Your entire client
relationship, in
one place
From first contact to closed deal, manage every interaction, track every opportunity, and never let a lead slip through the cracks. AI-powered insights help you close faster.
Everything you need to manage clients
A complete CRM suite that grows with your business — from solo founder to enterprise team.
Contact Management
Unified database with custom fields, smart search, advanced filters, and automatic deduplication. Every contact, one source of truth.
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Deal Pipeline
Visual kanban board with drag-and-drop stages, win probability scoring, and automated stage transitions. See your revenue at a glance.
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Lead Scoring
AI-powered lead scoring that learns from your wins. Prioritize the hottest prospects and never waste time on dead-end leads again.
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Activity Timeline
Calls, emails, meetings, notes — everything logged in a single chronological timeline. Full context at your fingertips, always.
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AI-Powered Actions
It drafts follow-up emails, scores leads, suggests next steps, and generates estimates — all with a single click from any deal card.
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Estimates & Invoicing
Convert deals to estimates and invoices instantly. Professional PDFs, payment tracking, and financial reporting — all linked to the CRM.
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Visual deal pipeline
Drag and drop deals across stages. See your entire pipeline at a glance with real-time value totals.
Complete contact profiles
Every detail, every interaction, every deal — all in a single unified view.
Sara Kim
VP of Operations
GlobalTech
Activity Timeline
How it works
Get started in minutes. No complex setup, no migration headaches.
Import Contacts
Upload a CSV, sync from your email, or add contacts manually. We handle deduplication automatically.
Set Up Pipeline
Customize deal stages, create automations, and define your sales workflow in under 5 minutes.
Track & Engage
Log calls, send emails, schedule meetings — every interaction is automatically captured in the timeline.
Close & Invoice
Win the deal, convert it to an estimate or invoice, and get paid — all without leaving the platform.
Why teams choose EternalEngine CRM
Lead scoring ranks who to call first, and automated follow-ups go out the moment a deal goes quiet — so nothing waits on someone remembering.
Every call, email, meeting, and note is automatically logged. Nothing falls through the cracks.
CRM, invoicing, project management, and AI — all in one platform. No integrations to maintain.
"We replaced three separate tools with EternalEngine. Our team saves 10 hours a week on data entry alone, and the AI suggestions have boosted our close rate by 40%."
Connected to everything
The CRM isn't an island — it's the hub that connects every part of your business.
Hub
Common questions, straight answers.
Is the CRM free?
Yes. ClientForge CRM is included on every plan. Free covers one user, 100 contacts and 5 invoices and 5 estimates a month; paid plans raise the limits.
Can I import from another CRM?
Yes. Contacts, companies and deals import from CSV, so you can move your book of business in minutes.
What does the AI do in the CRM?
It scores leads, summarizes deals, drafts follow-up emails and can create tasks, always asking before it writes to your data.
Does it include estimates and invoices?
Yes. Every plan can send estimates and invoices from the CRM; Pro adds BidForge and TitanLedger for templates, takeoffs, payments and expenses.
Run your business from one place.
Five plans, seventeen launch apps, one dashboard. Set up in under 5 minutes — change tiers any time.
From $0 · Basic $9.95/mo · Save 20% on annual billing · Upgrade or downgrade any time