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Work Smarter, Not Harder!

Does your software needs an upgrade? Make the switch to Cycle CRM - the only totally mobile software solution that’s built for Sales, Service, and Maintenance workflows. Successfully run your business with a SINGLE software solution with features designed to help you increase efficiency and productivity.

Start by Registering for a
Personal Consultation or a
FREE Trail below.

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Talk to us today!

One software that can do it all!

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All-in-one service management software

Streamline sales workflows. Enhance visibility. Increase growth potential. Take your business to the next level with CYCLE-CRM, solutions for:

  • Marketing and Sales
  • Service Work
  • Repeated Maintenance Jobs

Set yourself up for greater success with CYCLE management scheduling and dispatch software

See what you want, when you want, and make scheduling and dispatching the most efficient it can be for you. You can also specify the length and start of a typical work week. Then, easily see the status of jobs with easy-to-follow color coding. And, if you need to quickly adjust the time, date or field staff member assigned to a job, simply use the edit button.
Our CYCLE Scheduler will automatically add the notes to your client records. Select from a range of view options including; daily, weekly, monthly and projects.

  • Job scheduling icon Job scheduling
  • Job costing icon Job costing
  • Job progress tracking icon Job progress tracking

Business Class Phone System

Internet browser business class phone system with Auto Attendant for just pennies a day. We log all calls so you can see both incoming and outgoing calls. Also included is a speed dialer with an option to leave a pre-recorded message::

  • Project estimating icon Phone system with Auto Attendant
  • Project management icon Up to 10 extensions
  • Progress billing icon Send and Receive Calls anywhere
    in the world you have internet
  • Project management icon Call forwarding by extensions
  • Progress billing icon Voice Mail on No Answers
  • Project estimating icon Email all Voice Mail by extensions
  • Project management icon Record all incoming and/or outgoing calls

Text Message on your Business phones

Send and Receive Text and Images on your Business phone lines:

  • Asset testing icon No need to give your customer your personal
    cell phone numbers for text messaging.
  • Asset testing icon Send and Receive Text Messages from
    any of your business phone lines.
  • Recurring invoicing icon Send up to 10 Images in one text message.
  • Preventative planning icon Easy to save messages to client database.
  • Asset testing icon Messages are transparent to other users, without
    having to forwarding from user to user.

Great Call Center Phone System for Marketing

Internet browser Call Center phone system with Auto Attendant. We log all calls so you can see both incoming and outgoing calls. Also included is a speed dialer with an option to leave a pre-recorded message::

  • Progress billing icon Send and Receive Calls anywhere in the world you have internet
  • Project management icon Record all incoming and/or outgoing calls
  • Project management icon Create Custom Lists for Speed Dialer
  • Progress billing icon Leave a pre-recorded message to your clients

Text Message using your Business phone numbers

Send and Receive Text and Images on your Business phone lines:

  • Asset testing icon No need to give your customer your personal
    cell phone numbers for text messaging.
  • Asset testing icon Send and Receive Text Messages from
    any of your business phone lines.
  • Recurring invoicing icon Send up to 10 Images in one text message.
  • Preventative planning icon Easy to save messages to client database.
  • Asset testing icon Messages are transparent to other users, without
    having to forwarding from user to user.
two workers looking at laptops on a table

Query Client Data and export to Excel

Quickly collate important data. Customize and schedules. Gain valuable insights. See where your business is most profitable and efficient with:

  • Workforce reports icon Workforce reports
  • Project tracking icon Project tracking
  • Customer service icon Customer service
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See the bigger picture with our application.

Say goodbye to paper-shuffling between teams, wasted admin hours and time-consuming double handling. With CYCLE, you'll know where your client's are, without the spreadsheets and whiteboards.
Choose from a variety of scheduling options to maximize the efficiency of your business service management processes.

Learn More

Free Trial. No credit card required.Select any version and start streamlining your business today.

