Built for Private Investigators

Run Your Investigation Firm. Powered by AI.

Case management, surveillance tracking, evidence documentation, and invoicing — all in one platform designed for PI firms.

Start Free — No Credit Card Watch Demo

CRM

Everything You Need to Grow Your Private Investigation Firms

Purpose-built tools that work together seamlessly for private investigation firms.

Case Management

Track cases from intake through investigation, reporting, and closure.

Client Management

Manage attorney referrals, corporate clients, and individual case requestors.

Time & Expense

Surveillance hour tracking with mileage, expense, and per-diem logging.

Invoicing

Retainer billing, hourly invoicing, and expense reimbursement tracking.

Evidence Documentation

Photo, video, and document evidence with chain-of-custody logging.

Firm Analytics

Case volume, investigator utilization, and revenue per case type — all at a glance.

Your Complete Private Investigation Firms Toolkit

Every app included in your private investigation firms package, with the features that matter most.

CRM

AI-powered CRM that closes 3x more deals

Learn more

Visual Sales Pipeline

See your entire sales process at a glance with customizable pipeline stages. Drag and drop deals between stages, set deal values, and forecast revenue with confidence.

Unlimited custom pipeline stages
Drag-and-drop deal management
Weighted revenue forecasting
Pipeline velocity tracking

360-Degree Contact View

Every interaction, email, call, and note in a single timeline. Know your customers deeply and never ask them to repeat themselves.

Unified activity timeline
Email and call tracking
Custom fields and tags
Company and contact hierarchies

Sales Automation & Workflows

Automate repetitive tasks so your team focuses on selling. From lead assignment to follow-up sequences, let automation handle the busywork.

Auto lead assignment rules
Drip email sequences
Task creation triggers
Deal stage automation

Reports & Analytics

Track team performance, pipeline health, and revenue trends with real-time dashboards and custom reports.

Sales performance dashboards
Custom report builder
Win/loss analysis
Team leaderboards

Invoicing

Get paid 2x faster with AI-powered billing

Learn more

Estimates & Quotes

Create professional estimates, send for client approval, and convert to invoices with one click -- preserving every line item.

Recurring Invoices & Stripe Subscriptions

Auto-generate invoices on schedule with Stripe subscription sync, next-due tracking, and generation history.

Credit Notes & Retainers

Issue credit notes linked to invoices, track customer credit balances, and manage retainer deposits with auto-apply.

Late Fees & Payment Reminders

Auto-calculate late fees (flat or %) after configurable grace periods and send automated payment reminders.

Time-to-Invoice

Pull Time Tracker entries by project and date range, group by client, and generate invoices with billable rates in one click.

Payment Plans & Installments

Split invoices into installment schedules with auto-generated reminders and Stripe auto-charge per payment.

Projects

Ship on time with Kanban, Gantt, and sprint planning

Learn more

Drag-and-Drop Kanban

Configurable columns per status, card previews with assignee/priority/due date, and drag-drop updates across boards.

Interactive Gantt Charts

Timeline view with task bars, dependency lines, critical path highlighting, drag-to-reschedule, and cascade date updates.

Sprint & Iteration Management

Sprint backlog from kanban, sprint planning, velocity tracking, burndown charts, and retrospective notes.

Workload & Capacity View

Per-member capacity planning across all projects showing allocated vs available hours with overallocation warnings.

Portfolio Dashboard

Multi-project roll-up view with health status (on track/at risk/behind), progress bars, budget summary, and owner filtering.

Task Automation Rules

When-then rules -- 'when completed, assign next dependent task' -- with triggers on status, assignee, and date changes.

Time Tracker

Every minute counts

Learn more

One-Click Tracking

Start and stop timers with a single click from any device.

Timesheets

Automatic timesheets with approval workflows and export options.

Project Billing

Track billable hours and generate invoices based on time entries.

Productivity Reports

Analyze how time is spent across projects, clients, and team members.

Why Choose Deelo for Your Private Investigation Firms?

See how Deelo's project management software compares to the most popular alternatives on the market.

Feature	Deelo Projects	Asana	Monday.com	ClickUp	Basecamp
Kanban Boards	Included	Included	Included	Included	Included
Gantt Charts	Included	Included	Included	Included	Not included
Sprint Planning	Included	Not included	Not included	Included	Not included
Workload Management	Included	Included	Included	Included	Not included
Portfolio Dashboard	Included	Included	Included	Included	Not included
Time Tracking	Included	Not included	Included	Included	Not included
Built-in Invoicing	Included	Not included	Not included	Not included	Not included
50+ Integrated Apps	Included	Not included	Not included	Not included	Not included
Price	$19/seat/mo	$0-30.49/user/mo	$0-24/user/mo	$0-19/user/mo	$15/user/mo

Try Deelo Free for Private Investigation Firms

Frequently Asked Questions

Everything you need to know about Deelo for private investigation firms.

Yes, Projects is included free on all Deelo plans. There are no limits on the number of projects, tasks, or team members.

Deelo includes project management plus 50+ other apps (CRM, invoicing, time tracking, helpdesk) in one platform starting at $19/seat/month. Asana and Monday.com charge per-user fees for project management alone and require separate tools for CRM, invoicing, and more.

Yes. Deelo Projects includes sprint planning with backlog management, velocity tracking, burndown charts, and retrospective notes. Use sprints alongside kanban and Gantt views.

Yes. Deelo CRM supports CSV import with field mapping, so you can bring over contacts, companies, deals, and notes from any system including Salesforce, HubSpot, and Pipedrive.

No. All plans include unlimited contacts, companies, and deals. There are no hidden caps or storage fees for your CRM data.

Yes, Invoicing is included free on all Deelo plans including the Free tier. You get unlimited invoices, estimates, and clients with no hidden transaction fees beyond standard Stripe processing.

Deelo includes invoicing plus 50+ other business apps (CRM, projects, time tracking, accounting) in one platform starting at $19/seat/month. FreshBooks charges $17-55/month for invoicing alone and requires separate subscriptions for CRM, project management, and other tools.

Absolutely. Deelo's platform is purpose-built for private investigation firms with industry-specific tools including CRM, Invoicing, Projects, and more. Everything works together seamlessly so you can manage your entire business from one place.

Your private investigation firms package includes CRM, Invoicing, Projects, Time Tracker -- plus access to 40+ other business apps. All apps are included on every plan, even the free tier.

Yes! Deelo offers a generous free plan that includes all apps with core features. You can run your private investigation firms operations without paying a cent. Paid plans start at $19/seat/month when you need advanced features, more storage, or AI credits.