Capture the lead
Record contact information, source, service interest, notes, and the next action without creating a disconnected spreadsheet row.
CRM & Customers
Keep every customer relationship connected.
FreedomOS brings leads, customers, notes, activity, quotes, jobs, invoices, payments, and communication history into one operating record.
How it works
Keep the relationship usable after the lead becomes real work.
FreedomOS brings leads, customers, notes, activity, quotes, jobs, invoices, payments, and communication history into one operating record.
Qualify and quote
Carry the same customer and location context into estimates, approvals, and sales follow-up.
Deliver and retain
Keep jobs, invoices, payments, messages, repeat service, and service history attached to the same operating record.
Connected records
The feature is stronger when the surrounding business context moves with it.
Lead
Preserves source, interest, qualification, notes, and next action so sales follow-up starts from the original inquiry.
Customer
Brings identity, contact details, history, preferences, and related work into a single relationship view.
Location
Keeps service addresses and location-specific context attached to the correct customer, team, and work.
Quote
Carries scope, pricing, versions, and customer decisions forward so approved work does not need to be recreated.
Job
Connects the sold scope to scheduling, assignments, field activity, completion, and downstream billing.
Invoice
Links charges and balance status back to the customer and completed work that produced the bill.
Payment
Keeps amount, method, timing, and remaining balance visible alongside the invoice and customer history.
Communication history
Keeps messages and follow-up history close to the customer and work instead of scattering context across inboxes.
Operational questions
Questions this capability should help the business answer.
✓ Which leads need a next action?
✓ What work has this customer approved before?
✓ What does the customer still owe?
✓ What should happen next?
Plan context
Know what is included before you choose.
Core customer and CRM records are available across current plans; team and advanced workflow depth increases by plan.
Compare current plansSee it in your workflow
Tell us how your business runs today.
✓ Review the workflow that matters to your team.
✓ See how FreedomOS connects the office, field, customer, and money.
✓ Start with the tools you need now and expand as you grow.
Book a focused walkthrough