Move the deal. Skip the busywork.
A drag-and-drop sales pipeline, contacts, and companies built for small service teams — not an enterprise sales org with an admin to babysit it. Included in your $14 SB seat — every app, one login, one bill. Great on its own, and on the same account as SB Time Tracker and Project Management.
Included in your $14 SB seat · 30-day free trial · No credit card
Enough CRM to stay on top of every deal. Not so much you stop using it.
Visual deal pipeline
Drag deals from first call to closed-won across stages you control. Cards flag how long each has sat in its stage, so nothing rots in "Proposal" for a month.
A forecast you can trust
Each stage carries a win probability, so your open pipeline rolls up to a weighted forecast — plus won-this-month and a 90-day win rate — without a spreadsheet.
Contacts & companies
Every person and account in one searchable place. Open a company to see its deals, contacts, activities, notes, and a full change timeline in a single view.
Follow-ups that don't slip
Log a call, meeting, or task against any deal and it lands in an agenda bucketed into Overdue, Today, and Upcoming. Check it off and move on.
Your book of business
Team-based access keeps reps on their own accounts while managers see everything. Roles from Viewer to Company Admin — no enterprise admin console required.
No AI. No bloat.
Zero AI, no setup an owner has to babysit, and a dashboard that opens to open pipeline, weighted forecast, and what's due. Export companies, contacts, and deals to CSV any time.
Included in your seat
SB CRM is part of your $14 SB seat — every app, one bill. No per-app charge, no separate plan to buy.
Sell it here. Deliver and bill it next door.
SB CRM stands on its own. But on an account that also runs SB Project Management and SB Time Tracker, your pipeline, your projects, and your billable hours share one login, one team, and one client list — and land on one bill. A company you add in CRM shows up as a client in Time Tracker and Project Management, and a client added over there shows up here — same customer, entered once. No re-entering accounts across three tools, no third invoice to reconcile.
See the whole suite →