🔧 Built for trades & service businesses — from $49/mo

Stop losing jobs to
missed callbacks.

One app for your plumbing, HVAC, roofing, or electrical business. Track every lead, follow up fast, close more jobs — no spreadsheets, no sticky notes. Ready in 5 minutes.

🔧 Plumbing ❄️ HVAC 🏠 Roofing ⚡ Electrical

✅ 30-day money-back guarantee  ·  Cancel anytime

$99
flat per month
users & contacts
5min
to first value
0
per-seat fees
Built for trades & service businesses

What's your trade?

Coltrane adapts to how you work. Click your trade or industry to see exactly how it helps your business win more jobs.

Close more listings.
Lose zero leads.
CRM built for agents, brokers, and property teams
  • Track every buyer and seller lead through a visual pipeline — from first inquiry to signed contract
  • Log every showing, call, and follow-up against the right contact so nothing falls through the cracks
  • Tag contacts by lead source, property type, and deal stage to segment your book instantly
  • See your entire active listing pipeline at a glance — total value, stage, and next action
  • Set follow-up reminders and never ghost a warm lead again
  • Unlimited users — add your whole team (buyer's agents, admins, coordinators) for $99/mo (first month $49)
Start for $49 first month — Real Estate →
Your Listing Pipeline
New Inquiry12$4.2M
Showing Booked8$2.8M
Offer Stage5$1.9M
Under Contract3$1.1M
Closed21$7.6M ✓
Manage client relationships,
not spreadsheets.
CRM for advisors, brokers, and financial professionals
  • Track every client relationship — from first consultation to long-term advisory retainer
  • Log meeting notes, compliance follow-ups, and document exchanges in one clean timeline
  • Pipeline view for new client onboarding: prospect → KYC → onboarded → active account
  • Tag contacts by AUM tier, service type, or risk profile for instant segmentation
  • Never miss a renewal, review date, or referral follow-up with activity tracking
  • Flat $99/mo (first month $49) — no per-advisor fees as your team grows
Start for $49 first month — Financial Services →
Client Onboarding Pipeline
Prospect9$2.1M AUM
Initial Meeting6$1.4M AUM
KYC / Docs4$890K AUM
Proposal Sent3$620K AUM
Active Client47$11.2M ✓
Pitch more clients.
Retain every one.
CRM for agencies, freelancers, and marketing teams
  • Track new business pitches from first contact to signed contract — no deal lost in Slack threads
  • Manage retainer clients in your pipeline: onboarding, active, at-risk, renewal
  • Log every brief, call, and deliverable against the right client account
  • Tag contacts by service type (SEO, paid, creative, PR) for quick filtering
  • See total retainer value across your client portfolio at a glance
  • Add your whole account management team — no extra seat costs
Start for $49 first month — Agencies →
New Business Pipeline
Inbound Lead14$180K/yr
Discovery Call7$96K/yr
Proposal Out5$72K/yr
Negotiation2$34K/yr
Client Won31$420K/yr ✓
Scale your pipeline.
Not your overhead.
CRM for tech services, MSPs, and IT consultancies
  • Track service contracts and project deals from demo to signed SOW
  • Manage multi-stakeholder deals — log every touchpoint with every contact at a single account
  • Pipeline stages that match how you sell: Discovery → Demo → Scoping → Proposal → Closed
  • Tag contacts by company size, tech stack, or service need for smart outreach
  • Track renewal dates and expansion opportunities in existing accounts
  • Unlimited users — add your full sales and account team without ballooning costs
Start for $49 first month — Tech Services →
Services Pipeline
Discovery11$280K ARR
Demo Done7$195K ARR
Scoping4$110K ARR
Proposal Out3$87K ARR
Closed Won19$560K ✓
Ship faster than your
CRM setup time.
CRM for SaaS founders, indie devs, and software companies
  • Track enterprise and SMB deals separately — different pipeline stages, same clean interface
  • Log every demo, trial, onboarding call, and expansion conversation in one place
  • Tag deals by product tier, integration need, or company size for smart prioritization
