Customer and job context
Keep the people, service history, job details, documents, and conversations that belong together in one configurable record.
← All ControlAxis apps
ControlAxis CRM
Your customer work, built around your operation.
ControlAxis CRM is the configurable operating core for customer relationships, jobs, schedules, conversations, documents, invoices, and team access—without forcing your company into a generic CRM template.
Use it on its own
A focused, configurable workspace for customer and team work.
Connect it when ready
Share core context with the apps that do the work around it.
Automate around reality
Start actions from the customer and job events your company cares about.
Focused capabilities
The system of record for the work you actually do.
Organize the daily work that usually gets split between disconnected contacts, inboxes, calendars, spreadsheets, and billing views.
Workflow automation
Trigger assignments, reminders, notifications, and follow-through from real changes in your configured process.
Team-ready views
Give each role the fields, stages, records, and visibility it needs without creating a separate system for every department.
Connected by design
CRM gives every other app the right context.
Start with CRM as your main workspace, then connect specialized apps without rebuilding the customer record.
Estimator
Carry customer and service context into estimates, approvals, and next steps.
Explore Estimator →Lens
Bring before, after, and issue photos back to the record they document.
Explore Lens →Customer Portal
Choose the work updates, estimates, invoices, and proof customers can see.
Explore Customer Portal →Strong alone. Better connected.
CRM can be the practical home for a company’s customer, job, and team process from day one. Its advantage compounds as specialized ControlAxis apps reuse that same context.
Start with your process
Configure fields, stages, permissions, and views around how your company operates.
Add depth without software sprawl
Connect Estimator, Lens, Portal, Scan, or Finance when that focused capability earns its place.
Standalone CRM pricing
Start with the operating core.
Start free, use CRM by itself, or add focused ControlAxis capability when your company is ready.
CRM Free · 1 owner$0/month
50 customers; 10 jobs, estimates, and invoices per month.
50 customers; 10 jobs, estimates, and invoices per month.
Solo · 1 user$39/month
One focused CRM workspace.
One focused CRM workspace.
Company · up to 5 users$79/month
One company plan for your core team.
One company plan for your core team.
See CRM as the connected operating core.
Ask for a walkthrough built around your workflow.