One place to track clients, projects, and schedules — with a no-login portal so homeowners always know where their job stands. No spreadsheets, no group texts, no "let me check and call you back."
CS-CRM is a standalone CRM built for contractors — track every lead, client, and project from the first phone call through the final walkthrough. Log calls and follow-ups, move jobs through your pipeline, and keep every milestone in one place, so nothing falls through the cracks.
Create a client and project in minutes — no onboarding call, no setup fee. Add contacts, notes, and a site address if it's different from home.
Every project gets a private link. Send it to the homeowner and they can check progress anytime — no login, no app, no password to lose.
Move a milestone, log a call, mark a follow-up done — it's reflected on your dashboard, your calendar, and their portal instantly.
CS-CRM is purpose-built for contractors — not a bloated enterprise tool you have to configure for six months first.
Every client, every project, every stage of the pipeline — from lead to in-progress to done — in one dashboard your whole team can see.
Milestones, inspections, and deliveries on a shared calendar. Update a status once and it's reflected everywhere — including the client's portal.
Every project gets a private link homeowners can open on any device to see real-time progress — no account, no app, no password to reset.
Track every decision-maker on a job and log every call, email, and meeting — with follow-up reminders so a promised callback never gets missed.
Owners and PMs run the show; crew leads see the schedule and update job status from the field. Everyone sees exactly what they need to.
No onboarding call required — create your account and start adding clients today. Cancel anytime, no long-term contract.
No per-project fees, no storage limits, no surprise upsells. $49 for your first seat, $10/mo for every seat after that — Owner, PM, or Crew Lead, all the same.
14 days free, then $49/mo for your first seat, +$10/mo per additional seat or user.
CS-CRM runs the office. Pick any of these to go with it — each stands alone, but they're built to work together. Select 2 or more and save 25% on the monthly total.
No contracts. Cancel anytime. We'll confirm everything before any work starts.
If you don't have a site yet, start there — see build options and pricing on Packages.
You're already tracking jobs somehow — a notebook, a spreadsheet, a string of texts. Here's how that compares.