  • Move deals from free trial to paid to expansion with drag-and-drop simplicity
  • See total ARR pipeline at a glance — know where to focus every Monday morning
  • Costs $99/mo (first month $49) total — not per-rep. Hire more SDRs without watching your CRM bill spike
Start for $49 first month — SaaS →
SaaS Pipeline
Free Trial34$18K MRR
Demo Booked12$8.4K MRR
Evaluating8$6.2K MRR
Negotiating5$4.1K MRR
Paying Customer142$28K MRR ✓
More clients.
Less admin.
CRM for health practitioners, wellness studios, and fitness brands
  • Track new client inquiries from first contact to booked appointment — zero leads dropped
  • Manage corporate wellness deals and studio partnerships with a dedicated B2B pipeline
  • Log consultation notes, referral sources, and program interests against each contact
  • Tag contacts by service type — personal training, nutrition, therapy, yoga — for smart follow-up
  • Track renewal reminders for package clients and membership renewals
  • Add your whole team (front desk, coaches, admin) for one flat price
Start for $49 first month — Health & Wellness →
Client Pipeline
Inquiry18$4.5K/mo
Consultation11$2.8K/mo
Trial Session6$1.5K/mo
Proposal Sent4$960/mo
Active Client83$19.4K/mo ✓
Fill seats faster.
Build lasting partnerships.
CRM for schools, course creators, and ed-tech companies
  • Track student inquiries from first touch to enrolled — see exactly where prospects drop off
  • Manage institutional partnerships and B2B deals with a separate sales pipeline
  • Log every open day, campus visit, application, and enrollment step per contact
  • Tag contacts by program interest, geography, or decision stage for targeted follow-up
  • Track scholarship conversations and financial aid discussions in the timeline
  • Add admissions, enrollment, and partnerships teams — no extra per-user cost
Start for $49 first month — Education →
Enrollment Pipeline
Inquiry67$201K
Application28$84K
Interview15$45K
Offer Made9$27K
Enrolled204$612K ✓
Win more engagements.
Grow every account.
CRM for consultants, advisors, and professional services firms
  • Track every engagement from initial conversation to signed statement of work
  • Manage retainer clients in a separate pipeline — track renewal dates and expansion scope
  • Log every stakeholder conversation, proposal version, and negotiation note in the timeline
  • Tag opportunities by industry vertical, project type, or engagement size
  • See your full pipeline value by quarter — know which engagements to prioritize
  • Flat pricing means you can add junior consultants and ops staff without a billing headache
Start for $49 first month — Consulting →
Engagements Pipeline
Exploratory7$420K
RFP / Brief4$240K
Proposal Sent3$185K
Negotiating2$130K
Signed18$1.1M ✓
Win wholesale accounts.
Keep them for life.
CRM for retail brands, distributors, and B2B sales teams
  • Track wholesale buyer relationships from first outreach to stocked shelves
  • Manage distributor and retail chain deals in a dedicated pipeline with deal values
  • Log every trade show conversation, samples request, and buyer meeting in one place
  • Tag accounts by channel (DTC, wholesale, marketplace), region, or buyer tier
  • Track reorder cadences and volume commitments — never miss a restock conversation
  • Add your full sales team and field reps without per-seat pricing surprises
Start for $49 first month — Retail →
Wholesale Pipeline
Outreach22$340K
Samples Sent13$210K
Buyer Review7$118K
PO Negotiation4$64K
Account Live61$890K ✓
Win the bid.
Track every project.
CRM for contractors, builders, and construction firms
  • Track every project bid from RFQ to awarded contract — know your win rate at a glance
  • Manage general contractor relationships and subcontractor networks in one system
  • Log every site visit, estimate revision, and stakeholder conversation per project
  • Tag opportunities by project type (residential, commercial, industrial) or bid size
  • Track follow-ups on submitted bids so no pending award goes cold
