Run your whole book of business from a single CrossMerg workspace.
- 1 workspace admin
- Unlimited contacts & deals
- Quotes, jobs, and invoices
- Client portal access
No tiers you have to decode. One workspace price, add teammates as you go. Export your data anytime.
Yearly billing includes 2 months free and keeps your workspace price predictable.
Run your whole book of business from a single CrossMerg workspace.
Bring one or two teammates into the same, simple workflow.
For teams adding multiple crews, locations, or brands under one umbrella.
| Solo | Team | Crew | |
|---|---|---|---|
| Ideal for | Owner-operators running everything themselves. | Shops with 2–3 people handling sales and jobs. | Multi-crew or multi-location operations. |
| Included people | 1 workspace admin | Up to 3 team members | Flexible, priced together |
| Client portal | ✔ | ✔ | ✔ |
| Quotes → jobs → invoices | ✔ | ✔ | ✔ |
| Shared pipelines & tasks | ✔ | ✔ (tuned for teams) | ✔ (per crew / location) |
| Quarterly workflow reviews | — | — | ✔ |
| Support | Email support | Priority workspace support | Priority support + setup help |
Create a workspace, invite your team, and send your first quote without committing to a long-term contract.
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.
Yes. You can export contacts, deals, and key records. We want you to stay because it works, not because you’re locked in.
No. All plans include unlimited contacts and companies so you can keep your history clean.
No. Client access to quotes and invoices is included in your workspace price.