CollabCRM
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Product Overview
CollabCRM Overview
Product description, media, company details, support, training, deployment, customer size, languages, and industries.
Support
Training
Licensing & Deployment
Typical Customers
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Category-Based Capabilities
CollabCRM Features
Each category combines the selected software category, its category-specific description, and the features assigned to that category.
Workforce Management Software 15 selected features Open category ↗ ⌄
Workforce Management in CollabCRM helps you efficiently organize, monitor, and optimize your team’s productivity. From scheduling and task allocation to performance tracking and workload balancing, it ensures seamless collaboration and complete visibility into your workforce operations — all in one unified platform. With smart automation and real-time insights, managers can easily track attendance, manage shifts, and evaluate performance metrics. It empowers organizations to make data-driven decisions, improve employee engagement, and maintain operational efficiency across teams, departments, and locations.
Performance Metrics
Attendance Management
Sick Leave Tracking
Recruitment Management
Reporting/Analytics
Real Time Notifications
Employee Management
Time & Attendance
Clock In/Out
Timesheet Management
Employee Database
Performance Management
Payroll Management
Budgeting/Forecasting
Document Storage
Project Management Software 7 selected features Open category ↗ ⌄
Project Management in CollabCRM streamlines planning, tracking, and execution by bringing your entire project lifecycle into one platform. From task assignments and timelines to progress monitoring and reporting, it ensures teams stay aligned, deadlines are met, and projects move forward efficiently. With real-time visibility into every project stage, managers can easily allocate resources, identify bottlenecks, and make data-driven decisions to keep progress on track. CollabCRM’s intuitive dashboards, Kanban boards, and automated workflows simplify collaboration across departments, ensuring every stakeholder stays informed. Whether you’re handling multiple client projects or managing internal initiatives, CollabCRM provides the flexibility and control needed to deliver successful outcomes — on time and within budget.
Milestone Tracking
Alerts/Notifications
Project Planning
Kanban Board
Task Management
Resource Management
Document Management
Project Planning Software 16 selected features Open category ↗ ⌄
Project Planning in CollabCRM enables teams to create clear roadmaps, define priorities, and allocate resources effectively. It helps you set timelines, track milestones, and anticipate challenges — ensuring every project starts strong and stays on course from planning to delivery. With CollabCRM, you can visualize project dependencies, manage workloads, and adjust plans in real time as priorities shift. The platform promotes collaboration among teams, ensuring everyone is aligned on goals, deadlines, and responsibilities. By combining strategic planning with actionable insights, CollabCRM empowers organizations to turn ideas into well-executed projects that drive measurable results.
Due Date Tracking
Project Time Tracking
Activity Dashboard
To-Do List
Progress Tracking
Project Planning
Document Management
Multiple Projects
Deadline Management
Resource Management
Project Tracking
File Management
Document Storage
Task Planning
Commenting/Notes
Tagging
Workflow Management Software 11 selected features Open category ↗ ⌄
Workflow Management in CollabCRM automates and streamlines repetitive processes, ensuring tasks move smoothly from one stage to the next. It helps teams create, track, and optimize workflows for better efficiency, transparency, and accountability across the organization. With customizable workflows, teams can standardize operations, eliminate bottlenecks, and reduce manual effort. CollabCRM provides real-time visibility into every stage of a process, helping managers monitor progress, identify delays, and make quick adjustments when needed. By automating approvals, task routing, and notifications, it enhances collaboration and keeps everyone aligned — enabling your organization to operate with greater consistency and control.
Approval Process Control
Alerts/Notifications
Email Management
Real Time Notifications
Collaboration Tools
Document Storage
Task Management
Monitoring
Progress Tracking
Template Management
Project Workflow
Lead Management Software 6 selected features Open category ↗ ⌄
Lead Management in CollabCRM simplifies how you capture, track, and nurture leads throughout the sales journey. It helps your team prioritize prospects, automate follow-ups, and convert opportunities into loyal customers — all from a single, unified dashboard. With real-time lead insights and automated scoring, CollabCRM enables sales teams to focus on high-potential opportunities while maintaining consistent communication across all channels. It seamlessly integrates with marketing and project modules, ensuring a smooth handoff from initial contact to project execution. By centralizing every interaction and activity, CollabCRM empowers businesses to accelerate conversions, improve pipeline visibility, and drive sustainable revenue growth.
Pipeline Management
Lead Qualification
Document Storage
Lead Segmentation
Reminders
CRM
IT Project Management Software 5 selected features Open category ↗ ⌄
IT Project Management in CollabCRM helps tech teams plan, execute, and deliver projects with precision. From sprint planning and resource allocation to progress tracking and reporting, it ensures seamless collaboration, timely delivery, and complete visibility across all IT initiatives. CollabCRM is designed to support agile and hybrid project methodologies, allowing teams to manage backlogs, track issues, and monitor performance in real time. It centralizes communication, integrates with development tools, and keeps every stakeholder aligned throughout the project lifecycle. By providing actionable insights and automation, CollabCRM enables IT teams to reduce delays, optimize resources, and deliver high-quality results that meet both business and technical goals.
Milestone Tracking
Project Planning
Document Management
Real Time Notifications
Resource Management
Pricing Information
CollabCRM Pricing
Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.
Frequently Asked Questions
CollabCRM FAQs
Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.
CollabCRM is a business operating system/work management software built for IT companies to manage their scattered tools with one connected platform. Whether it is hiring employees, managing employees, tracking sales, or delivering projects, it streamlines every process to save time and reduce complexity.
With powerful modules for HR, project management, sales, and recruitment, it enhances transparency and collaboration across teams, giving business leaders the insights they need to make faster decisions.
Key features and benefits:
- Unified Platform: Manage recruitment, HR, sales, and projects in one place, reducing the need for multiple disconnected tools.
- Team collaboration: Enable seamless communication and task alignment across departments, ensuring projects move faster with fewer roadblocks.
- Workflow transparency: Gain complete visibility into operations with real-time data and dashboards, empowering leaders to make smarter decisions.
- IT-centric design: Built specifically for IT companies, CollabCRM addresses the unique challenges of complex workflows and scaling businesses.
Should you have any questions, feel free to connect with the team or schedule a demo to explore the product.
- No, CollabCRM does not offer a free version.
- Yes, CollabCRM offers a free trial.
- No, Credit Card details are not required for the CollabCRM trial.
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CollabCRM supports the following payment frequencies:
- Annual Subscription , Monthly Subscription
- No, CollabCRM does not offer an API.
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CollabCRM offers support with the following options:
- Email , Phone , Chat , Knowledge Base , FAQs/Forum
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CollabCRM offers training with the following options:
- Live Online , Webinar , Documentation , Videos
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CollabCRM supports the following languages:
- English
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Following are the typical users of the CollabCRM:
- Small-Business , Midsize-Business , Large-Enterprise-Business
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CollabCRM supports the following deployment:
- Cloud Hosted
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CollabCRM supports the following devices and operating systems:
- Web-Based , iPhone , Android
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