CRM · Booking · Invoicing · Projects · Support
Every customer, appointment and invoice in one calm workspace
AppoinlyCRM brings your leads, sales pipeline, online booking, quotes, contracts, invoices, projects and support desk together, so your whole team works from the same record from the first enquiry to the paid invoice.
14-day free trial · no card required · cancel any time- Online booking pages
- E-signed quotes and contracts
- Card payments via Stripe and Viva Wallet
- Hosted in the EU
Everything a service business runs on
One workspace replaces the spreadsheet, the booking tool, the invoicing app and the shared support inbox. Switch modules on as you need them.
CRM & pipeline
Capture leads, convert them in one step and follow every deal through your own pipelines with a live forecast, quotas and goals.
Appointments & booking
Public booking pages that respect your real availability, with automatic reminders and a team calendar.
Quotes, contracts & invoices
Professional documents your customers can view, accept and sign online, from quote to paid invoice.
Online payments
Customers pay invoices by card through Stripe or Viva Wallet; payments and refunds are recorded automatically.
Projects & time
Milestones, task dependencies, a Gantt timeline and timesheets that turn billable hours into invoices.
Support desk
Tickets from e-mail, the portal or your help site, with SLAs, departments and canned responses.
Marketing
Campaigns, consent-aware mailing lists, tracked e-mail campaigns and NPS surveys.
Automation
A visual workflow builder that reacts to record changes, schedules and incoming webhooks.
Reports & dashboards
Built-in reports, your own report builder and shareable dashboards for every team.
Customer portal
A secure place where customers see their invoices, quotes, appointments, projects and tickets.
Made to fit
Custom fields, custom objects, record layouts and roles that decide who sees what.
Open by design
A documented REST API, signed webhooks and embeddable web forms connect the tools you already use.
CRM
Know every customer, win more deals
From the first web-form enquiry to a signed deal, every call, e-mail, note and document lands on one timeline.
- Leads with sources, statuses and one-click conversion to account, contact and opportunity
- Accounts for companies and for individual customers, with any number of contacts
- Opportunities on a drag-and-drop board, across several pipelines with their own stages
- Forecast categories and weighted amounts that follow each stage
- Sales forecast per rep and team with quotas, submissions and manager adjustments
- Goals with progress tracking, and territories that route accounts to the right owners
- Activities, tasks, notes, reminders, comments and files on every record
- Saved views, filters, CSV import and export
Appointments
Let customers book themselves
Publish a booking page, share the link and let the calendar fill up without the back-and-forth.
- Services with duration, buffers before and after, and minimum notice
- Weekly availability per team member, plus days off and exceptions
- Public booking pages that only offer genuinely free slots
- Customers cancel or reschedule from their confirmation link
- Automatic e-mail reminders before each appointment, with a calendar file attached to confirmations
- A team calendar showing appointments and events side by side
Sales documents
From quote to cash without leaving the CRM
Build documents from your product catalogue, send them for review and get paid online.
- Quotes and proposals customers accept online
- Contracts with e-signature, renewals and contract types
- Invoices with a document editor and three professional layouts in your brand colour
- Recurring invoices that issue themselves every period
- Credit notes, refunds and customer statements
- Expenses you can re-bill to customers
- Card payments through Stripe and Viva Wallet, recorded against the invoice
- Products, price books, taxes and multiple currencies
Projects & time
Deliver on time and bill for it
Plan the work, track the hours and invoice them, all linked to the customer who ordered it.
- Projects with members, milestones and task boards
- Task dependencies and a Gantt timeline
- Checklists and reusable checklist templates
- A running timer, timesheets and time rounding rules
- Turn billable time into invoice lines
- Project discussions, shared with customers when you choose
Support
A help desk your customers will thank you for
Answer faster, keep your promises and let customers help themselves.
- Tickets with priorities, departments, topics and assignment
- SLA policies with first-response and resolution targets and breach alerts
- E-mail intake: messages to your support mailbox become tickets and replies
- Canned responses and spam filtering
- A knowledge base published as your own public help site
- Customers open and follow tickets from the portal
Marketing
Grow with campaigns that respect consent
Reach the right people, measure what works and listen to what customers say.
- Campaigns with members, budgets, costs and expected revenue
- Mailing lists built from your contacts and leads, filtered by consent
- E-mail campaigns with open and click tracking and one-click unsubscribe
- Surveys and NPS with shareable links and response reports
- Embeddable web forms that create leads, with double opt-in
Automation & insight
Automate the routine, see the whole picture
Let workflows do the follow-up while dashboards show where the business stands.
