The CRM for small teams
Your customers and tasks, finally in one place
palmtreeCRM brings people, companies, correspondence, documents and tasks together — so your whole team knows who to call, what to send and what comes next.
From €14.99 per month for up to 5 users
Task overview
Open
12
Due soon
4
Overdue
1
Done
38
My tasks
New contracts
70+24%
Recently viewed customers
Features
Everything your customer work needs, and nothing that gets in its way
From the first call to the signed contract, palmtreeCRM keeps the whole story of every customer in one place.
People and companies
Master data, addresses and every phone number, email address and website of a customer, all in one record.
Correspondence
Calls, emails and letters on one timeline, so anyone can pick up where a colleague left off.
Documents
Upload PDFs, or write offers, invoices and letters right in the app and get a finished PDF.
Tasks
Tasks with an assignee, a due date and a priority, so nothing slips and everyone sees what is overdue.
Purchases and contracts
One-off purchases and recurring contracts for every customer, with net and gross prices in your currency.
Made for your team
Your own workspace with its own users and settings, in German or English and in everyone’s own date and time format.
Pricing
Simple pricing that grows with your team
Every plan includes every feature. You only choose how many people work with palmtreeCRM.
Business
€49.99per month
Up to 100 users
For established companies with several departments.
Enterprise
Let’s talk
More than 100 users
For large organizations with special requirements.
Included in every plan
- People and companies
- Correspondence
- Documents
- Tasks
- Purchases and contracts
- Made for your team
Ready to bring some calm to your customer work?
Tell us about your team, and we’ll set up palmtreeCRM for you.