ABOUT / THE OPENLY FAMILY
Your clients. Your crew. Your next job.
All in the same place.
Built for owners who do the work—not just manage the software. From the first conversation to the last before-and-after photo, keep the business moving wherever the day takes you.
7 days. No card. No automatic billing.
LESS FRICTION. MORE BUSINESS.
A contact list tells you who someone is. CRM Openly brings together what they need, what you quoted, what is scheduled, who is doing it and what they have spent.
Modern software makes that connection simpler. You get focused tools for real jobs—not a maze of settings or an enterprise-sized workflow.
WHAT’S INCLUDED
Keep contact details, addresses, tags, social links, extra contacts, photos and files together. Import and export CSV lists. Track opportunities and recent contact, with customer summaries showing jobs, amounts and total spent.
Give each business its own logo, settings and complete CRM. Switch between businesses without mixing client lists, crew, jobs or documents.
Build and preview estimates, then share a client link. Clients accept without an account. Turn an accepted estimate into an invoice and keep track of estimates waiting for an answer or scheduling.
Create and preview invoices with your business information. Offer PayPal, Venmo, Zelle and Cash App links, plus optional 10%, 15%, 20% or custom tips. Your client payments stay separate from your CRM subscription.
Bring the work description, client, address, schedule, crew, job messages and photo proof together. Keep management notes private and choose what contractors see when you share a job.
See jobs on a calendar or in an ordered monthly list. Open a month summary with the details, times, crew and map links. Send job confirmations and enable scheduled 7 AM Chicago-time reminders.
Add and edit crew records, invite people to jobs and send personal links by text or email. Workers respond Accept, Interested or Decline. See who is checked in, plus invitation and response history.
Accepted workers check in and upload before-and-after photos from their personal links. Both photos are required before check-out, and the proof appears on your job page.
Build a library of reusable text and email snippets, choose a client and fill in their details. Text, email or copy the result. Save review messages and multiple review links, then ask for a review from the client page.
Business records stay separate. Clients view estimates and invoices through private links, and workers use their own job links. Management notes stay private. Phone, email and address links connect you to calling, email and maps.
ONE ACCOUNT. ALL YOUR BUSINESSES.
After your one-time, no-card seven-day trial.