Website builder
A guided setup turns business details into a multi-page site.
Run your business from one connected place.
Build a complete business website, then manage the people and work behind it. CRM Stack brings your site, customer records, bookings, pipeline, quotes, and follow-up into one workspace.
SAMPLE WEBSITEHarborline Garage Door
CONNECTED CRM WORKSPACECustomers & work
Website builderContactsPipelineForms & bookingQuotes & invoicesFollow-up & chatTasks & calendarReports
ONE BUSINESS. ONE WORKSPACE. FICTIONAL GARAGE DOOR SAMPLE
PORT ORANGE, FLDoor stuck?
Start here.Explore services
Start here.Explore services
DOOR REPAIROPENERSNEW DOORS
Harborline workspaceConnected to the sample site
CONNECTEDContactsPipelineBookingsFormsQuotesFollow-upTasksReports
Website settings → Customer operations
7 guided website stepsDraft · preview · launch checks · publish
THE CONNECTED BUSINESS, EXPLAINED
See the whole system in motion.
A guided video through the site, customer records, and the next steps. Choose a chapter, turn on captions, or read along.
REAL SAMPLE PAGES + ILLUSTRATIVE CRM VIEWS1:46 · CAPTIONED
CHOOSE WHERE TO START
Follow the customer from first visit to finished work.
Read the full transcript
Overview · 0:00 A customer finds your business online. What happens next? CRM Stack connects the website, the customer, and the work in one place.
Website builder · 0:10 Start with the website builder. Choose your business category, describe your services and story, then review a complete multi-page site before you publish.
Forms & booking · 0:21 The contact form and booking page give visitors a clear next step. A submitted inquiry enters the right business workspace, with its source attached.
Contacts · 0:32 Contacts keep each person's details, inquiry, notes, and activity together, so your team can see the conversation before following up.
Pipeline · 0:42 Move an opportunity through your pipeline. See what is new, what needs a quote, and what has been won without losing the customer context.
Tasks & calendar · 0:52 Assign the next task, schedule an appointment, and give each handoff an owner. Your calendar and task list keep the work moving.
Follow-up · 1:02 Follow-up starts from the customer record. You can review the history and use workflows where configured. Automated messages need your own delivery providers and approval.
Website chat · 1:14 You can enable website chat for a published site. It answers from approved business content, captures a handoff, and points visitors toward contact or booking.
Reports · 1:25 Reports bring pipeline activity and recorded revenue into view, so you can see what came in, what moved forward, and where work stands.
Explore · 1:35 That is CRM Stack: a complete website connected to the business behind it. Explore the live sample and see how the pieces fit together.
A full business system, visible from the start.
Choose a part to inspect below.
Answer the questions. Review the whole site.
The wizard starts with your business category. It guides services, hours, style, story, and the tools you want connected. You see the layout while you work and review the full draft before publishing.
Pages & services
Which pages should customers see, and what work do you offer?
BUSINESS CATEGORYGarage door service
Door repair Opener diagnosis Spring service
Illustrative view of the working seven-step wizard.
01
Start
Choose a business category and site type.
02
The business
Describe your offer and main action.
03
Pages & services
Choose the pages and work you offer.
04
Location & hours
Give customers the right details.
05
Look & feel
Choose a layout, hero, and imagery.
06
Story
Add the facts customers should know.
07
Open the published sample website Review & build
Check what connects before publishing.
Keep the customer and the work together.
Customer relationship management means you can see the person, the request, and the next action without switching systems.
Contacts
Keep customer details, inquiries, notes, and history together.
Pipeline
Move work from a new request to the next stage.
Forms & booking
Bring public requests into the right workspace.
Quotes & invoices
Connect your services, prices, and sales records.
Follow-up & chat
Use approved business answers and review conversations.
Tasks & calendar
Track what is due and who owns the next step.
Reports
See pipeline activity and recorded revenue.
AI drafting, automated messaging, and phone features require your own provider configuration and approval. The core CRM and website workflow work without them.
Start with the work you know.
Each business setup gives you relevant service language, form fields, and pipeline stages. Open a room to see the sample workflow.
Explore all business typesYour business data stays on hosting you control.
CRM Stack is a self-hosted license. You own the installation and database file. Your hosting, domain, Stripe, and provider accounts stay under your control.
Watch how setup worksBuy the CRM once. Add help when you want it.
The Founders License includes the current CRM modules and business packs. Hosting and third-party services remain yours.
Founders License
$897 one timeThe complete customer system for one business or team.
- Core CRM and customer operations
- Website wizard and public pages
- Source package and setup guides
Launch Setup
Optional help with hosting, Stripe, email, domain, and branding.
$250 one timeCare Plan
Optional updates, maintenance, backup guidance, and priority support.
$297 per monthThe details before you decide.
Is this a complete website or a single page?+
The wizard builds a multi-page business site with service, contact, privacy, and terms pages. You can review a full draft, run launch checks, and publish the reviewed version.
How does the website connect to the CRM?+
The site's form writes into its client workspace. Contacts, activities, and pipeline records follow that workspace's setup. You can also choose booking and chat during site setup.
Is Harborline Garage Door Co. a real business?+
No. Harborline is a fictional garage door service sample for the Port Orange area. Its contact details, service facts, and generated imagery are examples.
Is there a monthly CRM subscription?+
No. The Founders License is a one-time purchase. You provide hosting and any outside services you choose. Launch Setup and the Care Plan are optional.
Do AI, SMS, and phone tools work automatically?+
The website builder and core CRM work without those providers. AI drafting, automated delivery, SMS, and phone features need account-owned providers and explicit configuration.
Can I offer this to clients?+
Yes. CRM Stack also has an agency mode with separate client workspaces. The agency offer has its own page.