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Invoices that get paid
Send the invoice from the client's record. When it is paid, the deal is marked won.
Explore Invoices that get paid
CRM
CRM for IT teams and IT support firms
Client records, requests from every channel in one inbox, projects with time tracking and monthly invoices, all linked. A CRM for IT service companies that also runs the work.
Free plan, no card needed. Or book a demo.
IT service work is a mix of sales, support and projects
A managed services firm or IT consultancy sells contracts, answers support requests and runs rollouts, often for the same client in the same week. When those live in separate tools, nobody sees the whole account.
In startbuddi, requests from email, WhatsApp and website chat land on the client's record. The same client has their open deals, their projects with logged hours and their monthly invoice.
What you can run from here
- Support requests in a shared inbox, assigned to the right engineer.
- Projects with timelines, time tracking and hours budgets.
- Monthly support contracts billed as subscriptions.
- A client portal where each client sees progress, approves work and shares admin logins in an encrypted vault.
startbuddi is not a full help desk with SLAs and ticket queues. If you need those, keep your help desk and use startbuddi for clients, projects and billing. See startbuddi for IT teams for more.
- Requests on the client recordEmail, WhatsApp and website chat in one shared inbox.
- Projects with hoursTimers on tasks and an hours budget on each project.
- Monthly contractsBill support retainers as subscriptions through Paystack or Stripe.
- Honest scopeA CRM and project tool, not a ticketing system with SLAs.
Team inboxes
Route every request to the right engineer.
Make a team inbox for support, assign conversations by turn or by workload and keep internal notes away from the client.
- Assign to a person or a team, or let Chip assign it
- Internal notes and watchers, never shown to the customer
- Mask customer numbers for members below manager
Timeline
Plan rollouts on a timeline.
Every task as a bar with dependencies and milestones, so a delayed step shows what it pushes back.
- Dependency arrows and a Critical path highlight
- Zoom by day, week or month
- Move the dependent tasks too, or only this one
Timer & week
Hours logged against the client.
Timers run on tasks, so every hour belongs to a project and a client, with the billable value added up for the week.
- Start timer and Stop on any open task
- Week totals: Total, Billable, Billable value and Tasks
- Previous week, This week and Next week
Same workspace
Your CRM is already connected to the rest of the business.
The same client record is used by your invoices, bookings, projects and follow-ups, so nothing is typed twice.
02
Online bookings
Clients book from your link and land in your contacts with the booking on their page.
Explore Online bookings
03
Follow-ups that run themselves
Follow-ups, reminders and tasks that start when a form, booking or deal changes.
Explore Follow-ups that run themselves
04
Projects your team can follow
Won the work? Start the project, track tasks and share progress with the client.
Explore Projects your team can follow
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Dashboards and reports
A ready-made Leads and sales dashboard in Analytics: leads by source, form conversion, bookings, pipeline and deals won.
More about Analytics
Plans
A CRM on every plan, including Free
The CRM is on every plan. Free keeps 250 contacts, Starter 2,500, Growth 15,000 and Scale 75,000. The shared inbox, WhatsApp, SMS and automations unlock on Starter.
- Free Included, free forever $0
- Starter Included, 30-day trial $29/mo
- Growth Included, 30-day trial $79/mo
- Scale Included, 30-day trial $199/mo
Keep reading
Solutionstartbuddi for IT & Tech Teams
BlogClient management for IT companies: how to run tickets, clients and projects in one place
ProductTime tracking
ProductClient portals
ProductCustomers
ProductContacts & companies
ProductSales pipeline & deals
ProductInbox
CompareBest CRM Software for Small Business
Questions people ask
Can startbuddi replace my help desk?
Not if you rely on SLAs, ticket queues or asset tracking. It gives you a shared inbox with assignment, notes and snoozing, which covers light support for many small IT firms.
Can I track time on client projects?
Yes. Start a timer on any task, mark it billable and see billable hours per project against its hours budget.
Can I bill a monthly support contract?
Yes. Create a monthly plan in Money Manager and send the subscribe link. Renewals are charged by Paystack or Stripe.
Is there a free plan?
Yes. Free includes the CRM with 250 contacts and one seat. The shared inbox unlocks on Starter ($29 a month).
Put every client in one place.
Start with your contact list and your WhatsApp chats. Add deals, invoices and follow-ups when you are ready.
Free plan available. Every paid plan starts with a 30-day trial.