CRMb: CRM & Project Scheduler

Ten new reports, each over any date range. A full menu bar and keyboard shortcuts on the Mac. Step by step Resource guides on every device, for every feature.

Run the whole job from one app.

CRMb is the operations app for your business. Your clients, schedule, pipeline, inventory, purchasing, invoices, and books live in one place, and every job is costed on the hours your crew actually punched. No spreadsheets, no double entry, no guessing.

BUILT ON REAL HOURS CRMb shares one workspace with Punch, the time clock your crew already uses. The moment someone punches in on a job, those hours flow into the job's cost, your capacity, and your margin.

YOUR CLIENTS, ORGANIZED Every client, contact, and note in one place, with every job, quote, invoice, and dollar tied to them. Job sites live on a map, the same geofenced sites your crew punches into.

A PIPELINE YOU CAN SEE Move jobs from lead to won on a board, with the value in play totaled per stage. Track the work as a board, a table, or a timeline, or run sprints with a burndown measured in real hours, not points.

SCHEDULE THE CREW, SEE THE CAPACITY Build the week and watch the labor cost add up as you go. Publish it, post open shifts the crew can claim, and let each person's shifts flow to their calendar. Time off from Punch sits on the schedule and overlaps flag themselves. Capacity lines up scheduled, worked, and assigned per person, so you can hand work to whoever has room.

INVENTORY AND PURCHASING Track parts and materials with a live count across your warehouse and every truck. Build a purchase order from your supplier list and receive it as the boxes arrive, and stock lands at the price you paid. Transfer stock, scan a barcode, and set reorder points. Use a part on a job and it lands at your real average cost.

QUOTE, INVOICE, GET PAID Build a quote or invoice and edit it on the page. Pull the job's materials and worked hours in with a tap, priced per person, add tax and a deposit, and record payments. Send a branded invoice with a pay link so clients can pay online.

CONNECTED ACCOUNTING Connect your bank via Plaid and your spending flows in. File each transaction to a job or to overhead, set a rule once and CRMb files that vendor for you after, and read a cash-basis profit and loss and sales by category. CRMb reads your bank to keep your books, it never moves your money.

THE NUMBERS THAT MATTER Revenue, gross margin on real labor, average job value, open pipeline, receivables, on-hand inventory value, cash in, and what is running low. Profit and loss, balance sheet, cash flow, sales tax, and aging, over any date range, and every figure opens its source. See how accurate your estimates were, and export it all as a report, spreadsheet, or slide deck.

WORK TOGETHER Comment on any job, task, or shift, mention a teammate to pull them in, and react. Push notifications keep the crew current.

TEMPLATES AND MORE THAN ONE BUSINESS Turn a job, quote, invoice, or item into a template and start the next one filled in. Keep each company in its own workspace and switch between them in a tap.

YOUR TEAM, ONE CODE One invite code adds a teammate to CRMb and Punch at once.

PRIVATE BY DESIGN Lock the app behind Face ID or Touch ID. Your bank connection is read-only, only owners and managers see money, and CRMb never takes a photo of anyone to punch in.

Try CRMb free for 14 days. On the App Store, CRMb Base Access is 39.99 US dollars per month for one CRMb user, every feature included. The optional Inventory and Purchasing add-on is 19.99 US dollars per month. Both renew monthly until cancelled. More CRMb users are added by the owner on the web.

Your Punch crew keeps punching, and every hour still flows into CRMb whether or not they use it. A CRMb subscription also takes 25 percent off Punch while both stay active.

Works on Mac, iPad, and iPhone on the same workspace, so the office and the field see the same job. The Mac has a full menu bar and keyboard shortcuts. A step by step guide for each part of CRMb opens inside the app.

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