Enquiry
A referral, an inbound form or a call lands as a lead with its source recorded, so you know which channel pays.
Professional Services
The CRM for firms that sell their time
Run enquiries, proposals, delivery and billing in one open-source CRM, built for IT agencies, consultants and accounting firms.
6Process stages
8Capabilities available now
0Seat cap
$0Per seat
Process
From Enquiry to Paid, in One Pipeline
The path from a first enquiry to a paid invoice, laid out as six stages inside one CRM, no separate tools to reconcile.
Qualify
Score fit and budget, assign an owner, and move it into the pipeline at a weighted value.
Proposal
Send a line-item estimate. The client opens a private link and accepts it without creating an account.
Won
The accepted estimate becomes an invoice. No re-keying, no second document to reconcile.
Deliver
Break the engagement into tasks on a board, attach documents, and keep the client thread in one place.
Bill
Raise invoices, record payments, and put retainers on a recurring schedule that issues itself.
Capabilities
Everything a Services Firm Runs On
Twelve capabilities across sales, delivery and billing, eight shipped today, four on the roadmap.
Lead capture with source attribution
Available NowEvery enquiry records where it came from, so you can tell referrals from ad spend.
Pipeline with weighted value
Available NowDrag deals through your own stages and see what the quarter actually looks like.
Estimates clients accept online
Available NowSend a line-item proposal. The client accepts it through a private link, no account needed.
Invoices, payments and templates
Available NowTurn accepted work into invoices, record part payments, and brand the output.
Recurring invoices for retainers
Available NowPut a monthly or quarterly retainer on a schedule and stop chasing it manually.
Delivery tasks and boards
Available NowTrack the work after the sale, tasks, owners, due dates, and a board view.
Client support with SLA
Available NowSupport tickets with business hours and response targets, plus billable time against a ticket.
Sales goals and leaderboard
Available NowSet revenue targets per person and track them without a spreadsheet.
Project time tracking
Coming SoonToday time logs against a support ticket. Time against a project or engagement is on the roadmap.
Project profitability
Coming SoonCost versus revenue per engagement, so you can see which clients are worth keeping.
Billable utilisation reporting
Coming SoonUtilisation per person across a period.
Expense capture
Coming SoonLog project expenses and pass them through to the invoice.
Why BottleCRM
Why Not Stitch Together Four Different Tools?
- Proposal to invoice, no re-keying
An accepted estimate becomes the invoice directly, same line items, same client, nothing to retype. - Retainers that bill themselves
Put a monthly or quarterly retainer on a recurring schedule and stop chasing the same invoice every period. - Client-confidential data, your own server
Self-host on your own infrastructure, the kind of control firms handling client-confidential work need. - No per-seat cost as you grow
Add consultants and account managers without a per-user fee eating into margin.
FAQ
Professional Services CRM FAQs
Is BottleCRM really free?
The core CRM is open source and free to self-host, with no per-user fee and no seat cap. You can run it on your own server today.
Can we host it on our own infrastructure?
Yes. It is a Django and PostgreSQL application you can deploy yourself, which is why firms handling client-confidential work choose it.
Do we own our data?
Yes. Self-hosted means the database is yours. There is no export fee and no lock-in.
Can it handle both retainers and one-off projects?
Yes. One-off work is a standard invoice; retainers go on a recurring invoice that issues on a fixed monthly or quarterly schedule.
Can clients approve proposals without an account?
Yes. An estimate can be shared as a private link that the client opens and accepts without signing up.
Run the Whole Engagement in One Place
Enquiries, proposals, delivery and billing, without a separate tool for each. Free, open source, self-hosted.