Built in Phoenix · For the trades

Run the work.
Run the books.

The no-nonsense CRM for trades, beauty pros, photographers, medical specialists, and expert witnesses. Schedule, invoice, get paid faster — built in Phoenix, free forever.

  • Free forever plan
  • No credit card
  • Setup in 5 minutes
Field service technician using RiseCRM on a tablet at a residential job site

Today's revenue

$4,820

Jobs done

7 / 9

Paid

100%

Built for your industry

One tool. 41+ industries.

From HVAC techs to lash artists to expert witnesses — RiseCRM adapts to how you work, with vertical-specific workflows for each.

Home service trades

HVAC / AC
Plumbing
Landscaping
Electrical
Roofing
CleaningPool Service
Pest Control
Garage Doors
Tree Service
Painting
Handyman
Concrete / Pavers
Window / Glass
Fire / Water Restoration
Pressure WashingWindow CleaningJunk Removal

Education & instruction

Creative pros

Everything you need

Just the tools you'll actually use.

No bloated dashboards. No 40-minute training videos. Honest about what we ship today — payments, SMS reminders, and route optimization are on the roadmap.

Client contacts that don't get lost

Every customer, address, phone, email, and notes in one place. Search by name in a second — no more hunting through a phone or a spreadsheet.

Simple job scheduling

A clean calendar view of every booked job. Add a client, pick a time, write what you're doing. That's it.

Invoices in two minutes

Build line-item invoices with tax, mark them paid or unpaid, and download a clean PDF. Track outstanding A/R at a glance.

Shareable invoice links

Every invoice gets a private link. Text or email it to the client — they see a branded page with the breakdown and your before/after photos.

Before & after photo galleries

Document every job with photos attached to the invoice. Builds trust, justifies the bill, and gives you a portfolio you actually own.

Works on every device

Mobile-friendly web app — open it on any phone, tablet, or laptop. No app store install. Native apps are on the roadmap.

White-label for agencies

On the Agency plan, swap in your logo, colors, and a custom domain. RiseCRM branding hidden — your studio's name on every client page.

Your data, secured

Encrypted storage, row-level security, automatic daily backups. You own your data and we'll export it for you on request.

Client-facing

Show your work. Get paid faster.

Send a clean, branded invoice link with before/after proof of the job. Clients see exactly what you did — no app to download, no login required.

Available today

  • Shareable invoice link

    Send a secure link — no login needed. Clients see the invoice and photos.

  • Before & after photos

    Upload paired photos with the swipe-to-compare slider built in.

Coming soon

  • Online payments

    Stripe-powered cards & ACH on hosted invoices.

  • Self-serve client login

    Branded portal with full job history and recurring schedule.

R
Maria's invoice — RiseCRM
risecrm.ai/i/maria-sanchez-march

Invoice #1042

Sanchez Residence

PAID

Service date

Mar 12, 2026

AC tune-up · Tech: Carlos

Total

$285.00

Paid Mar 13 · Card ending 4242

Coil cleaning · drag to compare

After cleaning
Before cleaning
BeforeAfter

Pricing

Pick a plan. Cancel anytime.

Free is genuinely free — no trial, no credit card. Upgrade when you're ready.

Free

For solo operators just getting organized.

$0forever
Start Free
  • Up to 25 active clients
  • Job scheduling (calendar view)
  • Manual invoice tracking (paid / unpaid)
  • Shareable invoice links
  • Before/after photo galleries
  • 1 user
  • Mobile-friendly web app
Most Popular

Pro

For operators who've outgrown the free tier.

$29per month
Upgrade to Pro
  • Everything in Free, plus:
  • Unlimited clients & jobs
  • Unlimited invoices & photos
  • PDF invoice download
  • Priority email support
  • Early access to payments (coming soon)

Business

For shops that want extra hands and headroom.

$79per month
Upgrade to Business
  • Everything in Pro, plus:
  • Higher storage limits
  • Phone + email support
  • White-glove onboarding help
  • Early access to SMS reminders (coming soon)
  • Early access to route optimization (coming soon)

Agency

White-label for studios, agencies & resellers.

$99per month
Go White-Label
  • Everything in Business, plus:
  • Your logo, colors, and font
  • Custom domain (app.yourstudio.com)
  • Custom favicon
  • RiseCRM branding hidden from clients
  • Branded shared galleries & invoices
  • Your business name on client pages

All plans include encrypted storage, daily backups, and a mobile-friendly web app.

Common questions

Got questions? We've got answers.

Is the Free plan really free?
Yes. No credit card, no time limit. Manage your clients, schedule jobs, and track invoices manually — forever. Upgrade only when you outgrow it.
How long does setup take?
Sign up, add your first client, and schedule a job in under 5 minutes. Today you'll add clients manually or paste them in — a CSV importer and contact sync are on the roadmap.
Do you have a mobile app?
RiseCRM is a mobile-friendly web app — open it on any phone, tablet, or laptop. Native iOS and Android apps with offline support are on the roadmap, not shipped today.
Can my clients pay me through RiseCRM?
Not yet. Today you send a shareable invoice link with paid/unpaid status and before-after photos, and clients pay you the same way they always have. Built-in card and ACH payments are the next major feature we're shipping.
Can I switch from Jobber, Housecall Pro, or ServiceTitan?
There's no automated migration today. If you want to move over, email us your export and we'll help you get set up by hand while we build a proper importer.
Where is my data stored?
On encrypted servers in the United States with automatic daily backups. Your data is yours — a one-click export is coming, and in the meantime we'll send it to you on request.

Stop juggling spreadsheets.
Start running your shop.

Join Phoenix-area trades using RiseCRM to book more jobs, get paid faster, and spend less time on paperwork.

Free forever plan · No credit card · Cancel anytime