WhiteRock CRM

WhiteRock CRM builds cloud-based revenue & job management systems. In practice that means keeping personal and team to-dos organized and visible.

Who is it for? Mostly small teams and individuals. They also list Cloud Data Services, Consulting, Professional Services and Task Management, so expect those to show up in the feature set. They are a very small team, 1 to 10 people, which usually shapes who they work with. Small vendors mean quick answers and real influence on the roadmap, but check who covers support when someone is out.

WhiteRock CRM is based in Carrollton, Texas. More on whiterockcrm.com.

Our checklist for this category: recurring tasks, reminders, and how it handles shared projects. Ask for a trial on your own data, not a canned demo.

If you have worked with WhiteRock CRM, tell the next buyer what you paid and what surprised you. That is the part of this page we cannot write.