CRMb: CRM & Project Scheduler
Invoices, quotes & job costing
About
Manage all aspects of your business operations, including clients, scheduling, inventory, invoicing, and financial tracking. Integrate with time tracking to accurately cost jobs based on actual labor hours. Streamline communication and project management for your team.
What's New in CRMb
2.1.1
October 30, 2026
Bug fixes and stability improvements
Subscriptions & In-App Purchases
CRMb Base Access (One Seat)
Base access (one seat) - billed monthly
Developer apps
FAQ
What is CRMb?
CRMb is a comprehensive business operations app designed to manage clients, schedules, inventory, purchasing, invoices, and financial books. It integrates with the Punch time clock app to accurately cost jobs based on actual crew hours.
Does CRMb have ads?
No, CRMb is ad-free, allowing for an uninterrupted user experience focused on business operations.
What are the subscription plans for CRMb?
CRMb offers two subscription plans: 'CRMb Inventory' at $19.99 per month and 'CRMb Base Access (One Seat)' at $39.99 per month.
What devices can I use CRMb on?
CRMb is available on Mac, iPhone, and iPad, providing flexibility for users across different Apple devices.
How does CRMb handle job costing?
Job costing in CRMb is based on real hours punched by the crew using the integrated Punch app. This data flows directly into the job's cost, capacity, and margin calculations.
Can CRMb connect to my bank?
Yes, CRMb can connect to your bank through Plaid, allowing you to file charges to jobs or overhead and automatically categorize vendor expenses based on set rules. It reads your bank data for bookkeeping without moving your money.
What kind of financial reports does CRMb offer?
CRMb provides key financial reports including profit and loss, balance sheet, cash flow, sales tax, and aging. It also offers US-specific reports like a 941 payroll summary and 1099 contractor payments, with figures opening to their source data.
How often is CRMb updated?
The latest version of CRMb is 2.1.1, last updated on October 30, 2026. This indicates a commitment to ongoing development and improvements.
