Chalk CRM

Chalk CRM

ChalkCRM
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About

Chalk CRM is a web-based field service CRM for contractors and service businesses that quote and schedule work. It organizes customer records and leads, creates estimates from a price book, sends quotes by text or email, collects signatures and deposits, and converts approved work into scheduled jobs. The schedule offers day, week, month and route-map views, with crew scheduling, visit reminders, time tracking and job photos. Users can invoice customers, accept card or bank payments through Stripe, track balances, and automate reminders. Chalk also includes two-way texting, a customer portal, team permissions, reports, and data import and export. The AI plan adds ChalkBot for customer replies, booking and quote follow-ups; a developer API is available on that plan. It serves businesses such as painting, fence and deck staining, pressure washing, landscaping, cleaning, remodeling, handyman and pool care.

About

ECHOPS is web-based business management software for residential contractors, bringing lead intake and follow-up, estimating, project coordination and payments into one workspace. Teams can organize leads, create estimates from a company price book, present quote options and payment schedules, draw scaled room layouts, and collect electronic signatures on quotes, contracts and change orders. Scheduling, service calls, route planning, client and crew portals, business calling and texting, invoicing, accounting, reports, and team communications support day-to-day work from inquiry through closeout. ECHO, the built-in AI assistant, can use lead, job and calendar information to suggest or prepare actions for a team member to review before changes are made. Payroll and commissions are available on the Company plan. ECHOPS serves remodelers, builders, roofers, HVAC, plumbing, electrical and other residential service contractors.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Contractors and service businesses: painting, fence staining, pressure washing, landscaping, cleaning, remodeling, handyman, pool care

Audience

Residential contractors, including remodelers, kitchen and bath specialists, general contractors, home builders, roofers, HVAC, plumbing, electrical, and other home service trades.

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Not Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Supported

Screenshots and Videos

No images available

Screenshots and Videos

No images available

Pricing

$49/month
Core is $49 per month or $490 per year; AI is $99 per month or $990 per year, with two months free on annual billing. Additional team seats are $14 per user per month. Customer card payments are processed through Stripe at Stripe's standard rates.
Free Version Not Supported
Free Trial Supported

Pricing

$149/month
Solo is $149/month and includes 3 users, with up to 2 additional users at $25/month each (up to 5 total). Crew is $299/month for 8 users, and Company is $599/month for 20 users. Additional users cost $25/month each. Annual plans cost $1,490/year for Solo, $2,990/year for Crew, and $5,990/year for Company, equivalent to 10 months of monthly pricing. All plans include a 14-day free trial with no credit card required. Payroll and commissions are included with Company. Phone and texting cost $79/month on Solo or Crew and are included in Company.
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

ChalkCRM
United States
chalkcrm.com

Company Information

ECHOPS
Founded: 2026
United States
echops.com

Alternatives

Alternatives

Chalkbox

Chalkbox

ChalkBox
QuoteIQ

QuoteIQ

5.0 out of 5 stars
PropertyPromoKit

PropertyPromoKit

The Yerg LLC

Categories

Categories

Integrations

Google Calendar Supported
Microsoft Outlook Supported
Stripe Supported
Apple Calendar Supported
CallRail Not Supported
Facebook Not Supported
Gmail Not Supported
Google Ads Not Supported
Google Business Profile Not Supported
Google Maps Not Supported
Instagram Not Supported
Meta Business Suite Not Supported
QuickBooks Online Not Supported
Quo Supported
Zapier Not Supported

Integrations

Google Calendar Supported
Microsoft Outlook Supported
Stripe Supported
Apple Calendar Not Supported
CallRail Supported
Facebook Supported
Gmail Supported
Google Ads Supported
Google Business Profile Supported
Google Maps Supported
Instagram Supported
Meta Business Suite Supported
QuickBooks Online Supported
Quo Not Supported
Zapier Supported
Claim Chalk CRM and update features and information
Claim Chalk CRM and update features and information
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Claim ECHOPS and update features and information