CRMbles FAQ

CRMbles is a private-first business workspace that keeps projects, tasks, documents, vendors, clients, expenses, invoices, and account access in one focused command center.

It is built for small businesses, internal teams, founders, operators, and solo owners who need a practical operations hub without spreading daily work across disconnected tools.

Not yet. The current product is being used and refined privately first. Potential client access can be requested by email while the public onboarding flow is still being prepared.

Use the contact link on this page to email dowitzgame@gmail.com with your name, business, intended use, and the areas you want to test first.

Yes. CRMbles supports business workspaces and business switching, so a user can be connected to more than one workspace when access is granted.

The dashboard summarizes active projects, pending tasks, completed tasks, saved documents, pending invoices, and pending expenses based on the features a user can access.

Yes. Account managers can grant or withhold access to projects, documents, vendors, clients, and finance areas for each business member.

An account manager can manage users, business workspaces, and feature access. This keeps sensitive sections like finance visible only to the people who need them.

Yes. Users can maintain profile details such as their name and photo from the profile area.

Yes. The current posture is private-first, with controlled users and workspaces before wider customer-facing onboarding is opened.

Projects can hold task lists, tasks, notes, due dates, priorities, tags, completed-task views, and pinned items for high-priority work.

Yes. CRMbles includes filtered task views for pending and completed work, plus dashboard links that jump directly into those lists.

Yes. Projects and tasks support pinning so the most important work stays at the top of the relevant views.

It is intentionally lighter. The goal is to keep the work visible and actionable inside the same place where documents, vendors, clients, and finance live.

Documents can store notes, plans, decisions, checklists, ideas, reference details, and working drafts tied to a business workspace.

Yes. Documents use a Markdown-friendly editor with preview styling for headings, lists, code blocks, quotes, and checklists.

Yes. Important documents can be pinned so they stay easy to find.

Document workflows are built around quick access to recent and important notes. Broader document search can be expanded as usage grows.

Vendors and finance are meant to stay tied together. Vendor records can feed into expenses, invoices, services, and itemized charge workflows.

Item / Service describes the specific thing being bought, sold, billed, or tracked. It is separate from the accounting category.

Yes. CRMbles supports line items for invoices and expenses, so one parent record can hold multiple charges while still rolling up to a total.

Yes. CRMbles has a client section that can be granted separately from vendor and finance access.

No. The current finance direction is recordkeeping and visibility. Future bank-linking would be read-only monitoring for incoming and outgoing money flow, not money movement.

Yes. Finance views include lightweight client-side filtering for invoices, expenses, and capital records.

Yes. Finance is a separate feature permission, so users without finance access do not see finance dashboard links or finance metrics.

The current deployment path targets a private subdomain first, with infrastructure files included for a VPS deployment.

The future public domain target is crmbles.com. The private deployment target documented in the repo is crmbles.skulkabout.com.

Possibly. The immediate goal is to use the product privately, improve it through real workflows, and only then decide how public access or subscriptions should work.

Use the Latest Update link in the footer to view the current version number and the newest product changes.