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CRM OS

CRM OS for the whole team. Complete source code. Your server, or ours.

CycloneWebz built CRM OS for leads, deals, quotations, invoices, and the conversations around a customer. You get the full source code. Deploy it on any server, or ask us to deploy it.

Open the live demo Get CRM OS
Three colleagues reviewing a laptop together at an office table.
A man on a phone call at a desk with a laptop and a cup.
Printed quotations, an orange pen, a tablet, and a folder on a wooden desk.
Four colleagues in a glass office, one pointing at a chart on a whiteboard.

See every deal from first hello to closed won.

The product

The dashboard, then the pipeline behind it.

These are screens from a CRM OS workspace: the morning dashboard, the deal pipeline, and invoices.

CRM OS dashboard for Demo Company with open tasks, dues, projects, invoices, and income.
CRM OS deal pipeline with cards in New, Qualified, and Proposal stages.
CRM OS invoice list with company, status, total, paid, and due date.

Dashboard. Tasks, dues, projects, invoices, and the day ahead.

Source code included

Yours to deploy.

CRM OS is developed by CycloneWebz and sold with the complete source code. Put it on a server you choose, or we deploy it for the company.

  1. 01 You receive the complete source code for CRM OS.
  2. 02 Deploy it on any server, or ask CycloneWebz to deploy it.
  3. 03 Sales, finance, and support sign in on that installation.
  4. 04 Leads, deals, quotations, invoices, and the customer timeline run there.

Who signs in

A clear view for each person on the team.

  • Workspace

    Super Admin

    The full workspace: setup, staff, and every record.

  • Sales

    Sales Manager

    Leads, deals, quotations, and the sales records of the team.

  • Sales

    Sales Executive

    The leads, contacts, and deals that person owns.

  • Accounts

    Finance

    Invoices, payments, credit notes, and expenses.

  • Help desk

    Support

    Tickets, the knowledge base, and the customer record beside them.

In the workspace

The work a sales team already does, in one product.

Pipeline

LeadsDealsFollow-upsLead capture

Customers

CompaniesContactsGroupsSubscriptions

Quotations

QuotationsEstimate requestsItems

Invoices and payments

InvoicesPaymentsCredit notesDue

Conversations

CallsEmailWhatsAppNotesMeetings

Delivery

ProjectsTasksContractsExpensesGoals

Support

TicketsKnowledge baseAnnouncements

Calendar

CalendarAppointmentsEvents today

Reports

Sales and leadsAI searchActivity log

Team

StaffRolesSalesFinanceSupportMarketing

Automation

AutomationEmail templatesWebhooksAPI

Your installation

SettingsCustom fieldsPrivacyLogin and accessYour server

The full list

Every point in the workspace.

  • 01

    Dashboard

    Open tasksEvents todayDueProjectsInvoicesIncomeExpensesFollow-upsClock in
  • 02

    Customers

    CompaniesContactsSubscriptionsGroups
  • 03

    Sales

    QuotationsEstimate requestsInvoicesPaymentsCredit notesItemsDeals
  • 04

    Conversations

    CallsEmailWhatsAppNotesMeetingsTasksAppointments
  • 05

    Delivery

    ProjectsTasksContractsExpensesGoals
  • 06

    Support

    TicketsKnowledge baseLeadsActivitiesLead capture
  • 07

    Utilities

    MediaBulk PDF exportCalendarAnnouncementsActivity logLogin and accessEmailWhatsAppNotifications
  • 08

    Reports

    Sales and leadsAI search
  • 09

    Team

    StaffRolesSuper AdminSales ManagerSales ExecutiveFinanceSupportMarketingViewer
  • 10

    Setup

    Support setupFinance setupContract typesEstimate setupLead setupEmail templatesCustom fieldsPrivacyAutomationWebhooksAPIYour server

Ready to buy

See it running, then take the source code.

Open the live demo and sign in as the workspace, sales, finance, or support. When the company is ready, CycloneWebz hands over the complete source code. You deploy it, or we deploy it for you.

Open the live demo WhatsApp the studio Send a brief