Features | RidgeCRM — CRM for startups and growing teams

Day-to-day CRM experience

Everything your team works with daily — leads, pipeline, cases, tasks, reports, and more — in one connected workspace.

Dashboard

See pipeline and workload snapshots without building a report first.

Leads

Capture and qualify interest from a list or kanban workspace. Convert a lead in one flow into account, contact, and opportunity.

Contacts & Accounts

People-centric and company-centric views with many-to-many relationships. The hub for revenue and support history.

Opportunities & Pipeline

Stage-based selling with amounts, probability, and next steps. Drag deals through a dedicated pipeline board.

Cases & Console

Support queue tied to customer accounts with status, priority, and a dedicated console for focused queue work.

Tasks & Events

Work follow-ups three ways: list, calendar, or boards. Tasks and meetings stay linked to the CRM record they belong to.

Reports & Dashboards

Tabular reports with filters, grouping, and CSV export. Compose dashboards from report-backed chart widgets.

Approvals

Multi-step approval processes when discounts, quotes, or sensitive changes need formal sign-off before proceeding.

Quotes & Products

Build structured proposals with line items, totals, tax, and discount from a product catalog tied to your accounts.

Admin and setup tools

Where RidgeCRM separates from lightweight CRMs. Every row below maps to a real setup destination inside the app — no feature theater.

Objects & fields

Add custom fields, configure page layouts, and set validation rules per object. Model your industry without writing code.

Automation rules

Event-driven actions that fire after record create, update, or delete — update fields, send emails, call webhooks, create records, and send notifications.

Profiles & permissions

Control who can see and edit what. Sales sees pipeline, support sees cases, finance sees quotes — you decide.

Configurable apps

Build tailored apps with custom navigation, pages, and record layouts per department — same org, different experience.

Guided sales paths

Stage-based processes with required fields and coaching notes. New reps follow the play; veterans move faster with guardrails.

Telephony & CTI

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.

Email

Outbound templates, inbound processing, and email compose in context — messages relate back to the contact, lead, or account they belong to.

Quick actions

One-click actions for common record operations. Compress repeated work into admin-published shortcuts your team uses every day.

Developer extensibility

Admins configure. Developers extend. RidgeCRM supports both — in one platform.

Server-side triggers

Code that runs on record lifecycle events — create, update, delete. Before-triggers can validate or abort; after-triggers can chain actions.

Custom UI components

Register your own web components for record layouts. Extend the interface with custom blocks when standard components are not enough.

REST API

Organization-scoped API with JWT authentication. Same schema as the web app — consistent data whether you query the UI or the API.

Webhook actions

Automation rules can call external URLs on record events — integrate RidgeCRM into your existing stack over HTTP.

See what the platform can do 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.

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RidgeCRM

CRM for startups and growing teams.

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Platform features built for real CRM work