See pipeline and workload snapshots without building a report first.
Capture and qualify interest from a list or kanban workspace. Convert a lead in one flow into account, contact, and opportunity.
People-centric and company-centric views with many-to-many relationships. The hub for revenue and support history.
Stage-based selling with amounts, probability, and next steps. Drag deals through a dedicated pipeline board.
Support queue tied to customer accounts with status, priority, and a dedicated console for focused queue work.
Work follow-ups three ways: list, calendar, or boards. Tasks and meetings stay linked to the CRM record they belong to.
Tabular reports with filters, grouping, and CSV export. Compose dashboards from report-backed chart widgets.
Multi-step approval processes when discounts, quotes, or sensitive changes need formal sign-off before proceeding.
Build structured proposals with line items, totals, tax, and discount from a product catalog tied to your accounts.
Every call, email, task, and status change on a record in one chronological feed. Walk into any conversation with full context.
Find any record across objects from one search bar. Results ranked by relevance with quick-navigate to the record you need.
In-app and email alerts for assignments, approvals, mentions, and automation events. Stay current without polling your inbox.
Add custom fields, configure page layouts, and set validation rules per object. Model your industry without writing code.
Event-driven actions that fire on record create, update, or delete — update fields, send emails, call webhooks, create records, and send notifications.
Control who can see and edit what. Sales sees pipeline, support sees cases, finance sees quotes — you decide.
Build tailored apps with custom navigation, pages, and record layouts per department — same org, different experience.
Stage-based processes with required fields and coaching notes. New reps follow the play; veterans move faster with guardrails.
Built-in softphone with caller lookup, call logging, and routing. Know who is calling, pop the right context, log the call back to CRM records.
Outbound templates, inbound processing, and email compose in context — messages relate back to the contact, lead, or account they belong to.
One-click actions for common record operations. Compress repeated work into admin-published shortcuts your team uses every day.
Multiple record types per object with distinct page layouts and picklist values. One Account object, separate workflows for customers and partners.
CSV import with field mapping and duplicate detection. Export any list view or report to CSV for offline analysis or migration.
Sync events and meetings with external calendars. Scheduled activities stay visible in the CRM timeline and on your team's calendar.
Code that runs on record lifecycle events — create, update, delete. Before-triggers validate or abort; after-triggers chain actions.
Register your own web components for record layouts. Extend the interface with custom blocks when standard fields are not enough.
Organization-scoped API with JWT authentication. Same schema as the web app — consistent data whether you query the UI or the API.
Automation rules can call external URLs on record events — integrate RidgeCRM into your existing stack over HTTP.
Bundle custom objects, fields, triggers, and components into deployable packages for repeatable installs across orgs.
Write, test, and debug server-side logic in the browser. View execution logs and inspect API responses without leaving the platform.
Issue tokens with granular object and field permissions. Give integrations only the access they need — nothing more.
Trace trigger runs, automation firings, and API calls with structured logs. Debug production issues without guessing what happened.
Develop and test changes in an isolated copy of your org. Promote to production when everything works — no surprises for your team.
Start with a free trial and explore the full platform. When you are ready to scale, our team handles the infrastructure so you can focus on your customers.
CRM for startups and growing teams.