CS-CRM keeps every lead, client, job and schedule in one place — and gives each homeowner a private, no-login link to check on their job. Built for a small crew, not a sales team.
Rather set it up yourself? Start the 14-day free trial →
Create a client and project in minutes — no setup fee. Add contacts, notes and the job-site address.
Every project gets a private link. The homeowner checks progress anytime — no login, no app, no password.
Move a milestone, log a call, mark a follow-up done — it shows on your dashboard, your calendar and their portal.
No base fee, no per-project fees, no storage limits, no contract. You pay for the people who add and edit; crew who only check the schedule log in free.
Desert Sage Drafting tracks every plan set and client in CS-CRM, and Premier Cabinet Partners manages dealers, showrooms and follow-ups in it. We built it for our own jobs first.
Robert Blackwell · Founder · Rio Rancho, NM