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Feature

Customer management and leads in one place

Store customers, contacts and incoming requests in one overview so you can move faster from first message to quote or assignment.

Start with Crumm CRM for freelancers
Modules

Customers & leads

This feature keeps your commercial context together instead of scattered across inboxes, notes and documents.

Customers & requests

For anyone who wants grip on new requests, existing customers and commercial follow-up.

See what needs attention right away

Track revenue, open invoices, active projects, new leads and work that still needs follow-up in one screen.

One overview

customers, quotes, projects, invoices and follow-up together

Process

From first contact to clear follow-up

Freelancers and small teams that want to reply faster and build a tighter client workflow.

From first contact to clear follow-up

This feature keeps your commercial context together instead of scattered across inboxes, notes and documents.

  • Store companies, people and contact history
  • Follow requests from the first interaction
  • Work from one customer request to a quote or assignment

Useful for

Freelancers and small teams that want to reply faster and build a tighter client workflow.

One overview Customers & requests Dashboard
More for this audience

Combine customer management with

Use customer management as the starting point and connect quotes, invoicing or projects to the same client.