CRMCustomer request
Create the shared customer record, communication history and next action.
The ControlAxis platform
One operating system.
Every handoff connected.
ControlAxis connects customers, jobs, estimates, finances, equipment, photos, payments, communications and real-world measurements in one synchronized space. CRM is the operating core; each connected app adds specialized reach.
One record, not disconnected tools
Let the system handle the handoffs.
Every stage stays connected to the customer and service context that created it—so your team does not need to re-enter the same information across disconnected apps.
Scope the work
Capture field details, apply your price book and deliver an approval-ready estimate.
Schedule the job
Turn approved work into a job, calendar plan, crew assignment and invoice workflow.
Work with proof
Capture before/after or issue media; connect inventory and equipment activity to the work.
Collect and report
Keep invoices, payments, accounting records, reports and next steps together.
Keep customers clear
Give customers controlled access to scheduling, estimates, invoices, updates and approved media.
CRM is the workhorse
Run the operation from one intelligent command center.
CRM brings the full company view together: customers, jobs, estimates, invoices, finances, scheduling, automations, messages, integrations and the included Customer Portal.
Jobs, estimates, invoices
Create the workflow, retain the service context and move it forward without losing the customer record.
Finance & accounting
See financial snapshots, receivables, expenses, payroll, P&L, reports, imports, exports and CPA-ready workflows.
Automation & customization
Shape dashboards, fields, stages, permissions and event-driven rules around the way your company operates.
Specialized apps, clear roles
Use one app—or connect the full family.
Estimator, Scan and Lens provide distinct capabilities. Portal is directly tied to CRM so customers can see the right information without exposing the wrong one.
Estimator
A CRM-connected field estimating add-on for in-the-field capture, configurable scope and pricing, approvals and handoff into jobs and invoices.
Explore Estimator →
Scan
Inventory and equipment context at speed: QR access, inventory alerts, issue tracking, maintenance and repair scheduling connected to CRM.
Explore Scan →
Lens
A connected field camera for before/after and issue media, ghost overlays, profile-linked captures and flexible camera settings. LiDAR measurement and visual inventory counting are clearly marked as upcoming capabilities.
Explore Lens →
Customer Portal
Included with CRM: an intentional customer experience for scheduling requests, estimates, invoices, updates, secure messaging, uploads and approved proof.
Explore Customer Portal →Built for the real workday
Your company on the desktop, in your pocket and on an iPad command screen.
Desktop command center
Manage planning, customer history, finance, reporting, integrations and automation from a single company view.
iPad-ready command
Use the schedule, estimate, camera and inventory context where the work is happening.
Keep control close
Bring the customer, job, proof and next action with the team instead of leaving it in the office.
Build the system around your company.
Start with CRM Free, add specialized capability when it helps and keep every app synchronized.