Operating coreCRMWorks standalone
A configurable operations ecosystem
Four focused apps.
Four focused apps.
One connected operation.
ControlAxis gives growing companies a stronger way to run customers, estimates, teams, equipment, jobs, and financial visibility—without forcing every business into the same template.
No credit card required. After day 14, access pauses until you activate a paid plan.
CRM, Estimator & Scan work standalone
Up to 10 users included
Configured around your workflow
CRM
Estimator
Scan
Finance BetaBuilt for work across industries
Field serviceConstructionProperty & facilitiesProfessional servicesDistributionInternal operations
Start with one. Connect when ready.
A system that grows in your direction.
CRM, Estimator, and Scan have their own front doors. Connect the apps you need around shared customer and work context. Finance is a CRM-dependent add-on.
Shared company context
Customers, work, estimates, assets, and financial visibility stay connected across the apps you choose.
Price & proposeEstimatorWorks standalone
Track & captureScanWorks standalone
Operational visibilityFinanceRequires CRM · Beta
One app can solve one problem. The ecosystem removes the handoff problems between them.
Product screens & features
Built for the people doing the work.
Explore interface previews based on the current product releases. The sample data is illustrative; the workflows and feature areas reflect the live products and clearly marked Beta surfaces.
ControlAxis CRM · LiveThe operating center for customers, teams, and work.
Give office staff, field teams, and administrators one configurable workspace without losing the mobile experience people use on the job.
- Customers, jobs, schedules, documents, estimates, invoices, and messaging
- Responsive desktop workspace and mobile field navigation
- Role-based access and audited administrator time corrections
- Workflow and automation controls tied to operational status
Standalone product · employee authentication and session-based access are live.
OPERATIONSToday at a glance
+ CreateJobs today14
Open estimates18
Team clocked in8
Today’s workView schedule
North Campus — preventive maintenance8:00 AM · Crew Alpha · 4 tasks
In progressHarbor Building — inspection10:30 AM · Crew West · 2 assets
ScheduledLakeview Office — service request1:15 PM · Unassigned · priority
Needs ownerQuick actionsConfigured for this team
New customer+
New job+
Send update↗
ControlAxis Estimator · LiveBuild accurate estimates where the work is.
Use your services, price book, measurement rules, tiers, add-ons, and branded proposal workflow without rebuilding accepted work in the CRM.
- Mobile estimate builder for field use
- Custom services, pricing modes, units, tiers, and minimums
- Multi-service estimates with authorized overrides
- Connected estimate-to-CRM job handoff
Standalone product · connected CRM handoff is live.
CONTROLAXIS ESTIMATORBuild estimate
Estimate#1048
CUSTOMER & LOCATIONNorthstar Properties · 1200 Market Street
ServiceQtyPrice
Exterior cleaning · moderate2,400 sf$1,920
Window service · standard24$960
Access & equipment1$600
Estimate total$3,480
Save draftReview & send
ControlAxis Scan · LivePut a scannable record on the things that move.
Make equipment, inventory, locations, vehicles, and field items visible without turning every update into another spreadsheet chore.
- QR inventory and equipment tracking
- Asset, shelf, location, and admin routes
- Condition, accountability, and movement history
- Field-friendly scan and capture workflow
Standalone product · QR routes and inventory/equipment flows are live.
ALIGN QR CODE INSIDE FRAME
Asset found · EQ-214
Surface Cleaner 20”
Assigned to Vehicle 03 · Main warehouse
Available · inspectedRecent activity
Returned to Vehicle 03Today · 4:42 PM · Jordan M.
Condition check completedToday · 4:40 PM · no issues
Assigned to work order #3821Yesterday · North Campus
Next action
Check out to job
Attach the asset to a work order and responsible team member.
ControlAxis Finance · BetaSee the financial signals inside the work.
Turn CRM-connected invoices and job activity into operational views for cash position, receivables, purchasing, services, taxes, and exports.
- Cash position and receivables visibility
- Operations, purchasing, service, and tax-reserve views
- Export-ready operational reporting surfaces
- Bank-connection workflow shell for production hardening
CRM-dependent add-on · active Beta, not presented as finished accounting software.
Finance overviewCRM-connected operational view
Cash position$82.6k
Open A/R$28.4k
Tax reserve$12.8k
Receivables aging
12-week cash outlook
Operational automation
Automations that know what changed.
ControlAxis automation controls are tied to customers, estimates, job status, schedules, invoice state, permissions, and consent—not detached email blasts.
Event-drivenStart from a real status or workflow change.
Consent-awareRespect opt-outs, rate guards, and permissions.
Timing controlsUse schedules, delays, and stop conditions.
ConfigurableMatch the stages and rules your company uses.
Sample flow: estimate acceptedTRIGGER ACTIVE
Estimator records approvalThe accepted proposal keeps its customer and service context.
CompleteCRM receives the work handoffA job can move into the connected operations workflow.
ConnectedInternal follow-up changesOwnership, scheduling, and reminders follow the new status.
QueuedFinance visibility follows the invoiceCRM-connected operational finance views surface the downstream signal.
BetaWhy companies choose ControlAxis
More control without more software sprawl.
Use one app to solve a focused problem or connect the full system around the way your company already creates value.
Configured around your process
Fields, stages, roles, views, and automation controls can reflect the operation instead of forcing a generic template.
Fewer broken handoffs
Connect customer, estimate, job, asset, and finance context so teams do not keep rebuilding the same record.
Office and field visibility
Responsive workspaces support desktop planning and mobile field use without creating separate systems.
Automation with context
Use operational triggers, timing, permissions, consent, and stop conditions to coordinate repeatable work.
Company-based access
Employee authentication, sessions, roles, and product entitlements support separate company workspaces.
Choose the footprint
Start with CRM, Estimator, or Scan alone. Add connected products when the operational payoff makes sense.
Flexible enough for different kinds of work
Straightforward company pricing
A stronger system at a deliberately lower price.
One company price includes up to 10 active users. Start focused or use the complete ecosystem—with a single 14-day suite trial and no credit card required.
Four products. One company price.
$99/ company / month
up to 10 users
up to 10 users
- ControlAxis CRM
- ControlAxis Estimator
- ControlAxis Scan
- Finance CRM add-on · Beta
- Automation controls
- Configuration session
No credit card required to start.
First 10 companies: $79/month for the complete ecosystem, grandfathered while the subscription remains continuously active.
ControlAxis CRMCustomers, work, teams, documents, reporting & automation controls
$49/moControlAxis EstimatorStandalone field estimating, price book & proposal workflow
$29/moControlAxis ScanStandalone QR, equipment, inventory & field tracking
$19/moControlAxis FinanceCRM-dependent operational finance add-on · Beta
+$25/moStandard onboarding is included with the full ecosystem. Complex migration or custom implementation outside standard scope is quoted separately.
14
14 days. No credit card required.Try CRM, Estimator, Scan, and CRM-connected Finance in one non-restartable trial. When it ends, workspace access pauses and prompts you to add payment information to activate a plan.
Start free trialAlready onboarded?
Open your company workspace.
Each onboarded company has its own workspace address. Enter the workspace name supplied during onboarding to reach your company login.
Bring us the workflow that never quite fits.
We’ll map where ControlAxis can work standalone, where the apps should connect, and which handoffs are worth automating first.