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appoinlycrm for ambitious teams

Run your whole business from one workspace

Sales, recurring billing, projects, support, a client portal, AI, and 24 background automations — your multi-tenant CRM, live in minutes instead of weeks.

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Illustration of the appoinlycrm dashboard: KPI cards, a revenue chart, a pipeline list, and a data table

One platform replacing your CRM, billing, PM, and helpdesk tools

  • ACME
  • WAYNE
  • STARK
  • INITECH
  • OSCORP

Sales

Lead-to-cash, without the copy-paste

Customers, leads, estimates, proposals, and contracts share one timeline. Drag a lead across the kanban, convert it in two clicks, and the customer, contact, and proposal are already linked.

  • Customers & contacts with portal permissions
  • Leads — kanban, sources, web-to-lead, convert
  • Estimates with itemized lines, taxes, currencies
  • Proposals with versions, comments & e-signature
  • Contracts with renewals & expiry reminders
Leads kanban & conversion

Billing & payments

Charge in any currency, on any rail

Recurring invoices, partial payments, batch refunds, and credit notes sit on the same data your sales team writes. Stripe Connect handles managed payouts; e-invoicing emits compliant UBL.

  • Invoices — recurring, merge, copy, overdue chasing
  • Payments — batch capture, refunds, reconciliation
  • Credit notes, subscriptions & dunning
  • Stripe Connect + multi-currency
  • E-invoicing: UBL / XRechnung / Factur-X
Recurring invoice & payments

Projects & delivery

Deliver exactly what you sold

Projects carry milestones, a Gantt view, files, and discussions. Tasks roll up with timers, dependencies, and recurring rules — and tracked time flows straight onto an invoice line.

  • Projects — milestones, Gantt, files, members
  • Tasks — timers, recurring, dependencies, bulk-edit
  • Time tracking that bills to invoices
  • Knowledge base for internal & portal docs
Project milestones & Gantt

Support

Tickets, SLAs, and a mailbox that files itself

IMAP intake turns customer email into tickets automatically. Departments route the queue, SLAs keep you honest, and canned replies plus an AI assistant cut response time.

  • Ticket pipeline with priorities & statuses
  • SLA timers, auto-close & spam filters
  • Canned replies + AI-suggested drafts
  • IMAP intake & per-department mailboxes
Support ticket pipeline

Operations

The everyday tools your team already opens

Expenses, a shared calendar, reminders, a company newsfeed, announcements, goals, and surveys — the day-to-day operations layer that usually means a second subscription.

  • Expenses (recurring) & reminders
  • Calendar, events & resource planning
  • Newsfeed, announcements & goals
  • Surveys & time-tracking reports
Calendar, expenses & newsfeed

Customization

Make it look and behave like yours

Tune the theme and logo, add custom fields to twelve entity types, rearrange the menu, and edit email templates in any of 27 languages — all per tenant, no fork required.

  • Per-tenant theme, branding & custom domain
  • Custom fields across 12 entity types
  • Menu setup & email templates (27 languages)
  • White-label, custom CSS & hooks
Per-tenant theme & branding

Built in, not bolted on

The parts other CRMs charge extra for

  • Client portal

    Customers self-serve

    Each contact logs in to view and pay invoices, accept estimates, open tickets, and read statements — scoped to the permissions you set.

  • 24 jobs

    Runs while you sleep

    Background automations handle recurring billing, payment reminders, ticket auto-close, scheduled emails, and renewals — no cron babysitting.

  • 26 languages

    Isolated by tenant

    Database-per-tenant isolation keeps every customer’s data in its own logical database. UI, emails, and PDFs localize independently.

Everything included

One subscription. The whole surface area.

No feature gating by module. Every tenant gets the full platform — here is the breadth at a glance.

Sales

  • Customers
  • Leads
  • Estimates
  • Proposals
  • Contracts
  • E-signatures

Billing

  • Invoices
  • Recurring
  • Payments
  • Refunds
  • Credit notes
  • Subscriptions
  • Stripe Connect
  • Multi-currency
  • E-invoicing

Delivery

  • Projects
  • Milestones
  • Gantt
  • Tasks
  • Timers
  • Dependencies
  • Knowledge base

Support

  • Tickets
  • SLA
  • Canned replies
  • IMAP intake
  • Departments

Operations

  • Expenses
  • Calendar
  • Reminders
  • Newsfeed
  • Announcements
  • Goals
  • Surveys

Data

  • CSV import
  • Bulk export
  • GDPR export
  • Backups
  • Global search

Team

  • Staff & roles (RBAC)
  • Notifications
  • AI assistant

Platform

  • Multi-tenant
  • Database-per-tenant
  • 26 UI languages
  • Custom domains

Teams ship faster with appoinlycrm

  • “appoinlycrm replaced four tools in our first month. Our reps and PMs finally see the same customer.”
    A. Rivera
    VP Sales, ACME Corp
  • “The signup wizard plus Stripe-backed trial got us from demo to live in under an hour.”
    M. Tanaka
    COO, WAYNE Industries
  • “Built-in AI lead scoring is genuinely useful — not a gimmick. Our top-of-funnel response time dropped 40%.”
    P. Singh
    Head of Growth, INITECH

Ready to run it all from one place?

Start your 14-day free trial. No credit card charged today, cancel any time.

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