ClientLoop CRM
A full CRM built into your payments. Leads, quotes, jobs, payments and reviews land on one customer record, with no monthly fee.
No monthly fee
Automations built in
Works with QuickBooks
One customer record
Every lead, quote, job, payment and review builds the same customer record on its own, so nobody has to piece the story together.
Pipeline from lead to paid
Quotes, jobs and invoices together
Payments and financing on the record
Notes, texts and emails in one thread
Included
Turn on what you need. It all shares one customer record.
Scheduling
Online booking
Job and appointment calendar
Reminders by text and email
Invoicing
Quotes and estimates
Invoices and payment links
Paid status on its own
Follow-up
Texts and emails in one inbox
Automated workflows
Review requests
INSIGHTS
See customer value, conversion, invoices and sales in the same place you get paid.
Spend per customer
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Average monthly spending
$
Customer value
See what each customer spends, across every way they pay.
Quote win rate
64%
This month
Quotes that became paid jobs
Quotes won
See how many quotes turn into paid jobs, by week or by month.
Automations
Ready-made workflows send the reminder, the thank-you and the review request at the right moment, without anyone remembering to.
Appointment and payment reminders
Thank-you and follow-up texts
Review requests after every paid job
REVIEWS ON AUTOPILOT
When a job is paid, ClientLoop asks for the review. Happy customers leave one while the work is fresh.
Sent automatically after payment
By text or email
No extra review tool to pay for
Compare
Most businesses pay every month for CRM, scheduling, invoicing and follow-up tools. ClientLoop includes them.
Software
Monthly cost
Automation
Texting
Scheduling
Invoicing
Payments
Financing
ClientLoop
$0
Jobber
$49–$699
Housecall Pro
$79–$329
ServiceTitan
Quote only
HubSpot
Free–$150+/seat
Switching
Bring your customer list and history across, and keep your books in QuickBooks.
Without ClientLoop
A CRM bill on top of your payment fees
Payments living in a different system
Typing customers into more than one tool
Review requests sent by hand
With ClientLoop
No monthly fee for the CRM
Payments on the customer record
One customer list for everything
Review requests sent for you
Payments, financing and a CRM with no monthly fee, in one account.
Questions
Is the CRM really free?
Can I bring my customers over?
Does it work with QuickBooks?
What does the CRM include?
