Contacts that stay clean
Every client in one profile with notes, files, and message history so you are never hunting through email.
Client-centric CRM • Built for small teams
We design and build integration tools, client portals, and web experiences that help you serve customers better and run a tighter business.
A calm, simple CRM for owners who talk to their clients.
CrossMerg keeps contacts, quotes, jobs, and billing in one place so you can respond faster and follow up without stress.
No long-term contracts
Live in under a day
Client-safe by design
What CrossMerg keeps off your plate
Ditch the sticky notes and scattered inbox threads. CrossMerg brings estimates, jobs, billing, and client messages into one simple rhythm.
Quotes → jobs → invoices
Send quotes, schedule work, and invoice from the same place so status is always up to date.
Client-friendly portal
Give customers a simple link where they can review, approve, and pay without learning new software.
What CrossMerg does for your workflow
One workspace for leads, work, and renewals.
You can adopt CrossMerg one layer at a time — start with leads and quotes, then grow into jobs and renewals.
Front-of-funnel
Lead capture & intake
Log leads from calls, email, or web forms with the same structure every time.
Simple pipeline
Stage-based views anyone on the team can understand at a glance.
Lead qualification & tags
Capture basics, add tags, and keep the right work at the front of the line.
Doing the work
Quotes & options
Send clear quotes with optional add-ons without juggling multiple versions.
Jobs & scheduling
Simple job views and schedules so everyone sees what’s happening at anytime.
Notes, files, and photos
Keep all job context in one place instead of scattered across inboxes.
After the work
Invoices & payments
Send invoices quickly and keep payment status accurate without double entry.
Follow-ups & renewals
Nudge repeat services and renewals without complicated marketing funnels.
Owner-friendly reporting
See the health of your work and cash flow without needing a data team.
Next steps
Choose your path
Take a quick tour of the client portal, or start a workspace and begin tracking leads, quotes, and jobs in one place.
- ✅ No long-term contracts
- 📤 Export anytime
- 👥 Built for small teams
No credit card required • Set up in minutes
Not sure which to pick? Start with the portal walkthrough — it takes under a minute.
See it in action
Want to see the client portal in action?
Walk through a live-style flow: quote review, approvals, invoices, and payment steps — all in plain language. Perfect if you want to visualize how your clients experience the process before you commit.
Get started
Ready to run your day in one place?
Create a workspace, invite your team, and send your first quote in minutes.
We’ll help you set it up the simplest way that fits your workflow.