Sell Smarter, Grow Faster

Projeni CRM

Unlock growth, boost productivity, and build stronger customer relationships. Experience a smarter way to manage leads, contacts, and sales — all in one place

  • Automate follow up
  • Share deal notes
  • 1 on 1 Chat

Rated the #1 Client Management Platform for Small Business

Capture, Qualify, and Convert More Leads

Bring all your leads into a structured pipeline and guide them from interest to purchase with ease

Lead Capture Forms, Imports & Integrations

Status tracking and auto assignment of leads to sales reps.

Respond to new opportunities faster with leads scoring and conversion history.

Increased Sales Productivity Across the board

Earn more, save more, and give your clients more

0 %
Increase in Deal Conversion Rate
0 %
Reduction in Sales Cycle
0 %
Increase in Client Satisfaction

Stay on Top of Every Deal with a Visual Sales Pipeline

Track, manage, and close deals faster with Projeni’s powerful lead management tools. From visual pipeline views to smart reminders, you’ll have everything you need to streamline your sales process and boost productivity.

Deal Progress Tracking

Monitor each opportunity as it moves through your pipeline — no more guessing what’s next.

Visual Pipeline Views

Get a bird’s-eye view of all deals with drag-and-drop stages and clear progress indicators.

Task & Reminder Integration

Never miss a follow-up. Set tasks and reminders that keep your team on point.

Centralized Deal Info

Access all related notes, files, and communication in one place for each deal.

Modernize Sales Touchpoints With Simplicity

Create and manage dynamic QR codes that drive engagement, capture leads, and simplify access across digital and physical spaces
.

Auto-Generate QR Codes

Quickly generate QR Codes for any product, webpage or campaign… no design or coding required!

Dynamic QR Code Management

Update the destination of your QR Codes anytime without reprinting them

Smart Product links

Direct Customers to digital product catalogs, demos, or purchase pages instantly

Lead Capture Integration

Link QR Codes to lead forms or landing pages that sync with your CRM

Multi-Channel Use

Send automated alerts for updates, status changes, or approvals

Payment Integrations

Use your choice of payment gateway or preferred form of payment

Branded QR Designs

Include your company logo in your QR Code to further establish your brand

Biolinks

Enhance your capture of social media leads with a dedicated Biolink

Improved Events Scheduling

Connect clients directly to your hosted events with simple QR Code scans

A Superior CRM Solution

Manage essential HR operations

Manage all HR operations from maintaining employee records to handling time-off requests, policies and compliance

Configure leave types, set approval workflows, and track balances and accruals

Digitally store and organize employee contracts, IDs, certifications, and policy acknowledgements

Cut time wasting by eSign employment contracts, compliance forms and other documents

Attendance Tracking Made Easy

Track employee attendance with advanced features

Enable Self check in from any location

Manage field work with geo-location ensuring employees only clock in when they are onsite

Manage remote workers by limiting the IPs they clock in from

Track Performance, Increase Productivity

Increase productivity with advanced goal setting and tracking tools meant for small teams

Align individual and team goals to business objectives

Gather feedback from peers, manager, and self assessments, and schedule review cycles

Maintain skill profiles and track progress on development initiatives

Simplify Payroll and Ensure Compliance

Automate payroll processing, tax deductions, and payslip generation while staying compliant with State and Federal laws

Define salary structures, employee roles, benefits, and deduction rules.

Keep up with Federal and Local tax laws with the ability to apply the latest rates and filings

Grant employee access to view and download payslips via their employee portals

No more chasing employees or contract workers to submit timesheets. Automatically apply timelog and attendance to payslip.

