coreCRM
Your pipeline runs itself, and proposals write themselves from your own deal data.
coreCRM holds your contacts, deal pipelines, workflow automation, invoicing, estimates, and forms in one place, a strong foundation the rest of byCORE builds on.
14-day free trial · no card
Three steps, and it runs itself.
Your data lands here
Contacts, deals, and forms flow into one pipeline the whole team sees.
The AI Builder drafts it
It turns a real deal into a branded, signable proposal, SOW, estimate, user journey, or sitemap.
Blank page → 80–95% ready
In about fifteen minutes. You review, tweak, and send.
Everything coreCRM does.
Contacts & pipelines
Deal tracking the whole team can see, the way you think.
AI Builder
Proposals, SOWs, estimates, journeys and sitemaps from real deal data.
Workflow automation
The follow-ups that close stop slipping through the cracks.
Invoicing & estimates
Quote, invoice, and get paid without leaving the deal.
Forms & intake
Capture leads straight into the pipeline.
HIPAA-compliant mode
AES-256 encryption, MFA, full audit trail, record-level access.
Blank page → 80–95% ready in ~15 minutes. Simpler than Salesforce, more powerful than spreadsheets.
Figures from byCORE’s own use. Illustrative where noted.
Sales and BizDev teams, agencies, and care providers who need HIPAA-compliant records.
One account. Every product. 14-day free trial, no card.