TechieCRM brings your clients, sales, service, marketing and calendar together across desktop, cloud and mobile: one platform, your data, your way.
Every CRM module and function, rebuilt clean in one modern platform, where your data stays always, and only, yours.
Companies, households and contacts with full history and user-defined fields.
Sales through your pipeline with stages, revenue and forecasts.
Customer service cases with priorities, tracking and resolution workflows.
Campaigns with member lists, budgets and response tracking.
Meetings, to-do lists and reminders that keep everyone in sync.
Send from your own address, with every message filed on the client's record.
Team chat plus client texting (SMS) in one place. Replies land on the record.
Live indicators, click-through dashboards and reports across every module.
Shared documents and a searchable knowledge base.
Phases, milestones, resources and a timeline for every engagement.
Your private journal and expense tracking alongside your CRM day.
Your day at a glance: appointments, tasks and your business dashboard.
Field-service jobs from case to crew: schedule, dispatch and complete.
Your own item types with custom fields, stock movements and transformations.
Quotes, invoices, payables and receivables tied to the work behind them.
Subcontractors and crews with assignments and compliance records.
Recurring service plans that generate the next visit automatically.
Requirements, expiry tracking and service-level commitments.
Employees, time & attendance, leave and pay in the same platform.
Sales targets by team and period, measured against actuals.
Remote support and screen sharing with your clients, tied to the client record.
Meeting notes, summaries and assistance, running on your own hardware first.
Mushroom growing from culture to harvest: substrates, inoculation dates, flushes, yields and an honest contamination log.
Aquaponics: the fish, the beds and the water chemistry that ties them together.
Fermentation records for mead, and for beer, cider, wine and whatever else is bubbling.
Matters, documents and deadlines for a legal practice.
Patients, appointments, treatment notes and follow-ups for a practitioner-led clinic.
Remote monitoring and control for devices in the field: the readings the other add-ons ask for, in one place.
Three more, still on the drawing board. LawDesk, ClinicDesk and IOT-DeviceHUB are marked In Planning rather than in development, and the difference is real: work has not started on them, there is nothing to open, and we are not going to pretend otherwise. They are here because they are being designed with the people who asked for them, a working lawyer and a practising doctor, rather than announced and then designed at.
IOT-DeviceHUB is the odd one out and the one that ties the set together. It is not a trade; it is the plumbing. Devices, sensors, readings, alerts and commands, built once so every other add-on that needs a thing in the world to report back can use it, including the grow-room and water-chemistry readings SporeCycle and NitrateCycle already promise. If one of these is your trade, tell us what you would want from it. Now is a far better time to say so than after it is written.
Why there are add-ons at all. Each one serves a different trade, and that is the point: a mead maker has no use for the mushroom one. TechieCRM's core is the CRM; an add-on extends it into one particular business vertical, and there will be more of them over time. They are optional paid add-ons, and prices will be set when they are real.
SporeCycle, NitrateCycle and MeadCycle grow as time allows, alongside the CRM rather than instead of it, so they will land when they are right rather than on a date we picked to look busy. Everything else on this page is the product. Those three are what happens on a Sunday.
The heart of the CRM: companies, individuals and the contacts who work at them, every one with its complete history in one place.
Your new customer sales leads, from first conversation to closed, with the numbers to steer by.
Service tickets from report to resolution, so nothing a client raises falls through a crack.
Campaigns with real member lists drawn from your client base, and email marketing done the safe way.
Meetings and to-dos that keep the whole team in step, on every device.
Send from your own address, and every message files itself on the right client record.
Team chat and client texting in one place, with the paper trail where it belongs.
Live indicators you can click through to the records behind them.
One shared home for company documents and the answers your team keeps re-finding.
Real project records: phases, milestones, people and a timeline you can see.
Field service from request to done: schedule it, crew it, complete it.
Your inventory, your way. You define the item types and the fields that matter.
Quotes, invoices, payables and receivables, tied to the client and the work behind them.
The subcontractors and crews you work with, managed like the valued team members they are.
Recurring service plans that quietly generate the next visit, before anyone has to remember.
Requirements, expiry dates and service-level promises: tracked, not remembered.
Your people in the same platform as your work: time, attendance, leave and pay.
Sales targets by team and period, measured against what actually closed.
Your own space inside the CRM: a private journal and your expenses.
Your day on one page: meetings, to-dos, and the numbers you steer by.
Remote support and screen sharing with your clients, built into the CRM, tied to the client record. An optional add-on at $35 / user / month.
AI assistance across the CRM. Designed local-first, so your data is processed on your own hardware whenever possible. Pricing to be determined once testing has concluded.
Mushroom cultivation from culture to harvest. Track cultures, spawn and substrate; log sterilisation, inoculation and colonisation dates with their results; record each flush with yields per block, bag or tray; keep an honest contamination log so the next batch learns from the last; and hold temperature, humidity and fresh-air readings against the grow they belong to.
