Every Customer Relationship in One Place
OneCrew CRM keeps every contact, account, and job site connected across your entire business. Track project history, set follow-ups, and see total revenue—all while keeping a clean, unified database your whole team can trust.
Organized Relationships that Scale with Your Business
From single-property homeowners to multi-site commercial clients, OneCrew CRM structures your customer data so you can find what you need, track what matters, and never lose sight of a relationship.
Accounts, Contacts, and Sites
Structure customer data with accounts as the main hub, contacts for individuals, and sites as separate locations. Job sites can move between accounts as ownership changes while preserving complete project history at every location.
Complete Project History
See every project you've done for a customer in one view. Track total revenue by contact or account, review past work at specific job sites, and access communication history—all organized and instantly accessible.
Automated Follow-Ups
Set reminders to follow up with customers after job completion. Schedule maintenance check-ins months in advance, track contract renewals, and ensure you never miss an opportunity to serve repeat customers.
Activity Tracking
Log calls, emails, and meetings directly on contact records. Your entire team sees interaction history, creating continuity across salespeople, project managers, and coordinators. New team members get up to speed instantly.
Powerful CRM Built for Contractors
OneCrew CRM adapts to how contractors actually work—from managing commercial accounts with dozens of sites to tracking maintenance schedules for repeat customers.
Job Sites as Smart Objects
Job sites exist as their own records in OneCrew, separate from accounts and contacts. This means you can track every project you've completed at a specific location—even if that property changed owners or management companies over the years. When ownership transitions, simply move the site to the new account while preserving the complete work history. For commercial clients with multiple locations, create sites for each branch or property, keeping project details organized by location while rolling up to the central account.
Set Reminders that Lead to Dollars
Create reminders tied to specific contacts with custom notification schedules. Follow up with a customer 6 months after sealcoating to discuss maintenance. Get advance notices for contract renewals. Set multiple notifications—one month before, two weeks before, and the day of—so you never scramble at the last minute. Assign reminders to team members so everyone knows who's responsible for following up. All reminders appear in context on the contact page, keeping your outreach organized and timely.
Lead Intake Keeps Your CRM Clean
New leads from your website or other sources automatically flow into OneCrew. Lead Intake intelligently matches incoming leads to existing accounts, contacts, and sites in your CRM—preventing duplicate records and keeping your database clean. If a past customer fills out a form, their information attaches to their existing record. New leads create new records with a few clicks. Your entire team works from one accurate, up-to-date customer database without manual cleanup.
Total Revenue by Customer
See exactly how much business you've done with any account or contact. OneCrew aggregates all project values automatically, giving you instant visibility into your most valuable relationships. Identify top customers worth extra attention. Review historical spend when pricing new work. Track how relationships grow over time. Combined with activity logs and project history, this complete view helps you make smarter decisions about where to invest your sales and service efforts.
Build Stronger Customer Relationships Today
Join the contractors who've organized their customer data, automated their follow-ups, and never lost track of a valuable relationship. See how OneCrew CRM keeps your entire team aligned.
Never Miss a Follow-Up or Lose Track of a Relationship
Unlimited
Contacts, accounts and sites tracked across projects
Custom
Properties and reminders to track all important information