# CRMb: CRM & Project Scheduler — Invoices, quotes & job costing

> All-in-one business operations app for CRM, project scheduling, and financial management. (iPhone/iPad app by CRMb Industries LLC.)

- Source: https://appshunter.io/ios/app/crmb-crm-and-project-scheduler/id6784262224 (this page in markdown: same URL + `.md`)
- Developer: [CRMb Industries LLC](https://appshunter.io/developer/1895268508)
- Category: Business, Productivity
- Price: Free with in-app purchases
- Rating: 5.00/5 from 2 App Store ratings
- Age rating: 4+
- Requires: iOS 26.0 · 28 MB
- Languages: American English
- Released: 2026-08-21
- Data updated: 2026-08-31
- Monetization: freemium
- User reviews in markdown: https://appshunter.io/ios/app/crmb-crm-and-project-scheduler/id6784262224/reviews.md

## What is CRMb?

Run the whole job from one app.

CRMb is the operations app for your business. Your clients, schedule, pipeline, inventory, purchasing, invoices, and books live in one place, and every job is costed on the hours your crew actually punched. No spreadsheets, no double entry, no guessing.

BUILT ON REAL HOURS
CRMb shares one workspace with Punch, the time clock your crew already uses. The moment someone punches in on a job, those hours flow into the job's cost, your capacity, and your margin. Real punched time, not an estimate.

YOUR CLIENTS, ORGANIZED
Every client, contact, and note in one place, with every job, quote, invoice, and dollar tied to them. Job sites live on a map, the same geofenced sites your crew punches into.

A PIPELINE YOU CAN SEE
Move jobs from lead to won on a board, with the value in play totaled per stage. Track the work as a board, a table, or a timeline, or run sprints with a burndown measured in real hours, not points. Add subtasks, flag blockers, and comment right on the card.

SCHEDULE THE CREW, SEE THE CAPACITY
Build the week and watch the labor cost add up as you go. Publish it, post open shifts the crew can claim, and let each person's shifts flow to their calendar. Time off from Punch sits on the schedule and overlaps flag themselves. Capacity lines up scheduled, worked, and assigned per person, so you can hand work to whoever has room.

INVENTORY WITH JOB COSTING
Track parts and materials with a live count across your warehouse and every truck. Receive against a purchase order, transfer stock, scan a barcode, and set reorder points so you never run out. Use a part on a job and it lands at your real average cost.

PURCHASING
Build a purchase order from your supplier list, pull items from your catalog at cost, and receive it as the boxes arrive. Stock lands in inventory at the price you paid, and the order tracks itself.

QUOTE, INVOICE, GET PAID
Build a quote or invoice and edit it on the page. Pull the job's materials and worked hours in with a tap, priced per person, add tax and a deposit, and record payments. Send a branded invoice with a pay link so clients can pay online.

CONNECTED ACCOUNTING
Connect your bank via Plaid and your spending flows in. File each transaction to a job or to overhead, set a rule once and CRMb files that vendor for you after, and read a cash-basis profit and loss and sales by category. CRMb reads your bank to keep your books, it never moves your money.

THE NUMBERS THAT MATTER
Revenue, gross margin on real labor, average job value, open pipeline, receivables, on-hand inventory value, cash in, and what is running low, with the last period beside it. See how accurate your estimates were, and export it all as a report, spreadsheet, or slide deck.

WORK TOGETHER
Comment on any job, task, or shift, mention a teammate to pull them in, and react to keep things moving. Push notifications keep the crew current.

TEMPLATES AND MORE THAN ONE BUSINESS
Turn a job, quote, invoice, or item into a template and start the next one filled in. Keep each company in its own workspace and switch between them in a tap, from one login.

YOUR TEAM, ONE CODE
One invite code adds a teammate to CRMb and Punch at once.

PRIVATE BY DESIGN
Lock the app behind Face ID or Touch ID. Your bank connection is read-only, only owners and managers see money, and CRMb never takes a photo of anyone to punch in.

Try CRMb free for 14 days. After that you pay only for the people who use CRMb.

Your Punch crew keeps punching, and every hour still flows into CRMb whether or not they use it. A CRMb subscription also takes 25% off Punch while both stay active.

Works on Mac, iPad, and iPhone on the same workspace, so the office and the field see the same job.

Terms of Use (EULA): https://crmb.io/legal/terms
Privacy Policy: https://crmb.io/legal/privacy

## Key features

- Client and contact management
- Project pipeline visualization
- Crew scheduling and capacity planning
- Inventory tracking with job costing
- Purchase order management
- Quote and invoice generation
- Connected accounting with bank integration

## Pricing and in-app purchases

Base price: Free.

**Subscriptions**

| Subscription | Price | Period |
| --- | --- | --- |
| CRMb Base Access (One Seat) | $39.99 | per month |
| CRMb Inventory | $19.99 | per month |



## Frequently asked questions about CRMb

### 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.

## Version history (last 3 releases)

### 1.1 — 2026-08-28

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

### 1.0.1 — 2026-08-21

Bug fixes and additional post-launch stability

### 1.0 — 2026-08-21

No release notes.

## More apps by CRMb Industries LLC

- [Punch: Shift Tracker](https://appshunter.io/ios/app/punch-shift-tracker/id6763332821)
- [Mendtide: AI Sleep Coach](https://appshunter.io/ios/app/mendtide-ai-sleep-coach/id6770264104)
- [Bandry: All-in-One Music App](https://appshunter.io/ios/app/bandry-all-in-one-music-app/id6772397485)

All apps by CRMb Industries LLC: https://appshunter.io/developer/1895268508

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-31.*