  • Add project managers, estimators, and field supervisors — all for $99/mo (first month $49)
Start for $49 first month — Construction →
Bid Pipeline
RFQ Received16$4.8M
Site Visit9$2.7M
Estimate Sent6$1.9M
Bid Submitted4$1.2M
Contract Signed23$6.1M ✓
Your business. Your pipeline.
Your rules.
A flexible CRM that works for any workflow
  • Customize pipeline stages to match exactly how you sell — no rigid templates
  • Tag and segment contacts any way that makes sense for your business
  • Log every interaction (calls, emails, meetings, notes) in a clean activity timeline
  • Track deal values and pipeline totals across as many custom stages as you need
  • Add your whole team — assistants, sales reps, managers — for one flat price
  • Get started in 5 minutes. No consultant required. No training webinar.
Start for $49 first month →
Your Custom Pipeline
New LeadAny stage
QualifiedAny name
ProposalAny value
NegotiationAny workflow
Closed WonYour way ✓
Never miss a callback.
Win more jobs.
CRM built for plumbers and plumbing businesses
  • Track every service call and estimate from first contact to invoice — nothing falls through the cracks
  • Log callbacks, follow-ups, and job details against each customer so your whole crew is on the same page
  • See your pipeline at a glance: new leads, quoted, scheduled, in progress, completed
  • Tag customers by job type (water heater, drain, remodel, emergency) for instant lookup
  • Set follow-up reminders on quotes so no estimate goes cold
  • Unlimited users — add your office admin and field techs for $99/mo (first month $49)
Start for $49 first month — Plumbing →
Your Job Pipeline
New Inquiry9$8,400
Estimate Sent6$14,200
Scheduled4$9,600
In Progress3$7,100
Completed28$52k ✓
Track every lead.
Fill your service calendar.
CRM built for HVAC contractors and service companies
  • Manage every service call, maintenance contract, and new install from one pipeline view
  • Log all customer interactions — dispatch notes, service history, warranty dates — in a clean timeline
  • Track maintenance contracts separately from new installs so nothing gets missed at renewal
  • Tag leads by equipment type, urgency level, or service zone for faster dispatching
  • Follow up on seasonal tune-up quotes before the rush — reminders built in
  • Whole team on one account — techs, dispatch, office — flat $99/mo (first month $49)
Start for $49 first month — HVAC →
Your Service Pipeline
New Call11$12,300
Quote Sent7$31,500
Booked5$18,700
On Site2$7,400
Closed34$89k ✓
Close more roofs.
Chase fewer leads.
CRM built for roofing contractors and crews
  • Track every inspection, estimate, and job from first knock to final payment
  • Log storm leads, insurance jobs, and retail estimates separately — pipeline for each
  • Tag by roof type, lead source, or adjuster contact so your sales team works smarter
  • Set follow-up reminders so no estimate sits cold while a competitor closes it
  • Add project notes, photos descriptions, and material specs to each deal record
  • Whole crew on one account — sales, production, admin — flat $99/mo (first month $49)
Start for $49 first month — Roofing →
Your Roofing Pipeline
Inspection14$68k
Estimate Out9$44k
Contract Signed6$29k
In Production4$19k
Paid & Done22$108k ✓
Every job tracked.
No lead left behind.
CRM built for electricians and electrical contractors
  • Track residential service calls, commercial bids, and new construction projects in one view
  • Log permit status, inspection dates, and customer contacts against each job
  • Pipeline from first call to final inspection — no more job status on a whiteboard
  • Tag by job type (panel upgrade, EV charger, rewire, service call) for instant sorting
  • Follow-up reminders on quotes so competitors don't steal your warm leads
  • Your whole shop — estimators, foremen, office — for $99/mo (first month $49)
Start for $49 first month — Electrical →
Your Job Pipeline
New Request8$21k
Estimate Sent5$38k
Permitted4$29k
In Progress3$22k
Inspected & Paid19$74k ✓
Core Features

