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PBJ CRM

Every customer, conversation and job in one place, on your own website.

Pay once. $50. Your customers stay on your server. No monthly fees, no per-seat pricing, no third party holding your customer list.

$50 one-time per major version · one license key covers 3 sites

Buy PBJ CRM, $50
Watch the tour
View PBJ CRM changelog
A PBJ CRM contact record showing the activity timeline, a note box and open work

Stop renting your customer list

Bring your whole book in

Bring your whole book in from Square, Google Contacts, Microsoft 365 or a spreadsheet, and re-import without duplicates. Matches with people you already have wait for your approval.

One profile per person

Every person and business gets one profile with photo, timeline, tags, tasks and deals. A business is simply a contact with a switch turned on, so when a person becomes a company, nothing is lost.

Email marketing, built in

Send email campaigns with open and click tracking and a built-in unsubscribe. Send from your own mailbox, as a steady drip of 10 to 50 emails an hour.

See it in three minutes

The tour

Real screens from PBJ CRM with sample customers. Names, emails and phone numbers are made up.

PBJ CRM people list filtered to the Customer group, with a preview of the selected person on the right

All your customers, one list.

Every customer you have, in one list, inside your own website.

Every touch, one click away.

Notes, emails, campaign sends, calls, tasks and payments sit on one timeline. Click any row and the whole conversation opens, in order.

Contacts, Businesses list showing Atlas Plumbing, Bayview Bakery and Brightline Roofing, each tagged BUSINESS with a Compose button. The right pane shows Atlas Plumbing with Reply, Call and Open record, and an Activity timeline of ticket and contact updates.

Businesses are contacts too.

A business is simply a contact with a switch turned on, so when a person becomes a company nothing is lost: no orphaned invoices, no lost tickets. People can be listed at as many businesses as they really work at.

The PBJ CRM deals page with jobs grouped into Lead, Contacted and Quoted stages

Tasks and deals that keep you honest.

What is due today, what is late and what is coming up, all in one place. Each deal stage shows how many deals are in it and what they are worth.

The phone Inbox with All, Unread, Mine and Unlinked filters, messages grouped under Yesterday and Oct 9, 2026, and Refresh, New email and New text buttons.

Every conversation, one inbox.

Email, texts and chats sit side by side, with the same folders and the same buttons, so your team learns it once. Texts and chats need the matching module.

The PBJ CRM month calendar with events, to-dos and invoice due dates

Your month at a glance.

The calendar shows your work by day, week or month and remembers the view you were using.

Manager, Add an employee form with Name Dave Marino, Email dave@example.com, Role buttons Employee, Manager and Owner, and How do they get in with Add them and email a sign-in link or Send them an invite. Side cards list What happens on save and What they will see.

See what your customer sees.

Open a read-only preview of a client’s own portal without logging out of your staff account. Staff get three levels: employee, manager and owner.

A PBJ CRM contact record on a phone

The same record on a phone.

Everything in the hub

People and businesses together

  • One book for people and for businesses; a person can belong to several businesses.
  • Your own custom fields, notes, tags and a full history on every record.
  • Merge duplicates side by side, field by field.
  • Split a mixed contact such as “Hess at Martins Juice Stand” into a business and a person, linked.

A timeline for every customer

  • Calls, emails, notes, tasks and payments appear on the record they belong to.
  • Internal notes that never go to the customer.
  • Open work shown beside the person so nothing is forgotten.
  • Each person sees only the records they are allowed to open.

Imports that ask first

  • Bring contacts in from Square, Google Contacts, Microsoft 365 or any spreadsheet.
  • Matches with people you already have wait for your approval.
  • Two-way sync only writes changes you have approved, and never syncs deletes.

Email marketing from your own mailbox

  • Write campaigns in the normal WordPress editor with starter templates.
  • Send as a steady drip you set between 10 and 50 emails an hour.
  • Open and click tracking, one-click unsubscribe and a suppression list.
  • Consent is recorded and the postal footer is added to every send.

Business email connected once

  • Add a mailbox with a password or Sign in with Google or Microsoft.
  • The same connection sends campaigns, invoices and helpdesk replies.
  • One Connected accounts screen shows a green, amber or red light for each account.

Calendar, tasks and deals

  • One calendar for events, to-dos, deals and invoice due dates.
  • Tasks with tick-off checklists that can repeat daily, weekly or monthly.
  • A deals pipeline with stages you choose, from Lead to Won.

Reports and safe deleting

  • Plain-table reports on contacts, campaigns, deals and tasks, with CSV export.
  • Everything you delete waits 30 days in a recycle bin.
  • A bulk manager to filter, edit, export and merge your whole book.
  • Privacy export and erase tools wired into WordPress.

Your team, your rules

  • Three staff levels: employee, manager and owner, plus groups.
  • Employees see their own records, managers their team’s, owners everything.
  • Four theme presets and your accent colour; every PBJ module follows them.

One inbox, and your customer’s view

  • Every conversation lands in one inbox, with the same folders: Inbox, Tickets, Filed, Spam, Bin.
  • Open a read-only preview of what your customer sees, without logging out of your staff account.
  • On a phone the bottom bar is Home · Agenda · Inbox · Find · Create.

