NameCRM brings your contacts, pipeline, billing, email and reports together, so nothing about a client is scattered across five tools again.
No credit card to look around · Works on desktop & mobile · Your data stays yours
One workspace instead of a dozen tabs
The features a small service business actually uses every day — designed to work together, not just live in the same app.
Every message, deal, payment, note and file about a client on one screen — with a health score that tells you who needs attention.
Drag deals between stages on a board built for how you actually sell. Value and forecast update the moment you drop a card.
Log retainers and one-offs, send payment links, and watch every dollar count toward the revenue goal you set.
An Outlook-style three-pane inbox with reply, forward, folders and drafts — and every message links itself to the right contact.
Build a campaign from reusable blocks, pick an audience by tag, and schedule it. Unsubscribes and the legal footer are handled for you.
Revenue over time, your sales funnel, where leads come from, and how your email performs — all in one date range that moves together.
Point NameCRM at a client's website and get a consistent, shareable report of what to fix — UI, broken links, missing information.
Appointments, reminders and recurring tasks in one place — plus a booking link so clients pick a time that suits you both.
Snap a business card and it becomes a contact. Import a CSV with a guided mapper that previews duplicates before anything is added.
Nothing is ever deleted by accident — deletes go to Trash with one-click undo. Consent and unsubscribes are respected on every send.
Open a contact and everything is already there — the timeline of every call and email, their open deals, what they've paid, the notes and files, and a health score that flags a fading relationship before it goes quiet.
A proper mailbox lives inside NameCRM — inbox, sent, drafts, folders and a reading pane on the right, just like the email client you already know. Compose from a contact, from search, or from the toolbar, and every message stays tied to the right person.
The tiers below are a preview of how NameCRM will be packaged. Final prices are being set — book a demo and we'll walk you through what fits.
Indicative packaging only — plans, limits and prices shown here are a preview and are not final. Nothing on this page is an offer or a binding quote.
A 20-minute walkthrough with the team behind it. We'll show you the parts that matter to your business and answer whatever you throw at us.
Book a demo