Frequently asked
What makes this a CRM for it services, not a generic one?+
A generic CRM gives you Leads, Deals and Closed Won and leaves the rest to you. The IT Services template sets up your own pipeline (Discovery → Assessment Scheduled → Proposal Sent → SOW Signed → Onboarding → Active Support), your records and fields in it services terms, and all core CRM modules: contacts, companies, leads, deals, tasks, activities, notes, calendar, documents, and reports. No credit card required.
Is the it services CRM really free?+
Yes: no subscription and not a trial, with unlimited contacts and teammates. We earn when a business adds AI agents, such as an AI front desk from The Front Desk Company, which work in these same records, so nothing has to be moved when you add one.
What do AI agents add for a it services business?+
The CRM is complete without them. When you add agents, they take the communications first: answering calls, sending reminders, following up. Then they handle the data work, writing every action to the same clients & agreements your team uses. Your people stay with the customer in front of them. Agents are a paid upgrade and are never switched on for you.
How long does setup take?+
Minutes. Sign up, choose the IT Services template, and your pipeline, terminology, and fields arrive pre-configured. Import contacts by CSV and start working.
Can my whole it services team use it?+
Yes. Your team shares the same contacts, pipeline, calendar, and reports, so handoffs happen in the CRM instead of in text threads.
