The CRM that follows every deal from first lead to paid invoice
MarginCRM puts sales, marketing, customer service, quotes, invoices and payments in one place. Your team works from one record of every customer, and you see where revenue comes from and where it gets stuck.
Free plan for up to 3 people. Upgrade when you grow.
One platform for the whole revenue team
- Sales
- Marketing
- Service
- Payments
- Analytics
- Automation
Every step of the customer's journey, in one system
Most teams stitch together a form builder, a CRM, a quoting tool, an invoicing app and a help desk. MarginCRM does it in one product, so nothing gets re-typed and every number agrees.
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Capture
Web forms, landing pages and booking pages send leads straight into the CRM.
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Qualify
Scoring, routing and automatic follow-up emails get each lead to the right rep fast.
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Close
Pipeline, quotes with approvals and e-signature, and stage playbooks.
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Invoice
Turn a signed quote into an order and an invoice without re-typing a line.
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Get paid
Card payment links, automatic reminders and a live view of what's still owed.
A pipeline your reps actually keep up to date
Drag deals between stages, log a call in one box, and let MarginCRM flag the deals that are slipping before the quarter ends.
- Drag-and-drop pipeline with totals and weighted amounts per stage
- Deal health warnings for idle, stuck or unplanned deals
- Forecast categories, monthly quotas and attainment by rep and team
- Quotes from your product catalog, with discount approvals and e-signature
Turn visitors into booked meetings, automatically
Publish a form, a landing page or a booking page in minutes. New leads are scored, routed to the right rep and enrolled in a follow-up sequence.
- Hosted or embedded web forms with spam protection and UTM tracking
- Booking pages that check calendars and rotate between reps
- Email campaigns with consent, one-click unsubscribe and click tracking
- Lead scoring and round-robin routing, ready in one click
Support that sees the whole customer
Cases sit next to the customer's deals, invoices and conversations, so every agent has the full picture and no promise gets missed.
- Queues with least-busy or round-robin routing, agent capacity and a "next case" button
- Service levels with business hours: on track, at risk, breached
- Email-to-case with threaded replies
- Knowledge base and a customer portal for self-service
Close the loop: from signed quote to cash in the bank
Invoices are created from the deal, customers pay by card through your own Stripe account, and reminders go out on schedule so you don't have to chase.
- Gap-free invoice numbers, PDFs, partial payments and refunds
- Pay-by-card links straight to your Stripe account
- Automatic reminders before and after the due date
- Payouts with optional two-person approval above a threshold
Know what's working, and let the busywork run itself
Dashboards and reports that anyone can build, no-code automation, and an AI assistant that drafts emails and flags risky deals. It only suggests: a person approves every change.
- Business health: revenue by channel, speed to lead, pipeline coverage, cash
- Report builder with cross-object reports, charts and scheduled emails
- Workflow rules: create tasks, update fields, notify, request approval
- Bring your own Claude, ChatGPT or Gemini account
Built for the way your team really works
Email & calendar
Gmail and Microsoft 365 sync. Emails and meetings land on the right record.
Calling
Click to call or use the built-in browser phone. Incoming calls open the caller's record.
WhatsApp & Instagram
Reply to customers from one shared inbox, right on their record.
Team chat
Channels, direct messages and @mentions, with records linked in. Slack and Teams alerts too.
Phone & offline
Install it on your phone. Recent records stay readable offline and notes sync later.
Make it yours
Custom fields and objects, page layouts, formulas and validation rules. No developer needed.
API & integrations
A REST API, signed webhooks, and connections for Zapier and Make.
Easy to move in
Bring your data from HubSpot, Salesforce, Pipedrive, Zoho and more, with one-click undo.
Ready for your industry from day one
Pick a template when you sign up and get the objects, fields and sample data your business needs. You can switch later, and change anything.
Real estate & leasing
Properties, showings, offers and leases.
Insurance
Producers, policies, coverages, insured items and claims.
Health care
Referrals, plus encrypted patient records with access logging.
Tech & SaaS
Subscriptions and renewals next to the pipeline.
Professional services
Time entries against clients and projects.
Manufacturing
Quote requests flowing into quotes and orders.
Agriculture
Crop plans alongside growers and buyers.
Any business
Start from a clean CRM and build your own objects.
Your customer data, locked down by design
Every organization's data is fully isolated, and you control who sees what, down to a single field.
Access you control
- Roles, team hierarchies and sharing rules
- Hidden and read-only fields, also enforced in reports and exports
- Two-factor sign-in, required by role if you choose
Sensitive data protected
- Patient data encrypted with AES-256 and opened only by explicit grant
- Every access to sensitive records is logged
- Single sign-on with OpenID Connect on Enterprise
Your data, your rules
- Field-by-field change history on every record
- GDPR access requests and permanent erasure
- Export your whole organization at any time
Bring your data with you, and undo if you change your mind
Connect your current CRM or upload its export. MarginCRM maps your fields, creates the custom ones it needs and rebuilds the links between accounts, contacts and deals. If the result isn't right, one click undoes the whole import.
- Direct connection or file upload
- Duplicate detection and merge after import
- Any spreadsheet works too, with column mapping and line-by-line error reports
Start with the free plan. Grow into the rest.
Set up your organization in minutes, invite your team and pick an industry template. No sales call required.