CRM Your installs don't end at the invoice. Neither do we.
CRM Ground brings your customers, jobs, service plans and payments into one place, built around the work that happens after the sale.
Works with the tools you already use
Everything after the sale, in one place
Built alongside a working installation company, so every screen answers a question an installer actually asks.
Customers and sites
Contacts, installation addresses, notes, photos and full history for every customer, on a map too.
Diary and jobs
Calendly bookings and Google Calendar entries turn into jobs. Drag to reschedule, text a booking link.
Payments
See who pays by Direct Debit, who has lapsed, and match every payment to the right customer.
Job reports
Job completion reports and invoices with your logo, sent by email or text in a tap.
Workflows installers run every day
Service plans that renew themselves
Service invites go out at 8am with a booking link. Lapsed plans are flagged before the income quietly disappears.
From van to report in minutes
Engineers add photos and a customer signature on their phone. The branded report goes out before they leave site.
New customers find their own way in
Each night CRM Ground picks up new customers from your connected apps and lines them up for a quick review.
A support desk without another subscription
Emails to your support address become numbered tickets, answered from your own mailbox.
Be first in when we open the doors
Join the waitlist and we'll let you know the moment CRM Ground is ready for your team.
Up and running in three steps
Connect your accounts
GoCardless, Stripe, Calendly, Google Calendar and more. Each one connects from Settings.
Review your customers
We bring your customers across, spot duplicates and gaps, and you approve what goes in.
Run your jobs
Diary, service invites, reports and payments, all from the one screen on day one.