CollabCRM
All-in-one work management software for IT companies
What is CollabCRM? Complete Overview
CollabCRM is a comprehensive Business Operating System (BOS) designed specifically for IT companies. It integrates project management, people management, sales, recruitment, and administration into a single platform, eliminating the need for multiple disconnected tools. The platform addresses key pain points such as fragmented workflows, lack of visibility into resource allocation, and inefficient collaboration across departments. CollabCRM is tailored for IT teams, including founders, project managers, employees, sales managers, HR, and IT/admin teams. It offers seamless collaboration, smarter workflows, and total business clarity, helping companies save time, reduce costs, and focus on scaling their operations.
CollabCRM Interface & Screenshots
CollabCRM Official screenshot of the tool interface
What Can CollabCRM Do? Key Features
People Management
Plan capacity, track productivity, and make smarter staffing decisions with detailed occupancy reports, availability charts, and timesheet summaries.
Project Management
Access detailed occupancy reports, availability charts, and timesheet summaries to manage projects efficiently and allocate resources effectively.
CRM & Invoice
Manage sales, track units, and monitor invoices all in one place with auto-formatting for different project types and customizable discounts.
Recruitment
Streamline hiring with interview scheduling, panel feedback reviews, and end-to-end candidate tracking, reducing time-to-hire by up to 40%.
Attendance
Easily manage hybrid team attendance with check-ins, absentee tracking, and remote attendance marking.
Skill Matrix
Identify technical and non-technical strengths across your team to match the right talent to the right task.
Leave Management & Reminder
Simplify leave applications, approvals, and reminders with timely notifications for managers.
Organization Calendar
Centralize key dates like last working days, new joinings, birthdays, and probation confirmations in one view.
Daily Allocation
Access global occupancy and availability reports to allocate tasks effectively based on actual work intent.
Timesheet Report
Track daily logged hours, leaves, and work summaries across individuals, teams, or the entire organization with visual flags for missing entries.
Best CollabCRM Use Cases & Applications
Resource Allocation for IT Projects
IT companies can use CollabCRM to allocate resources effectively by viewing real-time availability reports and occupancy charts, ensuring optimal utilization of team members across projects.
Streamlined Recruitment Process
HR teams can streamline the hiring process by scheduling interviews, tracking candidate progress through the recruitment funnel, and setting role-specific evaluation criteria, reducing time-to-hire significantly.
Sales Pipeline Management
Sales managers can visualize lead stage conversions, set sales goals, and track progress with deal pipelines and performance insights, ensuring better alignment and faster deal closures.
Hybrid Team Attendance Tracking
Admin teams can manage hybrid team attendance with ease, tracking check-ins, absentees, and remote attendance marking, ensuring accurate records and accountability.
Financial Operations Visibility
Founders and finance teams can track invoice statuses, monitor cash flow, and identify revenue leaks with real-time billing and financial operations visibility, ensuring better financial health.
How to Use CollabCRM: Step-by-Step Guide
Request Access: Sign up for CollabCRM by requesting access on the website. No credit card details are needed, and you can start with a 2-month free trial.
Onboarding: Complete the onboarding process with support from the CollabCRM team, including data migration from existing tools if needed.
Set Up Modules: Configure the modules relevant to your business, such as People Management, Project Management, CRM, and Recruitment.
Start Using: Begin managing your projects, people, sales, and recruitment processes within the unified platform, leveraging the integrated features for seamless operations.
Monitor & Optimize: Use the reporting and analytics features to monitor performance, identify bottlenecks, and optimize workflows for better efficiency.
CollabCRM Pros and Cons: Honest Review
Pros
Considerations
Is CollabCRM Worth It? FAQ & Reviews
CollabCRM is a business operating system designed specifically for software companies, integrating sales, projects, people, and hiring into one intelligent platform.
CollabCRM is purpose-built for IT companies, focusing on their unique workflows and needs, unlike generic ERPs that try to cater to all industries.
No, CollabCRM is a unified platform designed to bring all core operations together in one place for seamless integration and efficiency.
CollabCRM follows industry-standard security protocols, including encryption, secure access controls, and GDPR compliance to ensure data privacy and security.
Yes, CollabCRM is built for remote and hybrid teams, offering features like remote attendance tracking, task management, and real-time collaboration.
Yes, CollabCRM is designed to replace scattered tools like Excel, Trello, and HR platforms, offering a unified system for all business operations.
CollabCRM provides live chat, email, and phone support during IST working hours, with dedicated onboarding support for paid plans.