Manage customers, projects and invoices — without the clutter
A lightweight CRM built for agencies and small teams. Track leads, automate invoices, manage projects and scale with integrations you already use.
• No credit card required
Features and Benefits
Explore the awesome DOT CRM features that will help you get your business to the next level.
Project Management Tool
Manage and invoice projects with the powerful project management feature. Track expenses and time spent on tasks and bill your customers. Ability to assign multiple staff members on a task and track time logged by assigned project member.
One Click Invoice Creation
Build professional invoices. Attach files and send invoice PDFs. Create recurring invoices which regenerate automatically every X months (1 to 12 months supported).
Create Estimates
Create an estimate within a minute. Send to your customers and auto-convert to invoices upon acceptance. Customers can view and act without logging in.
Create Good Looking Proposals
Create impressive proposals with images, tables, YouTube videos using a powerful editor. Proposal comments enabled for discussion with customers.
Leads Management
Track leads using Kanban. Attach files, convert leads to customers, auto-import from email, create proposals and notes.
Record Expenses
Record company expenses. Set recurring expenses (daily, weekly, monthly, yearly) and mark as billable to customers or projects.
Record Payments
Record and receive payments in multiple currencies. Customers can pay via PayPal and Stripe. Auto-generated PDF after each payment.
Awesome Support System
Advanced ticket system with autoresponse, private staff notes, attachments, priorities and predefined replies.
Knowledge Base
Add knowledge base articles using a rich editor. Includes helpfulness voting: “Did you find this article useful?”.
Built-In Staff Tasks
Assign tasks to multiple employees, add followers, comments and attachments.
Manage Contracts
Create and send contracts quickly as PDFs. Send reminders before contract expiry.
Send Surveys
Create surveys for leads, customers, staff or custom lists. Improve company performance through real insights.
Detailed Calendar
View all company events — invoice expiry, contract expiration, estimate deadlines, task deadlines.
Company Newsfeed
Share company events, upload documents, and communicate with employees easily.
Goals Tracking
Set goals and track achievements. Notify staff about successes or misses.
Custom Fields
Add custom fields to nearly all modules, including invoices and estimates, and include them in PDFs.
Simple Reports
Reports for sales, items, income, customers, leads conversions, knowledge base usefulness, and more.
Survey Reports
Generate detailed reports from completed surveys to measure performance and satisfaction.