CRM

The TrendingBudget CRM extends the existing customer and invoicing features into a lightweight relationship management system designed for freelancers and small businesses.

It includes a customer activity log, deal pipeline, task management, and a business dashboard — all integrated with your existing invoices.

Each customer has a detail page showing:

• Contact info — Company name, contact person, email, phone, and address.
• Activity timeline — A chronological log of calls, emails, meetings, and notes.
• Deals — Active deals associated with this customer.
• Invoices — All invoices sent to this customer with status filtering.
• Estimates — All estimates sent to this customer with status and total.
• Timeline — A visual vertical timeline of all estimates, invoices, and activities in chronological order. Includes an Upcoming section that lists future interactions — such as payment reminder emails sent to the customer, follow-up reminders, and task due dates — each labelled with a badge showing whether it will trigger an Email to customer or an Internal reminder.
• Tasks — Follow-ups and to-dos linked to this customer.

Track every interaction with your customers:

• Call — Phone conversations and their outcomes.
• Email — Important email exchanges worth noting.
• Meeting — In-person or virtual meetings.
• Note — General notes or observations.

Each activity has a date, subject, optional description, and optional follow-up date. Activities appear in reverse chronological order on the customer detail page.

Track deals through a visual Kanban-style pipeline with six stages:

• Lead — Initial interest or inquiry.
• Contacted — You've reached out to the prospect.
• Proposal — A proposal or quote has been sent.
• Negotiation — Terms are being discussed.
• Won — Deal closed successfully.
• Lost — Deal did not close.

Each deal has a title, customer, monetary value, expected close date, and notes. Move deals between stages by clicking stage buttons on each deal card.

Standalone tasks for tracking follow-ups and to-dos:

• Tasks can be linked to a customer, a deal, or standalone.
• Each task has a title, optional description, due date, and priority (Low, Medium, High).
• Filter by open, completed, or all tasks.
• Overdue tasks are highlighted with a warning indicator.

The business overview page shows key metrics at a glance:

• Total customers, pipeline value, revenue, and outstanding invoices.
• Open and overdue task counts.
• Pipeline breakdown by stage with deal counts and values.
• Quick links to Customers, Estimates, Pipeline, and Tasks.

CRM features are available on the Pro plan and above. They are gated behind the business_customers permission.