B2B CRM Solutions. Because One Customer Can Have a Whole Lot of People Attached to it.

B2B relationships can get crowded fast. One customer might have a decision maker, a day-to-day contact, someone in accounting, someone in procurement, and three other people who somehow ended up on every email. LinearCRM's B2B CRM solutions keep the company at the center and all those people connected to it, along with the calls, forms, chats, meetings, estimates, proposals, contracts, tickets, documents, payments, and everything else that happens along the way. So when someone asks, “What's going on with this account?” you don't need four people, three systems and a 27-email thread to figure it out. Open LinearCRM. There it is.

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

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

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15 Minutes. You're Basically Ready.
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Our Setup Wizard gets you configured without an implementation project, expensive consultant, or engineering degree. Follow the steps and get to work.

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

Wait, Which One is the Decision Maker? LinearCRM Was Built for This.

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B2B relationships come with people. Lots of people. The person who first reached out. The person who needs the details. The person who needs more details. The person signing the contract. The person paying the invoice. And then, three weeks into the conversation, you find out there's someone else who apparently has final approval. LinearCRM's B2B CRM features keep the company at the center while connecting all the people, conversations, and activity happening around it.

That means you're not just keeping a contact list. You're keeping the relationship together. See the people involved, what's been said, what's been sent, what was signed, what's still open, and what needs to happen next. Calls, forms, chats, meetings, estimates, proposals, contracts, tickets, documents, payments, and more can all connect back to the account. So when somebody asks, “What's going on with this customer?” your answer doesn't have to be, “Hang on. Let me ask Walter.”

  • The Company & All Its People.

    Keep the organization at the center while connecting every decision maker, contact, and person involved. Each person has their own details and activity without becoming a disconnected customer record.

  • Invoices + Payments. Right Here.

    Create and send invoices directly from LinearCRM, then accept card or ACH payments without sending your customer through another system. Already have their payment information? You can charge a card or ACH directly too. The invoice, payment, and customer activity stay connected to the business account. Do the work. Send the invoice. Get paid. Beautiful.

  • Marketing Meets Sales.

    See what actually helped turn a lead into a customer. Was it a marketing campaign? A website form? A phone call? A chat? LinearCRM keeps that activity connected to the customer record, so you can follow the trail from “I'm interested” to “Where do I sign?” No guessing required.

  • Built by a B2B Business. For B2B Businesses.

    We didn't have to guess what a small business selling to other businesses needs from a CRM. We are one. After 20+ years of generating leads, managing B2B relationships, and connecting marketing with sales, we built the CRM we actually wanted to use ourselves.

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Get Started with LinearCRM. No Nonsense. Just CRM.

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We Didn't Need Another CRM. We Needed a Better One.
There's a Reason We Did Things Differently.
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We've spent more than 20 years working alongside small and medium sized businesses, and let's just say we developed a pretty good list of things we wanted from a CRM... and things we absolutely did not. See why we built LinearCRM differently, what we left out on purpose, and why we're pretty darn excited about what made the cut.

B2B CRM Features for All the Moving Parts. Yep, Even Those.

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B2B relationships have a lot of moving parts, especially when the same customer relationship can last for years. LinearCRM's B2B CRM features help you keep track of the people involved, the marketing and sales activity that brought them in, proposals, contracts, projects, customer requests, payments, renewals, and all the conversations and activity that happen along the way. New contact? New contract? Another project? Third renewal? It's all still the same customer relationship. LinearCRM helps you keep it that way.

Company & Contact Management

Keep the company at the center while connecting all the people who are part of the relationship. Each person has their own contact information and activity, while still tying back to the larger account and everything happening with it.

Tickets & Account Management

Manage customer requests, internal projects, and ongoing account needs without adding another system to the mix. Assign teammates, set priorities, and due dates, add internal notes and customer facing comments, and keep the whole thing connected to the account.

Invoices & Payments

Send invoices and accept credit 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. Big invoice? Still $10 max for ACH. Yep. We like that part too.

Contract & Renewal Management

Keep contracts, start and end dates, statuses, and related activity connected to the customer relationship. Reporting can help you identify upcoming renewals, so “Wait... when does that contract end?” doesn't become an annual office tradition.

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This is Usually Where Things Get Expensive. Not Here.

The Stuff We Wanted

  • Every Feature Included

  • Unlimited People Per Organization

  • Marketing & Sales Connected

  • Customizable B2B Workflows

  • No Long Term Contract

The Stuff We Didn't

  • Expensive Implementation Projects

  • Pricing Tiers & Feature Upgrades

Buying Committee Tracking

Decision makers change. New contacts appear. Someone you didn't know existed suddenly has final approval. Track everyone involved without losing the history, conversations, and context you've already built with the company.

Call, Form & Chat Tracking

See what actually helped turn a lead into a customer. Was it a marketing campaign? A website form? A phone call? A chat? LinearCRM keeps that activity connected to the customer record so you can follow the trail from “I'm interested” to “Where do I sign?” *Call and form tracking require a CallRail connection.

Estimates, Proposals & Contracts

Move from internal estimates to customer-facing proposals to signed contracts without starting from scratch at every step. Products, services, values, and important details carry forward, helping opportunities keep moving without the copy-and-paste marathon.

Reporting With Drill-Down

Track leads, customers, proposals, contracts, sales, activity, and more, click into the records behind the numbers. See what's moving, what's stuck, and what's coming up, without trying to piece the answer together from three reports and somebody's spreadsheet.

Talk CRM to Us. We Promise to Speak Human.

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Questions? Good. We Have Answers.