Clients, sales, projects and support, together with the financial picture: a 13-week cash flow forecast, break-even analysis and mobile access. All in one workspace that adapts to your team.
Sales, service and projects connect to collections, payments and reports. Your team sees the next action; management sees the whole picture.
Core
Client & contact management
One client database with full history: transactions, ERP balances, contracts, contacts, notes, files. One screen for your entire client base.
Sales pipelines & KPIs
Customizable funnels for leads and opportunities, targets per sales rep, dashboards with real numbers.
Time tracking & reporting
Time logged per project, performance boards, profitability reports — so you know which projects pay and which don’t.
Tickets & project management
Projects and support live in the same system as your clients — no duplicate tools, no lost communication.
Chrome extension for Gmail
Create or update a ticket right from Gmail. Every client email becomes an action in one click.
Exclusive
Unified communication
Email, phone calls, social — every conversation with a client lands on their profile automatically.
Surveys & customer satisfaction
NPS, CSAT, custom surveys — measure satisfaction and connect it to your sales and support data.
Quotes & e-signatures
Build PDF quotes, send them for e-signature, and turn them into a project and an invoice automatically.
ERP-ready
ERP, e-invoicing & payments
Connects to your ERP and e-invoicing (Greece’s myDATA, for example), collects payments through VivaWallet and reconciles client balances automatically.
13-week cash flow
A weekly forecast of collections and payments, with conservative and optimistic scenarios, a comparison against actuals, and an alert when cash drops below your safety threshold.
Break-even analysis
Revenue, variable costs, payroll and fixed costs in one analysis. See your margin of safety by month and by business unit.
Mobile PWA
Install it on your home screen, get push notifications, and navigate a layout designed for small screens.
Personal menu
Pin your favorite pages to the sidebar and pick the shortcuts on the mobile bottom bar.
Real screens from the new CactusCRM interface, on desktop and mobile.
Home screen. The tasks and tickets assigned to each user, next to their own shortcuts.
Break-even. Monthly revenue, fixed costs and margin of safety in one report.
13-week cash flow. How cash moves week by week against the safety threshold.
CRM on mobile. A PWA with a bottom navigation bar that adapts to each user.
Screenshots were taken in the real new UI, with sample data, in an isolated demo environment.
Your data is talking. The trick is knowing how to listen.
Built-in AI analyzes calls, sentiment, messages and workflows to tell you where to focus today.
01
Call sentiment analysis
Every inbound and outbound call is transcribed and analyzed. See which clients are happy and which are getting ready to leave.
02
Smart prioritization
AI picks out the leads, tickets and opportunities that need your attention first, so nothing slips through.
03
Summaries & insights
Automatic client summaries, upsell opportunity detection, churn predictions — with built-in RAG over your own data.
A packaged
CRM built for you.
We don’t sell packages. We talk through your workflow — leads, sales, projects, teams, reports — and shape the platform so it fits the way your team works.
Customizable funnels & opportunity stages — your own sales methodology.
Custom fields, roles, permissions and workflows — without touching code.
Integrations with the systems you already use — ERP, telephony providers, marketing tools.
Work directly with the team that builds the platform — fast, direct communication, no outsourced ticket queues.
We don’t replace what already works. We connect CactusCRM to your ERP, invoicing, email, payments and marketing channels, so data flows automatically, with no double entry.
ERP & Accounting
One source of truth with your accounting
Galaxy / Entersoft
Soft1
Pylon
Premium
myDATA
Email & Calendar
Emails and meetings, in sync
Gmail / Google Workspace
Outlook / Microsoft 365
Google Calendar
IMAP / SMTP
Payments & Collections
From quote to paid, without friction
VivaWallet
Stripe
IRIS
Bank reconciliation
Telephony & Messaging
Calls, messages and AI analysis
VoIP / Modulus
SIP providers
SMS gateways
WhatsApp Business
Marketing & Ads
From campaign to closed deal
Meta Ads
Google Ads
TikTok Ads
GA4
UTM tracking
Web & Automation
An open API for anything not built in
WordPress / WooCommerce
Web forms
Zapier / Make
REST API · Webhooks
Don’t see your tool? With an open REST API and webhooks, almost anything can connect.
Discuss your integration
Why we built it
CactusCRM didn’t start as a product. In 2018 we were an agency in Greece juggling several tools at once: one to track tasks, one for projects, one for accounting, a spreadsheet for client balances, and our own memory for everything else. Every time a client asked for an update, someone had to open four tabs and ask three people.
So we built something of our own to make it stop. Seven years later, the same system has handled more than 78,000 tasks and more than 1,400 projects, all of them our own. Everything you see here, we use every day; when something doesn’t work, it’s our problem first.
The CactusCRM team
FAQ
What people ask before they decide.
What exactly is CactusCRM? +
A complete CRM platform. It covers the whole client lifecycle, from lead to invoice, and adapts to your processes instead of forcing you to change them.
How much does it cost? +
We don’t publish fixed packages, because every implementation is different. Pricing depends on the processes, users and integrations you need. In a 30-minute demo we can give you a clear proposal.
How long does implementation take? +
From a few days for a basic start to a few weeks for more complex integrations. We work in phases: you get started quickly and expand as your team grows.
Does it connect to my ERP and e-invoicing? +
Yes. We have built integrations with ERPs such as Soft1 and Entersoft, with e-invoicing such as Greece’s myDATA, with VivaWallet payments, and with automatic balance reconciliation.
Does it have AI? What does it do? +
Yes. Call transcription and sentiment analysis, AI insights per client, smart prioritization of leads and tickets, automatic summaries, and RAG over your own data.
Where is my data hosted? +
In European data centers, with encryption, daily backups and full GDPR compliance. For sensitive industries we can also discuss a private deployment.
Next step
Let’s design your CRM.
30 minutes. We show you the platform, listen to how your team works, and send a tailored proposal within a few days.
