Customer Workflow Automation
The CRM Built for Service and Field Teams
ProFlow360 is a CRM platform built for local service businesses — contractors, landscapers, HVAC companies, and field service teams. It combines lead management, pipeline automation, dispatch, invoicing, and customer communication in one workspace. Start free for 14 days, plans from $29/month.
Trusted by growing teams worldwide.
Schedule a personalized demo with our team
Built for the trades
One platform. Every service business.
Whether you're running a crew of five or a company of fifty, ProFlow360 fits the way you work.
Field Service Teams
Keep crews aligned, customers informed, and jobs moving — without the paperwork pile-up. ProFlow360 gives field teams real-time visibility from first call to final invoice.
- Dispatch jobs and track crew location in real time
- Automated customer updates via SMS and email
- Mobile-first interface built for trucks, not desks
Field Service Teams
ProFlow360 CRM
Contractors & Construction
Win more bids, reduce change-order chaos, and get paid faster. Built for the way contractors actually work — on the job site, not behind a monitor.
- Generate quotes and convert to work orders in one click
- Milestone-based invoicing with automatic reminders
- Subcontractor coordination and document storage
Contractors & Construction
ProFlow360 CRM
Service Businesses
From HVAC to landscaping to cleaning — ProFlow360 handles the CRM, scheduling, and billing so you can focus on doing great work and growing your customer base.
- Recurring service agreements and subscription billing
- Customer history and equipment tracking per account
- Review request automation after job completion
Service Businesses
ProFlow360 CRM
Simple setup
Up and running in a day
No consultants. No six-month rollout. Three steps and your team is live.
Step 01
Connect
Import your data or sync with email, Slack, or your existing CRM. Get up and running in minutes.
Step 02
Automate
Set triggers and workflows in minutes. No code required—just drag, drop, and deploy.
Step 03
Optimize
Use analytics to measure team and customer performance. Make data-driven decisions daily.
< 1 day
Average setup time
No code
Required to automate
15 min
First workflow live
100%
Team adoption rate
What's inside
Powerful features, no complexity
Automate the busywork, surface the right insights, and keep every customer conversation in one place.
Smart inbox
AI prioritises conversations and suggests next steps so your team never misses a touchpoint.
Pipeline analytics
Forecast revenue with live funnel views and probability modelling you can trust.
Automation engine
Automate follow-ups, task assignments, and approvals with visual workflow builder.
360° customer profiles
Unify notes, files, and communication history in one place for every relationship.
Team collaboration
Share handoffs, @mention teammates, and monitor service levels from a central hub.
Interactive dashboards
Build real-time dashboards with drag-and-drop cards tailored to each role.
Testimonials
Real results from real teams
See how ProFlow360 transformed operations for growing service businesses.
“We onboarded in a weekend and closed 32% more deals in our first quarter. The insights are unreal.”
Sarah Johnson
VP of Sales · Metro Plumbing Co.
“Finally a CRM that feels built for operators. Automations cut our admin time in half overnight.”
Mike Torres
Owner · Torres HVAC
“Field reps love the mobile experience. Leadership loves the forecasts. Everybody wins.”
Emily Chen
Sales Director · Premier Home Repairs
“The mobile app transformed how our field teams update job status. Real-time sync is a game-changer.”
David Martinez
Operations Manager · Elite Electrical
“Switching from spreadsheets to ProFlow360 was the best decision. Our quote turnaround went from days to hours.”
Lisa Chen
CEO · GreenScape Landscaping
“Customer communication is seamless now. Automated reminders alone recovered $50K in unpaid invoices.”
Robert Kim
CFO · Superior Roofing
Everything you need, built in
No patchwork of tools. ProFlow360 handles your entire workflow — from first contact to final payment.
Email & Messaging
Send quotes, invoices, and follow-ups directly from the CRM
Scheduling & Calendar
Book jobs, assign crews, and manage appointments in one view
Estimates & Invoicing
Generate professional quotes and invoices from any job record
Payment Collection
Accept payments online and track outstanding balances
Dispatch & Routing
Assign field crews and track job progress in real time
Reports & Analytics
Revenue trends, pipeline health, and team performance at a glance
Automated Follow-Ups
Trigger reminders and nurture sequences without manual work
Mobile Access
Full CRM access from any device — on the job site or in the office
Simple, transparent pricing
Every plan includes a 14-day free trial. Upgrade as your team scales.
For solo operators and small teams
- Up to 3 users
- 500 customers
- Leads, quotes & invoices
- Job tracking
- Calendar & scheduling
- Basic reporting
- Email support
Automation and tools for growing teams
- Up to 10 users
- 2,500 customers
- Everything in Starter
- Work orders & field dispatch
- Online payments (Stripe)
- Workflow automation
- Advanced analytics
- API access
- Priority support
Unlimited scale with premium support
- Unlimited users
- Unlimited customers
- Everything in Professional
- Customer portal
- SMS notifications
- Document signing
- White-label branding
- Dedicated account manager
- Custom integrations
Learn & grow
Resources for service pros
Practical guides, real case studies, and step-by-step tutorials — written for operators, not software nerds.
CRM Best Practices for Service Teams
Structure your pipeline for consistent follow-through and higher close rates — without adding admin overhead.
Automation 101: Your First Workflow
Build your first automated follow-up sequence in under 15 minutes — no code, no IT ticket required.
How Torres HVAC Cut Admin Time by 50%
A real look at how a 12-person HVAC operation went from spreadsheets to fully automated job management.