Business Management Software Loaded with Advanced Features
All the great tools you need to run your service business!
Accelerate Growth & Streamline Your Business
Our web-based platform puts running every aspect of your business in one place. Save time with quick appointment bookings, inventory management, staff time tracking, invoicing, QuickBooks exports and more.
Provide World-Class Customer Service
Use built-in tools to communicate with customers via text and email. Send automated appointment confirmations & reminders, Google reviews, share invoices, collect payments with just a few clicks.
Powerful Business Insights & Reports
Real-time dashboards and reports help you better understand what’s happening with your business. Track profitability, time efficiency, customer no-shows, business performance with daily reports and more.
Full-Feature Calendar
See all of your bookings in one place with a full-feature calendar. Quickly see how many bookings you have and the dollar amounts for the day and month. The calendar even tracks your daily $ goal so you can see a snapshot of how well you are doing.
Click on a day for a complete list of daily bookings and which jobs are complete or in-progress.
Multiple staff, multiple services, mark no-shows, notes and appointment confirmations.
Easy Invoicing
Quickly create invoices for customers and add items with auto-complete based on your services and products.
Send to customers by email, download PDFs and even accept payments online or offline.
You can even setup recurring invoices, copy invoices, add staff commissions and apply gift certificates.
Professional Estimates
Easily send estimates to customers that look professional and help you close more deals. Customers can accept & sign online and even ask questions right on the estimate.
Convert estimates to invoices for a smooth workflow. Expiry dates on estimates with a countdown timer add a sense of urgency to close deals faster with time limited offers.
Online & Offline Payments
Mark invoices paid with manual payments (offline) and connect to Stripe for online payments via credit card.
Accept cash, check, credit card and e-transfers, all from one platform.
Online payments with Stripe automatically record transaction costs in your expenses to save you time!
Easy To Understand Reports
We can crunch the numbers for you. Conveniently access important reports (like profit and loss) and skip the math headaches.
Receive daily + weekly summaries for vital business statistics like no-shows, new customers, dollars booked etc.
Also receive stats on where your customers are coming from to make better advertising decisions.
Organize Expenses Easily
Wave goodbye to that shoebox of receipts. Easily log and organize expenses in CRMOx to track every dollar spent so you're always ready for tax time.
Use automatic checks and balances to ensure accuracy and compliance, while financial info helps you make smart business decisions and working with your accountant even easier.
You can even export to Excel for import into QuickBooks - your accountant will love it!
Track Staff Hours & More
Focus on your work and not the clock. Put a tablet on the wall and staff can clock in/out for work as well as breaks.
Mark vacation days, sick days and see at a glance how many hours, sick days and vacation days each staff member has logged. Easily generate reports to calculate payroll - without the headaches and paperwork.
Save Time with Automation
Let us do the grunt work so you can get back to what you do best.
Automated appointment reminders, confirmations, cancellations, overdue payment reminders and requests for reviews once the job is done.
Even receive reminders to do your inventory reports! We save you time with automation of many tasks you would normally have to do yourself.
Everything You Need & More
We built this software for one of our own businesses. We noticed that every service provider out there could benefit too.
There are way too many features to list – everything from the ability to sell online customizable gift certificates, a warranty system with online activation and claim submissions, loyalty cards and a full POS system to sell products with barcode scanning and more!
Full-Feature Calendar
See all of your bookings in one place with a full-feature calendar. Quickly see how many bookings you have and the dollar amounts for the day and month. The calendar even tracks your daily $ goal so you can see a snapshot of how well you are doing.
Click on a day for a complete list of daily bookings and which jobs are complete or in-progress.
Multiple staff, multiple services, mark no-shows, notes and appointment confirmations.
Easy Invoicing
Quickly create invoices for customers and add items with auto-complete based on your services and products.
Send to customers by email, download PDFs and even accept payments online or offline.
You can even setup recurring invoices, copy invoices, add staff commissions and apply gift certificates.
Professional Estimates
Easily send estimates to customers that look professional and help you close more deals. Customers can accept & sign online and even ask questions right on the estimate.