Applicant tracking system

Hire smarter and faster with a modern, end-to-end recruitment engine

A custom branded career site to post jobs and highlight your brand to prospective candidates

Visually observe candidates on your Kanban board as they move through the pipeline from applicant to employee

No more sending multiple updates and emails to candidates. Let Projeni send the updates on your behalf, and update you on candidate activities

Create multiple job and offer letter templates to increase efficiency

A Superior CRM Solution

Applicant tracking system

Hire smarter and faster with a modern, end-to-end recruitment engine

A custom branded career site to post jobs and highlight your brand to prospective candidates

Visually observe candidates on your Kanban board as they move through the pipeline from applicant to employee

No more sending multiple updates and emails to candidates. Let Projeni send the updates on your behalf, and update you on candidate activities

Create multiple job and offer letter templates to increase efficiency

Attendance Tracking Made Easy

Track employee attendance with advanced features

Enable Self check in from any location

Manage field work with geo-location ensuring employees only clock in when they are onsite

Manage remote workers by limiting the IPs they clock in from

Simplify Payroll and Ensure Compliance

Automate payroll processing, tax deductions, and payslip generation while staying compliant with State and Federal laws

Define salary structures, employee roles, benefits, and deduction rules.

Keep up with Federal and Local tax laws with the ability to apply the latest rates and filings

Grant employee access to view and download payslips via their employee portals

No more chasing employees or contract workers to submit timesheets. Automatically apply timelog and attendance to payslip.

Track Performance, Increase Productivity

Increase productivity with advanced goal setting and tracking tools meant for small teams

Align individual and team goals to business objectives

Gather feedback from peers, manager, and self assessments, and schedule review cycles

Maintain skill profiles and track progress on development initiatives

Track Performance, Increase Productivity

Increase productivity with advanced goal setting and tracking tools meant for small teams

Align individual and team goals to business objectives

Gather feedback from peers, manager, and self assessments, and schedule review cycles

Maintain skill profiles and track progress on development initiatives

Built for Efficiency

Manage your tasks like a pro with a system designed for clarity, speed, and collaboration. From file sharing to real-time tracking, empower your team with the tools they need to stay on track and deliver exceptional work.
Easily attach and share task-related files so your team always has the resources they need at their fingertips, making collaboration smoother and faster.
Break down large tasks into smaller, manageable subtasks. This approach ensures clear workflows and simplifies even the most complex projects.

Our AI-driven scheduler suggests the best posting times for your audience, maximizing engagement and reach.

Give instant feedback with task comments and review detailed activity logs to see exactly how your team is progressing at every step.

Easy to track your performance and more—all from a single platform.

Clear dashboard for businesses of any size. Take a look at dashboard, and know whats going on.

Visualize, Organize, and Monitor Every Task with Ease

Smarter Communication. Seamless Collaboration.

Keep clients in the loop with real-time messaging and a dedicated portal designed to eliminate scattered conversations. Projeni’s messaging tools and integrations make communication smooth, fast, and professional.

Real-Time Deal Updates

Automatically push updates, track progress, and keep clients aligned—every step of the way.

Direct Client Messaging

Instantly chat with clients inside the platform—no more endless email threads.

Slack & App Integrations

Stay connected with smart notifications via Slack, Teams, and more.

Dedicated Client Portal

Give clients secure, 24/7 access to deals, updates, and shared files—all in one place.

Projeni is an all-in-one business management platform built for small teams to streamline operations, cut overhead, and scale efficiently. It offers CRM, HRM, invoicing, project management, and a white-labeled client portal—all in one place.

Copyright 2025 Projeni Inc. All rights reserved.

One login, One platform, and One affordable price to efficiently manage your entire business

Office

1201 W Peachtree St NW,
Ste 2367,
Atlanta, GA. 30309

+1 (470) 337-4139

Mon - Fri: 9 AM - 4PM
Sat - Sun: Closed

© 2025 Projeni Inc. All rights reserved

Designed & Developed by Quvah Inc.

© 2025 Projeni Inc. All rights reserved

Designed & Developed by Quvah Inc.

Activate Your 14 Days Free Trial

Seeing is not enough. Take the app for a test drive with all our premium features!

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Start your 14 days trial, without any card or billing information.

Instant Access to Everything

Access all features for free without commitment

Activate Your 14 Days Free Trial

Seeing is not enough. Take the app for a test drive with all our premium features!

No Credit Card Required

Try our 14 days trial, without any card and billing information.

Instant Access to Everything

Access all the features for free during this trial period.