Close more deals
without the chaos.
ProjectCRM gives reps and commercial teams one clean system for leads, follow-ups, pipeline and performance.
No credit card required. Set up in under 2 minutes.
Stop losing deals to disorganisation.
Every missed follow-up is a missed deal. ProjectCRM keeps your entire sales operation visible, structured and moving forward.
Never lose track of a lead
Every prospect is captured, categorised and ready for follow-up. No more forgotten sticky notes or buried spreadsheet rows.
See your full pipeline clearly
Know exactly where every deal sits, what needs attention and what is about to close. Full visibility, zero guesswork.
Follow-ups that actually happen
Structured task management and reminders so nothing slips through the cracks. Your follow-up process runs itself.
From first contact to closed deal.
A clear workflow that takes every opportunity from capture to conversion.
Capture Leads
Add prospects instantly. Scan cards, import contacts or enter leads on the go.
→Manage Deals
Track every deal through your pipeline stages with full context and history.
→Stay on Follow-ups
Tasks, reminders and activity logs keep you on top of every conversation.
→Track Performance
See conversion rates, pipeline value and rep activity at a glance.
Replace the chaos with one clean system.
Spreadsheets lose context. Notes apps lose leads. Generic CRMs waste time. ProjectCRM is built for how reps actually work in the field.
- ✓ No more scattered notes across five different apps
- ✓ No more unclear pipeline visibility for managers
- ✓ No more forgotten follow-ups costing you deals
- ✓ No more manual reporting and status updates
- ✓ No more lost leads falling through the cracks
Tools no other CRM gives you.
AI-powered features built specifically for payment consultants in the field.
AI Statement Reader
Snap a photo of any merchant statement. AI extracts rates, fees and volume in seconds.
Route Planner
Plan optimised multi-stop routes between leads. Get turn-by-turn directions from your phone.
Prospect Finder
Search any area for merchants. Find new prospects by business type, location and proximity.
Territory Heat Map
Visualise merchant density across your territory. Spot untapped areas and plan coverage.
Deal Assist AI
Get real-time coaching on any deal. AI analyses the lead and suggests your next best move.
Call Intelligence
Log calls and get AI-powered sentiment analysis, summaries and follow-up suggestions.
Business Card Capture
Point your camera at a business card. AI reads it and creates a lead automatically.
Quick Proposal
Generate professional PDF proposals on the spot. Close deals before you leave the premises.
Savings Calculator
Show merchants exactly how much they will save. Side-by-side rate comparisons that close deals.
Your entire operation at a glance.
Real-time visibility into leads, deals, follow-ups and team performance.
Reps who stopped winging it.
"Before ProjectCRM I was running my pipeline from a spreadsheet and WhatsApp notes. I missed follow-ups constantly. Now everything is in one place and I close deals I would have lost."
"The visibility alone is worth it. I can see exactly where every deal sits, what needs doing next and which reps are performing. No more weekly status calls."
Plans that grow with your pipeline.
Choose your plan and start closing deals today.
- ✓ Lead & pipeline tracking
- ✓ Task management with reminders
- ✓ Activity timeline (calls, notes, visits)
- ✓ Mobile-first CRM
- ✓ Up to 50 active leads
- ✓ Unlimited leads & full pipeline control
- ✓ Smart follow-up reminders
- ✓ Performance dashboard & deal tracking
- ✓ Team collaboration (up to 5 users)
- ✓ Task + calendar workflow system
- ✓ AI-powered next best actions
- ✓ Everything in Growth
- ✓ Unlimited team members
- ✓ Advanced analytics & revenue forecasting
- ✓ API access & integrations
- ✓ Priority support
- ✓ Full business visibility
Start closing more deals today.
Join reps and commercial teams using ProjectCRM to run their sales workflow from one clean system.
Start Closing Deals