Convert estimates to invoices for a smooth workflow. Expiry dates on estimates with a countdown timer add a sense of urgency to close deals faster with time limited offers.
Online & Offline Payments
Mark invoices paid with manual payments (offline) and connect to Stripe for online payments via credit card.
Accept cash, check, credit card and e-transfers, all from one platform.
Online payments with Stripe automatically record transaction costs in your expenses to save you time!
Easy To Understand Reports
We can crunch the numbers for you. Conveniently access important reports (like profit and loss) and skip the math headaches.
Receive daily + weekly summaries for vital business statistics like no-shows, new customers, dollars booked etc.
Also receive stats on where your customers are coming from to make better advertising decisions.
Organize Expenses Effortlessly
Wave goodbye to that shoebox of receipts. Easily log and organize expenses in CRMOx to track every dollar spent so you're always ready for tax time.
Use automatic checks and balances to ensure accuracy and compliance, while financial info helps you make smart business decisions and working with your accountant even easier.
You can even export to Excel for import into QuickBooks - your accountant will love it!
Track Staff Hours & More
Focus on your work and not the clock. Put a tablet on the wall and staff can clock in/out for work as well as breaks.
Mark vacation days, sick days and see at a glance how many hours, sick days and vacation days each staff member has logged. Easily generate reports to calculate payroll – without the headaches and paperwork.
Save Time with Automation
Let us do the grunt work so you can get back to what you do best.
Automated appointment reminders, confirmations, cancellations, overdue payment reminders and requests for Google reviews once the job is done.
Even receive reminders to do your inventory reports! We save you time with automation of many tasks you would normally have to do yourself.
Everything You Need & More
We built this software for one of our own businesses. We noticed that every service provider out there could benefit too.
There are way too many features to list – everything from the ability to sell online customizable gift certificates, a warranty system with online activation and claim submissions, loyalty cards and a full POS system to sell products with barcode scanning and more!
Get Organized, Optimized and Automated to Save Time
We built the easiest, most powerful and clutter-free software for service providers from every industry. We have hundreds of customers from all walks of life across every industry you can think of and the feedback is that these business owners can’t live without this software!
Accountants & Bookkeepers
Advertising Agencies
Auto Repairs & Mechanics
Barber Shops
Cleaners & Maids
Construction & Builders
Consultants
Contractors
Detailers & Auto Services
Electricians
Flooring Installers
Freelancers
Hair Salons
Handymen
Marketing Agencies
Painters
Phone Repair Techs
Plumbers
Printing Shops
Restaurants
Retail/Sales
Roofers
Solar Installers
Web Designers
Streamline Everything for Your Business
No matter what industry you work in, CRMOx business management software will fit your service process and help automate your business. Schedule jobs more efficiently, send quotes and invoices, mark payments, generate reports, automate Google reviews, automate appointment reminders, manage inventory, track staff time and get paid on the spot. With a mobile app, 1-on-1 training, and simple setup, you’ll be running a more efficient business in no time.
Simple Pricing. No contracts. Unlimited everything.
$100/mo
- Free trial account
- No contracts or commitments
- Simple, monthly pricing
- No limits, unlimited everything
- Free updates & new features
- 100% Canadian company
New features and updates will be automatically available within your account as they become available for use. Applicable taxes extra.
CRMOx Does Everything!
Checkout our quick video showing you an overview of all the features. We are soo confident you will love our software once you see how it improves your business that we’ll give you 30 days to try it out. This way you can experience the difference in your business operations and revenue. Take back your time and start automating your operations and streamlining your business activities today.
Try it free with no limitations.
Everything you need, without the clutter
You’re minutes away from unlocking the most powerful business tool for your service business. This full-feature CRM will transform your business into a streamlined, efficient and automated machine.
- Unlimited customers
- Unlimited bookings
- Unlimited estimates & quotes
- Unlimited invoicing
- Unlimited payments
- Unlimited expenses & accounting
- Unlimited users/staff members
- Booking request form
- Automated reminders
- Automated appointment confirmations
- Automated Google reviews
- Automated lead followups
- Automated upsell system
- Sell gift certificates
- No-show tracking
- Inventory management
- POS system (compatible with barcode scanners)
- Staff time clock (work time, vacation days, sick days)
- Staff commission tracking
- Loyalty cards system
- Warranty & claims system
- Import/Export Excel/CSV
- Fleet tracking GPS staff tracking
- Profit/Loss reports
- Daily & weekly progress reports
- Artificial intelligence booking robot
- Mobile appointment directions
- Send ETA to customers for mobile jobs
- Much more!
