Customer Information Spread Across Tools
Keep accounts, contacts, opportunities, interactions, documents, and invoices connected.
AnyDB for CRM
Manage Customer Relationships From First Contact to Billing
Manage accounts, contacts, opportunities, customer activity, follow-ups, and billing in one connected CRM.
Start with the ready-to-use CRM solution, then customize its records, pipeline, views, permissions, and workflows to fit how your team manages customers.
Need help getting started? We can set up your CRM at no cost.
AccountCompany or customer record
ContactPeople and relationships
OpportunityPotential business and value
Customer ActivityInteractions and follow-up
InvoiceBilling and payment status
Next ActionOwner and follow-up date
Account & Contact Management
Opportunity Tracking
Customer Activity
Billing Visibility
Trusted By:
“AnyDB has become a core part of how we run our business.”
Ribu, Owner, Dgicon
Runs End-to-End Business Operations in AnyDBCRM Challenges We Help You Solve
Replace scattered contact lists, opportunity spreadsheets, activity notes, billing trackers, and follow-up emails with one structured CRM.
Opportunities Without Clear Ownership
Assign each opportunity while keeping value, stage, priority, and expected close date visible.
Follow-Ups That Slip Through the Cracks
Set owners, dates, reminders, and next actions so conversations continue at the right time.
Limited Pipeline Visibility
Use live views and dashboards to see open opportunities, expected revenue, and sales activity.
Sales and Billing Kept Separate
Connect opportunities and customers with invoices, payment status, balances, and billing history.
Choose How You Want to Manage Your CRM
Start free, build the CRM yourself, or have our team build and manage it for you.
Try the CRM for Free
$0
Start FreeBuild Your Own CRM
From $50 / month
View PlansWe Build & Manage It
From $150 / month
Talk to UsExplore CRM Features or Create Your Own System
Explore the included CRM features or customize the system to fit your sales process, terminology, and reporting requirements.
1
Manage Accounts & Contacts
Keep customer and contact information organized in connected records.
2Track Opportunities & Pipeline
Manage stages, values, owners, probability, and close dates.
3Record Customer Activity
Keep calls, meetings, notes, emails, and follow-ups connected.
4Connect Customer Billing
Link invoices, payment status, and billing history.
5Customize Your CRM
Adapt records, pipeline, permissions, and workflows.
Top AnyDB CRM Features
Manage customer relationships in a system that can be customized to fit your sales, account management, and billing processes.
Connected Accounts & Contacts
Keep company information, contacts, roles, files, and related activity together.
Opportunity & Pipeline Management
Track stage, value, probability, owner, priority, and expected close date.
Customer Activity & Follow-Up
Record interactions, assign next actions, and create reminders.
Invoice & Revenue Visibility
Connect invoices, balances, opportunity values, and customer revenue.
Views, Dashboards & Automations
Organize CRM information, monitor activity, and automate follow-up.
1Manage Accounts and Contacts
Keep Every Customer Relationship Organized
Create structured account records for prospects, customers, partners, resellers, and other organizations. Connect each account with contacts, opportunities, interactions, documents, invoices, and operational records.
Account Overview
Customer AccountNorthstar Industries
Active6Contacts3Opportunities14Interactions4Invoices8Documents
What you can manage
✓Account Information
Keep company type, industry, website, location, size, owner, and other details together.
✓Contact Records
Store names, roles, departments, email, phone, profiles, and relationship details.
✓Connected Customer History
See opportunities, interactions, invoices, files, projects, and other related records.
2Track Opportunities and Pipeline
See Every Opportunity and What Needs to Happen Next
Create opportunity records with value, stage, probability, priority, owner, expected close date, and related account. Give teams a clear view of active opportunities and upcoming work.
Sales Pipeline
OpportunityAccountValueStageOwner
Warehouse SystemNorthstar$85,000ProposalJordan Lee
Service ExpansionGreenfield$42,000QualificationMaya Chen
Annual ContractMetro Supply$68,000NegotiationJordan Lee
NewQualificationDiscoveryProposalNegotiationWon or Lost
What you can manage
✓Opportunity Details
Track account, value, type, probability, priority, owner, close date, and context.
✓Pipeline Stages
Define stages that fit your sales process and update each opportunity as it moves.
✓Ownership & Forecasting
Use value, probability, and close date to understand potential revenue.
3Record Customer Activity
Keep Conversations and Follow-Up Connected to the Customer
Record calls, meetings, notes, requests, decisions, and other interactions. Assign the next action, set a follow-up date, and keep the full activity history connected.
Customer Activity
ActivityContactOwnerDateNext Action
Discovery CallMaya ChenJordan LeeSep. 8Prepare proposal
Requirements ReviewMaya ChenProductSep. 12Confirm workflow
Proposal PresentationMaya ChenJordan LeeSep. 18Follow up
What you can manage
✓Interaction History
Record calls, meetings, notes, requests, decisions, and relationship activity.
✓Follow-Up Work
Set next actions, assign owners, add due dates, and create reminders.
✓Related Context
Connect interactions with the relevant account, contact, opportunity, project, or invoice.
4Connect Customer Billing
Keep Sales and Billing Information in the Same Customer Context
Link invoices with the accounts, contacts, opportunities, orders, projects, or services behind them. Give sales, account management, and finance a clear view of customer value and outstanding balances.
