From Setup to Sold
Join Friday. Onboard over the weekend. Close sales Monday. Here's how it works.
10-Minute Onboarding
Create your account
Email and password, or sign in with Google or Microsoft. No credit card.
Enter your company info
Or let Chief pull it from your website. Name, address, phone, logo.
Configure your settings
Set your pipeline stages, default pricing, and branch settings. Crewzee's built-in CRM is ready out of the box.
Set your pricing
Default markup, deposit percentage, tax rate. Or use defaults and adjust later.
Upload your product library
Your materials with distributor pricing. Or build packages from scratch in the product library.
Connect email & SMS
Your dedicated contact email addresses are already set up. Add your Twilio or Telnyx number for SMS. SMTP also available for custom sending.
That's it. You're live. Chief is ready.
A Day on Chief
Morning Dashboard
Open Crewzee. Your dashboard shows pipeline value, today's tasks, overdue invoices, and recent jobs. Or just ask: "What's on my plate today?" Chief pulls it all.
First Inspection
"Create a job for Johnson at 742 Roswell Road." Chief creates the job, adds the contact, and puts it on your pipeline. You're parked and walking up the driveway.
Upload the Report
Back in the truck. Upload the Roofr report from the Johnson inspection. Chief parses measurements, calculates waste at the component level, and generates a bill of materials — in seconds.
Build the Estimate
Chief builds an estimate from the BOM using your product library and pricing profile. Review the line items, adjust if needed, or just say "looks good."
Send the Proposal
Generate a branded proposal with one click. Chief sends it to Johnson's email with an e-signature link. When she signs, your team can generate the deposit invoice, material PO, and labor order from the signed scope.
Lunch Check-In
"Show me proposals sent this week." Chief pulls the list. Two are opened, one is signed. "Send a follow-up text to Davis." Done — SMS sent from your company number.
Why This is Different
No Screens to Learn
Other CRMs are databases with screens you memorize. Chief is the interface. Talk to it like you'd talk to your office manager. Every screen exists if you want it — but you don't need any of them.
Your Data, Your Business
Crewzee stores your contacts, jobs, documents, and history — and it's yours. Your business data doesn't disappear if you change software.
Works on Any Phone
Crewzee is a PWA — a mobile-first web app that installs on your phone's home screen. No app store. No updates to download. Works on iPhone, Android, tablet, desktop.