Customer Relationship Management that actually works
NextDotCRM is a complete, self-hosted CRM for businesses, freelancers, and agencies — manage customers, leads, projects, invoices, contracts, support, and more in one clean platform by NextDot Consultant.
A CRM built around your customers
NextDotCRM is a complete business management platform — not just a contacts list. It connects every part of how you serve clients.
Manage & Invoice Projects
Track time, assign tasks, create milestones and Gantt charts, record project expenses, and invoice clients — all without leaving the platform.
Professional Invoices & Estimates
Build great-looking invoices with per-item taxes, recurring schedules, and PDF attachments. Estimates auto-convert to invoices on client acceptance.
Track Every Lead
Kanban pipeline for leads — drag and drop between stages, auto-import from email, attach files, write notes, and convert to a customer in one click.
Proposals that Win Business
Create and send beautiful proposals to leads or customers. Clients can view and accept online — no login needed. Proposals can be e-signed.
Powerful Support Ticket System
Auto-import support tickets from email. Assign to staff, set priorities, add private notes, use predefined replies, and resolve faster with a full knowledge base.
Tasks, Reminders & Surveys
Assign tasks to multiple staff, track time per person, create recurring tasks, set reminders, and send surveys to increase customer retention — all built in.
From first contact to paid invoice
NextDotCRM guides every stage of your client relationship — from lead capture through to payment collected.
Capture Lead
Kanban, email import, or web form
Send Proposal
Beautiful proposal — e-sign ready
Convert to Client
One click — lead becomes customer
Run the Project
Tasks, Gantt, time tracking, milestones
Send Invoice
PDF invoice — customer pays online
Provide Support
Tickets, KB, reminders — client happy
Every client detail — always at your fingertips.
Store your full customer database with multiple contacts per company, proper contact permissions, and a complete activity view — invoices, contracts, tickets, projects, notes, and files all visible from one customer profile. Set reminders per customer so nothing is ever forgotten.
- Create multiple contacts per customer with individual permissions
- Full customer profile — invoices, contracts, tickets, projects, notes
- Set customer reminders — email and in-app notifications
- Allow customers to register and access their own client area
- Export customer data, invoices, and files to ZIP
- Login as client to preview exactly what they see
| Invoice | Amount (PKR) | Due Date | Status |
|---|---|---|---|
| INV-0148 | 320,000 | 30 Apr 2026 | Unpaid |
| INV-0139 | 180,000 | 15 Apr 2026 | Paid |
| INV-0121 | 450,000 | 01 Mar 2026 | Paid |
Never lose a potential client — track every lead.
Organise leads through a visual Kanban pipeline with drag-and-drop stages. Leads can be auto-imported from your email inbox, or captured via web-to-lead forms on your website. Attach files, write notes, create proposals, and convert to a customer — all in one place.
- Kanban board — drag leads between stages with one hand
- Auto-import leads from email automatically
- Web-to-lead forms to capture enquiries from your website
- Attach files, add notes, and set follow-up reminders
- Create proposals directly from a lead record
- Convert lead to customer with a single click
Professional invoicing — get paid faster.
Build great-looking invoices with per-item tax rates, multiple currencies, and PDF attachments. Send directly to clients including the PDF. Set up recurring invoices that regenerate automatically. Create estimates in a minute — clients can view, accept, or decline online without logging in, and accepted estimates auto-convert to invoices.
- Per-item tax configuration on every invoice
- Multi-currency — invoice clients in their own currency
- Recurring invoices — auto-regenerate on your schedule
- Estimates auto-convert to invoice on client acceptance
- Clients can view and act on estimates without login
- Online payments via Stripe and PayPal built in
| Item / Service | Qty | Rate (PKR) | Tax | Total |
|---|---|---|---|---|
| SEO Management | 1 | 80,000 | 0% | 80,000 |
| Website Redesign | 1 | 180,000 | 17% | 210,600 |
| Monthly Hosting | 1 | 12,000 | 0% | 12,000 |
| Total Due | PKR 302,600 | |||
Send proposals that close deals.
Create polished, professional proposals for leads or existing customers directly from the CRM. Send via email with a unique link — no login needed for the recipient. Clients can accept, decline, or e-sign proposals online. Set overdue reminders to follow up automatically before the deadline passes.
- Rich-text proposal editor — tables, images, formatting
- Send to leads or customers with a unique view link
- Client can accept, decline, or e-sign online — no login
- Proposal overdue reminders sent automatically
- Attach supporting files to any proposal
- Track proposal status — draft, sent, accepted, declined
| Proposal | To | Value (PKR) | Status |
|---|---|---|---|
| Web Platform Build | MegaBuild Co. | 850,000 | Sent |
| SEO Retainer 12mo | Sunrise IT | 960,000 | Sent |
| Annual IT Support | Raza Pharma | 480,000 | Accepted ✓ |
| Logo & Brand Design | Al-Haj Motors | 120,000 | Draft |
Manage projects — from kickoff to invoice.
Plan, execute and invoice projects without switching tools. Assign tasks to multiple staff members with time tracking per person. Create milestones, view a professional Gantt chart, record project expenses, and invoice clients directly from the project — all in one screen.
- Professional Gantt chart for every project
- Milestones with drag-and-drop task organisation
- Assign multiple staff per task with individual time tracking
- Add task followers — they track progress without project access
- Record project expenses and bill to client directly
- Invoice clients from the project with one click
| Task | Assigned | Hours | Status |
|---|---|---|---|
| Wireframes | Nadia K. | 8h | Done |
| UI Design | Usman A. | 22h | Done |
| Frontend Dev | Bilal R. | 34h | In Progress |
| Backend API | Ahmed T. | 20h | Not Started |
Resolve issues faster with smart ticket management.
