Monthly Basis CRM: Manage Your Business, One Month at a Time.
$0 per month.
The simplest way to keep track of your customers, sales pipeline, and business relationships. Stop losing sleep over scattered spreadsheets and missed opportunities. Our powerful, easy-to-use platform helps you organize contacts, automate follow-ups, and see a complete, actionable view of your business. Whether you're a freelancer or a growing team, Monthly Basis CRM scales with you, giving you the clarity and control you need to succeed.
Features Built for Your Growth
Centralized Contact Management
Organize all your contacts in one place. Easily find customer history, communication logs, and deal stages for every single relationship. With a comprehensive view of every client and prospect, you'll never miss a beat or a name again.
Visual Sales Pipeline
Visualize your entire sales process with a simple drag-and-drop pipeline. Keep track of every lead and know exactly where your deals stand at a glance. Our intuitive interface makes it easy to move prospects through the funnel and identify your next priority.
Insightful Reporting
Get a clear view of your business performance with easy-to-understand reports. Make data-driven decisions without needing a data science degree. See your monthly progress, track your conversion rates, and forecast future revenue with confidence.
Automated Workflows & Follow-ups
Save time and ensure consistency by automating your routine tasks. Set up automated email sequences, create reminders for follow-up calls, and streamline your communication. Monthly Basis CRM works in the background so you can focus on what you do best.
Seamless Integrations
Your CRM shouldn't live in a silo. Easily connect Monthly Basis CRM with the tools you already use, like your email client, calendar, and more. Sync contacts, log interactions, and keep your data fresh without manual entry.
Customizable Dashboards
Tailor your dashboard to show the data that matters most to you. Track key metrics, monitor team performance, and get a personalized overview of your business at a glance.
What Makes Us Different?
Simplicity First
No complex onboarding. No endless features you'll never use. We stripped away the fluff to provide a clean, intuitive interface that gets you organized in minutes, not weeks.
Transparent and Affordable Pricing
We believe powerful tools should be accessible. Our free plan is genuinely useful for individuals and small teams, and our paid plans are transparent and affordable. There are no hidden fees or long-term contracts.
Built for You
Whether you're a single freelancer or a small, growing team, our platform is built to support your specific needs, not a faceless corporation's. We designed Monthly Basis CRM for people who want to spend more time building relationships and less time managing software.
Our Philosophy: Built for Clarity, Not Complexity
We started Monthly Basis CRM because we were tired of tools that felt more like a chore than a solution. We believe a great CRM should empower you, not overwhelm you. Our mission is to provide you with a powerful, simple, and affordable platform that puts you in complete control of your customer relationships.
Ready to Get Started?
Take control of your customer relationships today.