The BOS (Business Operating System) Every Business Needs
- No Credit Card Details Needed
- 2-Month Free Trial
Set up your Workspace
Start with what you need, customize as you go.
People
Project Management
Recruitment
Sales CRM
Sales Invoices
Trusted by modern software teams
Your Daily Workflow Now Supercharged with AI
The All-In-One Platform To Manage Your People, Process, and Payments
Plan capacity, track productivity, and make smarter staffing decisions.
Access detailed occupancy reports, availability charts, and timesheet summaries.
Manage sales, track units, and monitor invoices, all in one place.
Schedule interviews, review panel feedback, and keep every interaction organized.
Attendance
Easily manage hybrid team attendance. View check-ins, track absentees, and enable quick remote attendance marking.
Skill Matrix
Identify both technical and non-technical strengths across your team. Quickly match the right talent to the right task with a clear view of who excels at what.
Leave Management & Reminder
Easy leave application, approvals, and smart reminders, so even early-applied leaves are flagged to managers right on time.
Organization Calendar
A centralized calendar that keeps TLs and HR informed about all key dates like last working days, new joinings, birthdays, anniversaries, and probation confirmations in one view
Daily Allocation
Access global occupancy and availability reports based on each employee’s planned hours for the day. Allocate tasks effectively based on actual work intent.
Timesheet Report
Track daily logged hours, leaves, and work summaries across individuals, teams, or the entire organization. Apply filters by project and date, with visual flags for missing entries or zero-hour days.
Hourly Report
Perfect for time and material projects. View purchased versus spent hours, billing status, percentage billed, and remaining hours, all with simple navigation and activity logs.
Availability Report
See each employee’s available bandwidth based on their daily allocations to assign work with better clarity and balance.
Goal Tracker
Set sales goals and view progress summaries with insights into deal pipelines, employee performance, close rates, and trend analysis over time.
Lead Funnel
Visualize lead stage conversions with clear categories like prospect, suspect, junk, qualified, hold, and open. Keeps everyone aligned on lead status and progress.
Add/Edit Invoice
Auto-format invoices based on project types like fixed cost, hourly, or milestone. Customize discounts easily, whether flat or percentage-based.
Track History
Track every change made to the invoice by date and time. Stay audit-ready with a clear timeline of who did what and when.
Candidates Summary
View a complete summary of all candidates currently scheduled or in progress across the interview pipeline.
Upcoming New Joiners
Receive timely notifications of new joiners along with their joining dates, helping teams prepare assets and onboarding in advance.
Recruitment Process Length
Track the time spent at each stage of the hiring process. Identify bottlenecks and opportunities to speed up recruitment and reduce delays.
Custom Evaluation Criteria
Set role-specific evaluation parameters to ensure candidates are assessed meaningfully and consistently based on job requirements.
Clear the Chaos. Embrace the All-in-One Solution.
CollabCRM
Jeera
Trello
Confluence
Monday
ClickUp
Airtable
Asana
Zoho
Slack
Pipedrive
Gitlab
Hubspot
One Solution Meant For Your Multiple Teams
Get clarity, control, and foresight
Gain a clear view of your entire team structure. Spot free resources, detect resource leakages, and prevent avoidable operational losses.
Track paid, pending, and upcoming bills in real-time. Monitor invoice statuses and manage your financial operations with full visibility into cash flow.
Track progress, resources, and timelines
Get instant access to resource occupancy charts. Track availability, identify free team members, and allocate work with confidence.
Manage daily assignments effortlessly. Skip the manual reports and gain a clear, real-time view of who’s working on what, all in one place.
Know the schedule, tasks, and goals
A smart to-do system that keeps team members informed about their pending actions on the portal to ensure that nothing important slips through the cracks.
Automatic alerts notify employees and their project managers when daily timesheets are left unfilled, keeping accountability in check.
Close deals and track goals faster
Compare new deals across new and repeat clients to understand deal quality, client trends, and conversion effectiveness.
Set individual sales goals, monitor team progress, view deal leaderboards, track close rates, and evaluate overall performance, all in one dashboard.
Streamline hiring, leaves, and records
Easily search, filter, and sort employee records. View key details, milestones, skills, and recognitions to better understand your team.
Visualize the entire hiring journey through a structured funnel. Easily track candidate progress, conversion rates, and drop-off points at every stage of the recruitment cycle.
Resolve tickets, ensure quick responses
Get timely alerts about upcoming new hires so IT and admin teams can prepare assets, access, and onboarding essentials in advance.
Members can easily raise, prioritize, and manage internal support tickets. The support team can resolve queries based on urgency, ensuring smooth operations.
Enterprise-Grade Security for Every Team
What Makes CollabCRM Your Ideal Office Suite
Built For IT Company Operations
From resource planning and occupancy reports to support ticket workflows and goal tracking, CollabCRM is purpose-built around how IT companies actually work.
Enhanced Productivity Across Teams
CollabCRM breaks down silos by connecting departments and cross-functional teams. It streamlines collaboration, increases transparency, and helps teams work smarter, not harder.