A powerful support ticket system with full context. Tickets can be auto-imported from email — your clients just reply and the conversation stays in the CRM. Set priorities and statuses, add private staff notes, use predefined replies for speed, insert knowledge base article links, and track everything per client.
- Auto-import tickets from a support email address
- Private staff notes — not visible to the client
- Ticket assignments to specific staff members or departments
- Predefined replies for fast, consistent responses
- Priority levels: Low, Medium, High, Urgent
- Insert knowledge base article links directly into replies
Manage contracts — renew, e-sign, never expire by accident.
Create client contracts from templates, send for e-signature, set expiry dates, and get notified before they expire. Full contract history is maintained so you can see every renewal. Contracts can be linked to customers and include comments and file attachments.
- Create contracts from reusable templates
- E-sign contracts directly within the CRM
- Expiry notifications sent to staff before deadline
- Renew contracts with full history preserved
- HTML view and PDF export for every contract
- Attach files and add comments per contract
| Contract | Customer | Value (PKR) | Expires | Status |
|---|---|---|---|---|
| Annual SEO Retainer | Raza Pharma | 960,000 | 31 Dec 2026 | Signed ✓ |
| IT Support SLA | Khalid & Co. | 480,000 | 30 Jun 2026 | Signed ✓ |
| Web Maintenance | Sunrise IT | 240,000 | 01 May 2026 | Expiring Soon ⚠ |
| Brand Partnership | MegaBuild Co. | 1,200,000 | — | Awaiting Signature |
Record every cost — bill it back to clients.
Record all business expenses with receipts attached. Set up recurring expenses that re-create automatically on your chosen schedule. Mark expenses as billable to a client or project, and convert them to invoices with a single click. Expenses appear in detailed reports broken down by category, project, and time period.
- Record expenses with receipt attachments
- Recurring expenses — auto-recreated daily, weekly, monthly, yearly
- Mark as billable to a customer or project
- Convert billable expense to invoice in one click
- Expenses report — filter by date, category, billable/non-billable
- Expenses linked to customer profile and project record
| Description | Category | Amount | Billable |
|---|---|---|---|
| Google Ads (Apr) | Marketing | PKR 45,000 | Billable ↗ |
| Office Rent | Overhead | PKR 35,000 | Not Billable |
| Server Hosting | IT | PKR 13,000 | Billable ↗ |
| Staff Salaries | Payroll | PKR 49,000 | Not Billable |
Stay organised — nothing falls through the cracks.
Assign tasks to multiple staff members, track time logged per person, and create recurring tasks that auto-generate on schedule. Set reminders for yourself or your team — sent via email and in-app notification. Create surveys for leads, clients, or staff to increase retention and gather feedback.
- Assign tasks to multiple employees simultaneously
- Track time spent per task and per assigned staff member
- Recurring tasks — auto-create for any period
- Add task followers to monitor progress without full access
- Set reminders — email and in-app, for self or team
- Create and send surveys to leads, clients, or staff
| Task | Project / Linked | Due | Time | Status |
|---|---|---|---|---|
| Review mockups | Khalid Redesign | Today | 2.5h | In Progress |
| Send proposal | MegaBuild Lead | Tomorrow | — | Not Started |
| Monthly SEO report | Raza Pharma | 30 Apr | 4h | In Progress |
| Invoice follow-up | INV-0148 | 25 Apr | — | Not Started |
One platform. Everything your business needs.
NextDotCRM covers the complete client lifecycle — from first lead to ongoing support — with no third-party tools required.
Customers
Full profiles, multiple contacts, activity history, reminders, and client area access.
Leads
Kanban pipeline, email auto-import, web-to-lead forms, notes, and one-click conversion.
Proposals
Rich-text proposals, unique client links, e-sign, acceptance tracking, and reminders.
Invoices & Estimates
Per-item taxes, multi-currency, recurring invoices, and online payment via Stripe/PayPal.
Contracts
Templates, e-sign, expiry notifications, renewals with history, comments, and file attachments.
Projects
Gantt chart, milestones, task assignment, time tracking, expenses, and direct invoicing.
Tasks
Multi-staff assignment, time tracking per person, recurring tasks, followers, and checklists.
Support Tickets
Email auto-import, private notes, predefined replies, priorities, departments, and knowledge base.
Expenses
Billable expenses, recurring schedules, receipt attachments, and auto-convert to invoice.
Reminders
Assign to self or team — delivered via email and in-app notification instantly.
Reports
Sales reports, expense reports, leads conversions, customer reports, and custom date ranges.
Knowledge Base
Add articles from a text editor — clients can vote usefulness from their portal area.
Surveys
Send surveys to staff, leads, or clients via custom mail lists to increase retention.
Media Library
Upload and manage files — each staff member has their own folder for clean organisation.
Staff & Roles
Fine-grained permissions per module — view, create, edit, delete — controlled per staff member.
Businesses that made the switch
From scattered spreadsheets and email threads to one clean platform.
Before NextDotCRM our proposals were Word documents, invoices were Excel files, and support was email chaos. Now everything is in one place — our leads convert faster because proposals look professional, clients pay via invoice links the same day, and our support team actually knows each client's history when they get in touch.
Simple, transparent pricing.
One flat fee to own it outright, or a simple monthly plan with everything managed for you. No per-user fees. No hidden costs.
Built for agencies, consultancies, and growing businesses
From freelancers in Islamabad to agencies in Karachi — NextDotCRM is a complete client management platform, deployed on your domain, branded as your own, and supported by our Pakistan-based team.
Common questions
Ready to manage every client relationship in one place?
Join businesses across Pakistan replacing spreadsheets and email chaos with NextDotCRM — deployed on your domain, branded as your own, supported by NextDot Consultant.