B2B and B2C CRM Solutions. Two Types of Customers. Zero Reason to Need Two CRMs.

Some businesses sell to other businesses. Some sell directly to individual customers. And then there are the overachievers doing both. LinearCRM's B2B and B2C CRM solutions let you manage companies and individual customers in the same CRM without pretending they're the same kind of relationship. Keep the businesses, the people inside them, your individual customers and all the calls, forms, chats, appointments, estimates, proposals, contracts, jobs, tickets, payments, and activity connected the way they actually belong. Two sides of your business. One CRM. Nobody has to pick a favorite.

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.

One CRM. Two Very Different Kinds of Customers. We Can Work With That.

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Working with businesses and individual customers means you're managing two different kinds of relationships. An individual customer is the relationship. A business customer might have five people involved, multiple locations, several contracts, and an accounting contact you've never actually met but somehow email twice a week. Trying to organize both exactly the same way gets messy fast.

LinearCRM lets you manage individual customers as individual customers while keeping business accounts connected to all the people and activity that belong to them. Calls, forms, chats, estimates, proposals, contracts, jobs, tickets, documents, photos, invoices, payments, and more stay connected to the right relationship. No separate CRM for your business customers. No second system for your individual customers. No bouncing back and forth depending on who's calling. B2B gets to be B2B. B2C gets to be B2C. You get one CRM instead of making your business choose sides.

  • Businesses Stay Businesses.

    Keep company accounts at the center with all the contacts, conversations, and activity connected underneath. Multiple decision makers? Accounting contact? New person joins the account? Come on in.

  • People Stay People.

    Manage individual customers without creating fake company records or forcing them into a B2B structure that doesn't make sense. Their activity, work, payments, and history stay connected directly to them.

  • Marketing Knows the Difference, Too.

    See what helped bring both types of customers through the door. Calls, forms, chats, and available marketing attributions can connect to the relationship that follows, helping you see which efforts are producing individual and business customers.

  • One CRM. No System Hopping Required.

    Your team doesn't need one system for business accounts and another for individual customers. Manage both sides together while giving each the structure it needs. Fewer logins. Fewer integrations. Fewer opportunities to ask, "Which system is that in?"

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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.

Business Customers. Individual Customers. Features Built to Handle Both.

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Managing both sides of your business shouldn't mean doubling the systems your team has to manage. LinearCRM's B2B and B2C CRM features give business accounts the structure they need, individual customers the simplicity they need, and your team one place to manage the relationships, sales, marketing, work, and payments happening across both.

B2B and B2C Customer Records

Manage individual customers alongside company accounts with multiple people connected to them. The relationships stay structured correctly without splitting your customer base between separate CRMs.

Jobs & Recurring Work

Manage scheduled and recurring work for both types of customers, including products, services, value, status, and assigned teammates. One customer needs one job? Great. Another needs ongoing work? Also great.

Estimates, Proposals & Contracts

Create estimates, proposals, and contracts for the products or services you're selling without rebuilding information at every step. Keep everything connected to the appropriate business or individual customer.

Calls, Forms & Chats

Capture the ways both business and individual customers find and contact you. Keep available marketing attributions and conversations connected to the relationship that develops afterward. Nice and tidy. *Call and form tracking require a CallRail connection.

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This Is Usually Where the Price Gets Complicated. Not With LinearCRM.

The Stuff We Wanted

  • Every Feature Included

  • Unlimited Customer Records

  • Marketing & Sales Connected

  • Payments Built Right In

  • No Long Term Contract

The Stuff We Didn't

  • Expensive Implementation Projects

  • Separate CRMs for Each Side

Tickets & Project Management

Manage customer requests, ongoing needs, and internal projects inside LinearCRM. Assign teammates, set priorities and due dates, add notes and comments, and connect everything to the appropriate customer.

Invoices & Payments

Send invoices and accept card or ACH payments from individual and business customers. Card payments are 3.15% + $0.30, while ACH is 1.05% capped at $10 per transaction. Nice when the business side sends you one of those beautifully large invoices.

Customer History & Activity

Keep conversations, transactions, meetings, work, and other activity together as relationships grow. Whether someone buys once or works with you for ten years, you aren't starting from scratch every time.

Calendar & Two-Way Sync

Keep meetings, appointments, jobs, and ticket due dates together, then sync with Google or Microsoft calendars so your schedule stays connected to your CRM. Two calendars pretending the other doesn't exist? Hard pass.

Talk CRM to Us. We Promise to Speak Human.

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Questions? Good. We Have Answers.