Simple, honest pricing

Start small, grow when you’re ready.

One workspace price, add teammates as you go. Export your data anytime — no long-term contract, no surprise add-ons.

Best value · Yearly

Yearly billing includes 2 months free and keeps your workspace price predictable.

For owner-operators
Solo

Run your whole book of business from a single CrossMerg workspace.

$129.00 per month
Save $258.00 per year compared to monthly.
  • ✔ 1 workspace admin
  • ✔ Unlimited contacts & deals
  • ✔ Quotes, jobs, and invoices
  • ✔ Client portal access
Start with Solo
Most popular
Recommended
Team

Bring one or two teammates into the same, simple workflow.

$169.00 per month
Save $338.00 per year compared to monthly.
  • ✔ Up to 3 team members
  • ✔ Shared pipelines & tasks
  • ✔ Internal-only notes & mentions
  • ✔ Priority workspace support
Start with Team
For growing shops
Crew

For teams adding multiple crews, locations, or brands under one umbrella.

Let’s talk
We’ll price this together based on your crews and locations.
  • ✔ Flexible member counts
  • ✔ Separate pipelines per team
  • ✔ Account setup help
  • ✔ Quarterly workflow reviews
Talk to us

Explore what’s included

Overview

Feature
Solo
Team
Crew
Ideal for
Who this plan is built for.
Owner-operators running everything themselves.
Shops with 2–3 people handling sales and jobs.
Multi-crew or multi-location operations.
Included people
How many teammates are included in the base price.
1 workspace admin
Up to 3 team members
Flexible, priced together

Core workflow

Feature
Solo
Team
Crew
Client portal
Clients can view quotes & invoices.
Quotes → jobs → invoices
Run the full job cycle in one place.
Built-in staff tasks
Personal vs assigned/followers vs multi-crew.
(personal tasks)
(assign + followers)
(multi-crew)
Detailed calendar
Scheduling + visibility across work.

Sales documents

Feature
Solo
Team
Crew
Create estimates
Build quotes/estimates from templates.
Good-looking proposals
Polished proposal output.
One-click invoice creation
Convert approved work to invoices.
Recurring invoices
Automated billing for retainers/plans.

Projects & finance

Feature
Solo
Team
Crew
Project management tool
Track time, tasks, and expenses.
(track time + expenses)
(multi-staff tasks)
(advanced workflows)
Record expenses
Keep costs tied to jobs.
Record payments
Track payment history.

Support & knowledge

Feature
Solo
Team
Crew
Support ticket system
Help when you need it.
Email support
Priority workspace support
Priority support + setup help
Knowledge base
Self-serve docs & guides.

Company operations

Feature
Solo
Team
Crew
Contracts
Store/track agreements.
Company newsfeed
Internal updates & visibility.
Goals tracking
Targets and progress.
Quarterly workflow reviews
Operational tune-ups.

Ready to make CrossMerg the calm part of your day?

Create a workspace, invite your team, and send your first quote without committing to a long-term contract.

Get started Talk to us

Quick pricing questions

A few common things people ask before they start a workspace. If you’re wondering about something else, just send a note and we’ll answer it directly.

Can I export my data if I ever leave?

Yes. You can export contacts, deals, and key records. We want you to stay because it works, not because you’re locked in.

Do you charge per contact or per client?

No. All plans include unlimited contacts and companies so you can keep your history clean.

Is there a separate fee for the client portal?

No. Client access to quotes and invoices is included in your workspace price.

Can I switch plans later?

Yes. You can move up as your team grows. If you ever need to change your plan, we’ll help you pick the cleanest path.

What happens if I need more than 3 team members?

That’s what Crew is for. We’ll price it based on your teams/locations so you’re not paying for seats you don’t use.

Is there a long-term contract?

No. You can choose monthly or yearly billing, and you can stop when you need to.

Does yearly billing really include 2 months free?

Yes. Yearly billing is priced at 10 months for 12 months of access.

Can I use CrossMerg on mobile?

Yes. CrossMerg is designed to work well on phones and tablets for quick updates, notes, and customer follow-up.

Do you offer onboarding help?

Team includes priority support. Crew includes setup help and quarterly workflow reviews.

Will CrossMerg replace my invoicing tool?

For many teams, yes. You can create quotes, jobs, and invoices and keep the full customer history together.

Can I invite clients to see quotes and invoices?

Yes. Your client portal makes it easy for customers to review quotes, approve work, and access invoices.

What if I have a question before I start?

No problem—use the “Talk to us” button and we’ll answer directly and recommend the best plan.

Pricing & plans

Start small. Upgrade only when it makes sense.

Create a workspace, explore the tools, and move at your own pace — no long-term commitment required.

Compare plans Talk to us
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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.