From Lead to Ledger
A unified platform where a Deal becomes a Job, and every interaction - emails, costs, schedules - lives in one timeline. Finally, see the full picture from first contact to final invoice.
Sales in one app. Project management in another. Accounting in a third. You're constantly copying data between systems, losing context, and wasting time on manual reconciliation.
To understand a client relationship, you have to check email, CRM, project tools, and spreadsheets. There's no single timeline showing the complete history from first contact through delivery.
One connected platform for your entire client lifecycle.
Visual Kanban board for your deals. Track leads through qualification, proposal, negotiation, and close. Never lose track of where a deal stands.
When a deal closes, convert it to a job with one click. All context, contacts, and notes carry forward. No re-entering data, no lost information.
Track expenses, labor, and materials against each job. See profit margins in real-time. Generate invoices directly from job data.
Connect with the tools and services you already use.
Send and receive WhatsApp messages directly from contact records. Templates, media sharing, and full conversation history in the CRM timeline.
Two-way sync invoices, payments, and chart of accounts. Keep your books in sync without double-entry.
Sync with Google Calendar and Outlook. Appointments, job schedules, and follow-ups appear on your existing calendar automatically.
Bi-directional email sync with Gmail and Outlook. Threaded conversations attach to the right contact automatically.
Trigger automations via webhooks to n8n, Zapier, or your own systems. React to deal stage changes, new contacts, and more.
Make and receive calls from the CRM. AI-powered transcription creates searchable records of every conversation.
Connected tools that work better together.
Store client credentials, API keys, and sensitive account information securely. Access passwords directly from client records without leaving the CRM.
Learn About FortilisSync jobs to FTC for detailed task management. When you need granular project tracking with decision logs and team collaboration, FTC handles the complexity.
Learn About FTCCaptured leads from QR code scans flow directly into your CRM pipeline. Digital business card contacts sync automatically as new contacts.
Learn About NexusTrack client relationships from initial contact through project delivery. Bill for time and deliverables with clear cost tracking and professional invoicing.
Manage estimates, convert deals to jobs, track job costs, and invoice clients - all in one system. Know your true margins on every project.
Combine sales pipeline management with project accounting. See the complete client lifecycle without switching between CRM and accounting tools.
If you're copying data between Salesforce, Monday, and QuickBooks every day, GDK-CRM replaces that fragmented workflow with one connected system.
See how GDK-CRM stacks up against traditional CRMs.
| Feature | GDK-CRM | HubSpot | Salesforce |
|---|---|---|---|
| Deal-to-Job Conversion | Native | No | No |
| Built-in Invoicing & Ledger | Yes | No | Add-on |
| Job Costing | Yes | No | No |
| Sales Pipeline | Yes | Yes | Yes |
| Email Sync | Yes | Yes | Yes |
| Platform Integration (PM, Passwords, QR) | Native | No | Marketplace |
| Free Tier | Yes | Yes | No |
GDK-CRM is a unified business platform that connects your sales pipeline to job management to invoicing. Instead of juggling separate tools, everything lives in one place where a deal naturally converts to a job.
GDK-CRM is built for service businesses that need to track work after the sale. Traditional CRMs stop at 'closed-won' - GDK-CRM continues through job execution, expense tracking, and invoicing.
Yes. Track labor, materials, subcontractors, and other expenses against each job. See profit margins in real-time and compare estimated vs. actual costs.
GDK-CRM includes built-in invoice generation and a general ledger. For more complex needs, we support exports to QuickBooks, Xero, and other accounting platforms.
Integrates with Fortilis for secure credential storage, FTC for project task management, and GDK Nexus for lead capture via digital business cards and QR codes.
Yes. CSV imports for contacts, deals, and companies. For larger migrations from Salesforce, HubSpot, or other platforms, our team can assist with data mapping and transfer.
Part of the GDK Digital platform
Secure password & secrets management
Store client credentials and API keys securely. Zero-knowledge encryption keeps sensitive data protected.
Learn MoreTeam Communications & Task Management
Detailed project task tracking with decision logs. Sync jobs for granular team collaboration.
Learn MoreDigital Business Cards & QR Codes
Leads from QR scans and digital business card exchanges flow directly into your CRM pipeline.
Learn MoreTry GDK-CRM free today. See the complete picture from lead to ledger.