
all in one crm platform

all in one crm platform
AlmariSuite is a free customer relationship management (CRM) system designed for small businesses and service oriented teams. Its primary function is to manage customer workflows by centralizing leads, contacts, tasks, invoices, payments, and communication reminders into a single platform. The system is built to organize companies, client work, follow ups, email plans, and team accountability from one focused interface. The platform includes several main capabilities. Users can create organization profiles and connect leads and customers to those companies, preserving the relationship when a lead converts. Features include a lead pipeline for tracking prospects through stages of conversion, customer management tools that store contacts, WhatsApp numbers, notes, and assignments, and a task management system with ownership and scheduling. For financial operations, AlmariSuite offers invoice creation with public payment links. Eligible businesses can integrate with Whop to accept online payments. This integration requires completed identity verification through Whop, after which public invoices display a Pay Now action. Whop manages checkout, payment funds, and payouts, while AlmariSuite records invoice and payment status. The platform also supports recording confirmed payments, managing withdrawals, and sending WhatsApp reminders. Additional features include an email planner, audit reports, calendars, and Customer 360 profiles that consolidate all customer activity. Typical use cases involve running a structured customer workflow from initial contact to payment. A user would first add an organization, then capture its associated leads and customers. Ownership is assigned, and the next task is scheduled. When ready, an invoice is created and its public payment link is shared. Eligible clients can pay through Whop, and the platform automatically updates confirmed invoices. Users then manage their connected Whop balance and withdrawals. The system keeps all customer records connected to sales, tasks, invoices, payments, and reminders. Collections remain organized because every reminder links back to a customer, invoice, status, balance, and payment workflow. The CRM is available for free, with additional features such as sending reminders and accessing Customer 360 details offered on Starter and Business plans. The online payment functionality is dependent on third party integration with Whop, which may apply additional fees for international cards, currency conversion, other payment methods, disputes, and payouts. Users must complete Whop's identity verification before clients can pay online. The platform is accessible via the web at almarisuite.com.