switches, domains, SSL certs), custom fields (EAV), warranty and lifecycle tracking - Document management with Summernote rich editor, version history with restore, @mention linking to configs/passwords/other docs - Relationship mapping between all entity types (configurations, passwords, documents, KB articles) - Dashboard with global search across all documentation types, quick stats, and recent activity feed - Portal access for client-facing documentation with visibility controls - Audit logging on all CRUD operations - CSV import/export for configurations and passwords - Bulk operations (select, delete, move, change type/status) - Scheduled review reminders with cron-based alerts - Soft delete with recycle bin and restore - KB integration with @mentions in articles --- ## Social Media Scheduler Replaces: Hootsuite, Buffer, Sprout Social Schedule and publish social media posts to LinkedIn, Facebook, and Google Business Profile directly from the CRM. AI-powered content generation and DALL-E image creation eliminate the need for separate tools. Key capabilities: - Compose and schedule posts for LinkedIn, Facebook (Meta), X (Twitter), Google Business Profile - AI content generation for post copy - AI image generation via DALL-E (HD quality, natural style) - Image upload with click-to-preview modal and carousel support for multi-image posts - OAuth integration for LinkedIn, Meta, X (Twitter OAuth 2.0 PKCE), and Google My Business - Content calendar with visual monthly view - Auto-sync external posts from all connected platforms - Analytics: platform comparison tables, best-time-to-post heatmaps, engagement metrics --- ## SSO & Security Enterprise-grade authentication and access control across every module. Key capabilities: - Kinde-based Single Sign-On (SSO) with auto-provisioning - Per-module permissions with 10+ granular sub-permissions - Role-based access control (admin, staff, portal user) - Smart password reset flow with kill switch - Audit logging across all modules - AES-256-CBC encrypted credential storage (IT Docs) - Portal user isolation (see only linked account data) --- ## Workflow Automation Replaces: Zapier, Make.com, GoHighLevel automations Visual drag-and-drop workflow builder using Drawflow.js. Create "When [trigger] then [action]" automations with conditional branching, delays, and multi-step chains. Five layers of loop prevention ensure workflows can't spiral out of control. Key capabilities: - Visual drag-and-drop workflow canvas with node-based editor - 5 trigger events: opportunity created, opportunity stage changed, ticket created, contact created, invoice created, form submitted - 5 action handlers: send email (via Mailgun), create task, update field (whitelisted), change stage, webhook (HTTP POST) - Conditional If/Else branching and wait/delay nodes - Loop prevention: max chain depth 3, self-trigger detection, per-workflow rate limit, global circuit breaker (500/hr), max 100 steps per run - Workflow run history with step-level execution logs - Email template builder for automated messages - Cron-based execution (every 1 minute) --- ## Smart Intake Forms Public-facing lead capture forms that feed directly into the CRM and trigger workflows. Key capabilities: - Drag-and-drop form builder with 13 field types - Conditional show/hide logic per field - Honeypot + IP rate limiting spam protection - Auto-create CRM records on submission (contact, opportunity, ticket) - Fires form.submitted event to trigger workflow automations - Embeddable via iframe on any website - Public pages load independently (no CRM auth required) --- ## AI Intelligence Platform Replaces: Clari, Gong, manual meeting prep AI-powered features across the entire CRM with dual-provider support (OpenAI and Anthropic). Per-tenant budget enforcement ensures cost control. Rule-based scoring handles 80% of cases cheaply; AI is called only for ambiguous or at-risk items. Key capabilities: - Meeting prep briefs: AI-generated one-page summaries pulling from 7 CRM data sources (accounts, opportunities, invoices, tickets, contacts, trust balances, conversations). Available on account and contact views. 24-hour caching. - Deal health scoring: 0-100 score based on 8 weighted factors (activity recency, close date health, stage velocity, has owner, has amount, account win history, has contact, has notes). AI narrative recommendations for at-risk deals (score < 60). 6-hour caching. - Ticket triage: Auto-suggests priority, department, and assignee for new tickets. Keyword-based rule engine with AI fallback for ambiguous tickets. Canned response matching and AI draft suggestions. - Dual-provider: OpenAI (chat completions) and Anthropic (messages API) configurable per tenant - Budget enforcement: Monthly spend limits checked before every API call - Rate limiting: 10 requests per minute per user - Usage dashboard: Token count, cost tracking, and request logs per tenant --- ## E-Signatures Replaces: DocuSign, HelloSign Built-in document signing with HTML5 canvas signatures. Send quotes and invoices for signature without leaving the CRM. Clients sign on a clean public page with no account required. Key capabilities: - HTML5 canvas draw signature (mouse + touch) or typed signature (script font) - Public signing page at /esign/sign.php — no signer account needed - TCPDF overlay generates signed PDF with signature placement - Full audit trail: sent, viewed, signed, declined with timestamps and IP addresses - Decline with optional reason recording - "Send for E-Sign" widget embeddable on quote and invoice views - Auto-detects context and pre-fills