Sales CRM software for service businesses
The relationship starts before the project. CRM core includes contacts, organizations, opportunities and manual follow-ups. Access requires a current workspace plan with CRM, an active session and membership, an eligible built-in role and the relevant CRM permissions.
A closer look.
The details behind the workflow, including what is available and what is still planned.
CRM core includes contacts, organizations, opportunities and manual follow-ups. Access requires a current workspace plan with CRM, an active session and membership, an eligible built-in role and the relevant CRM permissions.
Launch includes CRM core within its contact, open-deal and pipeline limits. Core adds internal proposal drafts and permitted won-deal handoff into a client/project. Scale adds manual scoring and probability-based forecasts. These are not AI-generated predictions, signed quotes or automatic proposal delivery.
Founder, CEO, commercial and manager roles can use CRM when their workspace permissions allow it. The broader employee, accountant and lawyer rollout is separate. CRM is not automatically visible to every member.
Inbox channels, lead capture, notifications, routing, integrations and CRM reports have separate setup and rollout gates. AI sales assistance remains in development. Buying a plan does not activate every extension.
A CRM system, a CRM platform, CRM tools, a small business CRM: different searches for the same need, one place for the people you sell to and the deals in progress. In PLYNTUM the CRM is part of the workspace that already holds projects, hours and invoices. From Core, an authorized user can hand a won deal off into a client and a project.
| Plan | Contacts | Open deals | Pipelines |
|---|---|---|---|
| Launch | 1,000 | 100 | 1 |
| Core | 5,000 | 500 | 3 |
| Scale | 25,000 | 2,500 | 10 |
| Intelligence | 100,000 | 10,000 | 25 |
Prices are per workspace with members included, from $44 a month billed annually on Launch. Internal proposal drafts and the won-deal handoff start on Core; manual forecasts on Scale. To compare CRMs for a small team, see our small business CRM guide and HubSpot alternatives.
CRM core, from contact to next step
CRM core includes contacts, organizations, opportunities and manual follow-ups. Access requires a current workspace plan with CRM, an active session and membership, an eligible built-in role and the relevant CRM permissions.
Keep the relationship together
Keep contacts and organizations linked to sales opportunities.
Plan the next action
Choose a sales stage, an owner and a manual follow-up.
Hand off a won opportunity
From Core, an authorized founder, CEO or commercial user can link a won opportunity to a client/project. A manager cannot perform that conversion.
Who uses it
- Eligible workspace members
- Founder, CEO, commercial and manager roles can use CRM when their workspace permissions allow it. The broader employee, accountant and lawyer rollout is separate. CRM is not automatically visible to every member.
Available today and in development
| Contacts, organizations, opportunities and manual follow-upsPlan, role and permission limits apply. | Available |
|---|---|
| Internal proposal drafts and permitted won-deal handoff | Core and above |
| Manual scoring and probability-based forecastsFrom Scale, subject to permissions; not AI predictions. | Scale and Intelligence |
| Inbox, integrations and CRM extensionsInbox channels, lead capture, notifications, routing, integrations and CRM reports have separate setup and rollout gates. AI sales assistance remains in development. Buying a plan does not activate every extension. | Separate setup / rollout |
| AI across sales and client work | Planned |
Scope and limits
Launch includes CRM core within its contact, open-deal and pipeline limits. Core adds internal proposal drafts and permitted won-deal handoff into a client/project. Scale adds manual scoring and probability-based forecasts. These are not AI-generated predictions, signed quotes or automatic proposal delivery.
Your first week
- Confirm your workspace plan, role and CRM permissions.
- Add a contact or organization and an opportunity; choose an owner and a manual next step.
- Before converting a won deal, confirm Core access and handoff permission; check each extension separately.
Connected areas
Common questions
Start with the work that keeps getting stuck.
Bring one project into a connected workspace. See the work, the people and the cost together.