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mCRM · Built around your business

The heart of your business.
On your terms.

Customers, work, people and money. Connected through the parts you choose, alongside the tools you want to keep.

See the workflows
Interactive example · fictional records1 / 4

Choose what you need

mCRM.Your working setup
Customers & leads
Maps & smart scheduling
Estimates & field work
Keep supported tools
GoogleStripeWordPress
You control accessCustomer & business records

Switch business areas on and off in the example. Your working setup changes with your choices.

Module choices here are illustrative, not a subscription change. Connections need supported providers and authorization. General outgoing Webhooks/Zapier automation is not established by the current verified scope.

See the work. Feel the difference.

Each workflow has its own demonstration. Choose a real business question and explore the actions behind it.

Maps & smart scheduling

Can we fit one more visit?

Explore this workflow
Estimates & field work

Build the quote. Keep the whole job.

Explore this workflow
Payments & collection

The job is done. Now close the loop.

Explore this workflow
All 57 capabilities

One business. Wherever you work.

The overview at the office, the job in the field and the next stop on the road. Choose a device to see the context that belongs there.

Swipe across and choose a device to explore

A different screen. A specific job.

Choose a device above or below. Open a readable view of the work it is designed around.

MacBook / Web

The office sees the whole day.

  • Handle enquiries without losing the conversation.
  • Compare the day across technicians.
  • Review outstanding work and balances.

Illustrative interface, not a live session. Native availability depends on release, compatible hardware, account setup and permissions.

One business. Different working days.

Your receptionist, technician and owner need different things from the same system.

mCRM / Dispatch09:12
Needs an ownerJordan Lee

New enquiry · inspection

↓Office follow-up
Visit window10:30–11:15

Alex · Field team

Customer context attached

Keep the day on track.

Follow up with leads, coordinate appointments and find the customer’s history without piecing it together from separate chats.

  • Lead follow-up
  • Scheduling and assignments
  • Customer conversations
Explore all capabilities

Illustrative role views with fictional records. Actual access depends on company roles, permissions and enabled modules.

Your tools. Part of the picture.

Explore the connections around your work. Choose a service to see what it brings into mCRM.

Google

Business context, connected.

Explore supported Google services such as Analytics, Search Console and Calendar. Each service has its own permissions and setup.

Explore capabilities

Connections require your account and setup. Some also require provider approval. Service names describe integrations, not partnerships.

Start with the way your business works.

You do not need to switch on everything at once. Start with one complete journey, then connect the next part of your business.

  1. Bring your information

    Prepare a small customer or lead spreadsheet. Map the fields, review duplicates and check the imported records before moving the rest.

  2. Give your team a clear starting point

    Choose the modules and roles your people need. Walk through a sample enquiry, appointment and job with the office and field team.

  3. Connect, check, then expand

    Enable the supported accounts you use. Verify their permissions and an example result before relying on them in daily work.

Talk through your setup

Before you bring your business over

Can I keep the tools I already use?

Review the supported connections and what each one shares. Some need provider accounts, permissions or additional usage charges.

Will every employee see everything?

Views and access follow the roles, permissions and modules configured for your workspace. Owners, office staff and technicians have different daily needs.

Can I explore before moving my data?

Yes. Open the sample workspace to explore fictional customers and jobs, then discuss the setup your business needs.

See where your day
could come together.

Explore the sample workspace, then talk through the setup your team needs.

Explore the demoTalk to us