The Full Platform
Everything Your Business Runs On.
Contacts, deals, projects, quotes, invoices, email campaigns, and analytics — all in one place. Activate only the modules you need today and add more as you grow.
Role-Based Access Control
Granular permission layers for Admin, Manager, Team, and Scanner roles. Every user sees exactly what they need — nothing more, nothing less.
AI-Powered Automation
Auto-fill contacts, enrich leads, draft follow-up emails, and surface insights — all powered by an integrated AI assistant that learns your workflow.
Contacts & Companies
A complete contact book linked to company profiles. Track relationships, interaction history, and deal associations across your entire client base.
Lead & Deal Pipeline
Kanban-style pipeline management for leads and deals. Move cards across stages, set close dates, and never miss a follow-up.
Projects, Tasks & Notes
Manage client deliverables end-to-end. Assign tasks, track milestones, attach notes — all linked to the lead or deal that created the work.
Invoices & Quotes
Create GST-inclusive quotes, convert them to invoices in one click, and send branded PDF documents — all with AUD pricing built in from the start.
Email Campaigns
Send tracked outreach emails directly from RCRM via your own SMTP. Monitor opens, clicks, and replies — all tied to the right contact record.
Analytics & Reports
Real-time dashboards covering pipeline health, revenue forecasts, team activity, and lead conversion rates. No spreadsheet exports required.
Integrations
Connect your own SMTP provider, calendar, and more. RCRM is an open platform — built to fit into your existing workflow, not replace it.