CRM-NextGen Cloud · the complete client-operations platform
Run your whole business from one client record.
Sales, marketing, service desk, invoicing and accounting, projects, HR and automation in one system that shares one record for every client. Bring your contacts from HubSpot, Salesforce or a spreadsheet and be working in your own workspace in minutes.
Beta testing open · Free during the beta · No card · Your data always stays yours
The real layout with sample data. Click anything in the menu.
Good morning, Jordan
My day · Focus
Gulf Coast Dental
Client since March 2024 · 3 contacts · Pro service plan · came from a Google ad
Every touch, in order
Sales pipeline · New business
14 open deals · $96,500 · drag a deal to move it
New deal
Front desk printer won’t print
Open · overdue #1132 · opened by Maria Alvarez · Gulf Coast Dental
Invoice INV-1042
Bayfront Legal · issued Oct 1 · due Oct 13
Team calendar
Week of Oct 27 · Service desk
Workflow · New lead follow-up
From the library of ready-made workflows · switched on
On
Stops by itself when they book a call, reply or unsubscribe.
Revenue by month
Invoiced, compared with last year · Download CSV · Print
Finance
Switch between My day and Company: your next job, or the whole business at a glance.
Log time on ticket #1132
Client and ticket are already filled in.
The problem we solve
Most small businesses run on five apps that don’t talk to each other.
A CRM for sales, a help desk for support, an invoicing app, a project tool, an email marketing service. The same client typed into each one, five logins, five bills, and nobody can answer a simple question: how is this client doing?
One record per client
Every deal, ticket, invoice, project, email, booking and website visit hangs off the same client and company record. Change it once, it’s right everywhere.
One bill, one login
Switch on the modules you need and nothing else. Add more as you grow, without moving your data again.
Plain words, no consultants
Clients, jobs, invoices. Your workspace is set up for your kind of business on the first sign-in, so you start working, not configuring.
Our promise about your data
Your data belongs to you. Full stop.
Your clients, your history, your files: they’re yours, not ours. We keep them private and we never hold them hostage. If you ever decide to leave, you take everything with you, in formats any other system can read. No lock-in, no exit fees, no hoops.
Take it all with you
Download every list as a spreadsheet whenever you like, or the complete copy of your workspace: every record, every file, every note.
Open formats, never proprietary
Spreadsheets (CSV), a standard database file and your original documents. CRM-NextGen runs on WordPress and MySQL, open software used by millions, so your workspace can even move to a server you choose.
Private by design
Your own workspace, never shared tables with another business. Passwords and files encrypted. We don’t sell your data, mine it or show it to anyone.
Bring everything with you
Move from HubSpot, Salesforce or a spreadsheet in an afternoon.
Connect your old CRM or drop in a file. The import wizard matches your columns for you, shows exactly what will be added and updated before anything changes, and never overwrites a record your team has edited since. Changed your mind? Undo the whole run.
- Contacts, companies and deals, with owners and stages
- Email lists and prospect lists from as many sources as you have
- Duplicates matched on email and company, not doubled
- Re-run it any time to pick up what changed
Preview before anything changes
Know where every contact stands
From first visit to loyal client, every step is tracked for you.
Whether someone came from an import, a web form, a booking, an ad or a cold list, they get one record with a stage, an owner and a timeline of every email, visit, call, deal and ticket. You always know what happened last and what should happen next.
Prospect
Imported lists and website visitors, researched from their own domain, scored for fit and interest.
Lead
Routed to the right person within minutes, nurtured by email until they’re ready to talk.
Deal
Moved through your pipeline with quotes, follow-ups and alerts when they look at your proposal.
Client
Served, billed and kept: tickets, invoices, projects, surveys and review requests on one record.
Everything inside
A full CRM and everything your business runs on around it.
More than 30 modules that share one database and one record per client. Switch each one on when you need it; a module you don’t use adds nothing to your screens or your bill.
Clients and companies
People, companies, leads and every touch, with split view, custom fields and saved searches.
Your day and your company’s
Focus and Agenda for your team; Command Center, Client Pulse and Profitability for owners.
Pipelines and quotes
Deals, products and services, discounts, quotes that become invoices, vendors and referrals.
Campaigns and lead intelligence
Email campaigns, segments, nurture sequences, lead scoring, attribution to revenue, surveys.
Tickets and service plans
Email and portal tickets, service targets, plans with included hours, timers and billable time.
Invoicing and the books
Invoices, online payments, reminders, statements, bills, expenses, banking and financial reports.
Projects and tasks
Task lists, boards, timelines, milestones, sprints, templates, files and discussions.
People and time off
Staff records, time off, reviews, org chart and private, encrypted HR documents.
Workflow builder
Triggers, conditions, actions, schedules and webhooks, with a library of ready-made workflows.
Calendars and booking
Personal and team calendars, online booking, recurring events and a feed for your phone.
Client portal and forms
Clients see their tickets, invoices, quotes and statements; lead forms and onboarding on your site.
Documents and e-signature
A document library, templates and signatures, kept with the client they belong to.
Help articles
Staff and client articles, a clean public help site and a quality score for each article.
