CRMb: CRM & Project Scheduler

Run the whole job from one app.

CRMb is the operations app for your business. Your clients, schedule, pipeline, inventory, purchasing, invoices, and books live in one place, and every job is costed on the hours your crew actually punched.

BUILT ON REAL HOURS
CRMb shares one workspace with Punch, the time clock your crew already uses. Hours punched on a job flow into its cost, your capacity, and your margin.

YOUR CLIENTS, ORGANIZED
Every client, contact, and note in one place, with every job, quote, invoice, and dollar tied to them. Job sites live on a map, the same sites your crew punches into.

A PIPELINE YOU CAN SEE
Move jobs from lead to won on a board, with each stage's value totaled. See the work as a table or a timeline, or run sprints with a burndown in real hours. Attach photos and files to any task or job.

SCHEDULE THE CREW, SEE THE CAPACITY
Build the week and watch the labor cost add up, or read the same week by job. Publish it, post open shifts the crew can claim, and send shifts to each person's calendar. Time off shows up and double bookings are marked. Capacity adds task hours to each person's shifts and calls out anyone booked past a full week.

A COMPANY CALENDAR
Meetings, calls, visits, deadlines, and closed days beside the schedule, on your own calendar, your team's, or the business's. Invite teammates and they answer Going, Maybe, or Can't go. A Zoom, Teams, or Meet link becomes a card that opens the meeting.

THE HIVE
Your business's own bulletin board. Post announcements, trainings with a due date, and everyday posts with photos, files, and video links. Mark what everyone must read and see who has. Your team comments and reacts, and you write your own Hive rules.

INVENTORY AND PURCHASING
Track parts live across your warehouse and every truck. Order from suppliers, receive as boxes arrive, transfer stock, scan barcodes on iPhone or iPad, and set reorder points. Parts used on a job land at your real average cost.

QUOTE, INVOICE, GET PAID
Build a quote or invoice on the page. Pull in the job's materials and worked hours, priced per person or by site, add tax and a deposit, and record payments. Set an invoice to repeat and each new one is emailed with its PDF. Connect your own Stripe account and, once Stripe has set it up, invoices carry a Pay Now link: clients pay by card, or bank transfer in the US.

CONNECTED ACCOUNTING
Connect your bank through Plaid and file each charge to a job or to overhead; set a rule once and that vendor files itself. CRMb reads your bank to keep your books; it never moves your money.

THE NUMBERS THAT MATTER
Margin on real labor, pipeline, receivables, inventory value, and what is running low. Profit and loss, balance sheet, cash flow, sales tax, and aging, and every figure opens its source. In the US, a 941 payroll summary and your 1099 contractor payments. Export as a report, spreadsheet, or slide deck.

YOUR TEAM, YOUR RULES
One invite code adds a teammate to your business in CRMb and Punch. Choose what each person can open and do, tab by tab, or start from a preset like Field crew or Bookkeeper. Comment on any job, task, or shift, turn a job, quote, invoice, or item into a template, and keep each company in its own workspace. Lock the app with Face ID or Touch ID. CRMb never photographs anyone to punch in.

Try CRMb free for 14 days. On the App Store, CRMb Base Access is 39.99 US dollars per month for one CRMb user and includes everything but inventory and purchasing. The Inventory and Purchasing add-on is 19.99 US dollars per month. Both renew monthly until cancelled. More CRMb users are added by the owner on the web.

A paid CRMb plan also takes 25 percent off a Punch plan billed on the web, while both stay active.

Works on Mac, iPad, iPhone, and iPhone Duo on one workspace, so the office and the field see the same job. The Mac has a full menu bar and keyboard shortcuts.

Terms of Use (EULA): https://crmb.io/legal/terms
Privacy Policy: https://crmb.io/legal/privacy