# CRM & Client Management — EternalEngine

Manage contacts, deals, and your sales pipeline with EternalEngine's CRM — AI-powered lead scoring and built-in invoicing.

CRM & Client Management

# Your entire client relationship, in one place

From first contact to closed deal, manage every interaction, track every opportunity, and never let a lead slip through the cracks. AI-powered insights help you close faster.

[Start free](https://app.eternalengineos.io/signup?plan=free&interval=annual)[Request a Demo](https://eternalengineos.io/demo/)

Click to enlargeSee revenue trends and top clients at a glance.

## Everything you need to manage clients

A complete CRM suite that grows with your business — from solo founder to enterprise team.

[### Contact Management Unified database with custom fields, smart search, advanced filters, and automatic deduplication. Every contact, one source of truth. See how it works →](https://eternalengineos.io/features/crm/contact-management/)[### Deal Pipeline Visual kanban board with drag-and-drop stages, win probability scoring, and automated stage transitions. See your revenue at a glance. See how it works →](https://eternalengineos.io/features/crm/deal-pipeline/)[### Lead Scoring AI-powered lead scoring that learns from your wins. Prioritize the hottest prospects and never waste time on dead-end leads again. See how it works →](https://eternalengineos.io/features/crm/lead-scoring/)[### Activity Timeline Calls, emails, meetings, notes — everything logged in a single chronological timeline. Full context at your fingertips, always. See how it works →](https://eternalengineos.io/features/crm/activity-timeline/)[### AI-Powered Actions It drafts follow-up emails, scores leads, suggests next steps, and generates estimates — all with a single click from any deal card. See how it works →](https://eternalengineos.io/features/crm/ai-powered-actions/)[### Estimates & Invoicing Convert deals to estimates and invoices instantly. Professional PDFs, payment tracking, and financial reporting — all linked to the CRM. See how it works →](https://eternalengineos.io/features/crm/estimates-invoicing/)

## Visual deal pipeline

Drag and drop deals across stages. See your entire pipeline at a glance with real-time value totals.

Deal Pipeline — Q1 2026

Total Value:$247,200

New Lead3

Acme Corp

$15,000

JS

John Smith

TechStart Inc

$8,200

AL

Amy Liu

FreshBrew Co

$5,500

MR

Mike Ross

Qualified2

GlobalTech

$47,500

Win prob: 72%

SK

Sara Kim

Meridian Labs

$22,000

Win prob: 65%

DW

Dan White

Proposal2

NovaBuild

$32,000

Win prob: 55%

RP

Rachel Park

Zenith Corp

$18,500

Win prob: 48%

TJ

Tom Jones

Negotiation1

Apex Industries

$63,500

Win prob: 82%

LM

Lisa Miller

Closed Won2

Summit Health

$25,000

Closed Feb 12

Peak Dynamics

$10,000

Closed Feb 18

## Complete contact profiles

Every detail, every interaction, every deal — all in a single unified view.

Contact Detail

SK

### Sara Kim

VP of Operations

GlobalTech

sara@globaltech.io

(555) 012-3456

San Francisco, CA

Deals

Platform Upgrade$47,500

Consulting Q2$12,000

#### Activity Timeline

Today, 2:30 PM

Email sent: "Q1 Proposal — Platform Upgrade"

AI-drafted, sent by you

Yesterday, 11:00 AM

Meeting: "Requirements Review Call" — 45 min

Discussed integration needs and timeline

Feb 19, 3:15 PM

Note added: "Sara prefers phased rollout over big-bang"

Feb 17, 9:00 AM

Deal moved: New Lead → Qualified

Win probability updated to 72%

Feb 14, 10:30 AM

Call: "Discovery call" — 30 min

Initial needs assessment completed

## How it works

Get started in minutes. No complex setup, no migration headaches.

1

### Import Contacts

Upload a CSV, sync from your email, or add contacts manually. We handle deduplication automatically.

2

### Set Up Pipeline

Customize deal stages, create automations, and define your sales workflow in under 5 minutes.

3

### Track & Engage

Log calls, send emails, schedule meetings — every interaction is automatically captured in the timeline.

4

### Close & Invoice

Win the deal, convert it to an estimate or invoice, and get paid — all without leaving the platform.

## Why teams choose EternalEngine CRM

3x

Faster Deal Closure

Lead scoring ranks who to call first, and automated follow-ups go out the moment a deal goes quiet — so nothing waits on someone remembering.

100%

Activity Captured

Every call, email, meeting, and note is automatically logged. Nothing falls through the cracks.

0

Data Silos

CRM, invoicing, project management, and AI — all in one platform. No integrations to maintain.

"We replaced three separate tools with EternalEngine. Our team saves 10 hours a week on data entry alone, and the AI suggestions have boosted our close rate by 40%."— Jessica Torres, Sales Director at Meridian Labs

## Connected to everything

The CRM isn't an island — it's the hub that connects every part of your business.

CRM Hub

AI Assistant

Draft emails, score leads

Invoicing

Deal → Invoice in one click

Projects

Link deals to projects

Analytics

Revenue & pipeline reports

Questions

## Common questions, straight answers.

### Keep exploring

- [ClientForge, the CRM app](https://eternalengineos.io/features/clientforge/)
- [Invoicing & financial operations](https://eternalengineos.io/features/financial-operations/)
- [Pipeline analytics](https://eternalengineos.io/features/analytics-reporting/pipeline-analytics/)
- [Plans and pricingFree to start; every paid plan has a 30-day free trial.](https://eternalengineos.io/pricing/)

Is the CRM free?

Yes. ClientForge CRM is included on every plan. Free covers one user, 100 contacts and 5 invoices and 5 estimates a month; paid plans raise the limits.

Can I import from another CRM?

Yes. Contacts, companies and deals import from CSV, so you can move your book of business in minutes.

What does the AI do in the CRM?

It scores leads, summarizes deals, drafts follow-up emails and can create tasks, always asking before it writes to your data.

Does it include estimates and invoices?

Yes. Every plan can send estimates and invoices from the CRM; Pro adds BidForge and TitanLedger for templates, takeoffs, payments and expenses.

## Run your business from one place.

Five plans, seventeen launch apps, one dashboard. Set up in under 5 minutes — change tiers any time.

[Start free$0 forever • No card • Upgrade any time](https://app.eternalengineos.io/signup?plan=free&interval=annual)[Talk to Sales](https://eternalengineos.io/contact/)

From $0 · Basic $9.95/mo · Save 20% on annual billing · Upgrade or downgrade any time