For service businesses that run on records and documents
Buy your CRM.
Don't rent it.
A custom CRM branded under your name, running on your own database, on your own domain. Records, alerts, contracts in one click, team chat alongside every record. Built for your workflow, not retrofitted.
Used by agencies, brokerages, firms, and clinics worldwide.
Records list with expiry column. PDF preview.
Why we built this
Most service businesses run on Excel and WhatsApp.
You track hundreds of records in a spreadsheet. Expiry dates live in your secretary's head. Contracts are Word templates copied over and over. Every missed renewal costs you money. Every lost contact is a phone number nobody can find.
The big-name CRMs don't speak your workflow. The ones that do are subscription tools owning your data on their servers. You wanted neither. So we built this.
A working tool, not another platform.
Built around your workflow
Records with the exact fields your business uses. Date-based alerts that fire when you need them. One-click PDF documents from your own templates. Built for the way you actually work.
Yours, not ours
Your branding on every screen. Your subdomain (crm.yourbusiness.com). Your data on a database we set up just for you. If we ever shut down, you keep running. It's in the contract.
One price. Forever yours.
Buy the license once. Pay a small annual support fee. No monthly per-user subscription. No "we're raising prices this year" emails. Compare your 5-year total to any subscription CRM and the math is obvious.
Who we build for
Configured for your industry on day one.
Every deployment starts with your workflow, not a generic template. Here is what that looks like for the businesses we build for most.
Manpower agencies
The problem
Hundreds of workers across multiple clients. Visa renewals slip through the cracks. Every missed renewal becomes a fine. Contracts copied by hand from Word templates twenty times a year.
What we build
Worker records with passport, visa, labour card, sponsor, and client placement. Visa expiry alerts that fire 30, 14, and 7 days out. One-click MOHRE-ready contract PDFs from your own templates. Pipeline from inquiry to deployed.
Your advantage
Catch every renewal. Generate every contract in seconds. Stop losing AED 1,000 to AED 3,000 per missed visa.
Domestic worker placement (Tadbeer)
The problem
Sponsors call asking about their helper, you scramble through WhatsApp threads. Each placement needs MOHRE paperwork. Communication with sponsors is scattered across phone, WhatsApp, and email.
What we build
Per-worker records with sponsor links, placement history, and per-record chat threads. MOHRE-ready contracts on demand. Sponsor portal optional on Business tier. Renewal alerts before they become problems.
Your advantage
Every sponsor conversation tied to the right worker. Every contract generated in one click. Nothing lost between channels.
Recruitment firms
The problem
Candidates tracked across job boards, Gmail, and notebooks. Offer letters take an hour to draft. Multiple consultants accidentally pitch the same candidate to the same client.
What we build
Candidate pipelines (sourced, screened, submitted, offered, placed). Offer letters generated in one click from custom templates. Duplicate detection on email and phone. Team chat tied to every candidate record so context never gets lost.
Your advantage
More placements per consultant. Faster offer turnaround. Zero double-submissions.
Real estate brokerages
The problem
Listings live in one tool. Leads in another. Documents (RERA Form A, tenancy contracts, MOUs) typed manually for every transaction. Brokers compete for the same lead.
What we build
Properties linked to owners and tenants. Lead pipelines with assigned broker, status, and history. One-click RERA Form A, tenancy contracts, and MOUs from your templates. Internal team chat per listing.
Your advantage
Faster paperwork. Fewer broker conflicts. Cleaner ownership trails.
Law firms & consultancies
The problem
Case files in folders. Client communication in email. Time billed from memory at month end. Custom documents take days to prepare.
What we build
Case and matter records with all related parties linked. Time logging per record. Document templates for engagement letters, memorandums, and standard filings. Full audit log so you always know who edited what.
Your advantage
Faster billing. Tighter audit trail. Standardized documents without losing custom edits.
Schools and clinics
The problem
Student or patient records on paper or in Excel. Forms (admission, medical history, consent) printed and filed. Compliance audits become a nightmare.
What we build
Custom records with the exact fields you need (school year, parent contact, allergies, treatment notes). Form templates with field-by-field configuration. Audit log of every change. Role-based access so only the right staff see sensitive data.
Your advantage
Compliance-ready records. Forms generated in one click. Smarter handoffs between staff.
Field service operators
The problem
Technicians, drivers, or contractors tracked in WhatsApp. Service tickets logged in notebooks. Customers call asking for updates nobody can find.
