Chalk CRM

Chalk CRM

ChalkCRM
Chalk CRM QuoteLasso

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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 Videos

No images available
QuoteLasso:

Screenshots and Videos

No 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/Ratings

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

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Review this Software
QuoteLasso:

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
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 Information

ChalkCRM
United States
chalkcrm.com
QuoteLasso:

Company Information

QuoteLasso
United States
quotelasso.com
Chalk CRM:

Alternatives

QuoteLasso:

Alternatives

Fast Snap Pro

Fast Snap Pro

Hypersmarty LLC
Chalk CRM:
Chalkbox

Chalkbox

ChalkBox
QuoteLasso:
Chalk CRM:
QuoteIQ

QuoteIQ

5.0 out of 5 stars
QuoteLasso:
Chalk CRM:
QuoteLasso:
Aannemer Systeem

Aannemer Systeem

FX Media AS
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:
Claim Chalk CRM and update features and information
Claim Chalk CRM and update features and information
QuoteLasso:
Claim QuoteLasso and update features and information
Claim QuoteLasso and update features and information