Everything you need.
Nothing you don't.

👥

Contact Management

Add, edit, search, and tag contacts. Full profile with activity timeline. Import in seconds. No limit on contacts.

📊

Visual Deal Pipeline

Drag-and-drop kanban. Move deals from Lead to Closed with a flick. See your total pipeline value at a glance.

✉️

Activity Tracking

Log every email, call, and meeting against a contact. Full activity history so you never lose context on any deal.

📈

Clean Dashboard

Pipeline value, deal stages, recent activity. Everything important on one screen. No widget overload.

🏷️

Smart Tagging

Tag contacts by source, industry, or any criteria. Filter your entire database in one click.

5-Minute Setup

Sign up, start adding contacts. No configuration wizard. No mandatory training. No consultant required.

Feature Details

Explore what's inside.

Click any feature to see exactly what's included — no vague marketing, just what it does.

Every contact. Every detail. One place.

Store, search, and manage your entire contact database without hitting paywalls or limits. Every contact has a full profile with tags, custom fields, and a complete activity history.

  • Unlimited contacts — no plan tiers, no overages
  • Full contact profile: name, company, email, phone, notes
  • Tag contacts by source, status, industry, or anything you want
  • Instant search across your entire database
  • Import contacts quickly and easily
Try it free →
Contact Database
S
Sarah Chen
sarah@vertexio.com · 415-555-0192
Enterprise
M
Marco Rivera
marco@bridgepoint.co · Consulting
Warm Lead
A
Alicia Brown
alicia@novahomes.com · Real Estate
Referral

Drag deals. Close faster.

A visual kanban pipeline where you can see every deal and its stage at a glance. Drag-and-drop deals between stages. See total value in every column. Know exactly what to work on next.

  • Drag-and-drop kanban with customizable stages
  • Total pipeline value displayed per stage and overall
  • Attach contacts and companies to each deal
  • Track deal value, close date, and expected revenue
  • Filter pipeline by owner, stage, or tag
Try it free →
Deal Pipeline — Kanban
QUALIFIED
Vertexio Deal
Sarah Chen
$24,000
NovaBuild
James Wu
$9,500
PROPOSAL SENT
Bridgepoint
Marco Rivera
$41,000

Never lose context on any deal.

Every call, email, and meeting logged in a clean chronological timeline per contact. When you or your team opens a contact, the full history is right there — no hunting across inboxes and notes apps.

  • Log calls, emails, meetings, and notes with a single click
  • Full activity feed per contact — most recent at the top
  • Filter by activity type to find what you need fast
  • Team activity visible — see what your colleagues logged
  • Timestamps and author on every entry
Try it free →
Activity Timeline
Call with Sarah — discussed Q2 renewal and expansion seats
Today, 2:14pm · by you
Email sent: "Proposal for Vertexio — $24K/yr"
Yesterday, 10:30am · by you
Discovery meeting — 45 mins, confirmed budget
Apr 8, 3:00pm · by you

Your whole business on one screen.

A clean, focused dashboard showing the metrics that matter: total pipeline value, deals by stage, recent activity, and monthly performance. No configuration required — it just works.

  • Pipeline value by stage — know your number at a glance
  • Deals won vs. lost this month with win rate
  • Recent activity feed across all contacts
  • Top contacts and deals by value
  • No setup, no dashboard builder, no BI tool needed
Try it free →
Dashboard Overview
$142K
Pipeline value
12
Open deals
68%
Win rate (30d)
247
Contacts

Your website's always-on sales rep.

A customer-facing AI chat widget powered by your business context. It answers prospect questions, qualifies leads, and captures contact info — 24/7, without you lifting a finger.

  • Embedded on your landing page with one line of code
  • Answers questions about pricing, features, and how you work
  • Captures visitor name and email before the conversation
  • All conversations logged and searchable in your CRM
  • Automatically creates contacts from chat leads
Try it free →
AI Chat Preview
Hi! 👋 Happy to help. What are you looking for in a CRM?
How does your pricing work?
First month is $49, then $99/mo — flat, unlimited users, all features included. No per-seat fees ever.
What about HubSpot?
HubSpot Starter is $9/seat — 10 users costs $90/mo and you lose features. We're $99/mo (first month $49) for your whole team. 😊
📧

Email integration is coming soon.

Track and log emails directly from your CRM — no switching between tools. Connect Gmail, auto-match emails to contacts, and see who opened your proposals without leaving Coltrane.

🚀 Shipping Q3 2026 — included in your plan
Pricing Calculator

See exactly how much you'll save.

HubSpot prices per-seat. Coltrane doesn't. Watch the gap grow as your team does.

How many users on your team?
5 users
11020304050+
HubSpot (Starter)
$45
per month
$9/user × 5 users
Coltrane
$99
per month, flat
Unlimited users included
✓ Lower price
You save $1/mo
with Coltrane — and the gap grows as you scale
No email required. No forms. Results are instant.
The Honest Comparison

HubSpot is built to upsell.
We're built to work.

HubSpot Starter looks cheap until your team grows. Then the bill grows with it. Coltrane doesn't do that.

