CybrRM by CybrFlux
The CRM that's easy from the first minute.
Know where every job stands, keep each follow-up on today's list, and turn the quote into the invoice without typing it again. Pick your trade and it's set up in one step.
Ask Cybie
“Move the roof job along and remind me to call Ivy on Friday.”
14-day free trial. No card needed.
A deal moves to its next stage
- 14-day free trial
- No card to try
- No setup fee
- Cancel yourself
- Cybie stops at its limit; nothing extra is billed
- 12 trade templates
01Set up for your trade
Nothing to learn first. Pick your trade and start.
Roofer, realtor, law firm or cleaning company: choose one of twelve templates and the lists, fields and deal stages that kind of business uses are there, in one step.
- A made-up business to look around in first, removed with one button.
- Anything you already have is left alone. Change any of it later.
- Plain words throughout, and a small number of screens.
Try it: pick yours
02Cybie does the typing
Tell Cybie what happened. It drafts the work and asks first.
Say it the way you'd tell someone in the office. Cybie finds the records, sums up your pipeline, and drafts the changes for you to check.
- Nothing is saved until you tap Yes. Say no, or undo afterwards.
- Up to 25 changes at once to clients, companies, deals, tasks and notes.
- If a record changed in the meantime, Cybie's change is refused, not written over it.
03Money built in
From quote to paid, without typing the job twice.
Books is an add-on that puts the money side of a customer next to their deals: a quote made from the deal, the invoice made from the quote, payments applied to the invoice, and a double-entry ledger underneath.
- Email an issued invoice, or print it or save it as a PDF.
- See what a company owes on the company's own page.
- Chart of accounts, manual journals and a trial balance for whoever keeps the books.
Still running the business from a spreadsheet?
Here is what changes, and where the spreadsheet still wins.
| What you need | A spreadsheet | CybrRM |
|---|---|---|
| Warns you about a duplicate client | No. You spot the second row yourself, if you spot it. | Better here: Yes, as you add a client or company that's already there. |
| Shows where every deal stands | A status column you keep up to date by hand. | Better here: A board you drag deals across, with a total for each stage. |
| Who changed what, and when | Only if your spreadsheet app keeps a version history. | Better here: A timeline on every record. Entries can't be edited. |
| Getting back something you deleted | Undo, if you catch it in time. | Better here: Undo straight away, or restore it later: a delete goes to the trash. |
| A quote that becomes an invoice | Copy the numbers into another sheet. | Better here: One step from the quote, with the Books add-on. |
| Ask in plain words, approve the change | No. You find the row and type it in. | Better here: Ask Cybie. It drafts the change and saves only when you tap Yes. |
| What it costs | Better here: Free, or already paid for. | A plan to pay for once the free trial ends. |
| Everyone already knows how to use it | Better here: Yes. | Not yet. It's set up for your trade in one step, in plain words. |
Know where every job stands, on a computer or a phone.
The board, search, reports and automations you'll open every day.
A board for your deals
Drag a deal to its next stage with a mouse or a finger. Totals and a forecast at the top.Search everything
One box for clients, companies, deals, tasks and notes. Cmd+K or Ctrl+K from anywhere.A dashboard and six reports
New clients, deals won, open deals and overdue work, for a week, a month or a quarter.Automations
When a deal moves stage or a record is added, CybrRM adds the task or the note for you.Bring your spreadsheet
Import a CSV in four steps, up to 5,000 rows. Export any list.Made for a phone too
Bottom tabs, swipe actions, and it installs to your home screen.A form for your website
An enquiry becomes a client, a deal and a task. Share the link, embed it or print the QR code.Customers book a time
They pick a free slot on your booking page, and it lands on your calendar.Make it look like yours
Pick a look, your own accent colour and how Home is arranged.
Three steps, and you're working.
From signing up to your first deal on the board.
Step 1: Sign up
Your email and a password. Confirm from the email we send you. No card.Step 2: Pick your trade
Name your workspace, choose a template with sample records if you like, then pick how it looks. Or skip any of it and set things up yourself.Step 3: Start working
Add your clients, move deals along the board and ask Cybie for a hand. Invite your team when you're ready.
Questions, answered plainly.
Is it an app I have to install?
No. CybrRM is a web app: it works in the browser on a computer or a phone. On a phone you can add it to your home screen and open it from there. With no connection it shows an offline page; changes need a connection.
Can I bring my spreadsheet?
Yes. Save it as a CSV and import it in four steps, up to 5 MB or 5,000 rows in one import, into the built-in record types and fields. You can export any list as a CSV too, up to 10,000 rows.
What can Cybie change, and can it change things without me?
Cybie can add, edit and delete clients, companies, deals, tasks and notes, up to 25 changes at once. It shows you each change first and saves nothing until you tap Yes. You can say no, or undo afterwards, and a delete goes to the trash. If the record changed in the meantime, Cybie's change is refused. People with view-only access can ask, but not change anything.
Can customers send me an enquiry or book a time?
Yes. Make a lead form and share its link, put it on your own website or print its QR code: an enquiry becomes a client, a deal and a task. A booking page lets customers pick a free day and time, and the visit lands on your calendar. CybrRM doesn't send the customer a confirmation or a reminder.
Is my data kept apart from other businesses?
Yes. Each workspace's data is kept apart by rules in the database itself, not only by the app's screens. Inside a workspace, roles decide who can read, change and manage. Files are private to the workspace and their download links expire within minutes, and everyone sets up a second sign-in step with an authenticator app.
Do I need a card to try it?
No. The free trial lasts 14 days and doesn't ask for a card.
What happens when the trial ends?
When the trial ends, the workspace becomes read-only until you pick a plan: you can still sign in, read, search and export. Nothing is deleted.
What happens when Cybie reaches its monthly limit?
It stops answering until the next month, or until an owner adds a pack of extra questions. Nothing extra is ever billed on its own.
Who counts as a person?
Everyone in the workspace, plus invitations that haven't been accepted yet.
How do I pay?
By card, on Stripe's payment page, in USD. Card details never touch CybrRM.
Can I cancel?
Yes, yourself, from the Billing page in Settings. You can change your card and see your invoices there too.
Is there a setup fee?
No.
Try CybrRM with your own work
Pick your trade, add a few clients and ask Cybie something. No card, so there's nothing to cancel if it isn't for you.
14-day free trial. No card needed.