Try it FREE for 14 days
Artificial Intelligence Booking Calendar
Imagine having a dedicated sales person looking at your calendar of appointments every day and following up on your existing customers to book repeat appointments for their favourite services. Now imagine if this didn’t cost you anything extra.
In a nutshell, this is what the CRMOx AI appointment robot is all about.
The AI booking robot scans your calendar every day to find days that could use a few extra appointments and then the AI robot contacts your customers to book appointments on those days.
The best part is it is fully customizable with your own rules for each service so you can truly harness the power of CRMOx and book your appointments on autopilot – totally handsfree.
How does it work?
Simply set the rules you want the AI robot to follow for each of your services and the artificial intelligence appointment booking magic will start working 24/7 to keep your calendar full of jobs.
Start by choosing the service and then specify the last appointment time. Let’s assume you create a new rule for duct cleaning with a last appointment of 12 months. The AI robot will scan the database for all customers who got their ducts cleaned 12 months ago. Then the AI robot will analyze your calendar of jobs looking for days that have few or no appointments booked. Once the AI robot finds some ideal days that could use a few extra appointments, the AI robot will email and SMS text customers matching the criteria with suggested appointment dates.
The email and text SMS messages will contain a unique link to your custom booking calendar in the CRMOx system. Customers can click the link and book an appointment on the suggested day.
Where It All Began
CRMOx was born out of a busy auto shop in Ottawa, Ontario (Canada) where software was needed to grow and manage a detailing/tinting shop and take the business to the next level. One of the initial investors, Shawn Gervais, was tasked with setting up the software and technology for the company.
He spent weeks searching for the perfect calendar booking system that could also handle payments, expenses, estimates, automated reminders and more. Unfortunately there was no perfect solution out there that did everything on the wishlist. In order to run the shop efficiently and grow, he had to setup many different systems for everything and hope that they would work well together and have the features needed. One software handled the calendar while another the payments and yet another for expenses and so on this went until there were 13 systems setup in total. Each of these system had their own monthly cost and none of them had all of the features needed for running the shop professionally and effectively.
Fortunately, this investor also owns a marketing agency and software development company with the resources to create professional-grade software. His team was able to apply over a decade of experience creating software appplications for businesses around the world into the initial CRMOx platform.
The Creation
The solution was to scrap all of the other mediocre standalone softwares and build a custom business management tool from the ground up. Through months of development, the CRMOx software started to take shape, focusing on the exact features and functions that accellerate the growth of a business while automating as many features as possible to make operations run efficiently. The beta version of the CRMOx system was already lightyears ahead of anything else on the market and requests to use the all-in-one solution started to pour in from shops across the country.
The Evolution
The initial launch of the CRMOx software helped streamline several businesses and through feedback from our members, we have been able to smooth out any bugs and integrate a boatload of features to make the ultimate all-in-one business management software for service businesses. Whether you are a roofer, plumber, contractor, hair salon or any other service busienss owner, CRMOx is the perfect solution to manage, operate and accelerate the growth of your business.
With subscribers across North America all the way to Vietnam, businesses are transforming their operations by harnessing the power of the CRMOx CRM solution. Now it’s your turn.
Call us at (800) 276-9591 or send us an email
If you have questions, send them over or give us a call. We’re here to help and we pride ourselves on exceptional customer support. We work around the clock to make the CRMOx system better, more efficient and to provide tutorials, walk-throughs, 1-on-1 training and more for our subscribers.
The success of our members is our primary focus and we ensure that we are available to get members up and running as quickly as possible so that their businesses can take off and they can free up their time to focus on other areas of their businesses that demand attention.
Additionally, we work hard to implement and develop new features that can streamline business operations and provide an exceptional customer experience. This is the way to win in business and we’re here to help – day and night.
