We design and build integration tools, client portals, and web experiences that help you serve customers better and run a tighter business.
CrossMerg keeps contacts, quotes, jobs, and billing in one place so you can respond faster and follow up without stress.
Ditch the sticky notes and scattered inbox threads. CrossMerg brings estimates, jobs, billing, and client messages into one simple rhythm.
Every client in one profile with notes, files, and activity — no digging through email threads or spreadsheets.
Learn more →Move from inquiry to approved quote to completed job and paid invoice without retyping client details.
Learn more →Let customers review work, approve, and pay from a simple, branded portal — not a cluttered dashboard.
Learn more →Whether you need systems to talk to each other, a client-facing portal, or a tighter marketing site, CrossMerg wraps it around a CRM that fits how you actually work.
We connect the tools you already use so data moves automatically instead of being copied and pasted between tabs.
Give every client a clean, secure place to see what's happening, approve work, and pay — without logging into a bloated app.
We design and build marketing sites and mini-apps that plug into your CRM so visitors don't slip through the cracks.
You don’t need another complex “platform”. You need a fast, repeatable flow for every new opportunity that hits your inbox or phone.
Add a new contact from your phone or receive it directly from your website form. Keep every opportunity in one list.
Use saved services and pricing to spin up professional estimates with line items, terms, and optional add-ons.
Convert approved quotes into jobs, track progress, and issue invoices when the work is done.
Most owners start with the parts of their day that feel the noisiest — then widen out once they see everything flowing cleanly in one place.
Yearly billing includes 2 months free and keeps your workspace price predictable.
Flat, transparent pricing. Add teammates as you grow — no forced upgrades.
Launch a CrossMerg workspace, import your existing contacts, and send your first quote this afternoon.
Owners usually want to know what CrossMerg really feels like day-to-day, how long setup takes, and whether they’ll be supported along the way.
A few of the most common questions owners ask before trying CrossMerg.
It’s a lightweight CRM with contacts, quotes, jobs, and billing, plus client-facing tools like portals and approvals.
Most teams can import contacts, create core services, and send their first quote in an afternoon.
No. Many owners start with quotes and jobs first, then layer in portals, automation, and web forms over time.
CrossMerg is a small, hands-on team that cares about the details of how you serve customers. We build tools that reduce noise, keep you present in conversations, and make it easy to deliver on what you promised.
Instead of pushing you into a rigid playbook, we map the software to the way your business already works — quotes, jobs, renewals, and everything in between. When something needs to change, you talk to a human who understands service work, not a ticket queue or a chatbot.
Whether you’re moving from spreadsheets or replacing an existing system, we can help you think it through.
Built for clarity, calm workflows, and real client conversations.
CrossMerg started as a way to give small teams the kind of tools usually reserved for big systems — without forcing you into someone else’s playbook. If you’re not sure whether this is the right fit, send a short note with how you work today. We’ll tell you honestly if we can help, and if not, we’ll point you in a better direction.
Peter Enzinger Founder, CrossMergWe design features around conversations you’re already having with customers — not abstract funnels.
You’ll always hear from a human who can talk through options in clear, practical terms.
You own your data. Export anytime, and we’ll help you make a clean transition if you ever outgrow us.