Lightweight CRM for Service Business

Simple

Serwiz is focused on saving time for small business owners and helping them stretch their resources further.

End-to-End

Improve operations by controlling the customer facing experience as well as the operational experience in one place.

Highly Customizable

Customize features to seamlessly fit into your business. Serwiz is a compliment to your business operations.

Features You’ll Actually Use

Many CRM’s come loaded with bells, whistles and high costs. Serwiz is a lightweight CRM created with local service businesses in mind. Serwiz was created to help take small business operations to the next level.

Manage the entire sales process

Take control of sales from leads to estimates. Make the most of hard-earned work requests.

Create Estimates Fast

Easily track, manage and customize estimates.

Multi-Pipeline Manager

Customize your sales and operations pipelines. Simply drag and drop work requests across stages to manage your pipelines.

Calendars you will love to use

You have complete control over your schedule and events in one easy-to-use and color-coded interface. Integrate with the Google Calendar.

Create Invoices easily from scratch or from confirmed estimates

Conversations

Integrate your Gmail or Google Workspace inbox right into Serwiz for two-way email sync. Associate conversations to companies, contacts, and work requests with one click.

Integrate Directly with Gmail

Turn emails into leads, contacts, and work requests in Serwiz without leaving your Gmail inbox.

Create Custom Forms

Gather the information you need to close prospects and get jobs booked.

Users

Jobs Booked

Quotes sent to clients

Less Work, More Profit.

Eliminate time consuming and repetitive tasks from operations, scheduling, billing and accounting.

Go Paperless with Serwiz!

Ditch the paper, increase your profits.

Grow Your Local Service Business

Lead Management
Multiple Pipeline Views
Quick Estimating with E-Sign
Booking and Scheduling
Recurring Work Orders
Easy Invoicing
Payments
Document Management
Schedule and Events
Texting
Google Calendar Integration
Two-Way Email Sync
Gmail Add-On
Dashboard Analytics
Operate Multiple Locations
Custom Views and User Permissions
Advanced Customizations

Lightweight CRM For Local Service Businesses

Manage the entire sales process

Create Estimates Fast

Multi-Pipeline Manager

Calendars you will love to use

Create Invoices easily from scratch or from confirmed estimates

Conversations

Integrate Directly with Gmail

Create Custom Forms

Lead Management

Multiple Pipeline Views

Quick Estimating with E-Sign

Booking and Scheduling

Recurring Work Orders

Easy Invoicing

Payments

Document Management

Schedule and Events

Texting

Google Calendar Integration

Two-Way Email Sync

Gmail Add-On

Dashboard Analytics

Operate Multiple Locations

Custom Views and User Permissions

Advanced Customizations

Get in touch