Customer Billing Summary
Northstar Industries2 Open Invoices
$185KLifetime Value$12.5KOutstanding8Paid2Open
InvoiceOpportunityDue DateAmountStatus
INV-1042Warehouse SystemOct. 10$7,500Sent
INV-1038Service ExpansionSep. 28$5,000Due
What you can manage
✓Customer Invoices
Keep invoice numbers, dates, amounts, terms, line items, files, and customer information together.
✓Payment Status
Track drafts, sent, due, overdue, partially paid, paid, or cancelled invoices.
✓Account-Level Billing
See totals, balances, payment history, and related opportunities from the account.
5Customizable CRM
Build a CRM Around the Way Your Team Manages Customers
Adapt account, contact, opportunity, interaction, and invoice records to fit your terminology, pipeline, responsibilities, and sales process.
Connect the CRM with operational systems that support selling, delivery, service, and billing.
Your CRM Structure
Account
→
Contacts
→
OpportunityStage · Value · Owner · Close Date
→
Customer Activity
→
Invoice & Billing
What you can manage
✓Custom Records & Fields
Capture account details, opportunities, classifications, and internal context.
✓Custom Pipelines & Workflows
Create stages, assignments, reminders, approvals, status changes, and follow-up rules.
✓Connected Operations
Connect customer records with the operational work that follows the sale.
From First Contact to Customer Billing
Manage the customer lifecycle without piecing information together across contact lists, pipeline boards, notes, folders, and billing trackers.
Create the Account
Organize Customer Information
Add the customer, connect contacts, assign an owner, and capture the details your team needs.
Create the Opportunity
Track Potential Business
Record value, priority, stage, probability, owner, and expected close date.
Manage the Relationship
Record Activity and Follow-Up
Keep interactions, files, meetings, next actions, and reminders connected.
Close the Opportunity
Record the Outcome
Maintain the final value, close date, and won or lost status.
Continue Into Operations
Keep the Customer Context
Connect won business with orders, projects, services, invoices, and payments.
View Your CRM From Every Angle
Give each team a focused view of the customer information relevant to its work.
Account View
See contacts, opportunities, interactions, invoices, files, and operational records together.
Pipeline View
Organize opportunities by stage and move them through a Kanban-style sales process.
Contact View
Organize contacts by account, role, department, location, or relationship type.
Calendar View
See meetings, follow-up dates, expected close dates, and customer deadlines.
Dashboard View
Monitor pipeline value, expected revenue, sales activity, close rates, and invoices.
Automate CRM Follow-Up and Sales Workflows
Set automations to evaluate CRM conditions and trigger assignments, reminders, notifications, and follow-up work.
Assign Opportunities
Assign opportunities based on territory, account type, deal size, product, or another condition.
Schedule Follow-Up
Create reminders when an interaction requires a response or an opportunity is inactive.
Update Pipeline Status
Change stages when defined sales activities, approvals, or conditions are completed.
Notify the Team
Send notifications when an opportunity moves forward or needs attention.
Create Connected Work
Generate a project, task, order, or work request at the appropriate stage.
Connect CRM With the Rest of Your Operations
Give sales, operations, service, and finance teams a shared view of the work surrounding each customer.
Quotes and Sales Orders
Connect opportunities with products, services, pricing, approvals, and confirmed orders.
Projects and Service Delivery
Link customers with projects, milestones, files, services, and assigned teams.
Inventory and Fulfillment
Connect orders with availability, picking, shipping, delivery, and fulfillment status.
Support and Work Requests
Keep customer issues, requests, follow-up, and resolution tied to the account.
Invoices and Payments
Connect billing, invoice documents, due dates, payment status, and balances.
Replace Contact Lists, Pipeline Spreadsheets, and Disconnected CRM Tools
Keep the working record of every customer relationship in one connected CRM.
Instead ofUse AnyDB
Accounts stored in spreadsheetsStructured Account records
Contacts managed in separate listsContacts linked directly to accounts
Opportunities tracked manuallyConnected Opportunity records and pipeline stages
Customer activity buried in notesStructured Interaction history
Follow-ups managed through emailOwners, dates, reminders, and assigned actions
Billing tracked separatelyInvoices and balances connected to the account
Files scattered across foldersDocuments attached to the relevant customer record
Operational work managed elsewhereCRM connected with orders, projects, fulfillment, and service
Start the Way That Works for You
Explore AnyDB for free, build your own CRM, or have our team build and manage it with you.
Start Free
$0
Load the ready-to-use CRM and see how it fits your accounts, contacts, and opportunities.
Start FreeBuild It Yourself
From $50 / month
Customize and run your own CRM using the full AnyDB platform.
View PlansWe Build & Manage It
From $150 / month
Have your CRM built and managed for you.
Talk to UsStart with One System. Connect the Rest.
Start with CRM today. Add more systems as your business needs evolve, with customer records, files, and processes staying connected.
Start Simple
Begin With Your CRM
Add New Systems Anytime
Everything Stays Connected
Scale With Confidence
Expand Across Teams and Processes
Customize records, pipelines, permissions, workflows, portals, and reporting around your business.
Run Your CRM and Customer Operations From One Connected System
Manage accounts, contacts, opportunities, activity, follow-ups, invoices, and post-sale operations in a CRM built around your business.
