Run Your Business Better. We’ll Handle the Systems.

Your CRM software, setup, automation, and ongoing support - all in one place.

Stop wasting time on manual work, missed follow-ups, and disconnected tools. We set up and manage the systems your business needs, so you and your team can focus on growing.

Talk to an expert

How it Works

Book an intro consultation so we can understand your business, goals, and challenges. We’ll discuss how cbmCRM can help.

1. Let’s Talk About Your Business

We’ll recommend a plan based on your business needs, goals, and budget, so you know exactly what’s included.

2. Choose the Right Plan

Our team gathers the information we need, maps out your processes, and creates a clear plan and timeline for implementation.

3. We Plan Your Setup

We set up your system, train your team, and help you get started. After launch, we continue providing support and improvements as your business grows.

4. We Build, Train, and Support

You don’t have to figure everything out alone. Our team helps with setup, training, support, and ongoing improvements as your business grows.

We’re Here When You Need Us

Manage your customers, sales, communication, and everyday business processes in one system. Reduce the number of tools your team needs to use.

Everything in One Place

Get the software, setup, and ongoing support your business needs with clear monthly pricing. No surprise costs or expensive software licenses for every team member.

Simple, Predictable Pricing

Go-CBM CRM opportunities dashboard picture 1

More Than Software. A Team Behind Your Business.

A CRM For All Business Types

B to B Businesses

Grow your service offering to other businesses with intelligent CRM that streamlines customer acquisition, retention, and satisfaction. Unify marketing automation, omnichannel campaigns, and CRM to create seamless customer experiences that convert one-time sales into loyal customers.

B to C Businesses

Streamline your direct to customer business with intelligent automation. CRM and marketing tools work together to automate personalized communication, turning leads into loyal customers. Unify marketing automation, omnichannel campaigns, and CRM to create seamless customer experiences.

Retail & Online

Struggling to manage customers and sales? An intelligent CRM streamlines operations, boosts retention, and fuels growth through automated marketing that fosters lasting relationships. Unify marketing automation, omnichannel campaigns, and CRM for seamless customer experiences that convert one-time buyers into loyal fans.

White Label Solutions

Want to offer your clients more value and earn extra income? cbm-CRM lets you create your own branded CRM platform. We handle the development, so you can sell it as a SaaS product with subscriptions. With unlimited users and accounts, you set the price – it's a revenue stream without extra workload.

Make Your Entire Business Run Better.

Every business has processes that could be easier, faster, or better organized. We help you find what needs improving, build the right solutions, and keep everything running smoothly.

See How It Works

Make it easier for your team to manage leads, follow up with customers, and close deals.

Improve Your Sales Process

As your business changes, we help you solve new problems, improve your systems, and keep things working.

Keep Improving as You Grow

Improve how your business handles contracts, payments, customer requests, and work between teams.

Simplify Daily Operations

Bring your tools and everyday tasks into one place. Automate repetitive work so your team can focus on what matters.

Save Time and Reduce Manual Work

	cbmCRM	HubSpot	Salesforce
Unlimited users included	Yes	X	X
Unlimited contacts included	Yes	X	X
Monthly CRM Management	Yes	X	X
No developer needed	Yes	X	X
Affordable	Yes	X	X
No hidden fees	Yes	X	X
Sales Funnels	Yes	+$450/ 5 users/month	+$500/ 5 user/month
Workflows	Yes	+$800 /month	+$1250 /month
Social integration	Yes	+$800 /month	+$1250 /month
Lead automation	Yes	+$800 /month	+$1250 /month
Marketing	Yes	+$800 /month	+$1250 /month
Email campaigns	Yes	+$800 /month	+$1250 /month

Feature Comparison

Choose the Support Your Business Needs

Every plan includes CRM software, setup, training, and ongoing support.
Choose the level of help that fits your business.

CRM Management

Get the tools your team needs without having to figure everything out yourself.

CRM setup and onboarding
Customer and sales management
Follow-up automation
Team training
Ongoing CRM support
Help with system improvements

See What’s Included

Business Operations Partner

We help you identify problems, improve processes, and build solutions across your business.

Everything in CRM Management
Review and improve business processes
Build custom workflows and automations
Improve how teams work together
Help simplify contracts, payments, and other processes
Ongoing guidance and improvements

See What’s Included

All Your Tools Working Together

We help you bring your business into one place.
When you need other tools, we connect them so everything works together.

Designed with You in Mind

Our CRM is designed with you in mind. We offer a user-friendly platform with features that adapt to your workflow, not the other way around. Take control of your customer relationships and watch your business thrive.

See Plans & Pricing