Built for owners who still know their clients by name.
CrossMerg is shaped around the realities of small, service-based teams — not enterprise sales orgs.
A few things we won’t compromise on
These principles guide what we build — and what we decide not to add — so CrossMerg stays useful long-term.
We care a lot about keeping screens simple and predictable so you can see what matters at a glance.
No “opportunities” or “enterprise-grade synergy objects”. Just contacts, jobs, invoices, and follow-ups.
Your data is your business. CrossMerg is built so you can always take your history with you.
Where CrossMerg is headed
We’re focused on being a dependable “operating table” for your client work — not an all-in-one that tries to replace everything you already like.
CrossMerg started as a lightweight way to keep service jobs, estimates, and client notes together.
We added shared pipelines, tasks, and a clean client portal to support growing crews.
We focus on staying small, responsive, and close to the real-world workflows of the teams we serve.