The CRM That Adapts
to Any Business
Manage records, teams, pipelines, and documents in one workspace. Custom fields, real-time chat, PDF templates, formula fields — built for service businesses.
13
Field Types
22
Granular Permissions
100k+
Records per Workspace
8
Template Block Types
50+
API Endpoints
$0
To Start
Features
Everything Your Business Needs in One Platform
Custom Records System
Define your own data structure — no coding needed. 13 field types including text, number, email, phone, date, select, multi-select, file upload, URL, currency, boolean, and formula.
Visual Filters & Saved Views
Build complex filters visually — pick field, operator, value. AND/OR filter groups. Save combos as named views. Pipeline stage tabs. Sortable columns.
Pipeline / Kanban Board
Configure custom stages (New Lead → Contacted → Qualified → Won → Lost). Visual kanban with drag-and-drop cards. Stage colors and ordering.
Team Management
Invite via link (share on WhatsApp, email, anywhere). 4 roles: Admin, Manager, Employee, Viewer. 22 granular permissions enforced on UI and API.
Real-Time Chat
WhatsApp-style bubbles. Public and private groups. Edit and delete messages. Unread badges. Real-time delivery via Supabase Realtime.
Document Template Builder
Block-based visual editor (like Notion meets Canva). 8 block types. Upload logos, signatures, watermarks. Generate PDFs from any record with one click.
Data Power Features
Linked records, formula fields (IF, DATEDIFF, CONCAT), auto duplicate detection, record merge, full revision history with diff view, threaded comments.
Activity & Audit Log
Every action tracked: create, update, delete, invite, role change. Full field-level change diff. Paginated and filterable.
Real-Time Notifications
Notification bell with unread count. Alerts for new messages, chat invites, record changes. Instant delivery via Supabase Realtime.
Multi-Workspace
Belong to multiple companies. Switch workspaces from the sidebar. Each workspace is fully isolated — data, team, and settings.
Full Customization
Light/dark theme, 10 accent colors + custom picker. Rename "Records" to "Candidates", "Leads", "Properties". Company branding per workspace.
Enterprise Security
Google OAuth via Supabase Auth. Row-level tenant isolation. Server-side permission checks on every API call. Zod validation. Soft-delete.
Highlight
Generate Any Document from Any Record
Design templates with a block-based editor. Insert record data dynamically. Export as PDF. Works for CVs, invoices, contracts, letters, certificates — anything.
8 Block Types
Output Options
Getting Started
Up and Running in Minutes
Sign Up
One-click Google OAuth. No forms, no verification emails.
Create Workspace
Name your company, set your labels. Done in 10 seconds.
Define Fields
Add the fields your business needs — 13 types to choose from.
Add Records
Enter manually or bulk import from CSV.
Invite Team
Share an invite link via WhatsApp, email, or anywhere.
Go Live
Chat, assign, filter, pipeline, generate documents. All set.
Use Cases
Built for Service Businesses
Manpower Agencies
Track workers, assignments, documents, and client records. Generate CVs and deployment letters from templates.
Real Estate Firms
Manage properties, leads, viewings, and contracts. Pipeline from inquiry to closing.
Recruitment Agencies
Custom fields for candidates, positions, and clients. Duplicate detection on emails and phone numbers.
Sales Teams
Visual pipeline from lead to deal. Formula fields for deal value calculations. Activity tracking per contact.
Law Firms
Case management with revision history. Generate legal documents from templates. Role-based access for associates.
Schools & Clinics
Student/patient records with custom fields. Document templates for certificates and reports.
Comparison
WhatsTask CRM vs HubSpot vs Notion vs Airtable
| Feature | WhatsTask CRM | HubSpot | Notion | Airtable |
|---|---|---|---|---|
| Custom Fields | 13 types | Limited free | Database | Yes |
| Pipeline/Kanban | Built-in | Paid | Manual | Yes |
| Team Chat | Built-in | No | No | No |
| Document Templates | Block editor + PDF | Paid add-on | No | No |
| Formula Fields | Yes | Paid | Yes | Yes |
| Duplicate Detection | Auto on create | Paid | No | No |
| Revision History | Full diff + restore | Yes | Yes | No |
| Multi-Workspace | Yes | Separate accounts | Yes | Yes |
| White-Label | Yes | No | No | No |
| Free Tier | Generous | Very limited | Yes | Yes |
Under the Hood
Modern Tech Stack
Framework
Next.js 15
UI
React 19 + Tailwind
Database
PostgreSQL
ORM
Drizzle (type-safe)
Auth
Google OAuth
Real-time
Supabase Realtime
Validation
Zod
Hosting
Vercel
Pricing
Simple, Transparent Pricing
Starter
- 10 users
- 10,000 records
- Unlimited fields
- Pipeline + Kanban
- Chat + Notifications
- CSV import/export
Professional
- Unlimited users
- 100,000 records
- Document templates
- Formula fields
- Duplicate detection
- Revision history
- Audit log
Enterprise
- Unlimited everything
- Custom integrations
- SLA & priority support
- White-label branding
- Dedicated onboarding
Your business, your way. One platform.
Stop paying for features you don't need. Start with a CRM that adapts to how you actually work.