Leads & pipeline, estimates, invoicing and online payments, projects, support, contracts and a client portal — built on a secure multi-tenant platform with a REST API, automations and AI assist.
14-day free trial · No credit card required · Migrate from your existing CRM
Revenue
€48,290
▲ 12.4%
Open deals
37
▲ 5 new
Paid
92%
on time
Pipeline this quarter
Q2Invoice #1042 · Acme Co
Paid via Stripe
Trusted by modern teams
20+
modules
14+
reports + builder
3
payment gateways
100%
data ownership
Everything included
Sales, finance, CRM, projects, support and operations — every feature your team needs, working together.
Recurring billing, partial payments and multi-currency — invoices that fit how you sell.
Build polished quotes and proposals clients can review, sign and accept online.
Win work faster with proposals customers can approve and sign in the browser.
Issue credit notes and send clear customer statements to keep accounts tidy.
Log billable and internal expenses and attach them to clients and projects.
Automate recurring revenue with subscription billing on your schedule.
A reusable catalog of products and services with per-region tax rules.
Pick invoice styles inspired by SAP, Dynamics, Sage and QuickBooks.
Transmit invoices to AADE myDATA and export EN-16931 / UBL e-invoices for Europe.
Turn an accepted estimate or proposal — and billable time and expenses — into an invoice instantly.
Weighted-pipeline forecasts with per-rep and per-team quota attainment.
Capture, qualify and drag deals across a visual pipeline that stays up to date.
A weighted opportunity pipeline with stages, probabilities and revenue forecasting.
Embed forms on your site to capture leads straight into your pipeline.
Manage companies with multiple contacts and a full relationship history.
Multi-step cadences that follow up with leads automatically until they reply.
Send bulk campaigns with audiences, open tracking, unsubscribe and ROI.
Find and merge duplicate customers, contacts and leads to keep data clean.
A branded portal where clients view estimates, invoices, projects and tickets.
Organise delivery into projects and milestones with clear ownership.
Break work into tasks and move them across a board to the finish line.
Visualise schedules and dependencies on an interactive Gantt chart.
Live timers that track billable hours and turn them straight into invoices.
Discussions, files, notes and members on every project — keep delivery in one place.
Schedule tasks that regenerate automatically — daily, weekly, monthly or yearly.
Resolve tickets fast with email piping over IMAP and department routing.
Set response and resolution targets per priority and auto-escalate breaches.
Deflect repeat questions with a self-serve help center for customers.
Draft contracts and collect legally-binding signatures inside the CRM.
Keep deadlines, goals and your whole team's schedule in one shared calendar.
Personal todos, notes and reminders so nothing slips through the cracks.
Share company updates and keep everyone aligned with an internal newsfeed.
Automatic reminders for invoices, tasks, contracts and follow-ups.
Tailor every record with custom fields and organise with flexible tags.
Find any customer, lead, deal, invoice, project or ticket from one search box.
A notification centre for assignments, approvals, SLA breaches and mentions.
Mention a teammate in a note or ticket reply and they're notified instantly.
Multi-select to assign, restatus or delete in bulk, and save your favourite filters.
Build your own reports and pin live widgets to a personal dashboard.
Model anything your business needs with no-code custom record types and fields.
Route invoices, estimates and deals through approval and enforce data quality.
Hide sensitive fields by role and scope records to owners and teams.
See it in action
From a visual sales pipeline to multi-currency invoices and Gantt-charted projects.
Drag leads across a Kanban board, capture them automatically with web-to-lead forms, and give every customer company multiple contacts and a branded portal.
New · 4
Lumen Ltd
€3,200
Brightside
€1,150
Qualified · 3
Acme Co
€8,900
Vertex
€4,400
Won · 2
Northwind
€12,000
Your Company
VAT EL123456789
INVOICE
#1042 · € EUR
Recurring billing, partial payments and multi-currency, with PDF templates styled like SAP, Dynamics, Sage or QuickBooks. Collect online via Stripe, PayPal or Mollie.
Break work into milestones and tasks, visualise schedules on a Gantt chart, track time and turn it straight into invoices.
Platform & power features
A secure multi-tenant foundation with the integrations, automation and governance to scale.
Each workspace is fully isolated on its own schema and subdomain — secure by design.
Automate anything and sync with your stack via a full REST API and real-time webhooks.
Draft replies, summaries and content with built-in AI right where you work.
Trigger actions on events — reminders, status changes, emails — without writing code.
Two-factor security plus granular roles so people only see what they should.
Data export and erasure (right-to-be-forgotten) requests to stay compliant.
Pre-built reports across sales, finance, projects and support — plus a custom builder.
Branded templates with merge fields for every customer touchpoint.
Bring customers, invoices and history in via CSV — or migrate from your existing CRM.
Why AppoinlyCRM
Stop paying for and stitching together separate apps for CRM, invoicing, projects and support. AppoinlyCRM brings your full customer lifecycle into one place — so nothing falls through the cracks.
“We moved our quotes, invoices, projects and support into AppoinlyCRM in a weekend. Our team finally has one source of truth — and clients love the portal.”
Maria K.
Operations Lead, Brightside
Pricing
Start free. Upgrade as your team grows. Cancel anytime.
For freelancers and small teams getting organized.
For growing teams that need automation and projects.
For established teams scaling recurring revenue.
Spin up your workspace in under a minute and bring your whole customer lifecycle into one place.
14-day free trial · No credit card required
