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Average Ratings 0 Ratings

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ease
features
design
support

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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

Screenshots View All

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

Alternatives

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