Chalk CRM

Chalk CRM

ChalkCRM
+
+

Related Products

  • WEX Field Service Management
    67 Ratings
    Visit Website
  • Pocomos
    45 Ratings
    Visit Website
  • Buildxact
    264 Ratings
    Visit Website
  • ArboStar
    565 Ratings
    Visit Website
  • Visual Planning
    120 Ratings
    Visit Website
  • Curbside Laundries
    63 Ratings
    Visit Website
  • WERX
    35 Ratings
    Visit Website
  • Wash-Dry-Fold POS
    128 Ratings
    Visit Website
  • Connecteam
    10,756 Ratings
    Visit Website
  • TRACTIAN
    139 Ratings
    Visit Website

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

WrkGenie is job-management software for UK sole traders and small service teams that need to organise customer work from enquiry through payment. It brings customer records, quotes with e-signing, bookings and a calendar, invoices, and payment recording into a web app with native iPhone and Android apps. Users can link quotes, bookings, invoices and customer history, work with key records offline and sync changes when they reconnect, and send invoice payment links through a connected Stripe account. The Pro plan adds expense tracking, profit insights, staff scheduling, and customer booking invitations and reminders. WrkGenie is aimed at cleaners, plumbers, electricians, gardeners, mobile hairdressers and other UK field-service businesses, from one-person operations to small teams. A 14-day trial is available; online payments, e-signing and AI writing support require an internet connection.

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 Supported
Chromebook Not Supported

Audience

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

Audience

UK sole traders and small service businesses, including cleaners, plumbers, electricians, gardeners, mobile hairdressers and field service teams.

Support

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

Support

Phone Support Not 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

£19.99/month
Core is £19.99/month with 1 user; Pro is £39.99/month with 3 users; White Label is £99.99/month with 5 users and is available by sales enquiry. Plans renew monthly and can be cancelled anytime. The 14-day trial requires no card and does not auto-charge; access pauses unless you add payment details and choose a plan. Online card payments use a connected Stripe account and Stripe processing fees apply. Prices are in GBP; the company states it is not currently VAT registered, so displayed prices are the full amount charged.
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:

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 Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

ChalkCRM
United States
chalkcrm.com

Company Information

WrkGenie
United Kingdom
wrkgenie.com

Alternatives

No Alternatives

Alternatives

ViperJob

ViperJob

OneBazaar

Categories

Categories

Integrations

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

Integrations

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