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AlmariSuite

almarisuite.com

Run your customer workflow with organizations, tasks, leads, customers, invoices, online payments, WhatsApp reminders, Email Planner, audit reports, calendars, and Customer 360 profiles from one focused CRM.

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About

AlmariSuite

AlmariSuite is a free CRM system that brings a service business's workflows into one dashboard. Teams can manage organizations, leads, customers, tasks, calendars, email plans, invoices, online payments, WhatsApp reminders, team roles, audit history and Customer 360 profiles. It connects each customer with sales, billing and follow-up activity, preserving context from the first lead to final payment.

Its main audience is small service businesses, agencies, consultants, freelancers and compact sales teams. It is especially useful for owners who rely on spreadsheets, separate invoicing tools and WhatsApp chats, but find enterprise CRMs too complex or expensive.

AlmariSuite solves fragmentation that causes leads to be forgotten, responsibilities to become unclear, follow-ups to be missed and invoices to remain unpaid. It gives owners visibility into work, balances and team activity while helping staff schedule next steps, send accurate reminders and maintain a reliable customer history.

Updated July 25, 2026
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Key Features

Customer Management

Store customer details, notes, WhatsApp numbers, invoices, payments, and follow-up history in one place.

Lead Pipeline

Capture leads, assign owners, track sales stages, and convert qualified prospects into customers.

Tasks and Calendar

Assign responsibilities, schedule follow-ups, monitor deadlines, and view upcoming work on a shared calendar.

Invoices and Payments

Create invoices, track paid, unpaid, overdue, and partial balances, and accept eligible online payments.

WhatsApp Reminders

Prepare accurate WhatsApp payment reminders using connected customer, invoice, and outstanding-balance information.

Customer 360

View each customer’s complete timeline, including tasks, notes, invoices, payments, reminders, and team activity.

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Use Cases

  1. Small Service Businesses— Manage customers, appointments, tasks, invoices, payments, and follow-ups from one dashboard.
  2. Marketing and Creative Agencies— Track prospects, assign client accounts, manage project invoices, and monitor outstanding payments.
  3. Consultants— Organize client information, schedule follow-ups, issue invoices, and maintain a complete engagement history.
  4. Freelancers— Replace spreadsheets with a simple system for managing leads, clients, invoices, and payment reminders.
  5. Small Sales Teams— Assign leads, track pipeline stages, schedule next actions, and convert successful leads into customers.
  6. Finance and Administrative Teams— Monitor invoice balances, record payments, identify overdue accounts, and prepare WhatsApp payment reminders.