Every Feature You Need to Run Your Client Business
From your first lead to a paid invoice, HiveCRM covers every step, right inside WordPress.
Purchase NowThe Core Modules That Run Your Business
Every feature below is real, built and working today, not a roadmap promise.
Organize Every Lead and Deal in One Pipeline
Track every lead from first contact to closed deal. Move deals through custom pipeline stages and see exactly where each client relationship stands, all without leaving WordPress.
Send Professional Proposals in Minutes
Build detailed estimates and proposals with line items and pricing, then send them straight to your client. No separate proposal software needed.
Create Invoices and Get Paid Faster
Turn an accepted proposal into an invoice in one click. Add tax, set up recurring billing, and send automatic reminders so payments don't slip through the cracks.
Give Clients Their Own Portal
Clients view proposals, check invoice status, and make payments through their own portal, no more back-and-forth email threads.
Keep the Work Organized After the Deal Closes
Once a deal is won, manage the actual work with tasks and checklists tied directly to the project, so nothing gets missed.
Package Your Services for Faster Selling
Bundle repeat offerings into ready-to-send service packages, so you're not rebuilding the same proposal from scratch every time.
Automation & Integrations
Automate the Busy Work, Connect What You Already Use
HiveCRM includes built-in Workflow Automation, plus connections to Stripe and PayPal for payments, Zapier and other automation platforms, popular form plugins for lead capture, and Slack, Google Meet, and Google Drive for day-to-day work.
See all integrationsEvery HiveCRM Feature at a Glance
Frequently Asked Questions
Everything you need to know about HiveCRM.
Ready to Put These Features to Work?
Get HiveCRM today and start managing your client business from one place.
Purchase Now