PRO CRM
Grow Your Pipeline Without Growing Your Overhead
AI-powered CRM built for field service businesses. Unlimited users, flat monthly pricing, and tools that help your sales team close more deals—from lead capture to route-optimized sales calls.
Starting at
$49/mo
Unlimited Users
90-Day Free Trial • No Credit Card Required
Unlimited Users
90-Day Free Trial
AI-Powered Lead Tools
Route Optimizer
CRM Built for Field Service Teams
Whether you're in portable sanitation, HVAC, plumbing, landscaping, or any service business—PRO CRM helps you capture leads, organize your pipeline, and close more deals.
Sanitation & Waste
Portable restrooms, septic, roll-off dumpsters, and waste hauling companies.
Trades & Contractors
HVAC, plumbing, electrical, roofing, and general contractors.
Service Fleets
Landscaping, pest control, cleaning services, and mobile service businesses.
Everything You Need at $49/month
No per-user fees. No hidden costs. Add your entire sales team.
Email-to-Lead Capture
Automatically create leads from incoming emails. Never miss an inquiry again.
Custom Web Forms
Up to 20 custom fields mapped from your contact form—included in onboarding at no extra charge.
Pipeline Management
Drag-and-drop pipeline. Track leads from first contact to closed deal with customizable stages.
Email Marketing
Built-in email campaigns. Send newsletters, promotions, and follow-ups to your lead lists.
Sales Route Optimizer
Map view of all leads with one-click route optimization. Plan efficient sales call routes.
Profitability Calculator
Estimate job costs, calculate margins, and generate recommended pricing—right from the lead record.
Included Feature
Sales Route Optimizer
Stop wasting time crisscrossing town. See all your leads on a map, select the ones you want to visit, and let PRO CRM calculate the most efficient route.
- Interactive map showing all leads by location
- Filter by pipeline stage, date, or custom tags
- One-click route optimization
- Export to Google Maps or Waze
How It Works
- Open the map view in PRO CRM
- Select leads you want to visit today
- Click "Optimize Route"
- Get turn-by-turn directions
Estimate Preview
Units: 10 portable restrooms
Service: 2x per week
Distance: 12.4 miles from depot
Labor: $285.00
Fuel: $42.50
Supplies: $67.00
Total Cost: $394.50
Recommended Price: $552.30
Included Feature
Profitability Calculator
Never guess on pricing again. Enter the job details and PRO CRM calculates your costs and recommends pricing based on your target margins.
- Automatic distance-to-depot calculation
- Labor, fuel, and supply cost estimates
- Configurable margin targets
- Construction vs. event pricing modes
Supercharge with AI Add-ons
Optional AI-powered tools to automate lead generation, research, and communication.
AI Add-on
Lead Generation
+$29/mo
AI discovers new prospects in your service area. Construction permits, new businesses, event venues—automatically added to your pipeline.
AI Add-on
Lead Research
+$19/mo
AI enriches leads with company data, decision maker contacts, and relevant details—so you know who you're calling before you dial.
AI Add-on
Lead Communication
+$39/mo
AI drafts personalized emails, creates follow-up sequences, and suggests the best time to reach out based on engagement patterns.
Best Value
AI Bundle (All 3)
+$69/mo $87
Save $18/month with the complete AI toolkit
Simple, Transparent Pricing
PRO CRM
$49/month
Unlimited users included
- Email-to-lead capture
- Custom web form mapping (20 fields)
- Pipeline management
- Email marketing module
- Sales route optimizer
- Profitability calculator
PRO CRM + AI
$118/month
Everything in PRO CRM plus AI Bundle
- All PRO CRM features
- AI Lead Generation
- AI Lead Research
- AI Lead Communication
- Priority support
- Quarterly strategy calls
Ready to Scale? Upgrade to PRO Lite or Enterprise
PRO CRM is your starting point. When you're ready for dispatch automation, driver apps, billing integration, and full operations management—your CRM data migrates seamlessly.
- PRO Lite: Add routing, dispatch, and QuickBooks sync
- PRO Enterprise: Full ERP with AI dispatch and analytics
GROWTH PATH
PRO CRM
Leads & Sales Pipeline
PRO Lite
+ Routing, Dispatch, Billing
PRO Enterprise
+ Full ERP & AI Automation
Desktop & Mobile Ready
Access your CRM from anywhere - office, on the road, or at a customer site
Start Your 90-Day Free Trial Today
No credit card required. Unlimited users. Full access to PRO CRM features.