CRM feature tour · clean test workspace
From command center to action
Widgets, scheduling, planning and automation—one synchronized operating core.
← All ControlAxis apps
ControlAxis CRM
Take Control of Every Customer, Job and Dollar.
ControlAxis CRM brings customers, estimates, jobs, invoices, schedules, documents, conversations, configurable widgets, accounting, reporting, integrations, automation and team access into one visually streamlined operating center—on desktop, iPad, and the phone in your pocket.
Run the complete lifecycle
Create the estimate, schedule the job, document the work, invoice
the customer and understand the result.
Configure the experience
Adjust widgets, fields, roles, permissions, stages, views,
settings and workflows around your company.
Connect the operation
Extend CRM with Portal, Estimator, Scan, Lens, QuickBooks, Twilio,
Google, Microsoft and Square.
See CRM in motion
A workhorse operating core, shown in a clean test workspace.
This feature tour uses only Control Axis Test Lab views and generic workflow names—never a real customer, customer message, address, phone number, or live business record.
Configurable command center
Bring the operating signals and working widgets each role needs into view.
Calendar planning
Coordinate jobs, leads, estimates, teams and weather-aware dates from one calendar.
Day-level coordination
Keep the crew’s next work, timing and operational follow-through clear.
Automation controls
Configure reminders, next steps and repeatable follow-through around real triggers.
Finance and reporting
See cash, receivables, expenses, payroll, performance and accounting signals without leaving CRM.
Connected business tools
Bring payments, accounting, email, calendars, communication, payroll and banking connections into the operating workflow.
A configurable command center
Shape the homepage around what your company needs to see.
The widget-style CRM home screen puts the right operating signals in view for the owner, office, sales, accounting and field teams without forcing every role into the same dashboard.
Adjustable homepage widgets
Arrange the operational views and shortcuts that matter most to each role and working style.
Today, next and overdue
Surface scheduled work, outstanding follow-through, estimates, invoices and the actions that need attention.
Weather-aware planning
Use current conditions and planned outlooks to make better scheduling decisions before crews reach the field.
The complete work lifecycle
From the first customer request to the financial result.
Create and progress real work without re-entering the same customer, scope, schedule, invoice and payment context across disconnected products.
Customer and company records
Keep profiles, contacts, service history, documents, communications, estimates, jobs, invoices and media together.
Estimate, job and invoice creation
Build the estimate, turn approved work into a job, schedule execution and invoice from the same operational record.
Calendar and job scheduling
Coordinate leads, estimates, jobs, teams, planned dates, and weather-aware decisions from connected calendars.
Automation and smart follow-through
Trigger assignments, notifications, reminders, status changes, and next steps from real customer and job events.
Teams, roles and permissions
Give owners, office staff, sales, accounting and field employees the access and working views appropriate to their role.
Documents and communication
Keep notes, files, conversations and customer-facing information attached to the record that gives them meaning.
Accounting, built into CRM
Know the work. Know the numbers behind it.
ControlAxis CRM includes the financial backend growing field-service companies need without splitting operational and accounting truth into different systems.
P&L and financial reporting
Turn job, invoice, payment and operating activity into clear reports and profit-and-loss visibility.
Imports, exports and QuickBooks
Move the records your company needs and connect QuickBooks workflows without separating the financial story from the work.
CPA-ready financial backend
Keep reports, exports, accounting context and supporting operational details organized for a cleaner CPA handoff.
Integrations that remove re-entry
Keep the tools your company depends on connected to the operating core.
ControlAxis uses integrations to reduce duplicate work, strengthen communication and keep business activity attached to the customers and jobs that created it.
QuickBooks
Connect accounting workflows and financial handoff while CRM remains the operational source of truth.
Twilio
Support customer and team communication from connected workflow context.
Google Workspace
Bring Google-based productivity and company workflows closer to the customer and job record.
Microsoft
Connect Microsoft-based company workflows without building a second operational record.
Square
Connect payment activity to the customer, invoice and operating context behind it.
Customer Portal
Give customers online scheduling and deliberate access to estimates, invoices, updates and approved proof.
Connected by design
CRM gives every field app its intelligence.
Estimator, Scan, Lens and Portal work from the same customer and company record, so field captures, inventory activity, media, approvals and customer actions return to the operating core.
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 →Scan
Connect inventory, QR records, alerts, issues, maintenance, and repair scheduling to CRM.
Explore Scan →One operating core. Specialized reach.
CRM is the practical home for customer, job, financial, scheduling, team and automation work. Its advantage compounds as connected ControlAxis apps capture more context without creating software sprawl.
Start with your process
Configure fields, stages, permissions and views around how
your company operates.
Add depth without software sprawl
Extend CRM with Estimator, Scan and Lens; use the included
Portal to keep customers connected.
CRM platform pricing
Start with the operating core.
CRM includes the Customer Portal, configurable widgets, estimates, jobs, invoices, scheduling, accounting, reporting, integrations, and automation. Add connected field apps when your operation needs their specialized reach.
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 CRM workspace with Portal and accounting tools.
One CRM workspace with Portal and accounting tools.
Company · up to 5 users$79/month
The operating core for your office, financial and field team.
The operating core for your office, financial and field team.
Ready to Take Control of the operation?
Ask for a CRM walkthrough built around your workflow.