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Description
Chalmsy offers AI-driven business management software tailored for small service-oriented enterprises such as florists, event coordinators, venues, interior designers, consultancies, and various trades. The platform streamlines the process from initial inquiry to finalized payment, allowing users to describe a job in simple terms while Chalmsy automatically generates a customized, branded proposal using the user's own materials, labor rates, and multipliers. Clients can conveniently review, comment, and accept proposals online, transforming accepted work into a project, followed by invoicing and bookkeeping entries, ensuring that no information is redundantly entered across different tools. The software encompasses features like quoting and estimating, proposal revisions and change orders, online approvals, deposit management, payment schedules, automated follow-ups for quotes, a client relationship management system, project oversight, invoicing capabilities, receipt capture, ledger management, profit-and-loss analysis, and integration with QuickBooks. Additionally, it seamlessly connects with Gmail, Google Calendar, and Google Drive with just one click, enhancing overall efficiency. Notably, all documents reflect your brand identity rather than Chalmsy's, with pricing structured per business rather than per user, starting at just $15 a month, making it accessible for small businesses. This comprehensive solution empowers entrepreneurs to manage their operations effectively without the hassle of multiple software platforms.
Description
Efficiently handle client data through an intuitive interface that allows you to keep a record of all interactions, including phone calls, emails, and actions taken. You can also monitor both incoming and outgoing payments while generating invoices seamlessly. Comprehensive reports are readily accessible, such as Aging in/out, Invoices, and Client History, along with any tailored reports you require, ensuring everything remains well-organized for each client. Furthermore, there is an Insurance Module that enables the tracking of QuickQuotes linked to existing or personalized QuickQuote systems, providing instant access to this information. This system is also designed to integrate smoothly with current TIFA applications or any other platforms you may use. Overall, this solution streamlines your client management process, enhancing both efficiency and accuracy.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
$15/month, seats included
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Chalmsy LLC
Founded
2026
Country
United States
Website
www.chalmsy.com
Vendor Details
Company Name
J&J Technology Consulting
Founded
2007
Country
United States
Website
www.jjtechnologyconsulting.com
Product Features
Business Management
Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
