Intake
Dynamic service intake and pricing
Build service-specific intake forms, embed them on your website, and use submitted job details to support pricing rules and estimate creation.
Create a distinct CRM service for every kind of work you offer, then duplicate and adapt successful service setups as your catalog grows.
Use a multi-step builder to collect the variables, photos, contact details, location, timing, and scope your team needs for that service.
Publish the branded form through your tenant URL or embed it on your website so every request arrives as a structured CRM record.
Connect answers to base prices, per-unit calculations, multipliers, and conditional pricing rules, then reuse common line items in estimates and invoices.
Free to start
Build this workflow around your service business
Signup is open. Create your CRM free, set up your first service, and add a business number or the AI assistant when you need them.