SporeCycle comes off Shannon Porter's own bench, out of a grow room at his house. It is for the growers who keep their culture dates, their flushes and an honest contamination log in notebooks and spreadsheets today, and who deserve better than either. If you grow as a hobby or run it as a business, we would genuinely like to hear how you record it.
Aquaponics: the fish, the beds, and the water chemistry that ties them together. Track systems, tanks, beds and media with what is living in each; record ammonia, nitrite, nitrate, pH, temperature and dissolved oxygen over time, so a stalling cycle shows up as a reading rather than a fish kill; log feeding, top-ups, dosing and maintenance against the system; and keep plantings and harvests beside the water that grew them. Fits hydroponics and straight fish-keeping too.
NitrateCycle comes off Shannon Porter's own bench, out of an aquaponics system at his house. It is for the fish-and-greens farmers keeping their water chemistry on a clipboard beside the tank, where a stalling cycle is only obvious once something has died. If you run a system as a hobby or as a business, we would genuinely like to hear how you record it.
Fermentation records for mead, and for beer, cider, wine and whatever else is bubbling. Keep recipes and the batches that came from them; track gravity, ABV, temperature and pH across a ferment; log rackings, additions, back-sweetening and fining; and build tasting notes over time. Mead first, because that is what it was built for, but the same records fit beer, cider, wine, kombucha and vinegar.
MeadCycle comes off Shannon Porter's own bench, out of a fermenter at his house. It is for the brewers whose gravity readings and racking dates live in a notebook next to the carboy, and who have lost one of those notebooks at least once. If you brew as a hobby or as a business, we would genuinely like to hear how you record it.
Matters, documents and deadlines for a legal practice. A matter is the record everything hangs off: the client, the other side, the filings, the correspondence and the dates that cannot be missed, with time and disbursements recorded against it as the work happens.
It is being built with a working lawyer, out of the templates he had already bent his old CRM into. That is the point of it: the shape comes from a practice that already runs this way on paper and in workarounds, rather than from a guess about how a firm ought to work.
Patients, appointments, treatment notes and follow-ups for a practitioner-led clinic. The visit is the record: what was presented, what was given, what was advised and when to check back, with the history in one place instead of across a diary, a card file and a memory.
It is being shaped with doctors, nurse practitioners and medical clinic staff who want records that fit how they actually work, rather than how software thinks they should. Scope, and what a clinic is allowed to keep where, are being worked out with them before anything is built.
Remote monitoring and control for Internet of Things devices in the field, the sensors and controllers that report a reading or take an instruction. One place for the devices themselves, the sensors on them, the readings they send, the alerts those readings raise and the commands you send back, so a thing in the world can report to your CRM and be told what to do from it.
It is built to sit underneath the other add-ons rather than beside them: the temperature, humidity and fresh-air figures SporeCycle records, and the ammonia, nitrite, nitrate, pH and dissolved-oxygen figures NitrateCycle records, are exactly what IOT-DeviceHUB supplies, so anything that needs a device reporting back uses it instead of building its own.
That makes it the least glamorous of these and the most reusable. It is its own add-on precisely because it is not about any one trade.
Start with zero risk on your existing CRM data, or go fully native: cloud, your own server, or desktop.
We host everything. Sign up, we provision your database, and you're working in minutes.
Run the portal on your server for your whole team: standalone, or synced to our cloud.
The full desktop CRM, standalone or in a workgroup, connected to your database of choice.
Your CRM in your pocket: the same records and one look on the road, synced to your database. Coming with the platform.
Select an option above for the full breakdown. Most customers run more than one: the desktop app and the phone both connect to the same workspace.
We run the platform on our servers so you don't run anything. You sign up, we stand up a database that belongs to you alone, and your team signs in from any browser.
The same portal, running on hardware you control, for teams whose data has to stay in the building, whether that's policy, a regulator, or preference.
The full CRM as a native application on Windows, macOS and Linux. It's the most complete surface we build, and the one to use if your day is heavy data entry.
Your CRM in your pocket, for iPhone, iPad and Android phones and tablets, the same records and the same look as the desktop, sized for the screen you're on.
A modern CRM that respects your data and adapts to how you work.
A dedicated database per customer. Export it, host it yourself, or keep a local copy in sync. No lock-in.
Desktop, web, and mobile share one look and one data model, so your team is never re-learning.
Start read-only on your existing CRM data (native read access for select CRM versions today, more being added where possible), verify everything, then convert when you're ready.
Offline-first sync keeps a local copy on your network in step with the cloud, automatically.
Your plan is set by your database, team size, and your business needs, so you can start small, and grow only as you need.
Optional capabilities on top of any plan.
Request an invite and we'll come back to you. We review each request, provision your workspace, and email you a link to set your password.
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