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

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.

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

Course Authoring solution for businesses

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 Not 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

$32 per user per month
Free Version Not Supported
Free Trial Not 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 Supported
Live Online Not Supported
In Person Not Supported

Company Information

ChalkCRM
United States
chalkcrm.com

Company Information

SoftChalk
www.softchalk.com

Alternatives

Alternatives

Chalkbox

Chalkbox

ChalkBox
Chalkbox

Chalkbox

ChalkBox
Chalk CRM

Chalk CRM

ChalkCRM
eNetAuthor

eNetAuthor

eCom Scotland
EdTek LMS Services

EdTek LMS Services

EdTek Services

Categories

Categories

Course Authoring Supported

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

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 SoftChalk and update features and information
Claim SoftChalk and update features and information