Multi-tenant CRM & delivery
Run deals and projects in one workspace.
Pipeline, contacts, tasks, and reporting — built for teams that sell and deliver.
Replace disconnected tools with a single platform: isolated data per customer, roles and approvals, dashboards and KPIs, and SaaS-ready deployment on your stack.
- Unified CRM + PMS
- 1
- Tenants
- ∞
- Your infrastructure
- 24/7
- Integrations
- API
Built for how you work
See how teams use PMS across sales, delivery, and operations.
Sales & pipeline
Qualify leads, manage stages, and attach every deal to delivery without losing context.
CRM and delivery share the same records — each tab shows how a different team reads the same system.
360°
Deal context
1
Pipeline view
Fast
Handover to projects
Also covers
Launch your workspace
From tenant signup to running deals and projects with your team.
Create your tenant
Sign up, set your workspace, and invite users with roles and permissions.
< 5 min
To first workspace
RBAC-ready
Roles, invites, and permission templates out of the box.
Connect CRM data
Import contacts and companies, configure pipelines, and define your delivery templates.
CSV · API
Import paths
Mapped fields
Companies, contacts, and pipelines stay aligned to delivery.
Run deals & projects
Move opportunities through stages and spin up projects with tasks tied to the deal.
1 link
Deal → project
Bidirectional
Stage changes and tasks stay tied to the same opportunity.
Measure & improve
Use dashboards, reports, and KPIs to track performance and automate follow-ups.
Live KPIs
Dashboards & alerts
Drill-down
Exports, schedules, and webhook-friendly reporting hooks.
Why teams choose PMS
One product surface for revenue and delivery — without duplicate tools or siloed data.
One workspace
CRM and project execution together so context never gets lost between teams.
At a glance
Fewer handoffs, fewer spreadsheets
Simple pricing
Start free on Beta, scale with Team when you are ready, and go Enterprise for regulated rollouts.
- Popular
Beta
Free/during beta
Full product access for early teams validating pipelines and delivery in one workspace.
- Core CRM: contacts, companies, deals, pipelines
- Projects, tasks, milestones, and collaboration
- Multi-tenant ready architecture
- Dashboards and dynamic reporting
- Community feedback channel
Team
Custom/quoted for your org
For growing departments that need higher limits, faster support, and help aligning SSO, IdP, and rollout playbooks.
- Everything in Beta, with negotiated limits
- Priority support and shared escalation channel
- SSO / IdP alignment and workspace reviews
- Onboarding workshop and template library
- Quarterly roadmap check-ins
Enterprise
Custom/contact us
SLA-backed delivery, security reviews, custom integrations, and scale for national or global programs.
- Named CSM and SLA options
- Custom integrations and data migration support
- Security review, pen-test, and deployment guidance
- Higher tenant operations and audit support
- Private or hybrid deployment patterns where applicable
All plans include tenant isolation and API access patterns from your deployment. Taxes may apply by region.
Frequently asked questions
Deployment, tenancy, CRM-to-delivery links, and how to pilot — in plain language.
No. Teams from small businesses to enterprises use the same core: deals, projects, tasks, and reporting. Enterprise adds SLAs, custom integrations, and dedicated support.
Ready to unify sales and delivery?
Create your workspace, invite your team, and run deals and projects in one place.