Free crm software
Keep Every Customer in Reach
See their history before you knock. Follow up before the lead goes cold.
Free crm software
Keep Every Customer in Reach
See their history before you knock. Follow up before the lead goes cold.
No credit card required
Key Features of a Free CRM
Every Lead. Every Job. Worked.
See a customer’s full history in seconds
Give techs what they need before they arrive: address, phone, email, payment history, and open estimates. Log every call, job, and sales conversation so you always know where things stand.
Bring past customers back automatically
Reactivation Autopilot keeps customers coming back. Tag contacts by what matters to you, like service agreements or lapsed accounts, schedule your campaigns, and let it run.
Never lose an opportunity
See every lead from first call to paid invoice. Add leads to your customer list, book them on the Dispatch Board, and track open and closed sales.
Give customers options and get paid faster
Send Good / Better / Best options with monthly payment plans. Customers compare and approve right from their phone. Accept credit, debit, check, or ACH.
Gather customer feedback
Build your online reputation by sending review requests automatically after the job is done.
I’ve handcrafted about 3,500 tasks since I started this back in 1996. The jobs that kill a shop’s margins are never the big ones, they’re the cheap-looking ones nobody bothers to price right.
James Leichter
Flat Rate Plus Online creator
3500+
flat rate tasks
8 FREE
calculators
Flat Rate Plus Online® goes beyond pricing
Smart systems for techs in the field. Full accounting and follow-up for the office.
QuickBooks Sync
Maintain instant, accurate, and automatic flat-rate pricing updates.
Field Ops
Sales & Marketing
Turn more leads into jobs, stay on top of follow-ups, and keep your reputation strong.
Explore solutions for your industry
What is Free CRM Software?
Free CRM (customer relationship management) software lets you track customers, leads, and sales at no cost. Flat Rate Plus Online’s free plan keeps your customer accounts and leads in one place, logs sales activity, and automates your marketing. No catch, no credit card.
It helps you:
- Stay in touch so customers call you first
- Keep the office and techs on the same page
- Book the next job faster with automated marketing and customer insights
Throw out the old paper address book
Switch to a digital contact list that keeps every customer safe and easy to find. Many CRMs charge extra for every feature. Flat Rate Plus Online gives you what a small business needs for free, and paid features are there when you grow into them.
Setup is quick and the software is easy to learn, so you spend less time on screens and more time on paying jobs.
For more details, check out our core features.
Core Features of Free CRM Software
Customer List
See every customer’s full history in one place: contact info, payment history, estimates, invoices, service agreements, and more.
Appointment Scheduling
Create appointments and work orders, then see them on the dispatch board with the assigned tech.
Estimate-to-Invoice Tracking
Follow every sale from start to finish. See open estimates, quotes waiting on approval, and paid invoices.
Email Marketing Automation
Send the right message at the right time. Set up emails based on past purchases, expiring warranties, equipment age, and more.
Review Gathering
Automatically follow-up after a call. Send a quick “How did we do?” that gives every customer the opportunity to leave a public review or share feedback directly with your team.
Free CRM for Field Services
- Track customer equipment. Link equipment to each customer so you know what’s installed before the next visit.
- Know where every quote stands. See which estimates were opened, viewed, signed, or still waiting on approval.
- Market on autopilot. Set up your campaigns once and let them bring in work while you’re on the job.
Get Started with Flat Rate Plus Online
Sign up today and get your customers, leads, and marketing organized in minutes. You’ll never be forced onto the paid Premium Plus plan. But when your business grows enough to need it, we’ll be ready.
- Appointments and work orders
- Audience segmentation
- Contact logs
- Customer list
- Credit card processing*
- Discounts
- Dispatch board
- Email marketing
- Reactivation autopilot
- Event calendar
- Financing package builder
- Invoice and Sales Dashboard
- Invoicing
- Equipment history
- Estimates and quotes
- Marketing campaigns
- Payment processing
- Proposals list
- Reputation management
- Service agreements
- Terms & Conditions
- Texting *
- Unlimited users
* Paid feature
In This Article
Explore the full toolbox
Tools built for the day-to-day work of running a field service business.
Flat Rate Pricing
Build better quotes, stay on top of your parts, and give customers clear options that help close more jobs.
Scheduling
Keep the day on track by booking appointments, organizing jobs, and keeping the full schedule in view.
Invoicing
Get paid faster and keep every paid and unpaid job visible in one place.
Leads
Turn more leads into jobs. Keep customers in the loop with targeted marketing you can send now or schedule for later.
Explore the full toolbox
Tools built for the day-to-day work of running a field service business.
Flat Rate Pricing
Build better quotes, stay on top of your parts, and give customers clear options that help close more jobs.
Scheduling
Keep the day on track by booking appointments, organizing jobs, and keeping the full schedule in view.
Invoicing
Get paid faster and keep every paid and unpaid job visible in one place.
Leads
Turn more leads into jobs. Keep customers in the loop with targeted marketing you can send now or schedule for later.
Join for free.
No card, no catch.
The Forever Free™ plan lets you build your own custom flat rate price books, access up to 5,000 flat rate task items, and use built-in price calculators and bookkeeping reports. Start today for free with the #1 flat rate pricing software for HVAC, plumbing, and electrical contractors, since 1996.
Join for free.
No card, no catch.
The Forever Free™ plan lets you build your own custom flat rate price books, access up to 5,000 flat rate task items, and use built-in price calculators and bookkeeping reports. Start today for free with the #1 flat rate pricing software for HVAC, plumbing, and electrical contractors, since 1996.
Join for free.
No card, no catch.
The Forever Free™ plan lets you build your own custom flat rate price books, access up to 5,000 flat rate task items, and use built-in price calculators and bookkeeping reports. Start today for free with the #1 flat rate pricing software for HVAC, plumbing, and electrical contractors, since 1996.