We care a lot about keeping screens simple and predictable so you can see what matters at a glance.
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.
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.
Want to see if CrossMerg matches how you already work?
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.