01
CUSTOMERS
Relationships with a memory.
Keep customer details, notes, and activity together. Open a record and pick up the conversation with the right context.
Customer recordsActivity history
A CLEARER WAY TO WORK
Your business.
In good order.
Customers, projects, tasks, and inventory.
One connected workspace. A lot less to keep in your head.
Your own private demo 30 minutes to explore No registration
THE WHOLE DAY, IN ONE PLACE.CustomersProjectsTasksInventoryOffers
ONE PLATFORM. THE FULL PICTURE.
Everything has a place.
And a connection.
Not another list to manage. A workspace that keeps the people, work, and resources behind your business together.
02
PROJECTS & TASKS
A plan your team can follow.
Connect projects to customers, assign the next task, and track progress. See what is moving, what is due, and what needs your attention.
Project trackingTask ownership
03
INVENTORY
Inventory that stays in the picture.
Organize products and assets with configurable models. Follow stock movements, reserve items for work, and understand the value you hold.
Stock movementsReservationsCustom models
04
OFFERS & REPORTS
From an offer to the bigger picture.
Build customer offers and follow their status. Review budgets, realized revenue, and inventory costs without confusing potential business with completed sales.
Customer offersFinancial reporting
INVENTORY THAT FITS THE WORK
Stock. Services.
Or both.
Not everything you manage sits on a shelf. Choose how each inventory model handles fulfillment.
For physical items
Stock-tracked
Parts, supplies, or equipment whose quantities matter. Keep stock balances and movements connected to the work.
- Track on-hand quantities
- Reserve stock for projects
- Record task consumption
For non-stock records
Catalog-only
Services, licenses, and other catalog entries that do not need a physical stock balance. Use them as non-stock cost sources.
- Maintain a non-stock catalog
- No stock reservations
- Keep non-stock costs in context
For mixed workflows
Hybrid
A model that supports both stock-tracked and catalog-only flows, for work that needs physical resources and non-stock entries.
- Support both fulfillment flows
- Keep stock and non-stock work together
- Follow the company operation mode
Model fulfillment and company financial operation mode are separate settings. A company can work in inventory-only, service-only, or hybrid mode. That company-wide setting determines which model flows are available; hybrid company mode allows all three model types.
THE CONNECTION IS THE DIFFERENCE
One customer.
Follow the whole story.
Explore the same sample records from five angles. The customer, offer, project, tasks, and inventory are connected, not five separate lists.
CRMPanel / CustomerILLUSTRATIVE PREVIEW
Fieldwork Co.
Customer record / sample workspace
- Customer
- Fieldwork Co.
- Customer relation key
CUST-FIELDWORK- Contact
- Jordan Lee
- [email protected]
Fieldwork Co./Office rolloutOffer #1042
Sample workspace data. Product interface with synthetic records. Read-only example, not a live company.
01 / CONNECTED WORK
A customer is the starting point.
Fieldwork Co. keeps its identity as work moves between modules. The customer link provides context for related offers and projects.
Illustrative workflow using synthetic records. Links and offer-to-project actions are chosen by users with the appropriate permissions; this is not an automatic end-to-end process.
BRING THE DATA. KEEP THE CONNECTIONS.
From a spreadsheet.
To connected work.
Import is more than copying rows. Match columns, review validation, and connect a project to the right customer using a unique key such as CUST-FIELDWORK.
Start with the records you already have.
Choose a supported CSV or Excel file and the record type. This example imports projects after their customers already exist.
Recommended order: customers, then projects, then tasks. Inventory can link to an existing customer or project using the supported relation fields.
CRMPanel / ImportILLUSTRATIVE PREVIEW
Product UI with sample data. No file is uploaded, no record is created, and nothing is saved by this walkthrough.
projects.csv
2 example project rows / CSV or Excel
Existing customer: CUST-FIELDWORK
| Project | Customer Code | Estimated Budget |
|---|---|---|
| Office rollout | CUST-FIELDWORK | 4800 |
| Follow-up visit | CUST-UNKNOWN | 650 |
Sample workspace data. Product interface with synthetic records. Read-only example, not a live company.
Available in the main CRM: customer, project, task, and inventory imports for supported fields. Offers are not imported by this wizard. Bulk imports and file uploads remain disabled in the public demo.
THE DETAILS THAT MATTER
Room to work.
Boundaries you control.
Useful tools are only half the picture. Keep your company context, access, and history in order, too.
Separate company workspaces
Switch between the companies you belong to, with records and membership scoped to each workspace.
The right access for each role
Give your team the permissions they need. Account security and MFA help protect access.
A history you can follow
Review audit records and activity. Trace inventory movements instead of guessing how a balance changed.
Bring your work with you
Use supported CSV and Excel imports, configurable fields, and inventory models to organize your existing records.
DON'T JUST READ ABOUT IT
Make yourself
at workspace.
Open your own private demo. Meet the sample customers, explore a project, and follow the inventory. Click around. It is yours to try.
30-minute session. Sample data. Automatically cleaned up.
A FEW GOOD QUESTIONS
Before you
jump in.
Less uncertainty.
More room to explore.
What can I manage with CRMPanel?
Customers, projects, tasks, offers, and inventory live in one company workspace. Reports and activity history help you understand how that work connects, while roles control what each team member can access.
Can I try it without creating an account?
Yes. The interactive demo creates a private workspace with sample records for 30 minutes. No account registration is required. It is separate from the main CRM, so you can explore without changing a real company workspace.
What happens to my demo changes?
Changes stay in your own temporary demo workspace. Access ends when you sign out or the 30-minute session expires. A background cleanup runs every five minutes to remove ended or expired demo data. Use fictional information only.
Can I bring my existing records?
The main CRM includes CSV and Excel import workflows, with mapping and validation for supported record types. Bulk imports and file uploads are disabled in the demo to keep temporary workspaces bounded.
Can I work with more than one company?
Yes. You can switch between the company workspaces you belong to. Each company has its own records and member permissions; company ownership does not grant access to platform-wide administration.
ONE COMPANY. ONE CONNECTED WORKSPACE.
A clear plan.
Room for your team.
Monthly USD pricing per company. Each workspace has its own subscription. The owner counts as a member.
Billing is not activated. These are the planned launch prices; no payment is collected.
Starter
A connected workspace for a small team.
$29/month
Up to 3 active members- Customers, projects, tasks, and offers
- Inventory and reporting
- Supported CSV and Excel imports
- Role-based access and activity history
Professional
The same connected tools, with room for more people.
$79/month
Up to 10 active members- Customers, projects, tasks, and offers
- Inventory and reporting
- Supported CSV and Excel imports
- Role-based access and activity history
Enterprise
For teams whose requirements need a separate agreement.
Custom
Seats and terms agreed in writing- Discuss your team size and workflows
- Agree scope before activation
- No automatic Enterprise charge
Both monthly plans include the same core modules, subject to company permissions and enabled modules. No unlimited storage, integrations, or support SLA is promised.