Why CrossMerg exists

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.

Calm by default

We care a lot about keeping screens simple and predictable so you can see what matters at a glance.

Plain language

No “opportunities” or “enterprise-grade synergy objects”. Just contacts, jobs, invoices, and follow-ups.

Export-friendly

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.

Early days

CrossMerg started as a lightweight way to keep service jobs, estimates, and client notes together.

Growing teams

We added shared pipelines, tasks, and a clean client portal to support growing crews.

Today

We focus on staying small, responsive, and close to the real-world workflows of the teams we serve.

Want to see if CrossMerg matches how you already work?

About CrossMerg

Want to see if CrossMerg fits how you work?

We’re happy to answer questions, talk through your workflow, or help you decide if this is the right direction.

Why teams choose CrossMerg

  • Fewer status calls because clients can see what’s happening.
  • Faster approvals because the next step is obvious.
  • Cleaner payments because invoices have context and history.
  • A more professional client experience without enterprise complexity.

A note from the founder of CrossMerg

If you tell us what your clients struggle with today (approvals, payments, scheduling, status updates), we’ll recommend the smallest portal step that makes a real difference — without rewriting your whole stack. We focus on practical improvements that teams can actually adopt, not abstract features that look good in demos.

Peter Enzinger

Founder, CrossMerg

How we build portal experiences

Client-first language

We translate internal workflow into simple client-facing steps that reduce friction.

Lightweight rollout

Start with one feature (quotes or invoices) before rolling out deeper portal options.

Works with your reality

We respect your team size, tools, and capacity — no forced big-bang migrations.

Start small and expand later. No long-term contracts or surprise fees. Built and supported by a small, US-based team.