- Visual workflow builder with conditions, delays and branches
- Triggers on record changes, schedules and incoming webhooks
- Actions to update fields, create tasks and records, send e-mails and notifications, call webhooks and convert leads
- Built-in reports for revenue, pipeline, receivables, tax, support and time
- A custom report builder with charts and scheduled e-mail delivery
- Dashboards with widgets, shared with the people who need them
Customise & connect
Shape it around the way you work
Model your own data, decide who sees what and connect everything else.
- Custom fields and sections on every record type
- Custom objects for anything your business tracks
- Record layouts per object
- Roles, teams and permissions down to own, team or all records
- A customer portal with per-contact access to invoices, quotes, appointments, projects, files and tickets
- REST API with interactive OpenAPI documentation and API tokens
- Signed webhooks for record events
Everything included
All of these come with AppoinlyCRM. Turn on the modules you need, hide the ones you don’t.
CRM
- Leads
- Accounts
- Contacts
- Opportunities
- Pipelines
- Forecast
- Quotas & goals
- Territories
- Web forms
Scheduling
- Services
- Availability
- Booking pages
- Appointments
- Reminders
- Calendar
Sales
- Products & price books
- Quotes
- Proposals
- Contracts & e-signature
- Invoices
- Recurring invoices
- Credit notes
- Refunds
- Expenses
- Statements
- Online payments
Projects
- Projects
- Milestones
- Tasks & dependencies
- Gantt timeline
- Checklists
- Discussions
- Timer & timesheets
Support
- Tickets
- SLAs
- Departments
- E-mail intake
- Canned responses
- Knowledge base
- Help site
Marketing
- Campaigns
- Mailing lists
- E-mail campaigns
- Open & click tracking
- Surveys & NPS
Automation & reports
- Workflow builder
- Built-in reports
- Report builder
- Scheduled reports
- Dashboards
Platform
- Customer portal
- Custom fields
- Custom objects
- Record layouts
- Roles & teams
- REST API
- Webhooks
- Import & export
- Audit log
- Consents & GDPR requests
Your data, your rules
Built in Europe for businesses that take their customers’ data seriously.
One database per workspace
Workspaces never share tables. Backups, exports and deletion happen per workspace.
Hosted in the EU
Servers and backups stay in the European Union.
Privacy tools built in
Record consents per purpose and handle data export and erasure requests from inside the product.
Regular backups
Every workspace is backed up on a schedule and backup freshness is monitored.
Two-factor sign-in
Protect accounts with two-factor authentication and require it for your whole team.
Mail from your own domain
Connect your own SMTP server so customer e-mails come from your address.
Simple pricing, all features per plan
Start with a free trial. Upgrade, downgrade or cancel from your workspace whenever you like.
Starter
Contacts, appointments and the essentials for a small team.
- 3 users
- Accounts & contacts
- Appointments & booking pages
- E-mail templates
- 2 GB storage
Professional
Sales pipeline, quotes and invoices, projects and support.
- 15 users
- Everything in Starter
- Opportunities & forecasting
- Quotes, invoices & payments
- Projects & time tracking
- Support desk
- Workflow automation
- 20 GB storage
Business
Unlimited users, custom objects and API access for growing companies.
- Unlimited users
- Everything in Professional
- Custom objects & report builder
- REST API & webhooks
- Priority support
- 100 GB storage
Questions, answered
Can my customers pay invoices online?
Yes. Connect your own Stripe or Viva Wallet account and customers pay by card from the invoice link or the portal. Payments are recorded on the invoice automatically.
How are e-mails sent?
You connect your workspace to your own SMTP server, so quotes, invoices, reminders and campaigns are sent from your own address and domain.
Is my data separated from other customers?
Yes. Every workspace has its own database, hosted in the EU, with its own backups.
Can I bring my existing data?
Yes. Import leads, accounts, contacts and other records from CSV files, and export them again at any time.
Can I connect other tools?
Use the REST API with its OpenAPI documentation, subscribe to webhooks, or embed web forms on your website.
Do I need a card to start?
No. Every plan starts with a free trial; you choose how to pay when the trial ends.
Which payment methods do you accept?
Cards through Stripe or Viva Wallet, and bank transfer with a pro-forma invoice.
Can I change plans later?
Yes, from the billing page in your workspace. Upgrades apply immediately; downgrades at the next renewal.
What happens to my data if I cancel?
Your workspace stays readable until the end of the paid period, then you can export everything before it is deleted.
Ready to bring it all together?
Create your workspace in a minute and invite your team. Your first 14 days are on us.