Monthly   Yearly
Standard $ (2 Users Required)
plus tax, as applicable TRY NOW

Includes Everything you need to get started in streamlining your business

  • Client Details (Names, Address, Phones, Etc)
  • Roles and Profiles
  • Dedicated Database
  • Company File Folders
  • 2 Users and Up to 200 Clients Maximum
  • Secure, Encrypted Password Fields

  • User Passwords
    Secure, Encrypted Password Fields

Professional $ (minimum of 2 users)
plus tax, as applicable TRY NOW

Includes everything in the Starter Plan +

  • Easy Account Management
  • Power Dialing
  • Call Recording
  • Sales Signals
  • Macros
  • Inventory management
  • Unlimited Client Records
  • Webforms
  • Social CRM
  • Twilio Integration with very Low Call & SMS Charges
  • Email integration
  • Client Details (Names, Address, Phones, Etc)
  • Roles and Profiles
  • Dedicated Database
  • Company File Folders
  • Unlimited Client Records
  • Secure, Encrypted Password Fields

  • User Passwords
    Secure, Encrypted Password Fields

Ultimate
Inspector Package $ plus tax, as applicable TRY NOW TRY NOW

Contact Us Contact Us

Includes everything in Enterprise +

  • Free Encrypted Password and Codes management
  • Document Library
  • Custom Fields
  • Call Center Connectors
  • Workflow Rules
  • Premium support
  • Inspection Requests from Website
  • Pin Map Marker for all open permits, and at the same time, Route Inspections on Google Maps
  • Print Inspection Labels
  • AFB Fee Calculator saved
    with all ELE permits (ready to export to report)
  • Violation Report Form
  • Automation suggestions
  • Enhanced Storage
  • Dedicated database cluster
  • Inspector's Package
    includes 3 user Logins

Other Versions are Available, for example the Security Integrator and the Ultimate Inspector Versions

Security Integrator

  • Subscribers
  • Paperless  Contracts
  • Printing of your Contracts
  • Central Station Forms
  • Client Contacts and Key Holders
  • User Passwords
  • Responding police departments
  • Customer Files
  • Customer Photos
  • Security Panel
  • Zones pages & Templates
  • Encrypted User Passwords
    and User Codes
  • Key holder Contacts
  • Account Numbers

ULTIMATE INSPECTOR PACKAGE

  • Document Library
  • Custom Fields
  • Call Center Connectors
  • Workflow Rules
  • Premium support
  • Inspection Requests from Website
  • Pin Map Marker for all open permits, and at the same time, Route Inspections on Google Maps
  • Print Inspection Labels
  • AFB Fee Calculator saved
    with all ELE permits (ready to export to report)
  • Violation Report Form
  • Automation suggestions
  • Enhanced Storage
  • Inspector's Package
    includes 3 user Logins

Frequently Asked Questions

Yes, you can upgrade or take away from your initial plan. No need to re enter your data.

Yes, we have a powerful built-in import process with custom mapping of over 200 fields.

CYCLE CRM has exceptional user security roles set-up options. Many of our clients are in the security industry therefore, the CRM was developed with security and privacy tools to protect customer information, even from employees, that have no need to have full access.

Yes. You can easily create your own contract that will automatically fill in your customers data. Similar to a mail merge document that can be signed by your customer on a mobile device. When signed and completed it automatically creates a PDF that automatically emails your customer and then saves a copy to your customers file in the CRM data base.

Easily manage preventative maintenance schedules, quickly view asset histories and comply with service level agreements.

Yes, we created a custom log in screen for trade shows. You can even set-up a Counter Top or Wall Mount enclosure in your booth or Kiosk. this custom log in screen can play a short video to entice viewers to enter their contact information for you if you're busy or out of your booth.

A basic website is needed for the mailjet verification plug-in used for all emails sent out and to host images and videos used for text messages and emails.

Yes, we have a powerful built-in import process with custom mapping of over 200 fields.
Customer Testimonails

Switching was a no-brainer for us. Especially when it came to marketing and managing jobs. I would say that if you fell that CYCLE CRM would work well with your company’s operations, just go for it!

Gary Blair Blair Enterprises
Customer Testimonails

It's an essential element of every part of our sales process.

William Winkle Spectrum Systems LLC
Customer Testimonails

We decided to go with CYCLE because it offers the most comprehensive solution.

John Smith Sunshine Heating and Cooling Inc.
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