RM CRM - Ultimate Project Manager & CRM

RM CRM is an all-in-one project management and CRM platform built to boost productivity and strengthen customer relationships. It brings together project management, client management, and team collaboration in a single, easy-to-use system that includes everything needed to run a business effectively, and it works seamlessly across both computer and mobile devices.

Manage Your Clients Easily
Keep your customers happy with a full suite of client-facing tools. Create and send invoices, accept payments through PayPal, Stripe, Paytm, or cash, and set up automatic recurring billing for subscriptions. You can also generate e-invoices and credit notes, manage support through smart ticketing tools, and even auto-generate tickets directly from incoming emails. A built-in knowledge base lets clients find answers without needing to reach out, while a dedicated client portal gives them visibility into projects, files, and contracts — all organized and easy to access.

Grow Your Business
RM CRM helps you turn opportunities into real revenue. Send professional proposals to win more orders, use custom estimate request forms so you know exactly what clients need, and showcase your products and services through an integrated online store. Manage leads visually with a Kanban board as you move them through your pipeline, keep client orders organized from start to finish, and track your expenses alongside profit and loss for a clear financial picture.

A Better Way to Work
Give your team the structure they need to move fast. Create and assign tasks with collaborators, visualize progress on a Kanban board, and plan ahead using milestones to stay on top of deadlines. Built-in feedback, chat, and notifications keep everyone aligned, while pinned comments and checklists ensure nothing important slips through the cracks. Project progress is automatically calculated so you always know where things stand.

Communicate Faster
Stop switching between apps just to stay in touch. Chat directly with team members and clients inside the platform, with permission controls to manage who can talk to whom, and Pusher integration for fast, responsive messaging. Share updates through announcements that appear right on dashboards, and use internal timeline posts to broadcast new ideas across your team.

Premium UI/UX
A clean, modern interface means less friction and more productivity. Every screen is designed to minimize clicks and maximize workflow, with bookmarked smart filters that remember your last view, a compact view for browsing details without leaving the list, and multiple customizable dashboards.

Spend Less Time on Team Management
As your team grows, RM CRM keeps management simple. Define role-based permissions, track time spent on tasks by each team member, and use an advanced file manager with folder-specific access controls. Attendance and leave applications are built in, along with an internal wiki for sharing guidelines and documentation.

Automate Your Work
Let the platform handle repetitive tasks. Set up recurring invoices, recurring tasks, and recurring expenses on your preferred schedule, and sync recurring events like meetings or holidays directly with Google Calendar. Support tickets can be automatically created, labeled, and routed to the right team member based on email content.

Stay Informed, Stay Organized
Never miss what matters. Control exactly who receives notifications and how — through email, on-screen alerts, or Slack — and get instant mobile alerts even when you're not actively using the app. Detailed change logs track project and task activity, and GitHub or Bitbucket integration brings commit logs directly into your task history. Personal tools like reminders, sticky notes, a private to-do list, and a built-in calendar help you stay focused and on track.

Make It Yours
RM CRM adapts to your brand and workflow. Choose from pre-built themes or apply custom styling, rearrange your menu with drag-and-drop, add custom fields wherever you need them, and customize email templates to match your brand voice.

Built to Stay Secure
RM CRM is built on the latest version of CodeIgniter 4 with a Bootstrap 5 frontend, with sensitive data secured through encryption and Google reCAPTCHA protecting against unauthorized access and spam. One-click updates keep your installation current without any hassle.