HubSpot Starter Coltrane
Pricing model$9/seat/mo (per person)$99/mo — unlimited users
Cost at 5 users$45/mo — missing features$99/mo — all features
Cost at 10 users$90/mo — still missing features$99/mo — same price
Cost at 20 users$180/mo (or upgrade to $800+)$99/mo — forever flat
Time to first valueDays of setup + onboarding5 minutes
Deal pipelineStarter plan (limited)Full drag-and-drop kanban
Email trackingRequires paid add-onIncluded
AI chat widgetNot in StarterIncluded
Contract / commitmentAnnual billing recommendedMonthly, cancel anytime
11
Industries Supported
$99/mo
Flat — First month $49
Unlimited Users Included
30 Days
Money-Back Guarantee
What teams say

Trusted by small teams who made the switch.

Real teams who moved from per-seat pricing to a CRM that scales with them — not against them.

🏡
Real Estate

"Finally, a CRM that doesn't charge per seat. Our 8-person team saves $700/mo vs HubSpot Pro — same features, flat price, no surprises at renewal."

📣
Marketing Agency

"We track 40+ client deals across three verticals. Set up in an afternoon. HubSpot needed a week and a consultant before we could actually touch a pipeline."

💻
Technology & SaaS

"Went from spreadsheets to a live pipeline in 5 minutes. Imported the CSV, added the team, deals moving the same day. Zero learning curve."

📋
Consulting

"Month-to-month with no lock-in was the deciding factor. We were burned by an annual HubSpot contract we barely used. Coltrane lets us pay for what we need."

🔒 256-bit SSL Encryption
💳 No Per-Seat Pricing
🔄 Cancel Anytime
🏦 Your Data, Your Control
GDPR & CCPA Compliant
ROI Calculator

See what Coltrane could generate for your business.

Adjust the sliders to match your pipeline. Watch the numbers update in real-time.

50
10500
$1,000
$100$50,000
10%
1%50%
5 hrs
1 hr40 hrs
Additional revenue with Coltrane
$1,000/mo
Close rate +20% (10% → 12%) recovers 1 extra deal per month
Hours saved on manual follow-up
10hrs/mo
50% less time on follow-up = 2.5 hrs/week reclaimed
Your monthly ROI
910%
For a $99/mo investment (first month $49)
Assumptions built in:
  • Coltrane closes 20% more deals (better follow-up, never dropping leads)
  • Reduces manual follow-up time by 50% (activity reminders & pipeline visibility)
🤖 AI-Powered Sales Features — Coming Q3 2026

The CRM is live. The AI is almost here.

Start with the CRM today — contacts, pipeline, activity tracking, all working now. AI sales automation is on the roadmap and drops this summer.

Coming Soon
✉️

Automated Email Sequences

Write it once. Coltrane sends it at the right time — follow-up 1, follow-up 2, nurture — without you lifting a finger.

Coming Soon
🔍

AI Prospect Finder

Describe your ideal customer. Coltrane finds leads, enriches them, and adds them to your pipeline — ready to work.

Coming Soon

Smart Follow-up Cadences

AI that watches your pipeline and tells you who to call today, who's going cold, and what to say — based on their history.

All AI features included in the $99/mo plan — no extra charge when they launch.

Pricing Comparison

See the math HubSpot doesn't want you to do.

HubSpot charges per seat. The price looks fine at first — until your team grows, or you need actual features.

HubSpot Starter
$9/seat/mo
Billed annually. Minimum 2 seats.
10 users = $90/mo & features missing
~Basic contact management
~Simple deal pipeline (limited stages)
Email tracking (paid add-on)
AI chat widget (not available)
Reporting (Professional only)
Unlimited users (per-seat forever)
Try Coltrane instead
Best Value
Coltrane CRM
$49/first mo
then $99/mo · unlimited users · no contracts
Intro: $49 first month, then $99/mo flat — 10 users, 50 users, same price.
Full contact management + tagging
Drag-and-drop deal pipeline
Email tracking — included
AI chat widget — included
Dashboard & reports — included
Unlimited users — no surprises
Start for $49 first month — 30-Day Guarantee
HubSpot Pro
HubSpot Professional
$800+/mo
3 seat minimum, paid annually.
Full features, enormous price jump
Full contact management
Advanced pipelines
Email tracking included
Chat bots
Reporting included
$800/mo for features most teams won't use
Try Coltrane instead
What's included

$49 first month, then $99/mo. Here's everything you get.

