Built for B2B service companies

From first contactto payment, all connected

Organize sales, projects, contracts and finance without relying on spreadsheets and disconnected tools.

Data isolated by company
Guided setup
BRL operations
The Problem

Is Your Operation Fragmented?

Many companies face the same challenges: disconnected tools, manual processes, and lack of visibility.

Scattered Systems

CRM in one tool, projects in another, contracts in spreadsheets. Information spread out and inconsistent.

Lack of Control

Without proper governance, important decisions go unnoticed and errors accumulate.

Slow Approvals

Manual email approval flows delay deliveries and frustrate clients.

Lost Contracts

Forgotten renewals, outdated versions, and pending signatures without control.

Weak Visibility

Scattered metrics, manual reports, and guesswork-based decisions.

Poor Governance

Disorganized permissions, inadequate access, and compliance at risk.

The Solution

From Sales to Delivery in One Place

Turn won deals into projects, manage contracts and connect delivery to finance without entering data twice.

Unified Platform

All your business operations in a single system. No more switching between tools.

Automated Workflows

Automatic approvals, notifications, and follow-ups. Your team focuses on what matters.

Data-Driven Decisions

Real-time dashboards, detailed reports, and performance metrics.

Modules

Platform Capabilities

Integrated modules that cover the entire customer relationship lifecycle.

CRM

Contacts, leads, deals and sales pipeline

Projects

Kanban, timelines and delivery management

Tasks

Individual and team productivity

Contracts

Lifecycle and digital signatures

Finance

Receivables, payables and cash flow

Client Portal

External access for clients and partners

Communication

Email, internal chat and campaigns

Privacy

Consent, privacy and data controls

Governance

Roles, permissions and plans

Why Choose DuCRM?

Strategic advantages for high-performance operations.

Centralization

All data and processes in a single source of truth.

Automation

Automated workflows for greater efficiency.

Visibility

Full control over real-time metrics and indicators.

Scale

Architecture ready to grow with your business.

Security

Data isolation, granular permissions and compliance.

Productivity

Less time on manual tasks, more focus on what matters.

Who Is DuCRM?

Ideal for companies that manage clients, projects, contracts and teams.

Access Platform
DuCRM em um computador

Agencies

Client management, projects and creative deliveries.

Consultancies

Contracts, approvals and knowledge management.

Service Companies

Operations, finance and B2B relationships.

B2B Teams

Complex sales with multiple stakeholders.

One Connected Journey

Each stage feeds the next, keeping the customer, opportunity and delivery history in one connected flow.

01

Lead

Capture and organize opportunities.

02

Deal

Move your pipeline toward closing.

03

Contract

Formalize, approve and sign.

04

Project

Plan delivery and track tasks.

05

Billing

Track receivables and margins.

Transparent plans

A plan for every stageof your operation

Start with the essentials and unlock projects, contracts, automation and governance as your operation grows.

Monthly pricing per company. 14-day trial on any plan.

Competitive Advantage

Compare DuCRM with other market solutions

While many companies need to subscribe to multiple tools for CRM, tasks, communication, automation, and management, DuCRM brings everything together in a single platform.

Features / Benefits
DuCRMDuCRM
All-in-one
HubSpotPipedriveKommoClickUp
Sales CRMDuCRM
Client ManagementDuCRM
Task ManagementDuCRM
Project ManagementDuCRM
Integrated CalendarDuCRM
Centralized CommunicationDuCRM
AutomationsDuCRM
ReportsDuCRM
Team CollaborationDuCRM
Knowledge BaseDuCRM
Multi-usersDuCRM
Unified PlatformDuCRM
Cost BenefitExcellentHigh CostHigh CostHigh CostHigh Cost

Fewer systems. Lower costs. More productivity.

What many companies hire:
  • CRM
  • Task tool
  • Calendar
  • Chat system
  • Automation
  • Knowledge base
This creates:
  • Higher costs
  • Complex integrations
  • Scattered information
  • Lower productivity

With DuCRM, your entire operation is centralized in a single platform.

Your team working in a single environment.

Stop switching between multiple tools to find information, track clients, or manage tasks. With DuCRM, sales, operations, communication, and management stay connected.

Why hire five tools when you can have everything in one?

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Frequently Asked Questions

Get your questions about DuCRM answered.