CRM for Service Business

9 Tools

Practice CRM is an all-in-one platform designed to help service-based professionals manage their client relationships with ease. It combines scheduling, payments, contracts, forms, and messaging into a single streamlined system, which reduces the need for...

Price:
Plan Price (Monthly) Key Inclusions
Basic $4/month Essential tools: scheduling, payments, basic client management
Pro $42/month Enhanced automation and customization for solopreneurs
Teams $69/month Multi-user management: availability, clients, payroll features
Enterprise Custom pricing Advanced features, personalized onboarding, dedicated account manager

Check Pricing details: https://practice.do/pricing

Unanet is a project-based CRM and ERP platform designed to support service-driven businesses by combining customer relationship management with project and financial oversight. It offers tools for managing opportunities, tracking projects, handling billing, and analyzing...

Price:
Scenario Users Features / Add-ons Estimated Cost per Month* Estimated Annual Cost*
Small AEC firm needing just basic CRM for BD and pipeline, minimal integrations ~5 users Pipeline + proposals, standard CRM features ~$250–$300 ~$3,000–$3,600
Medium firm with ~20 users needing more modules (proposal generation, AI tools, custom integrations) ~20 users Standard + add-ons + some custom setup ~$1,000–$1,500 ~$12,000–$18,000
Large firm / enterprise with 50+ users, full feature set + premium support + custom integrations ~50 users+ Full suite + AI, advanced reporting + high support SLA $2,500–$5,000+ $30,000–$60,000+

ImproveIt 360 is a specialized CRM designed for home improvement and remodeling businesses. It provides an all-in-one platform to manage leads, appointments, quotes, projects, and marketing efforts. With features like workflow automation, sales tracking, and...

Price:
Pricing Item Details from improveit360.com
Public list pricing Not published — Pricing requires filling out a form and contacting sales for custom quote.
Entry-level reference “starting price: US $125/month” though not confirmed by vendor.
Payment processing add-on For their payments module: Credit card rates 2.54% + $0.35 per transaction.
Contract details Pricing is customized and depends on business size, modules, and features required.

Official Pricing Page: https://www.improveit360.com/pricing/

Boosted CRM is a customer relationship management platform designed specifically for service-based businesses. It helps companies organize client information, track leads, schedule appointments, and manage invoices in one centralized system. The tool also supports team...

Price:
Pricing Item Details
Publicly listed pricing Not clearly published for the full product.
Consulting or implementation packages One-off consulting packages listed: 10 hours for US $2,000, 20 hours for US $3,500, 40 hours for US $6,000.
Subscription / recurring license Not published publicly; “Get Detailed Boosted CRM pricing as per your requirements.”
Pricing model Custom quote required; pricing depends on scope, number of users, integrations.

Teamgate is a cloud-based CRM designed to help service businesses strengthen customer relationships and streamline sales processes. It provides tools for managing leads, tracking opportunities, and monitoring pipelines with real-time insights. The platform also supports...

Price:
Plan Price (USD per user/month) Key Inclusions
Starter Free – for up to 2 users (new customers only) • Pipeline Management• Calendar sync• Activity & task creation• Contact Management (up to 500 contacts)• Deal Management• Email Customer Support• Optional Onboarding Add-on
Team $39.90 per user/month • Unlimited users• 3 customizable sales pipelines• Deal Management• Full email sync with templates• Workflow automations• Sales dashboards & forecasting• In-app dialing & SMS integrations• Mass importing• 24/7 chat & email support• Quarterly strategy sessions• Dedicated account manager (implied by toolkit for SMBs)
Growth $59.90 per user/month • Unlimited users• Unlimited customizable pipelines• All Team features plus: – Advanced sales insights & analytics – Lead scoring & prioritization – Open API & Zapier integration – Unlimited integrations & multi-currency – Products catalog, deals forecasting, team tracking – 24/7 phone & video support – Premier onboarding + 1 hr free sales training – Access to Sales Accelerator Community

Check Pricing details: https://www.teamgate.com/pricing/

Scoro CRM is a comprehensive platform designed for service businesses that want to streamline client relationships, project management, and financial tracking in one place. It combines CRM, project planning, time tracking, invoicing, and reporting tools...

