Do we have to move everything into CrossMerg on day one?
No. Most teams start by mapping leads and quotes into CrossMerg, then gradually fold in jobs, renewals, and portals once the basics feel solid.
What CrossMerg does for your workflow
One workspace for leads, work, and renewals.
CrossMerg replaces disconnected tools with a calm CRM that follows the same path your clients do: inquire → approve → pay → return.
Service areas inside CrossMerg
Everything is connected, but you can adopt CrossMerg one layer at a time — start with leads and quotes, then grow into jobs and renewals.
Front-of-funnel
Lead capture & intake
Log leads from calls, email, or web forms with the same structure every time.
Simple pipeline
Stage-based views (New → Quoting → Scheduled → Done) that anyone on the team can read at a glance.
Lead qualification & tags
Capture basic details, add tags, and note priorities so the right work gets quoted first.
Doing the work
Quotes & proposals
Line-item estimates with saved services, custom terms, and optional add-ons.
Jobs & scheduling
Turn an approved quote into a job, assign dates and owners, and keep everything tied to the client record.
Job details & checklists
Capture scope, notes, and simple checklists so crews know exactly what “done” looks like.
Money & follow-up
Invoices & payments
Generate invoices from completed jobs and keep a clear history of who paid, when, and how.
Renewals & check-ins
Create follow-up reminders for seasonal work, renewals, or “check back in 6 months” promises.
Simple revenue snapshots
See which work is closed, invoiced, or overdue so you know what needs attention this week.
Pricing that matches how you work
Most teams start by mapping their existing “whiteboard workflow” into CrossMerg, then add portals and follow-up automation as they go. Pricing stays simple whether you’re just using leads and quotes or running renewals and field work through it.
- Adopt CrossMerg one layer at a time — leads, jobs, renewals.
- Keep your current tools where they work and plug in integrations later.
- Calm, predictable pricing whether you’re solo or adding a small team.
Common ways teams roll this out
You don’t have to “do everything at once.” Most teams pick one or two slices of their day to move into CrossMerg first, prove it works there, and then widen the scope.
Leads + quotes first
Jobs & scheduling next
Renewals & check-ins later
Portals when clients are ready
Workspace pricing
Best value · Yearly
Yearly billing includes 2 months free and keeps your workspace price predictable.
$29
per month, per workspace
Start with the parts of your workflow that matter most — leads, jobs, or renewals — and expand when you’re ready.
- One workspace for leads, work, and renewals
- Client-safe flows for quotes, jobs, and invoices
- Email & task reminders tuned for small teams
- Data you can export and take with you anytime
Quick questions about how CrossMerg fits
A few common questions that come up when teams are deciding how to plug CrossMerg into their day-to-day work. If you’re wondering about something else, just send a short note and we’ll answer it directly.
Getting started & adoption
Can we use CrossMerg just for leads and quoting?
Yes. You can start with a simple lead + quoting workflow and add jobs, scheduling, and renewals later without changing how your data is stored.
What if our current process is still half spreadsheets, half inbox?
That’s usually the best time to start. We’ll help you mirror your existing “whiteboard + spreadsheet” flow so nothing falls through the cracks while you transition.
Teams, crews & growth
Does CrossMerg work if we have field crews?
CrossMerg is built for service teams with crews in the field — you can track jobs, crew assignments, and what “done” looks like for each visit.
Can CrossMerg replace our shared spreadsheets and whiteboards?
Yes — that’s exactly what it’s built for. You can recreate the same stages, notes, and follow-up reminders you currently track manually, but with a cleaner workflow and less risk of things getting overwritten or forgotten.
What if we handle multiple service types or crews?
CrossMerg supports pipelines, tags, and job views that let you separate service types, manage multiple crews, and still keep everything tied to one client record.
See how your current process maps into CrossMerg
Most teams can recreate their whole “whiteboard workflow” in CrossMerg in under an hour.
Why teams choose CrossMerg for their workflow
- ✔ One place for leads, work, and renewals instead of three or four disconnected tools.
- ✔ Screens designed around real client conversations, not just internal status codes.
- ✔ Implementation help from people who understand service businesses and field work.
- ✔ A roadmap focused on reliability, clarity, and client experience — not gimmicks.
A note from Peter, founder of CrossMerg
CrossMerg exists to make your day feel calmer, not busier. If you send a short note describing how you handle leads, jobs, and follow-ups today, we’ll tell you plainly whether CrossMerg fits — and if it doesn’t, we’ll point you to something that might.
Peter Enzinger Founder, CrossMergHow we approach every build
Client-first flows
We start from the path your clients take — inquire, approve, pay, return — and build around that.
Plain-language decisions
You’ll always get transparent reasoning for why we recommend a setup or integration.
Exportable by design
You own your data, and you can take it with you. No tricks, no hidden lock-in.