Run Your Entire Business From One Place
CollabCRM connects sales, projects, people, resources, recruitment, timesheets, invoicing and business intelligence in one intelligent platform giving leadership a complete view of how the business is performing.
- No credit card required
- 14-day free trial
- Built for growing businesses
Leave Management
Daily Allocation
Timesheet Report
Attendance
Leave Reminder
Skill Matrix
Candidates Summary
People Management
Plan capacity, track productivity, and make smarter staffing decisions.
Project Management
Access detailed occupancy reports, availability charts, and timesheet summaries.
Payroll Management
Make your payroll simple, compliant, and efficient.
Recruitment
Schedule interviews, review panel feedback, and keep every interaction organized.
CRM & Invoice
Manage sales, track units, and monitor invoices, all in one place.
Client Portal
Give clients one place to track projects, timesheets, and invoices no scattered emails.
Hourly Report
Availability Report
Goal Tracker
Lead Funnel
Custom Evaluation Criteria
Recruitment Process Length
Track History
Built for businesses that sell, deliver and grow
50+ companies have already experienced CollabCRM
A new category
Not Just a CRM. Not Just Project Management. Your Business Operating System
Every operating decision improves when the full chain is connected.
The tool-sprawl problem
How Many Tools Does It Take to Run Your Business?
Disconnected tools create disconnected decisions. CollabCRM replaces the gaps with one operating model.
Before CollabCRM
Fragmented Stack
8+ tools
- CRM
- Spreadsheets
- Project Tool
- HR System
- Timesheets
- Invoicing
- BI Reports
- Recruiting ATS
Duplicate data · slow handoffs · conflicting reports · missed revenue
After CollabCRM
One Operating System
1 platform
CollabCRM
One workflow · one live data model · one complete business view
Core differentiator
From Lead to Revenue. One Connected Workflow.
No broken handoffs. No re-keying data. Every step inherits the context of the last.
Lead
01
Deal
02
Project
03
Resource
04
Delivery
05
Billing
06
Revenue
07
For leadership
Your Business. At a Glance.
Move from monthly reporting to a live operating picture built around the questions
leaders actually ask.
Recognized revenue this quarter
$2.48M
- +18.4%
Active client engagements
34
- 91% healthy
Connected team members
128
- +12 this quarter
Billable utilization
84%
- +6.2%
Billable utilization
$4.1M
- 3.4× coverage
Timesheet compliance
96%
- +4.8%
Business outcomes
Built to Improve How Your Business Performs
See What Sets CollabCRM Apart
Stop switching between disconnected tools. See how CollabCRM unifies operations, accelerates execution,
and simplifies business management, all in one place.
One connected platform
Everything Your Service Business Needs to Operate
Sales & CRM
Turn every lead, activity and forecast into an accountable pipeline.
Project Management
Plan delivery, track health, control scope and keep clients aligned.
Resource Management
Match capacity and skills to demand before delivery is at risk.
People Management
Connect roles, skills, costs and growth to real business demand.
Recruitment
Hire from live pipeline and capacity needs, not disconnected requests.
Timesheets
Capture effort with context, approvals and billable visibility built in.
Invoicing
Move approved work to accurate invoices without revenue leakage.
Reporting & Analytics
See margin, utilization, delivery and revenue in one live view.
Client Portal
Give clients a clear, secure window into delivery and decisions.
Purpose-built for services
Built Around How IT Companies Actually Operate
The sale is only the beginning. CollabCRM understands the complete IT service lifecycle from shaping demand to staffing the right skills, delivering profitable work and learning from every engagement.
- Project and managed service models
- Skills-based resource planning
- Billable and non-billable effort
- Project health and margin signals
01
Opportunity
02
Scope
03
Staff
04
Deliver
05
Track
06
Invoice
07
Learn
Resource Command Center
Live Capacity
84%
Utilized
7
On bench
12
Open needs
Cloud Engineering
Capacity
Data & AI
Capacity
Product Design
Capacity
QA & Automation
Capacity
Resource utilization
Know who’s available. Know what’s next.
See capacity, bench, skills and future demand together. Build stronger teams, reduce idle time and protect people from overload.
- Forward-looking capacity planning
- Skills and role matching
- Bench aging and redeployment
- Utilization targets by team
Project profitability
See Margin While You Can Still Influence It
Connect commercial assumptions to actual delivery economics and act
before a small variance becomes a margin problem.
Projected margin
42.8%
- 3.1 pts above plan
1
Estimated Effort
2
Actual Effort
3
Resource Cost
4
Billable Hours
5
Revenue
6
Project Margin
Revenue leakage
Stop Delivering Work You Never Bill For
CollabCRM connects delivery evidence to commercial terms so overlooked revenue is recovered.
Unbilled Hours
Every worked & logged hour tied to billing.
Scope Creep
Spot work beyond agreed scope before it spreads.
Untracked Support
Capture every support effort as billable work.
Missed Change Requests
Turn out-of-scope asks into approved revenue.
Built for every team
One System. Clear Value for Every Role.
For CEOs & Founders
Full Visibility. Confident Growth.
01
See the full business in one view
02
Forecast revenue and margin earlier
03
Scale without adding operating drag
For COOs & Operations
Operations That Run in Sync.
01
Connect demand, capacity and delivery
02
Standardize work across every team
03
Resolve bottlenecks before they compound
For Sales Teams
Sell What You Can Deliver.
