One workspace price, add teammates as you go. Export your data anytime — no long-term contract, no surprise add-ons.
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 |
| Core workflow | |||
| Client portal | |||
| Quotes → jobs → invoices | |||
| Built-in staff tasks | (personal tasks) | (assign + followers) | (multi-crew) |
| Detailed calendar | |||
| Sales documents | |||
| Create estimates | |||
| Good-looking proposals | |||
| One-click invoice creation | |||
| Recurring invoices | |||
| Projects & finance | |||
| Project management tool | (track time + expenses) | (multi-staff tasks) | (advanced workflows) |
| Record expenses | |||
| Record payments | |||
| Leads & outreach | |||
| Leads management (Kanban) | |||
| Surveys | |||
| Support & knowledge | |||
| Support ticket system | (email-first) | (priority help) | (setup help) |
| Knowledge base | |||
| Reporting & customization | |||
| Quick overview reports | |||
| Survey reports | |||
| Custom fields | |||
| Company operations | |||
| Contracts | |||
| Company newsfeed | |||
| Goals tracking | |||
| 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.
Yes. You can move up as your team grows. If you ever need to change your plan, we’ll help you pick the cleanest path.
That’s what Crew is for. We’ll price it based on your teams/locations so you’re not paying for seats you don’t use.
No. You can choose monthly or yearly billing, and you can stop when you need to.
Yes. Yearly billing is priced at 10 months for 12 months of access.
Yes. CrossMerg is designed to work well on phones and tablets for quick updates, notes, and customer follow-up.
Team includes priority support. Crew includes setup help and quarterly workflow reviews.
For many teams, yes. You can create quotes, jobs, and invoices and keep the full customer history together.
Yes. Your client portal makes it easy for customers to review quotes, approve work, and access invoices.
No problem—use the “Talk to us” button and we’ll answer directly and recommend the best plan.
Create a workspace, explore the tools, and move at your own pace — no long-term commitment required.
If you tell me what your clients struggle with today (approvals, payments, scheduling, status updates), I’ll recommend the smallest portal step that makes a real difference — without rewriting your whole stack.
Peter Enzinger
Founder, CrossMerg
Client-first language
We translate internal workflow into simple client-facing steps that reduce friction.
Lightweight rollout
Start with one feature (quotes or invoices) before rolling out deeper portal options.
Works with your reality
We respect your team size, tools, and capacity — no forced big-bang migrations.