signer from linked contact --- ## Calendar Sync Google Calendar read sync with CRM contact matching. Links calendar events to the right contacts, accounts, and opportunities automatically. Key capabilities: - Google Calendar read sync via REST API - Pulls events for next 30 days - Matches attendees to CRM contacts by email - Links events to CRM entities (opportunity, account, contact) - Meeting outcome logging (met, no-show, rescheduled, cancelled) --- ## Activity Timeline Unified chronological feed showing all client touchpoints in one scrollable view. Replaces jumping between 8+ tabs to understand a client relationship. Key capabilities: - Aggregates 9 data sources: opportunities, tickets + comments, invoices, emails, documents, notes, tasks, conversations, activity logs - Filter buttons by activity type - Infinite scroll with "Load More" pagination - Relative timestamps ("2m ago", "3h ago") with full date on hover - Color-coded icons per activity type - Clickable titles linking to source records - Wired into account and contact views - Graceful degradation if source tables don't exist --- ## Financial Advisory Module Replaces: Redtail CRM ($39-59/user/mo), Wealthbox Complete advisory CRM vertical for Registered Investment Advisor (RIA) firms. Household-centric design where everything rolls up to the client relationship. 17 database tables, 7 permissions, 14 service phases. Key capabilities: - Household CRM: contacts grouped under advisory relationships with AUM tracking across custodians (Schwab, Fidelity, Pershing, Vanguard) - Investment account tracking: IRA, Roth, 401k, brokerage, trust — with custodian, value, and RMD tracking - Immutable compliance audit trail: append-only log with corrections (never edits), PDF export via TCPDF - Review scheduler: periodic reviews with prep checklists (JSON), overdue highlighting, completion tracking - Document management: 10 categories (IPS, tax returns, estate plan, insurance, etc.), portal visibility controls, audit log - Email archiving: Mailgun inbound webhook capture, auto-compliance linking, FULLTEXT search - 5 workflow templates: new client onboarding (12 steps), annual review (7 steps), RMD processing (5 steps), ACAT transfer (8 steps), document renewal (4 steps) - Seminar and event management: guest lists with RSVP and attendance tracking - RMD tracker: owner DOB, required distributions, due dates, alerts - CSV custodian import: 3-step wizard for bulk account data - Client portal: read-only household view for portal users - Reports dashboard: review completion, client engagement, AUM trends via Chart.js - DB-driven module labels: all names configurable per firm (Advisory, Household, Portfolio, Compliance, Review) --- ## Commission Tracking Per-user commission system tied to revenue or profit margins. Key capabilities: - Commission rate and type (profit/revenue) configurable per user - Auto-calculates on cost calculator save, payable on Won stage - Account owner earns commission from account ownership - Dedicated reporting dashboard with rep performance - Admin visibility: admins see all; commission users see own only; non-commission users see nothing --- ## Platform Characteristics - Custom-configured per client: Labels, stages, workflows, and modules are tailored to each business - Module label system: All module names are configurable (e.g., "Opportunities" can become "Cases" for law firms) - Mobile app: Full CRM functionality on iOS and Android - Per-client database: Each client gets their own isolated database - No feature gating: All plans include all core modules - Month-to-month: No long-term contracts --- ## Pricing ### Starter - $75/user/month For small teams getting organized. Includes all CRM modules: sales pipeline, helpdesk, project management, invoicing (QuickBooks/Xero), team chat, client portal, mobile app, 4 hours/month of custom development, and email support. ### Professional - $99/user/month For growing businesses that need it all. Everything in Starter plus: asset tracking, PTO management, checklist builder, client review system, social media suite, marketing analytics, email campaigns, workflow automation, AI intelligence (meeting prep, deal scoring), e-signatures & calendar sync, activity timeline, commission tracking, smart intake forms, online presence monitor, 8 hours/month of custom development, priority phone support, and custom report builder. ### Enterprise - Custom pricing For complex operations and custom needs. Everything in Professional plus: IT documentation module (IT Glue replacement), legal CRM module (IOLTA, deadlines, conflict checks), financial advisory module (RIA), AI intelligence with custom budget controls, white-label workflow builder, custom module development, dedicated onboarding, custom integrations, white-label option, compliance customization, direct access to Brad and team, and SLA-backed support. --- ## About Crump Tech CrumpCRM was built by Brad Crump - not a venture-backed startup chasing metrics, but an IT strategist with 30+ years in technology and a decade as a professional mechanic before that. Brad builds business systems the way a master craftsman approaches a job: understand the problem, design the fix, and make it better than before. When you work with CrumpCRM, you work directly with Brad and his team. No outsourced call centers, no ticket queues, no scripted responses. The team knows your setup because they built it. Company: Crump Tech Location: Verona, Wisconsin Serving: Businesses nationwide Phone: (888) 811-3380 (Monday-Friday, 8am-6pm CT) Email: info@crumpcrm.com Website: https://crumpcrm.com