# CrumpCRM

> 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 replaces fragmented SaaS stacks (Salesforce, Zendesk, Asana, FreshBooks, Slack, IT Glue, Hootsuite, etc.) with a single integrated system.

## Core Modules

- [Sales Pipeline](https://crumpcrm.com/#features): Kanban boards, automated follow-ups, revenue dashboards, CSV import. Replaces Salesforce, HubSpot, Pipedrive.
- [Helpdesk & Ticketing](https://crumpcrm.com/#features): Multi-channel tickets, SLA tracking, escalation, internal notes. Replaces Freshdesk, Zendesk, Intercom.
- [Project Management](https://crumpcrm.com/#features): Task hierarchy, dependencies, reusable templates, workload visibility. Replaces Asana, Monday.com, Basecamp.
- [Invoicing & Payments](https://crumpcrm.com/#features): One-click invoices, QuickBooks & Xero sync, payment tracking. Replaces FreshBooks, Wave.
- [Team Chat (CrumpChat)](https://crumpcrm.com/#features): Real-time messaging with @mentions linked to CRM records. Replaces Slack, Microsoft Teams.
- [Client Portal](https://crumpcrm.com/#features): Client logins for project status, tickets, checklists. Replaces custom portals and shared spreadsheets.

## Additional Modules

- Asset Tracking: Equipment, maintenance schedules, assignments.
- PTO & Time Off: Leave requests, approvals, team calendar.
- Checklist Builder: Reusable templates with categorization and per-item comments.
- Client Reviews: Automated review requests with public review pages.
- Email Campaigns: Targeted campaigns sent directly from CRM contacts.
- Marketing Analytics: GA4, LinkedIn, and Meta integrated with CRM pipeline data.
- Online Presence Monitor: Real-time business listing scans across platforms.
- Legal CRM Module: Trust accounting (IOLTA), court deadline calculation, conflict checks, billable hours, document management for law firms.
- IT Documentation (IT Glue competitor): Encrypted password vault (AES-256), configuration tracking with custom fields, document management with version history, relationship mapping, audit logging, portal access. Built for MSPs.
- Social Media Suite: Schedule and publish to LinkedIn, Facebook, X (Twitter), Google Business Profile. AI content writing, DALL-E image generation, content calendar, analytics heatmaps, carousel previews, auto-sync of external posts.
- Content Calendar: Visual monthly planner for all social posts across platforms.
- Google Business Profile: Post updates, monitor reviews, track insights from within the CRM.
- Conversations: Unified SMS + email inbox with three-panel GoHighLevel-style UI. Twilio SMS inbound/outbound, Mailgun email inbound/outbound, contact sidebar with CRM context, DND, snooze, tags, assignment.
- Regulatory Compliance: Chemical tracking per opportunity, EPA CERCLA substance database, federal + state-specific RQ thresholds, auto-flag exceedances, stage gate blocking, CSV import, admin panel.
- Appointment Booking: Calendly-style embeddable widget, Google Calendar + Microsoft Outlook two-way sync, per-provider availability, portal self-booking, email + SMS reminders.
- Workflow Automation: Visual drag-and-drop automation builder. When [trigger] then [action] with 5 event types (opportunity created/stage changed, ticket created, contact created, invoice created, form submitted) and 5 action types (send email, create task, update field, change stage, webhook). Conditional branching, loop prevention, run history. Replaces Zapier, Make.com.
- Smart Intake Forms: Public-facing forms with 13 field types, conditional logic, honeypot spam protection, rate limiting. Auto-creates CRM records (contact, opportunity, ticket). Embeddable via iframe. Part of Workflow Automation engine.
- AI Intelligence Platform: Dual-provider (OpenAI + Anthropic) with per-tenant budget enforcement. Meeting prep briefs from 7 CRM data sources, deal health scoring (0-100 with 8 factors), ticket triage with priority/department routing, AI response suggestions. Usage dashboard with cost tracking. Replaces Clari, Gong.
- E-Signatures: Built-in document signing with HTML5 canvas (draw or type). Public signing page — no signer account needed. TCPDF overlay generates signed PDFs. Full audit trail (sent, viewed, signed, declined). Replaces DocuSign, HelloSign.
- Calendar Sync: Google Calendar read sync, attendee-to-contact matching, event-to-CRM entity linking, meeting outcome logging.
- Activity Timeline: Unified chronological feed from 9 data sources (opportunities, tickets, invoices, emails, documents, notes, tasks, conversations, activity logs). Filter by type, infinite scroll, relative timestamps. Wired into account and contact views.
- Financial Advisory Module: Vertical for RIA firms competing with Redtail CRM ($39-59/user/mo). Household-centric design, investment account tracking with AUM roll-up, immutable compliance audit trail with PDF export, review scheduler with prep checklists, document management (10 categories), email archiving with auto-compliance linking, 5 workflow templates, seminar/event management, RMD tracking, client portal, CSV custodian import. 17 tables, 7 permissions, 14 service classes. Replaces Redtail CRM, Wealthbox.
- Commission Tracking: Per-user commission based on profit or revenue. Auto-calculates on cost calculator save. Account owner attribution. Reporting dashboard with rep performance.
- SSO & Security: Kinde-based single sign-on, per-module permissions, role-based access control, audit logging, encrypted credential storage.
- Mobile App: Full CRM on iOS and Android.

## Industries Served

- Construction & Trades
- Law Firms
- Healthcare
- Professional Services
- IT & Managed Service Providers (MSPs)
- Financial Advisory & RIA Firms

## Pricing

- Starter: $75/user/month - All core CRM modules, 4 hours/month custom development included
- Professional: $99/user/month - All modules including advanced features, 8 hours/month custom development included
- Enterprise: Custom pricing - Legal module, custom development, dedicated onboarding

All plans include all CRM modules. No feature gating. Month-to-month, no contracts.

## Company

- Founded by Brad Crump, CEO & IT Strategist with 30+ years in technology
- Based in Verona, Wisconsin, serving businesses nationwide
- Direct support from the founder and team, no outsourced call centers
- Each deployment is custom-configured per client (labels, stages, workflows, modules)

## Contact

- Phone: (888) 811-3380 (Monday-Friday, 8am-6pm CT)
- Email: info@crumpcrm.com
- Demo: https://crumpcrm.com/contact.html

## Links

- Homepage: https://crumpcrm.com/
- Pricing: https://crumpcrm.com/pricing.html
- Contact / Book Demo: https://crumpcrm.com/contact.html
- Full details: https://crumpcrm.com/llms-full.txt