IT documentation
Per-company documentation, relations and encrypted passwords, with recovery keys only you hold.
Assets and inventory
Devices, warranties, serial numbers, stock on hand and reorder alerts, linked to tickets and clients.
Sign-in and audit
Passkeys, two-step sign-in, roles and permissions, and an audit log of who changed what.
A full CRM
The whole story of every client on one page.
Contacts, company, open deals, tickets, invoices, projects, emails and website visits together, newest first. Statements and balances are one click away, and the customer list sits beside the record so you can work through it fast.
- One place for each fact: owner, source, stage, consent
- Companies with all their people, renamed or merged in one step
- Emails logged to the client automatically
Dashboards
An overview of your day, and your company’s.
Your technicians see their next job and today’s progress, nothing else. Owners see revenue, pipeline, service targets and which clients need attention. Everyone can arrange their own cards.
Sales and marketing
Pipelines and campaigns that know who’s ready to buy.
See which companies are on your website and how interested they are. Route new leads to whoever is in today, follow up automatically, and get an alert the moment a prospect opens your proposal. Then see which campaigns and ads actually brought in revenue.
- Pipelines with stages, quotes and win rates
- Email campaigns, nurture sequences and a do-not-email list
- Lead scoring on fit and interest, hot-account alerts
- Attribution to revenue, UTM links, ad spend, surveys and review requests
Service management
A complete service desk, built by people who run one.
Tickets arrive by email, the client portal or your website. Service plans set the response and resolution targets and the hours included each month. Start a timer or log time in a popup, and it lands on the next invoice at the right rate.
- Service targets with business hours and plan-based priorities
- Devices and warranties attached to tickets
- Help articles and satisfaction surveys built in
Accounting and invoicing
Get paid faster, and keep the books in the same place.
Turn quotes, logged time and plans into invoices, email them in one click, and let clients pay online. Reminders chase late payments politely. Every invoice and payment posts to a real set of books, ready for your accountant at year end.
- Invoices, estimates, statements and online payments
- Chart of accounts, bills, expenses, banking and journals
- Profit and loss, balance sheet and the year-end package
People, projects and automation
Your team, your projects and the busywork, handled.
Staff records, time off and reviews feed the team calendar, so bookings and ticket assignments know who’s in. Projects run on boards and timelines. And the workflow builder takes the repetitive work off your plate: pick a ready-made workflow and switch it on, or draw your own.
- HR: staff, time off, reviews, org chart, private documents
- Projects: boards, timelines, milestones, sprints, templates
- Workflows: triggers, conditions, schedules, webhooks, Slack and Teams alerts
Our vision
Software that runs a whole business should be simple enough for anyone in it.
We’re Catalyst Group, an IT and business consulting firm in Foley, Alabama. We built CRM-NextGen to run our own clients, tickets and billing, and we still run on it every day. Every feature exists because a real business needed it on a Tuesday morning.
One record, everywhere
Every fact about a client lives in one place and every part of the business reads the same answer.
Only what you pay for
Modules you don’t use stay out of sight: no menus, no emails, no clutter.
Your data is yours
Your own workspace, encrypted secrets, export any time, never deleted when a payment lapses.
Plain words
No jargon, no setup project. If you can use email, you can run your business on CRM-NextGen.
One system instead of five
| What you need | Usually | With CRM-NG |
|---|---|---|
| Contacts and sales | A CRM subscription | Included, with pipelines, quotes and prospects |
| Support | A separate help desk | Included, tickets on the same client record |
| Invoicing and books | An accounting app, retyped | Included, time and quotes become invoices |
| Email marketing | An email service with its own list | Included, one list, one unsubscribe |
| Projects, HR, calendar | Three more tools | Included, sharing one team and one calendar |
Be one of the first businesses to run on CRM-NextGen Cloud.
Beta members get their own workspace free during the beta, every module switched on, a direct line to the people who build it, and a say in what comes next.
Free during the beta
No card. Use it to run your real business, with your real clients.
Everything switched on
Try every module and keep only what you need when the beta ends.
Your data stays yours
Whatever you decide after the beta, you keep everything and can take it anywhere.
Plans and pricing are announced before the beta ends, and beta members hear first.
Questions people ask first
Can I move from HubSpot or Salesforce?
Yes. Connect your account or upload an export; contacts, companies and deals come across with their owners and stages, and you see exactly what will change before anything does.
Do I need every module?
No. Start with the CRM and switch on sales, service, accounting, HR or projects when you need them. What’s off stays out of your way.
Do I need to be technical?
No. We look after hosting, updates and backups. You sign in and get to work.
How long does it take to start?
During the beta we set each workspace up for you, usually within a day; you get an email when yours is ready.
If I leave, what happens to my data?
You take all of it with you: every list as a spreadsheet and a complete copy of your workspace in open, standard formats. Then we erase it when you ask. No lock-in, no exit fees.
Is it free during the beta?
Yes. Beta members use every module free while the beta runs. Plans and pricing are announced before it ends, and nothing changes without your say.
See your business on one page.
Bring your contacts, switch on what you need, and run the whole business from one client record.
Made by Catalyst Group in Foley, Alabama. We run our own business on it.