Automation-first by design
Run estimate reminders, invoice nudges, and status-based follow-up automatically instead of relying on staff memory.
CRM for service operators
The service CRM for companies that need real automations and custom workflows.
ControlAxis is for service companies that need deeper workflow control than a generic CRM can offer. Manage leads, estimates, jobs, follow-up, invoicing, and automations in one system built around real field-service operations.
Live product demos
Automation-first CRM
Secure cloud hosting
The ControlAxis suite
Four connected apps for service companies that run on one system.
Start with CRM, then add estimating, scan, and finance tools inside the same operating system.
ControlAxis CRM
Customers, jobs, follow-ups, and history in one connected workspace.
ControlAxis Estimator
Branded estimates from your real price books. Convert won quotes into jobs.
ControlAxis Scan
QR-driven inventory and asset tracking for parts, tools, and field work.
ControlAxis Finance
Invoice, collect, and report on every job with real-time A/R dashboards.
Feature walkthrough
Real ControlAxis CRM screens from the platform.
Calendar, metrics, and automation views from the live CRM workspace.
Why it stands apart
Why ControlAxis beats a generic CRM for service companies.
Built for workflow, automation, and operational control.
Customizable around your workflow
Adjust stages, queues, templates, roles, and process rules so the system fits your company instead of forcing a rigid setup.
Built for service-company operations
Leads, estimates, jobs, dispatch, hold queues, and invoice follow-through live inside one operating view.
Office and field stay connected
Photos, scans, forms, job notes, and status changes stay tied to the right customer and job, so office and field teams work from the same record.
Operational + financial visibility
Track pipeline, close rates, revenue, A/R, team workload, and job outcomes without jumping between separate tools.
Direct rollout support for your team
Get direct demo, setup, and support from a real team that understands service-company workflow.
Product walkthrough
What buyers can review in one walkthrough.
We walk the full process from first lead to payment collection so buyers can see how ControlAxis handles the real workflow.
- Lead intake, custom stages, and automated follow-up
- Estimate creation, approval flow, and handoff into scheduling
- Job execution with notes, forms, photos, and dispatch visibility
- Invoice, payment, and reporting tied to the same customer history
Pricing
Three CRM tiers, individual apps, or the full suite.
Start with the CRM, add apps where needed, or choose the full ControlAxis platform.
$79/ mo
For solo operators and small teams that need the CRM core.
- Customer records and job tracking
- Employee logins
- Estimates and invoices
- Basic dashboard and workflow
- No automations
$129/ mo
Best fit for companies that want CRM plus useful automations.
- Everything in Starter
- Estimate follow-up reminders
- Invoice reminder automations
- Status-based customer notifications
- Internal workflow reminders
$179/ mo
For companies that want deeper workflow power and more control.
- Everything in Growth
- Advanced automations
- Priority support positioning
- Deeper reporting and controls
- Built for growth-stage teams
$39/ mo
Standalone estimating with your own price book and quote workflow.
- Structured service pricing
- Branded proposals
- Faster quote workflow
$29/ mo
QR and field workflow tools for teams that need stronger asset and field capture.
- QR and scan workflow
- Field capture
- Asset tracking
$49/ mo
Finance visibility, reporting, and payment workflow control tied to operations.
- Invoicing and A/R visibility
- Payment workflow visibility
- Live reporting
$229/ mo
Bundle CRM, Estimator, Scan, and Finance into one connected operating system.
- CRM plus automations, estimating, scan workflow, and finance
- Best total value versus buying apps separately
- One platform for the full customer-to-cash workflow
Selected package
Growth CRM — $129 / mo
CRM plus estimate follow-up, invoice reminders, and status-based customer notifications.
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Trust, support, and fit
The trust signals buyers need before they commit.
Clear support, secure hosting, and real product screens help buyers evaluate the platform with confidence.
Who the CRM is actually for
Built for HVAC, plumbing, electrical, roofing, restoration, and other field-service companies that need deeper workflow control.
Direct product support
Need a walkthrough or a real answer? Email support@controlaxissystems.com or call 810-360-9909 for direct help instead of a generic support queue.
Privacy assurance
Your data stays tied to your workspace and is used to operate the platform, not to market to your customers.
Secure hosting and controlled access
ControlAxis runs on secure cloud infrastructure with encrypted transport, role-based access, and operational safeguards designed for real business data.
No fake social proof
We show the actual product, the real workflow, and the exact fit for your operation.
What you review in a demo
You see the CRM, automations, calendar, metrics, and the lead-to-job-to-invoice workflow in one walkthrough.
Choose the right package for your team.
Pick a CRM tier, add an app, or choose the full suite and talk through fit with the ControlAxis team.