Ferrum CRM

Ferrum CRM puts your entire sales operation in your pocket. Designed for home-services businesses — HVAC, electrical, landscaping, roofing, plumbing, and more — it gives you and your team instant access to every lead, conversation, and job opportunity the moment it arrives.

INBOX — NEVER MISS A LEAD
Every inbound SMS and conversation lands in a unified inbox. Respond fast, assign threads to team members, and archive closed conversations — all from your phone.

PIPELINE — TRACK EVERY DEAL
See your full sales pipeline at a glance. Move opportunities through stages, add notes, and know exactly where each job stands — from first contact to closed won.

CONTACTS — YOUR CLIENT BOOK
Full contact records including phone, email, tags, custom fields, and the complete conversation history. Search, filter, and act in seconds.

CALENDAR — BOOK AND CONFIRM
View upcoming appointments, check availability, and keep the schedule tight. Syncs with your team's calendar in real time.

SETTINGS — YOUR ACCOUNT
Manage your profile, notification preferences, and connected accounts in one place.

BUILT FOR YOUR TEAM
Role-gated access means every staff member sees exactly what they need — nothing more. Your clients get their own curated view.

SECURE BY DEFAULT
All data is encrypted in transit. No advertising SDKs. No data sold to third parties.

Ferrum CRM is an invite-only platform for Ferrum clients and staff. Login requires an active Ferrum account.