No hidden tiers. No "call us for pricing". The list below is complete.

👥

Unlimited Contacts

No contact limits. Import your whole database. Add new leads freely without watching a counter.

👤

Unlimited Users

Add your whole team — sales reps, admins, managers — at no extra cost. Flat price forever.

📊

Deal Pipeline

Drag-and-drop kanban. Customizable stages. Total pipeline value always visible. No config needed.

✉️

Activity Tracking

Log calls, emails, meetings, and notes. Full timeline per contact. Nothing falls through the cracks.

📧

Email Integration Coming Soon

Connect Gmail. Emails auto-logged. Track opens and clicks. Send from inside the CRM. Shipping Q3 2026.

💬

AI Chat Widget

Customer-facing chat on your site. Answers questions, captures leads, syncs to your CRM automatically.

📈

Dashboard & Reports

Pipeline value, win rate, deal stages. The numbers you actually need — no BI setup required.

🏷️

Contact Tagging & Search

Tag contacts by any criteria. Filter your database instantly. Find anyone in seconds.

5-Minute Onboarding

Sign up, import contacts, start adding deals. No training, no consultant, no mandatory webinar.

Start for $49 first month —30-Day Guarantee

✅ Not happy? Full refund within 30 days, no questions asked  ·  Cancel anytime

FAQ

Common questions about switching from HubSpot

Especially the ones HubSpot's pricing page buries.

How is Coltrane different from HubSpot? +

HubSpot charges per seat and gates features behind expensive tiers. Starter locks you out of reporting and email tracking. Getting them means upgrading to Professional at $800+/mo. Coltrane is $99/mo (first month $49) — every feature, every user, no surprises. No annual lock-in. No per-contact billing.

What happens to my price as my team grows? +

Nothing changes. Coltrane stays $99/mo (first month $49) whether you have 2 users or 200. HubSpot charges per seat, so your bill grows every time you hire. At 20 users, HubSpot Starter is $180/mo — and you still don't get reporting or email tracking without upgrading to Professional.

Can I migrate my contacts from HubSpot? +

Yes. Export your contacts from HubSpot as a CSV, then import into Coltrane in seconds. No migration consultant needed. Most teams are fully up and running in under an hour.

Are there any hidden fees or contact-count limits? +

None. Coltrane has no contact limits, no storage limits, no per-email fees, no add-on modules. HubSpot charges more when your contact count crosses billing thresholds — Coltrane doesn't. $99/mo (first month $49) is the complete price.

Is there a long-term contract? +

No contracts, no annual commitment. Coltrane is month-to-month. Cancel anytime from your account settings. HubSpot strongly pushes annual billing because monthly pricing is significantly higher — Coltrane doesn't play that game.

What's included in the Coltrane plan ($49 first month, $99/mo after)? +

Everything: unlimited contacts, unlimited users, drag-and-drop deal pipeline, email & activity tracking, AI chat widget, dashboard & reports, contact tagging & search. The list on the pricing section is complete — there are no add-ons, no feature gating, no "call us for enterprise."

Start for $49 — 30-Day Money-Back Guarantee
Pricing

One plan. One price. No games.

No tiers to compare. No add-ons to decipher. No surprise bills.

Most Popular
Coltrane CRM
$49/first mo

then $99/mo — unlimited users · no contracts

First month intro offer. Everything included. No add-ons, no tiers. Cancel anytime.
  • Unlimited contacts
  • Unlimited users
  • Visual drag-and-drop pipeline
  • Email & activity tracking
  • Contact tagging & search
  • Clean dashboard & reporting
  • Cancel anytime — no contracts
  • 30-day money-back guarantee
Start for $49 first month →
🛡️30-day money-back guarantee
🔓Cancel anytime — no contracts
🔒Your data is encrypted & secure

First month $49, then $99/mo automatically  ·  ✅ 30-day money-back guarantee  ·  Cancel anytime

Your CRM shouldn't need
a consultant.

Stop paying for features you'll never use. Start closing deals with a CRM that gets out of your way.

Start for $49 first month

✅ Not happy? Full refund within 30 days, no questions asked.