Built-In Security
CollabCRM protects your data with encryption, masking of sensitive information, and strict role-based access control. We follow industry best practices and standards, including GDPR compliance.
Identify Revenue Leaks Before They Hurt
With clear visibility into resource allocation, billing status, and project health, CollabCRM helps you detect where revenue is slipping through, so you can take action before it impacts your bottom line.
Real Leaders. Real Results. No Fluff
We didn’t realize how much money we were leaving on the table until we started using CollabCRM. Missed time logs, delayed follow-ups, and underbilled projects: it all added up. Now, everything’s tracked, automated, and transparent. We've stopped the leak and started scaling smarter
As an IT company based in Australia, we’ve tried a range of global ERPs and CRMs, but none truly understood how we operate. CollabCRM felt different from day one. It’s clearly built for companies like ours. We now have full visibility across projects, sales, and people, without the clutter. It’s streamlined, intuitive, and fits our workflow perfectly.
We operate across three service lines, and managing them used to feel like running three separate companies. CollabCRM changed that. One system, one login, and complete visibility across every unit. It’s the first time we’ve had this level of operational clarity without the complexity
Insights
Curious about what we’ve been building, celebrating, or sharing
lately? Dive into our latest updates and stories, all in one place.
FAQs
What is CollabCRM?
CollabCRM is a business operating system designed specifically for software companies. It brings together your core operations: sales, projects, people, hiring, and more, into one intelligent, integrated platform tailored to how tech teams actually work.
What is the meaning of CRM in CollabCRM?
In CollabCRM, CRM stands for “Company Resource Management” and not Customer Relationship Management. It’s about managing your business as a whole, not just your clients.
How is CollabCRM different from other ERPs and CRMs?
Most ERPs try to be everything for everyone. CollabCRM is focused, intentional, and built for the way software companies function. No unnecessary modules. No bloated features. Just the tools you actually need, built by a company that’s been in the software trenches for over a decade.
Can I get only selected modules with CollabCRM?
No, and that’s the point. CollabCRM was built to bring everything together in one place. Instead of juggling disconnected tools, you get the complete suite: sales, projects, HR, hiring, and more, working seamlessly as one. It’s not modular; it’s unified. That’s what makes it powerful.
What are the practices you follow for data security and privacy?
We follow industry-standard security protocols and global compliance frameworks like GDPR to keep your data safe and private. From encryption and secure access controls to audit trails and masking, your information is protected at every level because your trust means everything to us.
Is this hosted in India?
Yes, CollabCRM data is hosted in India to ensure compliance with local data regulations and improve access speed for domestic users.
Does it replace tools like Excel, Trello, etc.?
Yes, and it does it better. CollabCRM is built to replace scattered tools like Excel, Trello, HR platforms, and recruitment trackers, bringing everything into one unified system that works seamlessly together.
Do you also provide integration with other systems?
Yes, CollabCRM supports integrations with a range of commonly used tools and platforms. If you need a custom integration, our team can help make that happen, too.
Do you also provide data migration services?
Yes. Our onboarding process includes complete data migration support so you can move from spreadsheets, old systems, or other platforms with ease.
Is it suitable for remote teams?
Yes, CollabCRM is built for remote and hybrid teams. Team members can easily access project details, stay updated on tasks, apply for WFH, and manage attendance from anywhere. It ensures smooth collaboration and real-time visibility across the team.
Is the recruitment module an ATS?
Yes, the recruitment module in CollabCRM functions as an ATS. It includes features like interview scheduling, candidate scorecards, offer rollout, and end-to-end tracking, designed to streamline hiring and reduce time-to-hire by up to 40%.
Why is CollabCRM ideal only for IT companies?
Because it’s built specifically for IT companies. From delivery cycles to team structures to sales pipelines, CollabCRM reflects how dev teams work. We didn’t generalize; we specialized.
Which company is behind the brains of CollaCRM?
CollabCRM is a product by MindInventory, a global software development company with 14+ years of experience and over 10,000 clients served across the world.
Is there a feature in the portal that helps track when a follow-up is needed for any ongoing lead or client interaction?
Yes. CollabCRM has built-in follow-up tracking and smart reminders so you never miss a beat with leads, clients, or internal updates. Everything’s visible, timely, and actionable.
CollabCRM vs. Monday.com, Which is better?
Monday.com is a flexible project management tool, but it’s not built for software companies end-to-end. CollabCRM offers a unified view across sales, delivery, HR, and hiring, all built for dev teams. It’s more than tasks; it’s your full business OS.
CollabCRM vs Clickup, Which is better?
ClickUp is great for task management, but if you’re looking to run your entire software company’s operations from one system, with deep insight into performance, people, and processes, CollabCRM is the better fit. It’s built for more than managing to-dos.
What kind of support do you offer?
We offer live chat, email, and phone support during IST working hours, with a real human on the other end every time. Every query is handled with care, not just answered but resolved with responsibility. Dedicated onboarding support is included in all paid plans to ensure you start strong.
Can I access it on mobile?
Yes. Our platform is mobile-optimized and works seamlessly on browsers, and the People module is available on Google Play Store and Apple App Store.
Ready to Streamline Your Entire Operation?
