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

QuoteIQ is the all-in-one CRM built for home service businesses like pressure washing, lawn care, window cleaning, junk removal, and striping. Built by real service business owners, QuoteIQ includes everything needed to run and grow a business—quotes, invoices, customer messaging, employee scheduling, review automation, job tracking, and property measurement using MapMeasure Pro. Features like InstaQuote and InstaSchedule let customers quote and book jobs online instantly. Unlike traditional CRMs, all features are built-in—no third-party apps, no per-user fees, and no hidden add-ons. Whether you’re a solo operator or manage multiple crews, QuoteIQ helps you quote faster, book more jobs, stop undercharging, and grow profitably. Use it to manage your entire business from your phone, tablet, or desktop. Trusted by thousands of contractors and service pros across the U.S. Start using QuoteIQ today at myquoteiq.com.

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

Audience

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

Audience

Home service business owners (Solo operators, small teams, and multi-truck service companies)

Support

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

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Supported

API

Offers API Supported

Screenshots and Videos

No images available

Screenshots and Videos

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

$29.99 per month
Flat monthly pricing. $29.99, $98.99, and $189.99 plans available. All features included in top plan
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:

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Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • Quoting in the spot made my business 10x easier and more accurate. I mostly do door knocking and many of my guys don’t always estimate the price correctly. With the quick estimate we don’t even need customer info can just show them a quote on the spot! Nailed it!
  • QuoteIQ took my monthly CRM bill from over $1000-$150 and gave me more features than any other CRM that I tried before. The napping tool is a game changer and saves me so much time, the virtual Call team answers every single call on the first ring for my business and customers have said I’ve never looked more professional with the estimates and invoices that I sent through Quote IQ software.
  • Generous pricing that gives you what you need as far as features go. Their team is super helpful too. Big fan of Mike and Justin and it is nice to know that they come from a service background as well instead of all these white collared folks
  • Great price, Fantastic features, Friendly support, Easy to use, Great design. My favorite part is that i can access this app on all my devices and they dont charge some crazy fee for adding my employees.
  • QuoteIQ is hands-down the best CRM I’ve used for my service business. It’s insanely easy to use, packed with features that actually matter—like InstaQuote for instant online quotes and bookings, and Route Optimization to save time and gas on daily jobs. It was clearly built by people who understand this industry. Support is fast and helpful, setup was simple, and it’s helped me close more jobs without the tech headaches. Highly recommend it to any serious home service pro.

Cons

  • Couple of glitches and issues loading but to be honest my connection isn’t great very often lol. Even with those things definitely stronger than a couple other CRMs I’ve used
  • I haven’t really come across any cons. Anytime I’ve had an issue. The support staff has helped me immediately, or I’ve been able to talk to an actual American person on the phone, or over a video Zoom call.
  • Nothing much that I can think of so far, just started a few months ago. Will let you know if I think of anything
  • i pretty much liked everything but there was a few things that were broken when i first started using the app 3 years ago but they've fixed everything very quickly so i am impressed. anytime i have any problems i tell support and they get it resolved or give me a quick workaround so i can continue my work.
  • This is the best platform I've used for my roofing business.

Training

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

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

ChalkCRM
United States
chalkcrm.com

Company Information

QuoteIQ
Founded: 2023
United States
myquoteiq.com

Alternatives

No Alternatives

Alternatives

Atlas Solo

Atlas Solo

MARUPA
VARStreet InstaQuote

VARStreet InstaQuote

VARStreet Inc

Categories

Categories

Home Services Supported
Quoting Supported

Field Service Management Features

Billing & Invoicing Supported
Contact Database Supported
Contract Management Not Supported
Customer Database Supported
Dispatch Management Supported
Electronic Signature Supported
Inventory Management Supported
Mobile Access Supported
Payment Collection in the Field Supported
Quotes / Estimates Supported
Routing Supported
Scheduling Supported
Service History Tracking Supported
Time Clock Supported
Work Order Management Supported

Quoting Features

Automated Quoting Supported
Catalog Management Supported
Client Portal Supported
Contact Management Supported
Customer Accounts Not Supported
Customizable Branding Supported
Discount Management Supported
Forms Creation Supported
Pricing Management Supported
Product Configurator Not Supported
Proposal Management Supported

Integrations

Apple Calendar Supported
Google Calendar Supported
Microsoft Outlook Supported
Quo Supported
Stripe Supported

Integrations

Apple Calendar Not Supported
Google Calendar Not Supported
Microsoft Outlook Not Supported
Quo Not Supported
Stripe Not Supported
Claim Chalk CRM and update features and information
Claim Chalk CRM and update features and information
Claim QuoteIQ and update features and information
Claim QuoteIQ and update features and information