CRMb: CRM & Project Scheduler
Invoices, quotes & job costing
About
Manage your entire business operations from a single application. Track clients, schedules, inventory, purchasing, and finances, with real-time job costing based on actual hours worked. Streamline invoicing and get paid faster.
What's New in CRMb
1.1
August 28, 2026
CLIENTS, SUPERCHARGED A full fledged CRM experience to help you better manage your clients and business. Log calls, add and pin notes, assign relationship managers, and set the next task - all from the client’s page. CPA ACCOUNTS Give your accountant a CPA login. They see Accounting and Reports in full, nothing else, and they never count as a paid user. Invite them to your org with your join code, like you would any other team member. ALSO IN THIS RELEASE - The Pipeline's Board now loads faster - Join another org from inside the app (profile icon) - Rich links for invites
MoreSubscription plans
CRMb Base Access (One Seat)
Base access (one seat) - billed monthly
Developer apps
FAQ
What is CRMb?
CRMb is a comprehensive business operations app that integrates client management, project scheduling, inventory, purchasing, invoicing, and accounting. It aims to eliminate the need for spreadsheets and manual data entry by centralizing all business functions.
How does CRMb handle job costing?
CRMb uses real-time data from its integrated time clock, Punch, to cost jobs based on actual hours worked by your crew. This ensures accurate tracking of labor costs, capacity, and profit margins for each project.
Can CRMb manage inventory?
Yes, CRMb allows you to track parts and materials with live counts across your warehouse and trucks. You can receive against purchase orders, transfer stock, scan barcodes, and set reorder points to manage your inventory effectively.
What are the subscription plans for CRMb?
CRMb offers a 'CRMb Inventory' plan for $19.99 per month and a 'CRMb Base Access (One Seat)' plan for $39.99 per month. These plans provide access to specific features and user seats.
Does CRMb offer a free trial?
The provided data indicates CRMb is free to download and use, with optional subscription plans for advanced features. Specific trial periods for subscription tiers are not detailed.
How does CRMb connect to accounting?
CRMb connects to your bank via Plaid, allowing your spending to flow directly into the app. You can then file transactions to specific jobs or overhead, and set up rules for automatic vendor filing.
What devices does CRMb support?
CRMb is available on Mac, iPhone, and iPad, allowing you to manage your business operations across multiple Apple devices.
How often is CRMb updated?
The latest version of CRMb is 1.1, which was last updated on August 28, 2026. This suggests a relatively recent update cycle, though specific update frequency is not detailed.