Start Free Trial
LinearCRM Website Featured Image

LinearCRM Features. We May Have Gotten a Little Carried Away. You'll See.

A small business CRM should do a whole lot more than give you a fancy place to store names and phone numbers. LinearCRM connects your leads, customers, calls, forms, chats, appointments, jobs, tickets, documents, photos, estimates, proposals, contracts, payments, reporting, and a whole lot more in one place. And just when you think you've reached the part where we tell you some of those CRM features cost extra... nope. Still $19.99 per user. Every feature included. Go ahead. Keep scrolling. It gets good.

7-Day Free Trial
Get in Touch

We Built the CRM We Wished Existed. You're Welcome.

One Price Every Feature GIF LinearCRM
One Price. Every Feature.
Blue Bell Grunge Brush Stroke Straight Top

No starter tier. No enterprise maze. Get the whole CRM without paying extra every time you discover a feature you actually need.

15 Minute Setup Timer GIF LinearCRM
15 Minutes. You're Basically Ready.
Blue Bell Grunge Brush Stroke Straight Top

Our Setup Wizard gets you configured without an implementation project, expensive consultant, or engineering degree. Follow the steps and get to work.

A CRM with Everything LinearCRM Puzzle Piece GIF
Everything Together. Finally.
Blue Bell Grunge Brush Stroke Straight Top

Calls, forms, chats, appointments, proposals, contracts, photos, tickets, payments, and activity live together on the customer record. One timeline. One source of truth.

Sneaky walter divider

Okay, But What Does LinearCRM Actually Do? Glad You Asked.

Neon Yellow Brush Stroke

This is where we get into the good stuff. LinearCRM is packed with CRM features small businesses need to manage what happens from the first “I'm interested”, through everything it takes to turn that person or business into a customer and keep the relationship moving. Some features help you stay organized. Some save you from paying for another system. Some simply eliminate the daily “Where the heck did that go?” hunt. All of them are included. All of them connect. And yep, it's still $19.99 per user.

Leads, Customers & People

Manage businesses, individual customers, contacts, and leads while keeping everything connected to the right record. Jobs, contracts, tickets, documents, photos, and activity follow along, so your team can see the relationship without piecing it together every time.

Customer Activity Timeline

See the entire customer story in one chronological timeline, including all calls, forms, chats, emails, texts, meetings, tasks, notes, orders, and status changes. Open the record and see what happened, who did it and what likely needs to happen next. Pretty handy.

Global Search

Search across leads, customers, people, jobs, tickets, documents, photos, estimates, proposals, contracts, products, and more from one search bar. Type a phone number, email, name, address, keyword, or whatever detail you can remember, and find the record without playing “Where the heck did we put that?”

Daily Summary & Workflow Management

See what needs your attention today with customizable boards for the workflows your team actually uses. Drag and drop records through statuses, filter by teammate, and view today's meetings, jobs, and ticket deadlines without bouncing between screens all morning.

Call Tracking

Track inbound calls directly inside LinearCRM. Calls can be recorded, matched to the appropriate customer, and added to the activity timeline, while unmatched callers can become new leads automatically. The phone rings. LinearCRM remembers. *Requires CallRail connection.

Reporting With Drill-Down

Track activity, lifecycle, jobs, sales, proposals, contracts, tickets, and more with reporting that goes beyond pretty charts. Set goals, compare time periods, and click into the actual records behind the numbers to understand what's happening and, more importantly, why.

Calendar & Two-Way Sync

Keep meetings, jobs, and ticket due dates together, then connect Google or Microsoft 365 for two-way calendar sync. Your CRM knows what's on your calendar. Your calendar knows what's in your CRM. Now everybody's finally on the same page. About time. Pun intended.

Estimates, Proposals & Contracts

Move opportunities from internal estimate to customer-facing proposal to signed contract without retyping the same information three times. Products, services, and related details carry forward, helping your sales process keep moving. No need for copy and paste.

Jobs & Work Management

Schedule and manage jobs inside your CRM with services, products, value, purpose, status, assigned teammates, and scheduling information. Connect documents and photos, create recurring work, and keep the job tied to the customer, proposal, and contract it came from.

Tickets & Project Management

Manage customer requests, internal projects, and follow-up without adding another system. Create tickets with priorities, statuses, due dates, assignments, attachments, notes, and customer comments, then connect them to related records. Yep. Project and request management is built in too.

Form Tracking & Marketing Attribution

Capture website form submissions in LinearCRM, including submitted information and available source, campaign, and landing page data. Match existing records or create new leads, connecting where the lead came from with what happens next. *Requires CallRail connection.

CSV Import & Export

Bring existing customer, people, product, and service data into LinearCRM using CSV files, with multiple import options, depending on what you're trying to accomplish. And when you want your data out, export it. Your business. Your customers. Your data. Seems pretty straightforward to us.

Documents & Photo Management

Upload contracts, permits, project files, before and after photos, and other documents directly into LinearCRM. Connect them to the customer, person, job, proposal, contract, ticket, and more, so the file you need is actually where you'd expect it to be. Wild concept.

Products & Services

Build the products you sell and services you provide directly into LinearCRM, including pricing, categories, and other important details. Then use them across estimates, proposals, contracts, jobs, and tickets so your team isn't recreating the same information every time. Once is enough.

WooCommerce Integration

Connect your WooCommerce store so online orders become part of the customer story instead of living in their own little e-commerce universe. Orders can match to people automatically, roll up to the customer record, and appear alongside calls, forms, and other activity.

Invoices & Stripe Payments

Send invoices and accept card or ACH payments while keeping payment activity connected to the customer record. Card payments are 3.15% + $0.30, while ACH is 1.05% capped at $10 per transaction. Getting paid is exciting. Paying ridiculous fees to get paid? Less so.

Website Chat

Bring website conversations directly into the same CRM where the rest of your customer activity already lives. Chats can match to the appropriate person or lead, appear on the timeline, and carry available marketing attributions with them. One less disconnected system. We like the sound of that.

Customizable Settings

Configure statuses, phases, lead types, sources, job purposes, ticket purposes, categories, and more around the way your company actually operates. Hide modules you don't need and adjust your workspace without calling a developer, consultant, or someone who charges by the hour.

Small But Mighty Deserves Powerful But Simple. Meet LinearCRM.

LinearCRM was built for the people building, selling, serving, fixing, growing, and doing whatever else the day throws at them. Start your free 7-day trial today or get in touch. Real humans are standing by. Well, probably sitting.

7-Day Free Trial
Get in Touch

One Feature Here. Another System There. Three Logins Somewhere Else. Yeah, We Were Over That Too.

Solid neon yellow Brush Stroke

A call tracker isn't particularly exciting if your sales team has to open another system to see it. A website form isn't much help if the marketing information disappears before it reaches the customer record. Photos aren't useful when they're buried in someone's phone. And reporting can only tell you so much when half the customer journey happened somewhere else. That's why the CRM features inside LinearCRM aren't meant to live in their own little bubbles. They're meant to work together.

Calls, forms, and chats can become leads. Leads can become customers. Customer activity builds one continuous timeline. Estimates move toward proposals and contracts. Jobs, tickets, documents, and photos stay connected. Invoices become payments. Reporting lets you dig back into the records behind the numbers. From "I'm interested" to "Paid in full" and everything that happens in between, LinearCRM helps keep the story connected. One CRM. One customer story. A whole lot fewer places to look for it.

7-Day Free Trial
Pricing

Talk CRM to Us. We Promise to Speak Human.

Solid Bright Blue Brush Stroke

This field is for validation purposes and should be left unchanged.
Name(Required)

Questions? Good. We Have Answers.