CRM & Customers
FreedomOS brings leads, customers, notes, activity, quotes, jobs, invoices, payments, and communication history into one operating record.
Explore CRM & Customers →Explore the major FreedomOS capabilities and how they connect customer, operational, team, and financial work.
FreedomOS brings leads, customers, notes, activity, quotes, jobs, invoices, payments, and communication history into one operating record.
Explore CRM & Customers →Create professional quotes, collect approvals and signatures, and carry approved scope directly into the next operational step.
Explore Quotes & E-Signatures →Schedule work, assign team members, track job details, and keep field activity tied to the customer and financial record.
Explore Jobs & Scheduling →FreedomOS supports owners, managers, supervisors, office staff, and field teams with role-aware access and workflows.
Explore Team Management →Create invoices from completed work, track payment status, and keep money movement visible in the same system as customers and jobs.
Explore Invoicing & Payments →Field employees can see assigned work, job details, checklists, evidence requirements, and operational actions from a focused mobile experience.
Explore Employee Mobile App →FreedomOS supports a dedicated desktop experience for deeper administrative work while keeping the same connected business data available on the web.
Explore Owner Desktop App →Build and host a professional site that connects naturally with the CRM, lead capture, business profile, and operating workflows behind it.
Explore Website Builder & Hosting →Provide customers with a connected place to review activity, request services, and interact with the records your team already uses.
Explore Customer Portal →Service businesses can connect job locations, navigation, and appropriate field visibility to the work being performed.
Explore Maps & Field Tracking →FreedomOS connects operational and financial signals so owners can understand activity, performance, and trends in context.
Explore Reports & Business Insights →Automations can support follow-up, communications, and operational handoffs while keeping actions attached to the correct business records.
Explore Automations →FreedomOS adapts labels, workflows, dashboards, and operational depth based on the type of business using it.
Explore Industry-Specific Dashboards →