Built for IT and service-driven businesses, CollabCRM goes beyond basic lead and deal management software. Get access to a single source of truth for every lead, deal, and contact created with smart follow-ups, goal tracking, and real-time insights. Don't just close deals faster, but also ensure a seamless transition from sales to revenue with the integrated invoice module.
While other CRMS stop at leads and deals, CollabCRM goes beyond by offering features that bring sales, projects, and invoicing together to drive predictable growth. No broken handoffs. No revenue leaks. Just a smarter way to manage leads, contacts, deals, and sales.
CollabCRM is engineered considering the complex needs of IT businesses. From lead capture to deal closure and even after that, every feature is designed to reduce manual work, boost team productivity, and accelerate revenue growth.
Goal Tracker
Goal Tracker
Turn sales targets into achievements with a configurable Goal Tracker. Set monthly or quarterly goals for individuals and teams, monitor shortfall or surplus in real time, and motivate your team to hit the numbers that matter most.
Dashboard
Dashboard
Get a real-time snapshot of your pipeline with intuitive dashboards that not only track basic data, like lead/deal statistics, trends, and funnels, but also new vs. existing clients, top deals by currency, and more, with a follow-up calendar so you never miss your goals.
Contacts
Contacts
Centralize management of every customer detail in one place with attached notes and files and linked leads and deals. When roles change, transfer ownership effortlessly to maintain continuity and keep every opportunity moving forward.
Leads
Leads
Go beyond basic lead tracking with estimates, follow-ups, and website integrations, all in one place. Engage prospects smarter, stay organized, and boost conversions without switching platforms.
Client Interviews
Client Interviews
Schedule client interviews by notifying team leads for resource allocation, and the system connected with the People module will automatically notify team leads, allocate resources, and track interviews.
Config
Config
Configure each part of the CollabCRM according to your business standards, from project types you accept to lead and deal sources and statuses you follow to role-based access.
CRM Timeline
CRM Timeline
Keep track of every interaction and activity across leads, deals, and client interviews in one chronological timeline so you can ensure everyone stays informed, and decision-making becomes faster and smarter.
Deals
Deals
Get full visibility into deals, status changes, proposals, and onboarding. Send e-sign proposals, set accurate estimates, and instantly turn closed deals into projects.
Invoice Management
Invoice Management
Create invoices tailored to your deal structure. The system auto-formats based on pricing models like milestones, hourly rates, or dedicated durations. Apply flat or percentage discounts effortlessly to customize bills.
Invoice Dashboard
Invoice Dashboard
Stay on top of your billing with a real-time dashboard designed for business owners, sales, and finance teams. Get a single-glance view of receivables, invoice metrics, recent invoices, payments received, and pending dues.
Invoice Insights
Invoice Insights
Manage your invoicing lifecycle with clarity. Track statuses: Void, Overdue, Overpaid, Due, Pending, and Bad Debt, so you always know what needs attention.
Track History
Track History
Maintain complete transparency with a detailed activity log for every invoice. Every edit, update, or adjustment is tracked with date and time stamps.
Take a quick tour of CRM & Invoicing in CollabCRM. See how you can manage leads, track deals, and create invoices for our provided services seamlessly.
CollabCRM transforms raw data into clear, actionable insights that help your team close deals faster, forecast accurately, and optimize every sales activity.
Track deal progress across every stage of your pipeline. Identify bottlenecks before they impact revenue.
Predict monthly, quarterly, and annual revenue (new as well as recurring) with confidence, leveraging real-time deal and pipeline data.
Measure the effectiveness of calls, emails, and meetings. Spot what’s working and what needs attention.
Analyze conversion ratios at every stage to improve close rates and shorten sales cycles.
Know where your best leads are coming from and the channels that are driving the best results.
Get a clear view of individual and team performance with deal values, win rates, and activity benchmarks.
Understand why deals are slipping through the cracks to create better strategies to fix the leaks before they cost you more.
These words don’t just inspire us. They shape everything we build and believe in.
Managing Partner
Director, Spiral Technolabs
CEO, Jiyosoft
CollabCRM is recognized as a top performer in customer relationship innovation — trusted by leading industry evaluators in 2025.
CollabCRM comes with a dedicated lead management feature that allows you to add or edit leads by type, status, contacts, company, and details (including notes, attachments, and scheduled interviews). You can set multiple estimations and follow-ups, manage their status, and even integrate with your website to automatically capture inbound leads. With this, you can track statuses in real time, nurture leads with workflows, and seamlessly convert them into opportunities.
Deals are organized in a visual pipeline with stages you can customize. You can update progress with drag-and-drop, add notes, schedule follow-ups, and get instant insights into deal health, probability, and expected revenue.
CollabCRM streamlines sales, automates workflows, improves lead-to-deal conversion, and centralizes customer data. Real-time analytics and forecasting enable you to make faster decisions, reduce revenue leaks, and scale efficiently.
CollabCRM stands out because it is built specifically for IT businesses, combining their sales workflows, including lead management, pipeline tracking, and automation, in one place. It enables you to capture leads from your website, track them in real-time, assign tasks, and progress deals through custom stages without manual intervention.
Unlike generic CRM for sales teams, it comes with natively integrated project management, invoicing, and HR modules, so sales, delivery, HR & recruitment, and finance teams can work on the same system. Hence, it helps to reduce silos, improve follow-ups, and close deals faster with complete visibility and fewer tools.
By adopting CollabCRM, you can expect to achieve faster deal closures, reduced revenue leakage, improved team productivity, and cost advantages by not paying for additional tools and for their integration and migrations. So, that’s the ROI of adopting CollabCRM as your business operating system.
Yes. CollabCRM allows you to customize pipelines, workflows, roles, reports, dashboards, and even terms your business uses through master data management and config features, and that too without code. The best part of using CollabCRM is that a custom setup can be done, and you can start using it in minutes.
It’s very easy. CollabCRM comes with a Data Migration feature, which is located in its administration module. It allows you to migrate all your sales & project data to CollabCRM in simple steps.
Step 1: Select the CRM module data migration option
Step 2: Click on the data migration type to import contacts, companies, leads, and deals data in bulk by uploading an Excel sheet with the exact fields you’ve configured in it.
Voilà! The migration is done. Along with that, you can also view its history to check who has done what and when for better tracking.
Yes. CollabCRM safeguards your data with enterprise-grade security. It uses end-to-end encryption, Role-Based Access Control (RBAC), and adheres to ISO 27001:2022, GDPR, and SOC 2 Type 2 standards to ensure data confidentiality and integrity.
The platform also takes secure, automated backups on a scheduled basis to maintain business continuity even during unexpected events.
For accountability, CollabCRM provides detailed audit logs, recording every user action, data access, edit, and deletion, so you can track activities, meet compliance, and prevent unauthorized changes.
Yes. CollabCRM automates follow-up reminders, proposals, and notifications, which not only helps you save time but also ensures that no meetings, follow-ups, or processes are missed, and you can manage your sales pipeline on time.
Absolutely. As CollabCRM is hosted in the AWS cloud, it can scale with unlimited users and data on demand.
We offer comprehensive onboarding assistance, training sessions for teams, and ongoing support. Whether you need quick tutorials or dedicated workshops, we ensure your team gets the most out of the platform.
Yes. CollabCRM supports multi-currency deals, invoices, and reports so you can manage global operations without complexity.
Growth won’t wait; neither should you. Start with CollabCRM now and give your team the capabilities to close more deals, faster, while everyone else is still figuring it out.