Price:
Plan Monthly Price Annual Price Features
Core $19.90 per user $18.90 per user Project management, calendars, task lists, Gantt charts, contacts & customers, quotes, bills, invoices, receipts, dashboards, labor cost tracking, detailed work reports.
Growth $32.90 per user $29.90 per user All Core features plus project budgets & templates, quoted vs actual table, retainer management, recurring tasks, role-based labor cost, time off, multiple currencies, triggers & actions, utilization report, detailed financial reports.
Performance $49.90 per user $47.90 per user All Growth features plus planner, timesheet, task matrix, quote estimation matrix, price lists, cost and profit forecast, revenue recognition & forecast, sales pipeline & report, team performance report, supplier management.
Enterprise Custom pricing Custom pricing All Performance features plus company budgets & forecasts, time locking, approval flows, WIP report, multi-account reporting, periodization of invoice lines, single sign-on, user provisioning, FTP integration.

Broadly is a customer relationship and reputation management platform designed to help service businesses grow and retain clients. It streamlines communication by offering tools for automated messaging, online review collection, and customer feedback. The platform...

Price:
Plan Name Monthly Price Annual Price (25% Discount) Build-Out Fee Key Inclusions (Monthly / Annual)
Standard $249/month $2,249/year (was ~$2,988) $350 Unlimited Contacts; Automated Review Requests; Review Stream Widget Basic (Google & Facebook); SEO reporting on 3 keywords; Multi‑Channel Team Inbox (Facebook, Instagram, website forms via email & SMS); Social Media Manager (post to Google & Facebook, schedule up to 20 posts); Appointment & Meeting Scheduler; Customer Engagement Dashboard; Proof‑of‑Performance Reporting; Email & Phone Support; 24/7 Help Center
Pro $349/month $3,149/year (was ~$4,188) $350 Everything in Standard, plus SEO reporting on 15 keywords; Local Search Grid; Citation Builder; Listings Sync; Multi-Channel Team Inbox with Web Chat; AI-Powered Web Chat; Digital Ads Reporting (Google & Facebook metrics, keyword and ads analysis, campaign funnel creation)
Elite (Most Value) $449/month $4,049/year (was ~$5,338) $350 Everything in Pro, plus Email & Text Campaigns (AI-generated content/images, multi-step campaigns, engagement tracking, SMS campaigns coming soon); Review Stream Widget Pro (custom layouts); Social Media Manager with AI (post to Google, Facebook, Instagram, X, LinkedIn, TikTok; auto-create content/images; auto-create 5 posts from 1 topic; respond to comments; social link tracking; unlimited scheduling)
Enterprise Custom pricing Custom pricing Not specified Tailored solution for all your locations; contact Broadly for quote

Pricing details: https://broadly.com/pricing/

Workiz is a field service management platform designed to help service businesses streamline daily operations. It brings together scheduling, dispatching, invoicing, and payment processing in one easy-to-use system. The platform improves team coordination by providing...

Price:
Plan Price (Annual Billing) Users Included Key Inclusions
Lite Free forever Up to 2 members Scheduling, 20 invoices/jobs & estimates, mobile app, Reserve with Google
Kickstart $187/month (was $225) First 3 users Scheduling, 2 automations, invoices/jobs & estimates, online payments, online booking with checkout, built-in reports, local number
Standard $229/month (was $275) First 5 users Everything in Kickstart plus QuickBooks Online, 5 automations, custom fields, location tracking, service areas, subcontractor management, leads tracking
Pro $270/month (was $325) First 5 users Everything in Standard plus performance pay, 10 automations, Genius leads, Genius scheduling, custom reports
Ultimate Custom pricing (“Let’s talk”) Based on need Everything in Pro plus service plans, 30 automations, sales proposals, inventory management, flat rate pricing, multi-day jobs, equipment tracking, purchase orders

Check pricing details: https://www.workiz.com/pricing-plans/

FieldPulse is an intuitive, all‑in‑one field service management platform designed for small to mid‑sized service businesses. It centralizes scheduling, dispatching, job tracking, estimates, invoicing, payments, and customer communication into a single, mobile‑friendly system. Thanks to...

Price:
Pricing Item Details
Entry‑Level Price Not listed publicly — you must request a custom quote.
Plan Tiers Three general tiers mentioned: “Essentials”, “Professional”, “Enterprise”.
Typical Budget Hint for SMBs Some sources suggest under US $75 per user/month for smaller teams.
Add‑Ons and Modules Many optional add‑ons (VoIP, AI dispatching, fleet tracking) on top of base plan.
Free Trial No clear “free trial” price mentioned publicly.

Check Pricing details: https://www.fieldpulse.com/pricing