A CRM Built for Service Businesses, Not Sales Teams
Most CRMs are built for sales teams tracking deals. FreshFSM is built around the way service businesses actually work: clients tied to the properties you service, every quote and visit on the record, and every call, text, and email in one timeline. Capture leads, win the work, and keep customers coming back.
How It Works
Capture Every Lead
Add leads as they come in and record where each one came from, whether it's a referral, an online request, or a sign by the road. New service requests can flow straight into client records.
Centralize Client Records
Keep clients, contacts, and properties in one organized database. Every job, quote, invoice, and visit links back to the client automatically, so your whole team shares the same context.
Track Every Interaction
Two-way texts and emails are logged against the client in a single timeline. Anyone in the office can see the latest conversation without digging through phones or inboxes.
Convert and Retain
Turn approved quotes into scheduled jobs, send invoices, and re-engage past customers with email campaigns. Move clients from lead to active to repeat without switching tools.
Key Features
Client and Contact Records
A central database for every client, with multiple contacts, company details, and a primary contact for billing and notifications. Find anyone instantly with search and status filters.
- Multiple contacts per client with a designated primary
- Search and filter across your entire client list
- Internal notes with timestamps and author attribution
Lead and Status Tracking
Track each client through a simple lifecycle from lead to active to archived, and record the lead source so you know which channels actually bring in work.
- Lead, active, and archived statuses for every client
- Capture lead source, including referrals from other clients
- Filter and segment clients by status or source
Communication History
Every two-way SMS and email lives in a unified inbox and on the client's timeline. Your team always knows what was said and when, even if someone else handled it.
- Two-way SMS and email from one inbox
- Full conversation history on each client
- Shared visibility so nothing falls through the cracks
Properties and Service History
Unlike a generic CRM, FreshFSM ties clients to the properties you service and the full history of work done there. Built for recurring service and multi-location customers.
- Multiple properties per client, each with its own address
- Every job, quote, and invoice linked to the client
- Complete service history at a glance
Email Campaigns
Stay top of mind with built-in email campaigns. Segment clients by status, lead source, or active jobs and send seasonal offers or announcements from the same place you manage them.
- Segment recipients by status, lead source, or active jobs
- Track opens, clicks, and bounces per campaign
- No separate email marketing tool to connect
Client Portal and Mobile Access
Clients get a self-service portal to approve quotes and pay invoices, while your crews see the client and property details they need right in the mobile app.
- Self-service portal for quotes, approvals, and payments
- Crews see client and property info in the field
- Role-based access controls what staff can view
Related Features
Know Every Client Inside and Out
Organize your clients, properties, and contacts in one place. FreshFSM's client management software helps service businesses track every interaction and build lasting relationships.
Learn moreOne Inbox for All Your Business Communications
Stay connected with clients and crews through two-way SMS and a unified inbox. FreshFSM messaging keeps all your business text conversations organized in one place.
Learn moreReach Your Customers with Targeted Email Campaigns
Send targeted email campaigns to your clients. FreshFSM's campaign tools let you compose, target, send, and track email marketing for your service business.
Learn moreFrequently Asked Questions
Ready to get started?
See how FreshFSM can help streamline your field service operations. Sign up today or book a demo to learn more.