FirmDesk CRM — Built for Professional Services
Pipeline management, project delivery, time tracking, and analytics in one platform. Designed for how professional services firms actually work.
CRM + PM in One
Stop switching between Salesforce and Jira. Manage your pipeline, win deals, deliver projects, and track time — all from a single platform.
Free to Use
No per-user pricing. No license fees. We host and manage everything for you.
PS-Specific Design
Built specifically for professional services workflows — from opportunity tracking through project delivery to invoicing and collections.
Embedded Analytics
Metabase dashboards built right into the app. Pipeline value, utilization rates, project profitability, and AR aging — all at a glance.
Executive Dashboard
See your entire operation at a glance. Pipeline value, active clients, open projects, task load, and recent activity — all in one view. No digging through multiple tools to understand where things stand.
- Pipeline value with win tracking
- Active clients and project counts
- Task assignments with time logging
- Recent activity feed across the firm
Sales Pipeline & Deal Management
Visual Kanban pipeline with drag-and-drop stage management. Filter by stage, owner, client, value range, or date. Switch between Kanban and list views instantly. Save custom views for different workflows.
- Kanban and list views with one-click toggle
- Filters by stage, owner, client, value, and date
- Deal probability and close date tracking
- Saved views for custom workflows
Client & Contact Management
Complete client profiles with contacts, opportunities, projects, and activity history. Inline editing lets you update records without leaving the list view. Filter, sort, and export to CSV for reporting.
- Company profiles with full relationship history
- Contact management with role tracking
- Inline editing directly in list views
- CSV export for external reporting
Project Management
Deliver projects with Kanban boards, Gantt charts, and list views. Create tasks with subtasks, assign team members, set priorities and due dates. Track progress from kickoff through delivery.
- Kanban, Gantt, and list views per project
- Tasks with subtasks, priorities, and assignments
- Project planning and resource allocation
- Status tracking across your portfolio
Time Tracking & Timesheets
Log time against projects and tasks with daily or weekly timesheet views. Track billable vs. non-billable hours, monitor utilization, and feed time data directly into invoicing workflows.
- Daily time entry and weekly timesheet views
- Billable vs. non-billable hour tracking
- Per-project and per-task time logging
- Utilization reporting and analytics
One Platform Instead of Many
FirmDesk CRM replaces the patchwork of tools most firms cobble together — and it's free.
| Capability | Without FirmDesk | Typical Cost | FirmDesk CRM |
|---|---|---|---|
| CRM & Pipeline | Salesforce, HubSpot | $25-150/user/mo | Included |
| Project Management | Jira, Asana, Monday | $10-20/user/mo | Included |
| Time Tracking | Harvest, Toggl | $10-12/user/mo | Included |
| Analytics & Dashboards | Tableau, Looker | $70-500/user/mo | Included |
| Activity Logging | Spreadsheets, CRM add-ons | $5-15/user/mo | Included |
| Total (12-person firm) | 4-5 separate tools | $1,440-8,364/mo | $0/mo |
Get FirmDesk CRM Free
Zero licensing costs. We handle hosting, implementation, configuration, and ongoing management.
Free to use. No credit card required. No per-user fees ever.