CollabCRM

Run Smarter Today. Grow Stronger Tomorrow. CollabCRM for Small & Medium Businesses

Turn ambition into structured growth.

CollabCRM brings sales, delivery, hiring, and billing into one system, cutting manual work, missed follow-ups, and operational blind spots.

No Credit Card Details Needed 2-Month Free Trial
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Trusted By Those Who Believe In Changing The World

300 Mind
Jiyosoft
Ocean Shark
Spiral Technolabs

From Disconnected Tools to One System

As your business grows, managing work across multiple tools creates gaps and delays. CollabCRM brings recruitment, sales, projects, and billing into one connected system.

Before CollabCRM

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Excel, WhatsApp, email, and multiple SaaS tools
Information scattered across files and conversations
Constant follow-ups needed for updates
Limited clarity on revenue and workloads
Manual task tracking and reminders
Invoices are created separately and often delayed
Sales and delivery teams work in silos
Tools start breaking as the team grows

After CollabCRM

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One unified platform for sales, projects, and billing
A single source of truth across teams
Real-time visibility through shared dashboards
Clear view of deals, delivery, and cash flow
Built-in tasks and automated follow-ups
Invoices linked directly to deals and projects
Seamless handoff from sales to execution
System scales smoothly with the business

One system replaces scattered tools, so your business runs with clarity, speed, and control

CollabCRM: One System for SMB Growth

When information lives in spreadsheets and inboxes, you’re forced to chase updates.
CollabCRM gives you one clear view of projects, people, sales, delivery, and billing, without manual tracking.

CollabCRM: One System for SMB Growth

One system. No silos

Sales, projects, customers, and billing live in one place.

Real-time business visibility

Know what’s selling, what’s in progress, and what’s getting billed instantly.

Smooth handoffs from sale to delivery

Turn closed deals into projects without delays or confusion.

Built to scale with you

Add structure as you grow without updating or changing tools.

Automated accountability

Dashboards and ownership replace constant follow-ups and check-ins.

Faster follow-ups, fewer misses

Tasks, reminders, and deal stages keep work moving forward.

Powerful Features; Without the Complexity

Powerful modules that work out of the box, without the complexity. Designed for growing teams, not IT-heavy setups.

As your team grows, visibility matters more than micromanagement. CollabCRM helps you plan capacity, track availability, and make staffing decisions without spreadsheets.

Track office, remote, or hybrid attendance in seconds.

Simple leave requests and approvals with clear visibility.

See who’s best suited for each task and plan work smarter.

One view of joinings, exits, leaves, and key dates.

Attendance Tracking
Growing businesses can’t afford slow or disorganized hiring. CollabCRM keeps recruitment structured and visible, so teams scale smoothly.

See all candidates and stages in one place.

Identify delays and improve hiring speed.

Assess candidates using role-specific criteria.

Prepare onboarding before day one.

Candidates Overview
Plan, track, and deliver projects with confidence. This work management software for SMBs helps you balance workloads and keep projects on track.

Manage timelines, ownership, and progress centrally.

Know who’s working on what today, and balance workloads before issues arise.

Track effort, billable hours, and work summaries easily.

Balance workloads and avoid bottlenecks early.

Task & Project Tracking
Bring structure and clarity to your sales process as you grow. CollabCRM helps you track deals, forecast revenue, and stay on top of follow-ups without manual effort.

Organize leads and deals across every stage, from first contact to closure.

View deal value, status, and next steps in one clear pipeline.

Track goals, pipelines, and team performance with real-time visibility.

Automated reminders keep conversations moving and deals on track.

Lead & Deal Tracking
CollabCRM gives you real-time insights across teams, revenue, and operations, so decisions are based on data, not assumptions.

Track sales progress and expected cash flow.

Understand workloads, capacity, and delivery health.

See output, availability, and trends across teams.

Get a complete view of each employee’s workload, performance, and availability in one place.

Revenue & Pipeline Reports
Simplify billing and keep cash flow predictable as your business scales. CollabCRM connects invoices directly to sales and delivery, reducing delays and errors.

Generate invoices from deals or projects of various types- fixed cost, time & material, or dedicated hire.

Track sent, paid, pending, and overdue invoices in one place.

Ensure accurate billing with invoices tied to real work and approvals.

Maintain full visibility into invoice changes with timestamps and traceability.

Invoice Creation
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Manage Growth Without the Mess Move beyond disconnected tools.

Designed for Every Kind of SMB

Different stages. Different challenges. CollabCRM keeps your IT business running smoothly as you grow.

Micro IT Businesses

The challenge

Sales, projects, and billing are handled manually by founders using spreadsheets, email, and WhatsApp, making follow-ups and invoicing easy to miss.

How CollabCRM helps

Run leads, projects, timesheets, and invoices from one place, so nothing depends on memory, and every effort turns into revenue.

Small IT Companies

The challenge

More clients, more projects, and a growing team, but no clear visibility into workloads, deal status, or billable work.

How CollabCRM helps

Track sales pipelines, team allocation, project progress, and billing together, giving you clarity across delivery and cash flow.

Medium IT Firms

The challenge

Operations become complex, handoffs break between sales and delivery, reporting takes time, and systems don’t scale with the business.

How CollabCRM helps

Create structured workflows across sales, projects, people, and billing, with real-time visibility and control as the business scales.

One platform that fits your business today, and grows with you tomorrow.

Beyond Software. Built to Support Your Growth.

CollabCRM is designed to fit into your business easily and support you as you scale, not slow you down.

Effortless Setup & Migration

Move from spreadsheets and legacy tools without losing data or context.

Reliable, Responsive Support

Email and phone support when you need help, not long wait times.

Work From Anywhere

Manage your team and stay updated with mobile access to key people features.

Built Around SMB Needs

Features and updates shaped by real feedback from growing businesses.

Beyond Software. Built to Support Your Growth.

Real Leaders. Real Results. No Fluff

These words don’t just inspire us. They shape everything we build and believe in.

Awards & Recognition

CollabCRM is recognized as a top performer in customer relationship innovation — trusted by leading industry evaluators in 2025.

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FAQs

Here are some of the most common questions our experts answer for businesses exploring how CollabCRM can simplify and optimize their HR operations.

Do you offer a free trial for CollabCRM?

Yes. CollabCRM offers a 2-month free trial, so you can explore core modules and see how it fits your IT business before committing.

Is the free trial suitable for a small IT team?

Yes. The trial is designed for SMBs, including micro and small IT teams, not just larger companies.

Will CollabCRM work if my team is partly remote or hybrid?

Yes. Attendance, allocation, and updates work seamlessly for distributed teams.

Do I need to add my entire team during the trial?

No. You can start with a few users and expand once you’re confident it fits your workflows.

Will CollabCRM slow down my team with new processes?

No. CollabCRM replaces manual work and disconnected tools, making day-to-day operations simpler.

How fast can my team realistically start using CollabCRM?

Most IT SMBs start using CollabCRM within a few days, not weeks.

We’re small now, but don’t want to switch tools again later. Is CollabCRM future-proof?

Yes. CollabCRM scales from micro teams to mid-size IT firms without changing systems.

What happens when the free trial ends?

You can choose a paid plan that fits your team size, or continue only after you’re ready—no forced upgrades.

Manage Growth with CollabCRM

A simpler, smarter system for growing SMBs.

Manage Growth with CollabCRM