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A CRM built for businesses with crews in the field.

Leads, jobs, calls, crews and follow-ups in one place — with a mobile app your technicians will actually use. Ready to go, not built from scratch.

Request a demo See what's inside Or try Bitrix24 free first
Jobs Customers Calls

New leads

  • Bay window replacement Park Slope Angi
  • AC not cooling Astoria Website

Estimate

  • Water heater swap Jersey City Call
  • Roof leak inspection Yonkers Angi

Scheduled

  • Panel upgrade Hoboken Website
  • Garage door spring Bay Ridge Call
Status
Available now
Up and running
In days
Price
From $49/month for 5 users
Built on
Bitrix24

What's in the base setup

Everything a field-service business needs on day one. Add more as you grow.

Desktop app for the office

Leads, jobs and customers in one place, on the computer your office already uses.

Calls and texts from the app

Your team calls and texts customers from the app, and every conversation is saved to the customer.

See TalkGrid

Leads from Angi and your website

New Angi leads and website form requests land in the CRM on their own. Yelp is coming next.

See LeadGather

On the crew's phone

The Bitrix24 app for iPhone and Android, set up with your job stages: the address, the customer's history, photos from site, and updates the office sees right away.

Need an app of your own?

Need more — Yelp and other lead sources, automations, more users? We'll extend the setup when you're ready. Talk to us

Not a sales CRM with the labels changed

Most CRMs are built for office sales teams. Field-service work moves differently: a call, an estimate, a site visit, an order, a crew, an install, a warranty. This CRM starts from that flow.

  • 01Install jobs

    1. Estimate
    2. Measure
    3. Order
    4. Install
    5. Warranty

  • 02Service calls

    1. Call
    2. Dispatch
    3. Job done
    4. Invoice
    5. Review

  • 03Projects

    1. Inspection
    2. Proposal
    3. Signed
    4. Build
    5. Walkthrough

Ready-made or set up for you?

Not sure? Start ready-made — anything can be adjusted later.

Best when
Field Service CRM: Your business runs like most in your trade
Custom CRM setup: Your process has its own rules and steps
Up and running
Field Service CRM: In days
Custom CRM setup: A few weeks
Price
Field Service CRM: From $49/month for 5 users
Custom CRM setup: Fixed project price
Request a demo See Bitrix24 setup

Up and running in days

  1. Step 1

    Demo

    We show it on a business like yours — in the chat or on a 20-minute call.

  2. Step 2

    Your account, set up

    We open your Bitrix24 plan and load the field-service setup.

  3. Step 3

    Your data in

    Customers and team imported; phone, Angi and your website form connected.

  4. Step 4

    Team trained

    Office and crews working in it within days.

One price, one bill

The Bitrix24 subscription and our field-service setup come together. As a Bitrix24 partner, we set up and manage the plan for you.

Bitrix24 Bronze Partner

From$49/month

for 5 users

  • Bitrix24 subscription for 5 users
  • Our field-service setup, built in
  • One bill, one contact — we manage the plan
Request a demo

More users, phone numbers or lead sources? We'll quote them on the demo.

Want to try Bitrix24 first?

Create a free Bitrix24 account and look around. It’s linked to us as your partner, so we can add the field-service setup to it when you’re ready — no need to start over.

Create a free Bitrix24 account

Questions about the CRM

Something else? Ask in the chat

How much does it cost?

From $49 a month for 5 users: that's the Bitrix24 subscription with our field-service setup built in. More users or add-ons are quoted on the demo.

How is this different from a regular CRM?

It comes set up for field-service work: an office desktop app, a mobile app with calls and texts, and Angi and website leads coming in from day one.

How fast can we start?

Usually within a few days of the demo.

Do I pay Bitrix24 separately?

No. The subscription is part of the price, and as a Bitrix24 partner we manage it for you.

Can I add features later?

Yes. Start with the base setup and we'll extend it as your business needs more.

Can I bring my existing customers?

Yes. We import them from spreadsheets or your old CRM.

Does it work for my trade?

It's set up for window & door, HVAC, plumbing, electrical, roofing and garage doors. Other service trades usually fit too.

Is there a mobile app?

Yes. Your team uses the Bitrix24 app for iPhone and Android, set up for your jobs.

What does it run on?

Bitrix24 — one of the most complete business platforms available. Your data sits in an account you own.

See it running on a business like yours.

A short demo with your trade's pipeline, phones and crew app — in the chat or on a 20-minute call. No deck.

Request a demo Chat with us
Price
From $49/month for 5 users
Up and running
In days