CRM
Operating core
Customers, jobs, schedules, messages, documents, invoices, and team access in one configurable workspace.
Works standaloneAutomation-first business software
Your work. In sync. On purpose.
ControlAxis is the connected, fully configurable system for companies that have outgrown generic CRM software. Build your workflow once—then let customers, estimates, field proof, and follow-up move together.
No credit card required. One company price includes up to 10 active users.
Field proof, already in context.
Lens captures the visual record while the rest of your system keeps moving.
Lens captures before, after & issue photosTagged to the real customer and work context›CRM & Estimator receive the evidenceOffice teams see the right proof without a handoff›
Customer Portal keeps customers informedVisual updates, work status, and next steps are ready where customers expect them✓ New: ControlAxis LensBuilt for companies that need more than a contact database
Automation with real work contextConfiguration around your processOne connected customer recordField-to-office visibility
The customer-facing app family
Six focused apps. One connected operation.
Use the apps that solve the work in front of you. Each has a clear job on its own—and a bigger advantage when it shares your customer, estimate, asset, job, and portal context with the rest of ControlAxis.
Estimator
Price & propose
Build estimates around your actual work, then carry approvals and service context forward instead of re-keying it.
Works standaloneLens
Capture & prove
Capture before, after, and issue photos in the field. Sync proof to CRM, Estimator, and the Customer Portal.
Connected with CRM, Estimator & PortalCustomer Portal
Keep customers connected
Give customers a clear place to review shared work updates, estimates, invoices, and approved field proof.
CRM-connected customer experience
Scan
Track & capture
Use QR-connected tracking to bring the right record, history, and action into view when the work is happening.
Works standalone
Finance
Operational visibility
Connect invoice activity to a clearer view of the financial signals behind your company’s work.
CRM add-on · Beta1. Capture in Lens→
2. Sync to the work recordPhotos arrive in CRM and Estimator with the customer, job, and estimate they belong to.
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3. Keep customers in the loopThe Customer Portal gives customers a clear view of approved visual updates and the next step—without a separate upload cycle.
ControlAxis automation
Automations that know what changed.
Generic CRM automation stops at a contact list. ControlAxis starts with a real operational event—an estimate approval, job status, schedule change, invoice state, assignment, or field update—then follows the rules your company sets.
Event-drivenStart from the actual status or workflow change.
Consent-awareRespect permissions, opt-outs, and rate guards.
Timing controlsUse delays, schedules, and stop conditions.
Fully configurableMatch the stages and rules your team uses.
Example: estimate acceptedActive
TriggerEstimator records approvalThe accepted proposal keeps its customer and service context.
Connected actionCRM receives the work handoffA job can move into the configured operational workflow.
Follow-throughAssign, notify, schedule, or shareOwnership, reminders, portal updates, and downstream visibility follow the rule.
Why companies choose ControlAxis
More control. Less software sprawl.
Purpose-built depth where the work happens, with one shared system behind it.
Automation first
Coordinate repeatable work from operational signals instead of relying on manual follow-up and disconnected reminders.
Connected by design
Customer, estimate, job, field proof, and finance context can move between the apps you choose.
Configured to fit
Fields, stages, roles, views, and rules reflect your operation—not a generic software template.
Field proof in context
Lens adds visual documentation directly to the business record, estimate, and customer experience.
Start focused, grow connected
Begin with the app that solves today’s problem; add connected tools when their payoff is clear.
Company-based value
One clear company price delivers a stronger connected system without the per-user cost spiral.
New campaign: field proof in context
Photos that move the work forward.
With Lens, field teams capture condition, progress, and proof right where the work happens. The office, estimate, and customer experience stay connected without another upload-and-chase cycle.
See Lens in your workflow →Customer resources
Guidance that keeps your team moving.
ControlAxis maintains practical guidance for getting started, running the system, and handling common questions. Browse the resource center or request access to the customer document library.
Welcome & quick start
Start your company workspace with the core concepts, terminology, and first steps for a connected rollout.
Open quick start →Product & portal guides
Understand Lens, Estimator, Scan, Finance visibility, and the Customer Portal experience.
Explore product guides →Account, billing & help
Find account recovery, MFA, billing and trial guidance, FAQs, and troubleshooting support.
Get support resources →Legal, privacy, and customer trust
Find the current legal-document access path and contact points for policy, privacy, and data-processing requests.
Straightforward company pricing
A stronger system at a deliberately lower price.
Start focused or run the complete connected ecosystem. Every company receives the same core automation and configuration foundation.
Complete ControlAxis ecosystem
Six apps. One company price.
CRM, Estimator, Lens, Customer Portal, Scan, and Finance visibility—designed to share context instead of creating another stack of disconnected subscriptions.
$99/ company / month
up to 10 active users
up to 10 active users
ControlAxis CRM
ControlAxis Estimator
ControlAxis Lens
Customer Portal
ControlAxis Scan
Finance CRM add-on · Beta
Automation controls & configuration session
A practical platform choice
One system, clear next steps.
Can we start with one app?Yes. CRM, Estimator, and Scan can work independently. Lens connects with CRM and Estimator; the Customer Portal connects customers to the information you choose to share.
What makes Lens different?It turns field photography into an organized part of the customer and work record, rather than another folder your office has to chase down.
What does the Customer Portal do?It gives customers a clear, customer-friendly place to review the approved updates, estimates, invoices, and field proof that matter to their work.
Can it match our workflow?ControlAxis is designed around configurable fields, stages, roles, views, and automation rules so the system supports the way your company operates.
How do we get started?Start a 14-day company trial, then configure the system around the workflows and apps that create the most immediate value.