AppOne CRM 2.0
The customer, invoicing and accounts system we built to run our own business - and now install for yours. One Windows application for customers, invoices, expenses, subscriptions, reports and email.
- Customers & invoicing
- VAT-ready PDF invoices
- Recurring billing
- Secure cloud database
Software we trust with our own business
AppOne CRM 2.0 is not a product we bought in and resold. It is the system we built to run AppOne Microservices day to day, and every feature in it earned its place by solving a problem we actually had: chasing unpaid invoices, remembering which client is due to renew, knowing whether this month made money.
It replaces the usual tangle of spreadsheets, word-processor invoice templates and sticky notes with one application that holds your customers, raises your invoices, tracks what you spend and tells you where you stand.
Built on solid, modern foundations
The application runs on Windows and is built on a current, long-term-supported development platform. Your data lives in your own managed cloud database, so it is backed up, available from any machine you install on, and never trapped on one office PC. The connection is encrypted on each machine using the operating system’s own protection, and the whole database can be exported to a single portable file whenever you want a copy in your hands.
We set it up for you
You do not install anything, configure a database or edit a template. We do all of it: your database, your company details, your logo, your invoice layout and your payment terms - then we bring your existing customers and invoices across and train your team.
Everything the business runs on, in one place
Dashboard
Money in, money out, net income on both cash and accrual bases, what you are owed and what is overdue - with a twelve-month chart.
Customers, notes & work
Every customer, note and job in one place, sorted by type, with a search that spans records, mailing list and past campaigns.
Invoices
Line-item invoices numbered automatically, VAT applied, discounts and deposits handled, and a PDF that matches your letterhead.
Expenses
Net, VAT and gross by category, rechargeable to a customer, with repeating costs such as rent that post themselves.
Subscriptions
Recurring plans like hosting or maintenance raise a real invoice on every due date, automatically, and catch up if you were away.
Reports
Five PDF reports - income, spending, net income, outstanding invoices and spend by category - over any period you choose.
Email campaigns
Personalised HTML email through your own mail server, with a mailing list, a full send history and one-click opt-out handling.
Website checks & leads
Finds customers whose website has gone dark and customers who have gone quiet, then helps you win them back.
A look inside
Click any screen to enlarge.
Why businesses choose it
- Your data lives in your own cloud database - it is yours, and you can export all of it at any time
- Invoice and receipt numbers are issued by the database, so they never clash or repeat
- Recurring expenses and subscription invoices catch up automatically if the application was closed
- Connection details are encrypted on each machine and cannot be read by anyone else
- One-click backup of the entire database to a single portable file
- A built-in user guide, on hand inside the application at any time
We’ll set a copy up for you
Tell us a little about your business and we will arrange a demonstration — then install and configure your own copy of AppOne CRM 2.0, with your company details, your logo and your data already in it.
- 1We get in touch
Usually within one working day, to understand how you work and answer any questions.
- 2Live demonstration
We walk you through the system on a call or on-site — no obligation.
- 3We install your copy
We set up your secure database, install the application and configure your invoice template and company details.
- 4Data and training
We import your existing customers and invoices where possible, then train your team.
Request your demo
Frequently asked questions
What do we need to run it?
A Windows PC and an internet connection. The application runs on your machine and connects to a secure cloud database that we set up and look after for you - there is no server to buy or maintain.
Can you move our existing customers and invoices across?
In most cases, yes. We import from spreadsheets, CSV exports and many older systems as part of the setup, and we show you exactly what will be brought across before anything is written.
Will the invoices look like ours?
Yes. We configure the letterhead, logo, payment details and terms so the PDF it produces matches the invoice you send today.
How much does it cost?
It depends on the size of your team and how much setup and data migration is involved. Request a demo and we will put a clear written quotation in front of you before any work begins.
How long does installation take?
A straightforward setup is usually done within a few working days of the demo. Bringing across a large amount of history can add a little time, and we will tell you up front.