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Description
Business Suite is an online platform designed for small service enterprises that have field teams, integrating various features to streamline business operations. It brings together customer management, sales funnels, online booking, estimates, invoicing, and PayPal payment integration. Business owners can easily schedule tasks and allocate crews, while field workers can access their daily work assignments via a mobile-optimized interface. Additionally, the platform facilitates tracking of expenses, receipts, and mileage, along with generating profit reports and tax-related exports. It also offers a variety of tools, such as customizable forms and landing pages, digital contracts, a shared inbox for communication via chat, text, and email, missed-call text responses, automation features, broadcast messaging, review and referral solicitation, and a dedicated customer portal. All subscription plans provide access to the same set of tools, although the capacity for crews and setup support differs depending on the selected plan. To utilize texting features, users must have a Twilio account, and any related usage fees will be charged by Twilio directly. This software caters specifically to local service providers, including those in the lawn care, landscaping, cleaning, and pressure-washing industries, ensuring they have all necessary resources at their fingertips to efficiently manage their operations. Moreover, the platform's user-friendly design makes it easy to adapt and grow with the evolving needs of small businesses.
Description
Chalk CRM is an online field service customer relationship management system designed specifically for contractors and service-oriented companies that need to estimate and schedule tasks. It effectively manages customer information and leads, generates estimates using a price book, and facilitates the sending of quotes via text or email, while also enabling the collection of signatures and deposits, transforming approved estimates into scheduled tasks. The platform features various scheduling options, including daily, weekly, monthly, and route-map views, and supports crew scheduling, visit reminders, time tracking, and the ability to upload job-related photos. Customers can be invoiced directly, and payments can be processed through Stripe via card or bank transfers, all while monitoring outstanding balances and automating payment reminders. Additionally, Chalk offers functionality such as two-way text messaging, a customer portal, permissions management for teams, comprehensive reporting, and capabilities for importing and exporting data. The advanced AI plan introduces ChalkBot, which assists with customer responses, appointment bookings, and follow-ups on quotes; developers can also access an API under this plan. This versatile tool caters to a variety of service industries, including painting, fence and deck staining, pressure washing, landscaping, cleaning, remodeling, handyman services, and pool maintenance, making it a comprehensive solution for business needs. Ultimately, Chalk CRM aims to streamline operations, enhance customer interactions, and improve overall efficiency for service businesses.
API Access
Has API
No
API Access
Has API
Yes
Screenshots View All
No images available
Screenshots View All
No images available
Integrations
Apple Calendar
No
Google Calendar
No
Microsoft Outlook
No
PayPal
Yes
Quo
No
Stripe
No
Twilio
Yes
Integrations
Apple Calendar
Yes
Google Calendar
Yes
Microsoft Outlook
Yes
PayPal
No
Quo
Yes
Stripe
Yes
Twilio
No
Pricing Details
$80/month
Starter is $80/month for up to 2 crew members; Growth is $197/month for up to 5; Scale is $341/month for up to 15. All plans include the same tools; crew capacity and setup assistance vary by plan. Plans are billed monthly with no contract. The 3-day trial costs $8 and does not auto-renew. Texting uses your own Twilio number at Twilio’s rates. PayPal’s standard payment fees apply.
Free Trial
Yes
Free Version
No
Pricing Details
$49/month
Core is $49 per month or $490 per year; AI is $99 per month or $990 per year, with two months free on annual billing. Additional team seats are $14 per user per month. Customer card payments are processed through Stripe at Stripe's standard rates.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Beyond Wealth
Country
United States
Website
beyondyourwealth.com/suite/
Vendor Details
Company Name
ChalkCRM
Country
United States
Website
chalkcrm.com
Product Features
Field Service Management
Billing & Invoicing
No
Contact Database
No
Contract Management
No
Customer Database
No
Dispatch Management
No
Electronic Signature
No
Inventory Management
No
Mobile Access
No
Payment Collection in the Field
No
Quotes / Estimates
No
Routing
No
Scheduling
No
Service History Tracking
No
Time Clock
No
Work Order Management
No
Product Features
Field Service Management
Billing & Invoicing
No
Contact Database
No
Contract Management
No
Customer Database
No
Dispatch Management
No
Electronic Signature
No
Inventory Management
No
Mobile Access
No
Payment Collection in the Field
No
Quotes / Estimates
No
Routing
No
Scheduling
No
Service History Tracking
No
Time Clock
No
Work Order Management
No
