CRM-NG: contacts, deals, tickets, invoices, projects, time and campaigns on one client record.

The client-operations platform we built and run our own business on. Hosted for you as CRM-NG Cloud, or installed on your own WordPress site.

Request a workspaceVisit crmng.co

More than 30 modules

  • CRM, Sales, Marketing and Surveys
  • Service desk, client portals, monitoring alerts and renewals
  • Accounting: invoices, payments, Stripe, QuickBooks and Xero, purchase orders
  • Projects, HR, Workflow and Process Discovery
  • Onboarding, client lifecycle and client health
  • Inventory, Assets, Documents and the Documentation Vault
  • Knowledge base, Compliance, Reports and the AI Assistant
  • The phone app, texting, the staff intranet and team spaces
  • Custom fields, Notifications, Enterprise security

CRM-NG Cloud

Hosted and provisioned for you

We host it, back it up, monitor it with InfraGuard and keep it updated. Your workspace is provisioned automatically with your modules, client portal, email delivery and monitoring. You sign in and work. Self-service signup is coming; until then, request a workspace and we will have it ready within one business day.

Request a workspace

CRM-NG for WordPress

Self-hosted editions

The same platform as a plugin for your own site, in self-hosted editions with the modules you choose. Your data on your server, with licence keys, updates and documentation. We can migrate a workspace either way.

Editions and pricing at crmng.co

How CRM-NG Cloud is provisioned

A CRM that is set up when you sign up.

Create a workspace and we provision the whole thing automatically: your modules, your client portal, email delivery, backups and monitoring. No installer, no plugin shopping, no consultant week.

More than 30 modules, switched on per workspace

CRMSalesService deskAccountingProjectsHRMarketingWorkflowInventoryAssetsClient portalsKnowledge baseDocumentsCustom fieldsNotificationsEnterprise securityOnboardingClient lifecycleClient healthSurveysComplianceRenewalsMonitoringField serviceCalendarDocumentation VaultPurchasingPhone & TextReport BuilderProcess DiscoveryAI AssistantQuickBooks / XeroIntranetTeam spacesPhone app

Create a workspace

Demo

  1. Create the workspace and your admin account
  2. Install CRM-NG and switch on your modules
  3. Set up email delivery and sender checks
  4. Publish the client portal
  5. Turn on backups, monitoring and two-step sign-in
  6. Load sample data and open the setup wizard
Acme Company LLC is ready.

Sign in to finish the setup wizard: time zone, company details, client portal and the modules you want on.

This is a sample run with demo data. A real workspace follows the same steps and sends you a sign-in link when it is done.

Who it is for

Service businesses that have outgrown spreadsheets and do not want five subscriptions that do not talk to each other.

IT firms and MSPsTickets, assets, time, invoices and the client portal in one place. It is what we run on.
Trades and field serviceJobs, scheduling, invoices from the truck, review requests on completion.
Agencies and consultantsDeals, projects, time tracking, documents to sign and campaigns to past clients.

See it with your own data.

Request a workspace and we will load your contacts and show you the record, the portal and the first automation inside a week.

Talk to our teamProduct site: crmng.co