CRM for Service Businesses
Service businesses need CRM that goes beyond pipeline: clients, projects, and billing in one place. PrimeBase is built for that. You track who the client is, what projects you’re doing for them, and what you’ve invoiced—so delivery and revenue stay connected.
CRM built for servicesClients, projects, billing together
Each client has a record. Under that client you have projects, tasks, and invoices. When you bill, you bill from the project or the client; when you track time, it rolls up to the project. That’s the workflow service businesses need: one system from first contact to paid invoice.
One place for the full relationship
Open a client and see their projects, invoices, and payment history. No switching to a separate project or accounting tool. Service delivery and revenue stay visible so you can run the business from one workspace.