Clientility vs Refine CRM

Win more jobs, get paid at every stage, and run your whole service business from your phone. Clientility is the all-in-one CRM built for contractors and home service pros. Send estimates, schedule your crew, manage every job and collect payments from one app, in the office or on site. WIN MORE JOBS - Track every lead from first call to signed estimate - Build professional estimates in minutes with photos, descriptions and optional add-ons - Offer Good, Better and Best options so clients can choose their level - Pull services and prices from your visual pricebook - Send estimates by email or text and get notified when they're viewed or signed - Automatic follow-ups keep leads from going cold GET PAID AT EVERY STAGE - Milestone payments: collect a deposit, progress payments and the final balance as the job moves forward - Clients pay by credit card from their job portal - Automatic payment reminders, so you spend less time chasing invoices - Turn approved estimates into invoices automatically - Charge in USD or CAD KEEP EVERY JOB ON TRACK - See everything about a job in one place: schedule, tasks, change orders, photos, documents and invoices - Schedule jobs and site visits and assign them to your team - Send change orders straight to your client's portal - Take before and after photos, and choose whether clients can see them - Open PDFs and photos without leaving the app IMPRESS YOUR CLIENTS - Every job gets a client portal where customers approve estimates, sign contracts, follow progress, see photos and pay invoices - Automatic email and text notifications keep clients informed at every step - Review Boost asks happy customers for a Google review and keeps lower ratings private RUN YOUR TEAM - Roles and permissions for owners, managers, sales and field workers - Timesheets with clock in and clock out - Everyone sees only the jobs and information they need KNOW YOUR NUMBERS - Track expenses and job costs to see the real profit on every job - Dashboards for active jobs, open estimates, invoices and revenue - Syncs with QuickBooks: customers, jobs, invoices, expenses and more BUILT FOR THE TRADES General contractors, HVAC, plumbing and electrical pros, handypeople, painters, landscapers, roofers, remodelers, cleaning crews and every service business in between. Questions? A real person answers every message: hello@clientility.com

Refine CRM is an all-in-one business management platform built specifically for auto detailers. Manage your customers, employees, jobs, invoices, marketing, and customer communication from one simple app. Stay organized from the moment a customer books through the completion of their service and final payment. With Refine CRM, you can: • Manage customers and their vehicles • Schedule and organize jobs • Collect and manage payments • Send appointment reminders and service updates • Communicate with customers via SMS and email • Configure an AI email response system • Keep your entire detailing business organized in one place Whether you’re a solo detailer or managing a growing team, Refine CRM gives you the tools to spend less time on administrative work and more time serving customers and growing your business.