What we build
Customer records linked to service jobs. Job pipelines with status and assigned worker. Job sheets and invoices generated on demand. Optional Telegram integration for the field team via WhatsTask PM Connect.
Your advantage
Real visibility into every job. Faster customer responses. Cleaner billing at month end.
Anyone else with a custom workflow
The problem
Your business doesn't fit a template. The CRMs you tried wanted you to adapt to them.
What we build
We start with your actual workflow and configure the schema, pipelines, alerts, and documents around it. 13 field types, formula fields, linked records, custom templates. Whatever you do, we shape the CRM to match.
Your advantage
A CRM that fits your business, not the other way around.
Three weeks from demo to live system.
20-minute demo
I show you the product over a video call, or on your floor if you're nearby. No slides. Just the system, open, running your kind of data.
7-day free trial
I set up a workspace with your real records and your real templates. Use it with your team for a week. Decide when you're ready.
Go live in your name
Once you sign, your deployment goes live on your own subdomain, branded with your logo, configured for your business. We train your team. You start using it that week.
The whole motion takes 2 to 4 weeks from first conversation to live system. No procurement marathons.
What's inside.
Records & data
Custom fields
Build the schema your business actually uses. Text, number, date, file, dropdown, formula, linked records.
Date-based alerts
Configure any date field to fire reminders 7, 14, or 30 days before. Visa, contract, lease, license, anything.
One-click PDF generator
Generate contracts, CVs, offer letters, invoices, forms from your own templates.
Pipeline view
Track every record through whatever stages you use: inquiry, qualified, signed, deployed, closed.
Team
Team chat
Direct messages and groups, tied to the record so context stays with the data.
Threaded comments
Discuss any record inside the record itself. Nothing lost in WhatsApp.
Audit log
Every change tracked, by who, when, with one-click rollback.
Multi-workspace
One login, many tenant branches. Switch with a click.
Yours
White-label branding
Your logo, your colors, your domain. Looks like you built it.
Document templates
Build any contract, certificate, letter, or form once. Generate per record forever.
CSV import and export
Move your data in and out at any time. No lock-in.
Source code escrow on Premium
If we close shop, you keep running. In the contract.
Buy it once. Or rent it forever.
| WhatsTask | HubSpot | Salesforce | |
|---|---|---|---|
| Pricing model | One-time license + annual support | Per user / mo | Per user / mo |
| Year 2 onwards | ~40% of Y1 | Same as Y1 | Same as Y1 |
| Your own database | Yes | Shared cloud | Shared cloud |
| Your own domain | Yes | No | No |
| White-label branding | Yes | No | No |
| Industry-specific documents in one click | Yes | Build it yourself | Build it yourself |
| If vendor closes, what happens to your data? | Full data export + self-host | Lose access | Lose access |
Numbers vary by team size and scope. We quote exactly during the demo.
Three packages. One philosophy. You own everything.
Pricing is custom to your team size and the scope of what we build for you. Quoted openly during the demo. No hidden tiers, no per-seat add-ons, no surprise renewals.
Starter
Small businesses, 1 to 5 users.
Custom records, document templates, date alerts, team chat. Up to 500 records, 10 custom fields.
Most chosen
Business
Growing teams, 5 to 25 users.
Everything in Starter, plus your own subdomain, your branding, unlimited custom fields, document builder, full pipeline management. Up to 5,000 records.
Premium
Multi-branch operations, 25+ users.
Everything in Business, plus full white-label, 20 custom development hours per year, priority support, 99.5% SLA, source code escrow. Unlimited records and users.
Year-one investment for most customers lands between $15,000 and $50,000 USD, depending on tier and scope. Exact quote in your demo.
Your data, your control.
Yours on a dedicated database
Records live on a Postgres instance set up just for you, not shared with other tenants.
Encrypted in transit and at rest
All data encrypted with industry-standard methods. TLS 1.3 on every request.
Daily automated backups
Snapshots taken every night, retained 30 days. One-click restore.
Continuity clause in every contract
If WhatsTask shuts down, you get full export plus a perpetual self-host license. You keep running.
Common questions.
Is this really a one-time license, or hidden monthly?+
What does "your own database" actually mean?+
How long does setup take?+
What if WhatsTask closes down one day?+
What industries do you build for?+
Can we start with Starter and upgrade later?+
Is there a free trial?+
Do you sign an NDA?+
What if I need a feature you don't have?+
How do payments work?+
The next step
20 minutes. One demo. Your call.
I'll show you the product running with your kind of data. If it's not for you, no problem. If it is, you start the trial that day.