Powerful Features for Your Business

Everything you need to manage clients, projects, and grow your business in one place.

What CRM Gem covers

The essentials for client work, documents, and payments.

CRM Gem groups the daily tools freelancers and service businesses need into one focused workspace.

Keep client names, emails, projects, documents, and payment history easy to find.

Organize client work before it turns into a proposal, quotation, or invoice.

Share polished proposals with client approval and revision workflows.

Send clear pricing documents clients can review and approve online.

Create professional invoices with balances, payment visibility, and PDF downloads.

Track paid, unpaid, partial, and overdue invoice states without a spreadsheet.

Prepare repeat billing workflows for ongoing client work and retainers.

Give clients one secure workspace for shared documents, payments, and updates.

Let clients download invoice, quotation, and proposal PDFs when they need a copy.

Create client documents in the currency that fits each relationship.