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Top Chalk CRM Alternatives

92% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

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Bigin by Zoho CRM logo
Bigin by Zoho CRM Minimal yet functional CRM solution build for small businesses

4.8 Based on 1254 Ratings

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98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

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Zoho CRM logo
Zoho CRM A Fully-Featured CRM Software

4.7 Based on 5713 Ratings

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84% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

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Netsuite CRM logo
Netsuite CRM Get your customer-centric interactions monitored with ease

4.2 Based on 325 Ratings

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About Chalk CRM

Clara AI Deep Dive with Clara AI

Chalk CRM is a CRM for contractors and small service businesses. It brings customers, estimates, scheduling and invoicing into one simple tool. Send estimates that customers can sign on their phone, schedule your crew with My Day and a route map, and send invoices with deposits and card payments. Card payments go straight to your own Stripe account, and Chalk takes no cut of your payments. Two-way texting and email live in one inbox, with a text number included on a paid plan. A lead funnel with follow-ups, reminders and review requests helps you win and keep work. Track photos, payroll, job costs and reports, and give customers a portal with permissions for your team. On the AI plan, ChalkBot, the built-in AI assistant, helps with day-to-day tasks. Import your customer list from a spreadsheet in minutes, and export your customers, quotes, invoices and photos whenever you want. Plans start at $49 a month, with a 14-day free trial and no card required.

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Screenshots & Videos

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Estimates
Scheduling and invoicing

Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    69%
  • Reviews
    60%
  • Momentum
    60%
  • Popularity
    60%

Platforms Supported

  • Browser Based (Cloud)

Organization Types Supported

  • Small Business

API Support

  • Not available

Modes of Support

  • Online

Chalk CRM Features

CRM Features

  • Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    69%

Unique Features

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Advanced Automation

Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

Omnichannel Customer Engagement

Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Predictive Analytics

Advanced analytics for predicting outcomes based on performance and historical data.

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

Customization

Helps to customize the system for use in industry-specific use cases

Standard Features

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Opportunity Management

Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Sales Force Automation

Streamlined management of the sales cycle from lead to close

Territory Management

Helps to assign, manage sales territories and conveniently track their progress

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

List Management

Enables management of multiple lists and communications with them

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Referral Tracking

Track and manage your referred customers.

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Document Management

Ability to store and manage various information and documents in electronic format.
Chalk CRM Pricing

Free Trial

Available

No Credit Card Required, Get Started for Free

Pricing Options

Premium Plans ( Subscription )

Core $49.00 $49.00 per month

Core: the whole toolkit for your crew. Two-way texting and email, estimates signed on a phone, scheduling and route map, invoices with deposits and card payments, lead funnel, photos, payroll, job costs and reports. 14-day free trial, no card required. Extra seats $14/month.

Start Free Trial

Screenshots of Vendor Pricing Page

Pricing screenshot

Learn more about  Chalk CRM Pricing

Chalk CRM Alternatives

View All Chalk CRM Alternatives

98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Salesforce logo
Salesforce Monitor the entire journey of individual clients within a unified p... read more

4.8 15,596 user ratings

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95% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Pipedrive CRM logo
Pipedrive CRM Streamline your sales process: Comprehensive, automated, and data-d... read more

4.8 7,362 user ratings

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94% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Copper CRM (Formerly ProsperWorks) logo
Copper CRM (Formerl... Richly featured tool for CRM read more

4.6 866 user ratings

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94% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Keap logo
Keap Generate more leads and enhance the sales numbers in real-time read more

4.6 3,118 user ratings

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94% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Top Producer CRM logo
Top Producer CRM The Agent Real Estate CRM read more

4.2 268 user ratings

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94% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Thryv logo
Thryv Meet Modern Customer’s Expectations read more

4.5 2,639 user ratings

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93% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Nutshell logo
Nutshell Let your B2B teams access sales CRM and email marketing campaigns i... read more

4.9 1,770 user ratings

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93% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Insightly logo
Insightly Elegant solution for Business Development read more

4.7 6,117 user ratings

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93% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Freshsales logo
Freshsales Improve your CRM functions and grow your business read more

4.7 1,395 user ratings

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93% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Pipeline CRM logo
Pipeline CRM Unlock the true potential of your sales team for closing more deals read more

4.9 955 user ratings

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Chalk CRM Reviews

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Chalk CRM Screenshots

Hero

Hero

 Estimates

Estimates

 Scheduling and invoicing

Scheduling and in...

 Pricing

Pricing

Chalk CRM FAQs

How does the free trial work?

Fourteen days, no card needed, for you and up to 2 teammates. When the 14 days are up, pick Core or AI and add a card to keep going. If you do not pick a plan, nothing is charged.

What does Chalk CRM cost?

Core is $49 a month. AI is $99 a month. Extra seats are $14 a month. Yearly billing is two months free.

What is Chalk CRM used for?

Chalk CRM is CRM Software. Chalk CRM offers the following functionalities:

  • AI Assistant
  • Reporting (Analytics)
  • Lead Management
  • Quotes (Proposals)
  • Contact Management

Learn more about Chalk CRM features.

What are the top alternatives for Chalk CRM?

Here`s a list of the best alternatives for Chalk CRM:

Does Chalk CRM provide API?

No, Chalk CRM does not provide API.

Chalk CRM Contact

Vendor Details

Not available

Contact Details

Not available

https://www.chalkcrm.com

Social Media Handles

Not available

Download White Papers And Ebooks On CRM Software

View All Downloads
Analytics in CRM Analytics in CRM Download PDF
9 Steps to a Simple, Effective and Affordable CRM Strategy 9 Steps to a Simple, Effective and Affordable CRM Strategy Download PDF
What Is CRM and What Can It Do For Your Business? What Is CRM and What Can It Do For Your Business? Download PDF
Where CRM Falls Short Where CRM Falls Short Download PDF
Getting Your Staff on-Board with CRM Getting Your Staff on-Board with CRM Download PDF
Effective Sales Process Execution Effective Sales Process Execution Download PDF

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