AlmariSuite dashboard with business metrics and payment tracking

CRM software for teams that need follow-ups, invoices, online payments, calendars, and audit visibility together

Free CRM System for Small Businesses

Run your customer workflow with organizations, tasks, leads, customers, invoices, online payments, WhatsApp reminders, Email Planner, audit reports, calendars, and Customer 360 profiles from one focused CRM.

Organizations, leads, and customer records
Audit reports and activity history
Calendars, email planning, and team controls
AlmariSuite dashboard with business metrics and invoice tracking

Full CRM platform

Everything your customer workflow needs

Organize companies, client work, follow-ups, email plans, invoices, payments, and team accountability from a CRM built for service businesses.

Organizations

Create organization profiles, connect leads and customers to their company, and preserve that relationship when a lead converts.

Customer Management

Keep customer contacts, WhatsApp numbers, notes, assignments, invoices, payments, and follow-ups connected in one workspace.

Leads Pipeline

Track prospects from first contact to conversion with pipeline stages, lead ownership, and quick customer conversion.

Online invoice payments

Get paid from the invoice and withdraw through Whop

Eligible businesses can connect Whop, complete required identity verification, add Pay Now to public invoices, and manage balances and withdrawals from Business Profile.

AlmariSuite records the invoice and payment status. Whop handles the checkout, payment funds, verification, and payout tools.

2.7%+$0.30Whop fee per successful domestic card payment

Additional Whop fees may apply to international cards, currency conversion, other payment methods, disputes, and payouts.

See how online payments work

Complete Whop KYC

Verification is required before clients can pay you online.

Share a payable invoice

Eligible public invoices show a secure Pay Now action.

Record confirmed payments

Whop confirmation updates the matching invoice automatically.

Manage withdrawals

View Whop payout methods, balances, and withdrawal history.

Workflow

From new lead to paid invoice without losing context

AlmariSuite keeps the customer record connected to the sales, task, invoice, payment, and reminder activity around it.

  1. 1Add the organization, then capture its leads and customers.
  2. 2Assign ownership and schedule the next task.
  3. 3Create the invoice and share its public payment link.
  4. 4Let eligible clients pay through Whop and update confirmed invoices automatically.
  5. 5Manage your connected Whop balance and withdrawals.
  6. 6Send reminders and review Customer 360 on Starter and Business plans.
AlmariSuite Leads Pipeline showing leads organized by sales stage
AlmariSuite reminders screen with generated WhatsApp reminder actions

Collections

Reminders stay connected to the invoice

Every reminder connects back to a customer, invoice, status, balance, and payment workflow, so collections stay organized.

Pre-filled reminder messages
Overdue and partially paid invoice workflows
Plan-controlled reminder access

Customer 360

See the full customer story before every follow-up

Customer 360 brings the overview, timeline, invoices, payments, tasks, reminders, and notes into one customer profile on Starter and Business plans.

Open one profile for billing and follow-up context
Review timeline, invoices, payments, tasks, and reminders together
Use notes and ownership details before calls or WhatsApp messages
AlmariSuite Customer 360 profile showing overview, timeline, invoices, payments, tasks, reminders, and notes
AlmariSuite Email Planner showing saved email plans, audiences, planned recipients, and plan actions

Email Planner

Plan customer emails with your CRM audience ready

Draft reusable email plans, organize recipients from your CRM, and keep every campaign idea ready for review and export without sending email from AlmariSuite.

Draft subjects, preview text, and email messages
Build audiences from customers, leads, and manual contacts
Preview saved plans and export recipient CSVs

Calendars

Keep every scheduled task in view

See upcoming work in a shared calendar, filter tasks by team member, and keep work without a due date visible until it is scheduled.

Review scheduled work in a clear monthly view
Filter calendar tasks by member and linked record
Keep overdue and unscheduled tasks easy to find
AlmariSuite Calendars showing a monthly task calendar, scheduled work, overdue totals, and unscheduled tasks

Business controls

Built for owners who need visibility and limits

Owners can invite team members, control permissions, manage plan-based feature access, and keep business activity visible.

Plan-based access

Features such as Email Planner limits, reminders, PDFs, leads, tasks, audit logs, and Customer 360 can be controlled from plans.

Audit visibility

Business plans can retain audit history so owners can see important customer, invoice, payment, team, and task activity.

Audit reports

Review structured audit reports for team actions, customer changes, invoice events, payment updates, and CRM activity.

Billing by seat

Paid plans charge per active user per month, with the owner included in the seat count.

Reporting view

A focused dashboard for business management

See customers, invoices, payments, reminders, and business performance from one operational dashboard.

AlmariSuite dashboard with CRM and payment tracking metrics

Pricing

Simple, transparent pricing with Free Organizations included in every plan. Login to choose your plan.

FAQ

Frequently Asked Questions

Is AlmariSuite only for WhatsApp reminders?

No. WhatsApp reminders are one workflow, but AlmariSuite is now a CRM for customers, leads, tasks, invoices, payments, team roles, and business reporting.

Who is AlmariSuite best for?

It is built for service businesses, agencies, consultants, and small teams that need to manage clients, follow-ups, invoices, and payments without a heavy enterprise CRM.

How does team pricing work?

The Free plan includes the owner plus two invited team members. Paid plans are priced per active user per month, including the owner.

Sign up today to access CRM features

Create your AlmariSuite account and start managing customers, leads, email plans, invoices, payments, reminders, and team workflows in one place.