Job photos, files and projects

  • Take photos on your phone and tap a label such as Before, After or Receipt.
  • Large videos upload in pieces, so a patchy signal does not lose them.
  • Files stay in a private folder, not the public Media Library.
  • A per-file “Share with customer” switch, off by default.
  • Projects group the tasks you already have, with milestones, so a whole job is one page.
  • A Portfolio tab in the top bar opens your Projects from one place.
  • Clients can see the projects you share with them in their portal.

Start with PBJ CRM. Add only what your business uses.

Trades (roofing, plumbing, HVAC)

  • PBJ Dispatch & Appointments books visits to the customer’s address and assigns the right person.
  • PBJ Invoicing handles estimates and invoices, with deposits on estimates, tax and your terms.
  • PBJ Vault keeps door codes and equipment details with each client, with sensitive fields encrypted.

Hospitality (restaurants, taprooms, bakeries)

  • Bring your Square customers straight in.
  • PBJ Templates builds your marketing emails and sends them now or at a time you pick.
  • PBJ RingCentral brings your texts, calls and voicemail into the inbox.

Events & AV

Professional office (accounting, legal)

  • PBJ Vault encrypts account numbers and records every reveal without logging the value.
  • PBJ Templates writes letterhead letters.
  • PBJ Helpdesk gives clients a private portal for their requests, by invitation only.
  • PBJ Invoicing sets up recurring billing once.

IT and managed services

  • PBJ Helpdesk turns emails, calls and walk-ins into tickets with response timers.
  • PBJ Omada files network alerts on the right client and opens a ticket when problems last.
  • PBJ Vault keeps network settings encrypted.
  • PBJ Invoicing handles recurring billing.

How it helps your business

Five everyday examples, step by step. Your own business will look different, but the pattern is the same.

Trades and field service

A homeowner calls about water stains, so you add her as a contact and open a deal called “Roof replacement”. You book the inspection on the calendar, then take before photos on your phone and label them so they file on her record. When the quote is accepted you move the deal along, and a repeating task reminds you to call back in a year.

Managed IT and tech support

Each client company is a business record with its staff linked underneath it. You create a repeating task with a checklist for the monthly patch window, and tick off backups, updates and the summary email as you go. Every call and note lands on the timeline, so whoever picks up the phone next sees the history.

Hospitality and venues

A bar owner, the events manager and the bookkeeper are three people on one business record. You tag them, send the monthly specials as a campaign through your own mailbox, and watch who opens it. A deal for a private party moves from Lead to Quoted, and its due dates show on the shared calendar.

Professional offices

A new client arrives as one contact that is really a firm and a partner, so you split it into a business and a person. Notes about the engagement stay internal, and the partner’s assistant is added as a second person. Staff levels keep each attorney or accountant to their own clients while the owner sees everything.

AV, music and events production

Each venue is a business with a contact for every room. You log a deal for a wedding sound package, put the load-in on the calendar and file site photos and the signed work order on the record. After the event a campaign thanks everyone and offers the next date.

Add modules as you grow

PBJ CRM is the hub of the whole PBJ client suite. Add the modules you need, each $25 one-time per major version:

PBJ Helpdesk — $25 — tickets, a real mail-to-ticket inbox, SLAs and a client portal, run by your CRM staff.
PBJ Invoicing — $25 — estimates, invoices, card payments and repeat billing for the people already in your book.
PBJ Vault — $25 — an encrypted vault for door codes, network details and license keys, pinned to your clients.
PBJ Dispatch & Appointments — $25 — book visits and appointments and work them through to done, with reminders and calendar invites.
PBJ RingCentral — $25 — your RingCentral texts, calls and voicemail beside the customer they belong to.
PBJ Templates — $25 — one drag-and-drop designer for your marketing emails, automatic notices, invoice layouts, signatures and documents a client signs.
PBJ Omada — $25 — your clients’ TP-Link Omada network alerts, device status and auto-opened Help Desk tickets on their CRM record.

PBJ CRM plus all seven modules: $225, one-time per major version.

One-time pricing, spelled out

PBJ CRM is $50 one-time per major version. You are buying this major version: every improvement within it — new features, fixes, security updates — arrives free through the built-in update channel, straight to your WordPress updates screen. When a future major version comes out, that is a separate purchase if you want it — your copy keeps working either way, forever. One license key covers 3 sites. No seats, no subscription, no monthly rent.

Getting started

Install and activate PBJ CRM first; activation creates the portal at yoursite.com/crm. Open Settings › Setup checklist and work through your team, who sees what, connected accounts, postal address and theme. Then install any modules you use. Enter your license key under Settings to receive updates.

Buy PBJ CRM

$50 one-time per major version   Includes a license key for 3 sites, instant download, and free updates within this major version.

Secure one-time purchase of PBJ CRM for $50 USD. One-time payment per major version — every update within this major version is free through the built-in updater, and your license key covers 3 sites. Pay by card below; your download link and license key are emailed and shown instantly.

Amount: 50.00 USD
View PBJ CRM changelog