Chalk CRMChalkCRM
|
||||||
| Chalk CRM | QuoteLasso | |||||
|---|---|---|---|---|---|---|
Related Products
|
||||||
Chalk CRM:
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.
|
QuoteLasso:
About
QuoteLasso is a web-based estimate follow-up tool for small contractors, including roofers, painters, remodelers, and landscapers. Users can forward or BCC an estimate email, enter an estimate manually, or import estimates from a CSV file. The service schedules a three-message follow-up sequence, with default sends 2, 5, and 10 days after an estimate is sent; users can customize the message templates and send messages manually instead of enabling automatic delivery. On paid plans and during the 14-day trial, follow-ups can be sent automatically. When a customer replies, QuoteLasso forwards the response to the user's inbox and stops the remaining scheduled follow-ups. Follow-up emails include an opt-out link. QuoteLasso focuses on estimate follow-up rather than CRM pipelines or reporting.
|
|||||
Chalk CRM:
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
|
QuoteLasso:
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
|
|||||
Chalk CRM:
Audience
Contractors and service businesses: painting, fence staining, pressure washing, landscaping, cleaning, remodeling, handyman, pool care
|
QuoteLasso:
Audience
Small US contractors (roofers, painters, remodelers, landscapers) who send estimates and want them followed up without a CRM.
|
|||||
Chalk CRM:
Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Not Supported
|
QuoteLasso:
Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
|
|||||
Chalk CRM:
API
Offers API
Supported
|
QuoteLasso:
API
Offers API
Not Supported
|
|||||
Chalk CRM:
Screenshots and VideosNo images available
|
QuoteLasso:
Screenshots and VideosNo images available
|
|||||
Chalk CRM:
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
|
QuoteLasso:
Pricing
$79/month
Free Version
Supported
Free Trial
Supported
|
|||||
Chalk CRM:
Reviews/
|
QuoteLasso:
Reviews/
|
|||||
Chalk CRM:
Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
|
QuoteLasso:
Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
|
|||||
Chalk CRM:
Company InformationChalkCRM
United States
chalkcrm.com
|
QuoteLasso:
Company InformationQuoteLasso
United States
quotelasso.com
|
|||||
Chalk CRM:
Alternatives |
QuoteLasso:
Alternatives |
|||||
|
Chalk CRM:
|
QuoteLasso: | |||||
|
Chalk CRM:
|
QuoteLasso: | |||||
| Chalk CRM: |
QuoteLasso:
|
|||||
| Chalk CRM: | QuoteLasso: | |||||
Chalk CRM:
Categories |
QuoteLasso:
Categories |
|||||
Chalk CRM:
Integrations
Apple Calendar
Supported
Google Calendar
Supported
Microsoft Outlook
Supported
Quo
Supported
Stripe
Supported
|
QuoteLasso:
Integrations
Apple Calendar
Not Supported
Google Calendar
Not Supported
Microsoft Outlook
Not Supported
Quo
Not Supported
Stripe
Not Supported
|
|||||
|
Chalk CRM:
|
QuoteLasso:
|