Take Control Early: 8 of 10 founding places remain. The first 500 companies secure the complete five-user suite at $99/month for 24 months.
ControlAxis CRM · the operating core

Take Control of Your Entire Service Company.

ControlAxis CRM is the intelligent workhorse that runs customers, jobs, estimates, invoices, scheduling, accounting, integrations, and automation from one visually streamlined operating center. Estimator, Scan, Lens, and the included Customer Portal extend that same shared record into the field and customer experience.

Explore ControlAxis CRM → See the connected system

Automation-first. Fully configurable. Built to scale. One connected system for the office, field, finances, inventory, media, and customer.

Only 8 founding places remain · 30-day trial · no credit card required · #TakeControl with ControlAxis
ControlAxis CRM

Your company. One command center.

Configurable widgets surface what each role needs next.

Customers + jobsEvery record, schedule, document, and conversation.
Estimate → invoiceCreate, approve, schedule, complete, and bill.
Accounting + reportingP&L, reports, imports, exports, and CPA-ready data.
Automation + integrationsQuickBooks, Twilio, Google, Microsoft, and Square.
Control the work. See the numbers.

Know what happens next.

Configurable widgets bring schedules, weather, financial signals, jobs, invoices, and the next important action into one connected operating view.

Explore the complete CRM →
Live CRM product tour
The ControlAxis system

CRM is the brains. Every connected app gives it reach.

CRM holds the customer, company, job, estimate, invoice, schedule, financial, and automation truth. Estimator, Scan, Lens, and the included Portal extend that intelligence without creating another data silo.

ControlAxis CRM

CRM

Customers, jobs, estimates, invoices, accounting, widgets, integrations, teams, and automation.

THE OPERATING CORE → ControlAxis Estimator

Estimator

Automatic in-field estimate capture, pricing, approval, and CRM handoff.

CONNECTED ADD-ON → ControlAxis Lens

Lens

Capture field media, ghost overlays, and customer-linked visual proof.

CONNECTED FIELD APP → ControlAxis Customer Portal

Portal

Online scheduling, estimates, invoices, updates, and approved proof.

INCLUDED WITH CRM → ControlAxis Scan

Scan

Inventory, QR access, alerts, issues, maintenance, and repair scheduling.

CONNECTED ADD-ON →
ControlAxis CRM

CRM decides and coordinates

The shared customer, job, financial, and automation record.

ControlAxis Estimator

Estimator captures scope

Field information becomes a connected estimate and approval.

ControlAxis Scan

Scan tracks the physical

Inventory, assets, issues, alerts, and maintenance stay actionable.

ControlAxis Lens

Lens captures proof

Customer-linked media gives every app better field context.

Customer Portal

Portal connects customers

Scheduling, approvals, invoices, updates, and proof stay accessible.

A serious CRM platform

Built to run the company—not just store contacts.

ControlAxis combines the operational depth of field-service software with the flexibility, financial visibility, and integrations growing companies usually have to assemble from several products.

Complete work lifecycleCreate estimates, jobs, schedules, invoices, documents, and follow-up from the same customer record.
Configurable command centerAdjust widget-style home screens, views, fields, roles, stages, permissions, and workflows around the way your company operates.
Financial backendManage accounting context, P&L, reports, imports, exports, QuickBooks handoff, and CPA-ready information inside CRM.
Customer connectionUse the included Portal for online scheduling, shared estimates and invoices, work updates, and approved visual proof.
QuickBooksTwilioGoogle WorkspaceMicrosoftSquareCustomer PortalWeather-aware schedulingWorkflow automation
Connected field capabilities

Specialized apps. One operational brain.

Each connected app has a specific job in the field while CRM keeps the customer, work, financial, and company record synchronized.

ControlAxis CRM

ControlAxis CRM

THE OPERATING CORE
  • Estimates, invoices, jobs & scheduling
  • Widgets, accounting, P&L & reports
  • Integrations, Portal & automation
Explore CRM → ControlAxis Estimator

ControlAxis Estimator

CONNECTED ESTIMATING ADD-ON
  • Automatic in-field captures
  • Configurable estimates & approvals
  • CRM job and invoice handoff
Explore Estimator → ControlAxis Lens

ControlAxis Lens

FIELD-VISUAL INTELLIGENCE
  • Customer/profile-connected media
  • Ghost overlay & camera controls
  • LiDAR measurements Coming soon
Explore Lens → ControlAxis Customer Portal

Customer Portal

INCLUDED WITH CRM
  • Customer online scheduling
  • Estimates, invoices & updates
  • Approved field media
Explore Customer Portal → ControlAxis Scan

ControlAxis Scan

INVENTORY & ASSET ADD-ON
  • Full inventory tracking
  • QR access & inventory alerts
  • Issue, maintenance & repair scheduling
Explore Scan →
Automation & smart intelligence

More than a set of apps. A system that helps work move.

ControlAxis turns the events that matter—an estimate approval, assignment, photo capture, job update, invoice activity, or scan—into an opportunity to automate the right next step for your company.

Event-driven Automations begin with operational signals, not generic contact lists.
Configurable Fields, roles, stages, and rules reflect your actual process.
Connected The right context moves between CRM and the apps that need it.
Built to scale Add capability without creating another disconnected system.
Pre-launch market-capture program

Run your entire service company for $99/month.

Five users. CRM as the operating core, the included Customer Portal, and connected Estimator, Scan, and Lens capabilities. One employee charge across the system—not a separate seat fee every time you add capability. Solo owners can also start with CRM Free and upgrade later without migrating their data.

Complete five-user suite

Everything your field-service company needs to run connected.

CRM with built-in accounting, Estimator, Lens, and Scan—with the CRM-connected Customer Portal—designed to work together from the beginning.

$99 / company / month
up to 5 active users · protected for 24 months
ControlAxis CRM
ControlAxis Estimator
ControlAxis Lens
ControlAxis Scan
CRM accounting, P&L & reports
QuickBooks integration & CPA-ready exports
30-day trial · no card required
Free customer & price-book importing
Cancel anytime
Referral: both businesses receive one free month
Start your 30-day trial →
Platform & connected-app pricing

Start with CRM. Add the field capabilities your operation needs.

CRM is the operating core and includes the Customer Portal. Estimator, Scan, and Lens extend the same synchronized system with specialized field workflows.

Application Solo · 1 user Company · up to 5 users
ControlAxis CRM $39/month $79/month
ControlAxis Estimator $19/month $39/month
ControlAxis Scan $15/month $29/month
ControlAxis Lens $25/month $49/month

CRM includes accounting, P&L, reports, imports and exports, QuickBooks integration, and CPA-ready workflows. Customer Portal is CRM-connected and included with CRM and the complete suite.

CRM Free

Start free. Upgrade without migrating.

For a solo owner building the first version of their service operation.

1owner
50customers
10jobs / month
10estimates / month
10invoices / month
Why ControlAxis exists

Ready to Take Control?

Run the business from a powerful CRM. Extend it with Estimator, Scan, Lens, and the included Customer Portal. Keep the customer, work, money, inventory, proof, and next step connected—so your business can grow with more clarity and less friction.

Join the founding cohort →