Real SiteMark workflow

Drag a customer from opportunity to scheduled work.

SiteMark keeps the customer, property, sales notes, estimate and production record connected. Move an editable card through the pipeline, then drop it onto the calendar—even when CRM and Scheduling are open on separate screens.

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Live SiteMark CRM showing draggable customer cards in Lead, Marketing, Sale and Contract columns
1. Work the visual pipelineDrag editable customer cards through Lead, Marketing, Sale and Contract without losing the property or conversation history.
Live SiteMark scheduling calendar with CRM card drop instructions
2. Choose the date and your crewDrop the job on the service date, then assign the crew, technicians, trucks and equipment your company created.

Scheduling customized by you, for you

Your dates and calendar views

Choose the service date in day, multi-day or month view and move work when plans change.

Your crews and technicians

Build your own crew names, roles and technician assignments instead of adapting to somebody else's structure.

Your trucks, equipment and rules

Match jobs to company-defined vehicles, equipment, capabilities and limitations, with conflict warnings when required resources are unavailable.

Editable throughout the job

Contact information, scope, next actions, pricing and internal history remain available as the card progresses.

Multi-screen workflow

Keep the CRM pipeline on one display and scheduling on another for a practical office command center.

Completely free CRM

SiteMark's core CRM workflow is free to use with no hidden paywalls blocking the basic pipeline.