Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
ChalkBox is a vibrant technology startup composed of a team of skilled professionals, each selected for their distinct blend of education, expertise, and experience, which collectively ensures their success in various roles. Founded in 2015, we pride ourselves on having a highly experienced team dedicated to innovation. Our distinct competencies in technology, marketing, client relations, and exceptional customer service position us as a key partner in the educational sector. Notably, ChalkBox has developed the first-ever comprehensive School Management software that encompasses all essential modules of an educational institution within a single application, coupled with an intuitive user interface. By leveraging ChalkBox, administrators of schools, colleges, and other educational institutions can significantly enhance their productivity while minimizing the time and effort needed to oversee their academic operations. As the educational landscape evolves, ChalkBox remains committed to providing innovative solutions that transform how institutions manage their resources and engage with their communities.
API Access
Has API
Yes
API Access
Has API
Yes
Screenshots View All
No images available
Integrations
Apple Calendar
Yes
Google Calendar
Yes
Microsoft Outlook
Yes
Quo
Yes
Stripe
Yes
Integrations
Apple Calendar
No
Google Calendar
No
Microsoft Outlook
No
Quo
No
Stripe
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
Pricing Details
No price information available.
Free Trial
No
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
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
ChalkCRM
Country
United States
Website
chalkcrm.com
Vendor Details
Company Name
ChalkBox
Founded
2016
Country
India
Website
www.chalkbox.in/
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
School Management
Bookstore Management
No
Cafeteria Management
No
Curriculum Management
No
Facility Management
No
Financial Management
No
Higher Education
No
Housing Management
No
Independent / Private
No
K-12
No
Library Management
No
Online Calendar
No
Online Payments
No
Parent / Student Portal
No
Preschool
No
Reporting/Analytics
No
School District
No
Special Education
No
Vocational / Trade Schools
No
Alternatives
No Alternatives