Chalk CRMChalkCRM
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Related Products
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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.
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About
Our online learning experts are here for you. Team and enterprise subscriptions come with premium support to ensure your questions and needs are taken care of. Create content that’s uniquely yours. Download all your SoftChalk lessons and take them with you no matter where you are delivering them. We regularly perform internal accessibility testing with screen reader technology to ensure that SoftChalk-produced content works as desired. As part of our ongoing commitment to accessible content authoring, we have made our current efforts available for review in the accessibility roadmap document found below. Use a content authoring tool recognized by specialists as a leader in addressing accessibility challenges to incorporate regulatory requirements into your everyday work.
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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
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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
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Audience
Contractors and service businesses: painting, fence staining, pressure washing, landscaping, cleaning, remodeling, handyman, pool care
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Audience
Course Authoring solution for businesses
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Not Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Supported
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API
Offers API
Not Supported
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Screenshots and VideosNo images available
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Screenshots and Videos |
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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
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Pricing
$32 per user per month
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationChalkCRM
United States
chalkcrm.com
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Company InformationSoftChalk
www.softchalk.com
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Categories |
Categories |
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Course Authoring Features
Content Import / Export
Not Supported
Course Publishing
Not Supported
Gamification
Not Supported
Instructor-Led Courses
Not Supported
Interactive Content
Supported
PowerPoint Conversion
Supported
Self-Paced Courses
Supported
Storyboarding
Not Supported
Template Management
Not Supported
Test / Quiz Creation
Not Supported
Video Management
Not Supported
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Integrations
Apple Calendar
Supported
Google Calendar
Supported
Microsoft Outlook
Supported
Quo
Supported
Stripe
Supported
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Integrations
Apple Calendar
Not Supported
Google Calendar
Not Supported
Microsoft Outlook
Not Supported
Quo
Not Supported
Stripe
Not Supported
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