01
Qualify opportunities with delivery context
02
Build reliable forecasts
03
Hand off won deals without information loss
For Project Managers
Delivery Under Control.
01
Track health, budget and scope together
02
Staff work with the right skills
03
Keep delivery and billing in sync
For HR & Recruitment
From Hiring to Workforce Planning.
01
Recruit against live business demand
02
Maintain a searchable skills inventory
03
Plan workforce needs with confidence
For Finance
Bill Faster. Project Margin.
01
Accelerate billing readiness
02
Protect project margin
03
Reconcile revenue with delivered work
For Employees
Clarity In Work. Growing Skills.
01
Know priorities and upcoming work
02
Submit time with less friction
03
Grow skills against real opportunities
Flexible by industry
One Operating Model, Adapted to Your Business
IT Services
Built for Smarter IT Service Operations.
Connect managed services, projects, retainers and support into one operating rhythm.
Software Development
Ship Faster. Stay Profitable.
Plan squads, skills, releases and commercial performance
across every engagement.
Digital Agencies
Creative Capacity, Fully Utilized.
Unify pipeline, creative capacity, scope, utilization and
client billing.
Consulting
Expertise That Pays Off.
Turn expertise and billable time into predictable delivery
and profitable growth.
Professional Services
From Opportunity to Revenue.
Coordinate complex client work from opportunity through
revenue recognition.
Recruitment & Staffing
Placements Connected to Billing.
Connect placements, people, client demand, timesheets
and billing in real time.
Why CollabCRM
Designed for the Work Between Departments
Connected by Design
Every module shares one platform and data.
Fast to Value
Start with a few modules, go live quickly.
Operational Depth
Goes beyond contacts into projects, resources, and delivery.
Built for Adoption
Simple, intuitive screens your teams actually enjoy using.
Decision-ready Data
Real-time insights help managers decide with confidence.
Ready to Scale
Add modules and users as your business grows.
Customer perspective
What Connected Operations Can Change
Illustrative examples of the outcomes service-business leaders prioritize.
“We finally have one view of pipeline, capacity and delivery without waiting for a monthly spreadsheet.”
Shobhanshu Agarwal
Managing Partner
31% faster forecasting
“Project risk now shows up while there is still time to protect the client relationship and margin.”
Yagnik Jaymin
Director, Spiral Technolabs
22% fewer overruns
“The team spends less time reconciling tools and more time making informed decisions.”
Yogesh Prajapati
CEO, Jiyosoft
9 hrs saved weekly
Switch without disruption
Leave the Tool Sprawl Behind
A guided migration approach helps you move clean data, preserve essential history and roll out around the way your teams already work.
- Workflow discovery and rollout plan
- Structured data import and validation
- Role-based setup and team enablement
- Phased launch with adoption support
Replace and consolidate
- CRM
- Project Tools
- Resource Sheets
- Timesheets
- Recruiting Tools
- Invoice Trackers
- BI Dashboards
- Client Updates
Keep specialist systems where they add value. Connect or replace the rest.
Security & trust
Your Operating Data Deserves Enterprise-Grade Protection
Role-based Access
Give every person the right level of visibility.
Encryption
Protect business data in transit and at rest.
Audit Logs
Maintain accountability across critical actions.
Privacy Compliance
Support responsible, privacy- conscious operations.
FAQ
Questions, Answered
Is CollabCRM only a CRM?
No. CRM is one connected part of a broader business operating system spanning sales, delivery, people, resources, recruitment, billing and reporting.
Can we start with only a few modules?
Yes. CollabCRM is modular, so you can begin with just the modules you need today, such as Sales or Customer Support, and add more as your business grows. You only pay for what you use, and there's no need to overhaul your processes all at once.
That said, the complete suite offers the advantage. With all modules connected on one platform, data flows seamlessly across teams and functions, with no need to manually consolidate information from your existing systems. This gives you a single source of truth and more time for your team to focus on customers instead of spreadsheets or scattered system.
Who is CollabCRM built for?
CollabCRM is built for IT teams and businesses of all kinds, from growing teams and SMEs to startups & enterprise. Because it's modular, you can start with the modules you need today and expand as your requirements evolve, so it fits organizations at every stage without forcing you into a one-size-fits-all setup.
How does CollabCRM improve resource utilization?
CollabCRM improves utilization with a Resource Planner that plans your people smartly based on their availability and occupancy, viewed daily, weekly, or monthly, and allocates them by the skills each project requires. Managers get a clear view of workload, gaps, and idle capacity, so assignments can be balanced early and resource management becomes far more efficient. The result is less overbooking and idle time, and better utilization across the team, end to end.
Can CollabCRM replace our existing tools?
Yes. With sales, projects, collaboration, delivery, HR, recruitment, support, workforce planning, and more connected on one platform, CollabCRM can consolidate the separate tools your teams use today, cutting duplicate data entry and manual consolidation. You can replace tools gradually, one function at a time, at a pace that suits your business.
How long does implementation take?
Implementation time depends on the modules you choose, the size of your team, and how much data you need to migrate. You can go live with either few modules first and add others over time or all at once, so your teams start seeing value quickly without a lengthy, all-at-once rollout.
Is our business data secure?
Yes. CollabCRM protects your business data with encrypted sensitive fields, secure API endpoints, and a private AWS VPC-based database, while role-based access controls and organization-wise data isolation ensure each team sees only what it should and your information stays separate from every other organization.
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An all-in-one system for growing IT teams to manage projects, people, and sales better.
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