JobMasterCRM
All-in-one CRM for modern teams

The CRM your team will actually use.

Contacts, pipeline, automations, and a website builder — all in one branded workspace your team actually wants to use.

ACT! → JobMasterCRM

“I built the first web edition of ACT!. JobMasterCRM is everything I've learned since — an all-in-one CRM built for small business, plugged straight into JobMaster360's AI-assisted service-management OS.”

Rick Garcia
Rick Garcia
Creator of ACT! for the Web

Features

One platform. Not ten subscriptions.

CRM, pipeline, quotes & invoices, automations, AI agents, scheduling, payments and a website — under one login and one bill.

No more silo $$$ subscriptions

Stop stacking a separate paid tool for your CRM, your scheduler, your quoting app, your email/SMS blaster, your chatbot, your payment links and your website. JobMasterCRM rolls them into one workspace — so your data lives together and your monthly spend stops multiplying.

One connected ecosystem

Every part talks to every other part — no exports, no duplicate data entry, no glue code.

JobMasterCRMYour single source of truth
Contacts & CRM
Pipeline & Deals
Quotes & Invoices
Payments & AccountingComing soon
E-commerceComing soon
JobMaster360 · TradesComing soon
AI Agents
Website & Forms
Available now Coming soon

Enterprise data gridNew

Every list runs on one engine: saved & shareable views, drag-to-group, column control, multi-sort, filters, favorites, and export to CSV / JSON / XML / HTML / PDF.

Name
Company
Stage
Donna Nelson
Acme
Won
Tony Brown
Globex
New
Olivia Bennett
Acme
Won
Maria Lopez
Initech
Lost

AI agentsNew

One persona answers Web Chat, SMS, and phone calls — capturing leads and booking follow-ups around the clock.

Can someone call me back about a quote?
Absolutely — what's the best number to reach you? I'll have the team follow up today.

Comprehensive fieldsNew

Multiple phones, emails & addresses, lookups, geo, territory, and a full audit trail — out of the box.

📞 Mobile📞 Work✉️ Primary✉️ Billing📍 Home🏢 Company🏷️ Tags🌐 Website

Quotes & invoicesNew

Build from a product catalog, send branded links, accept/decline online, convert to an invoice in a click. Multi-currency with PDF download.

Q-2026-0042Accepted
Website audit$1,500
Monthly retainer$2,500
Logo design$800
Total$4,800

Contacts that don't slip through

A clean list, fast search, profile pages with notes and a unified activity timeline. Import from a CSV in 30 seconds.

Pipeline you can actually drag

Six-stage Kanban with deal cards, stage timers, and a lost-reason prompt so you learn from what doesn't close.

Speed-to-Lead automations

Form submits trigger an SMS + email sequence within seconds — plus bulk email broadcasts with built-in opt-out compliance.

Leads mapNew

See every lead pinned on a live map, clustered by region. Location is captured automatically at form-submit time.

Calendar + Tasks, built in

Month-grid calendar, due-today badge in the sidebar, contact-linked events. No more juggling tabs to figure out what's next.

Forms with a public page

Drag-order field builder, public hosted page, iframe embed for your site. Submissions auto-create contacts and fire your automations.

Built-in website builder

Spin up a marketing site or video-sales-letter funnel for any client in minutes. Live URL in 1–3 minutes after you hit Build.

Email + SMS from a profile

One click to send. Replies route straight back to your inbox — no shared mailbox, no copy-paste.

Cmd+K everywhere

Global palette searches contacts, deals, tasks, events, and forms. Stop hunting through menus.

Reports that load instantly

Date-range KPIs, pipeline funnel, won-revenue chart, leads-by-source donut. No spreadsheet exports required.

On the roadmap

Already building what's next

The integrations that finally connect your front office to your books, your payments, and your field crews.

Accounting & CRM syncComing soon

Two-way sync of contacts, invoices and payments with QuickBooks, Xero and Sage 50 — plus one-click contact migration from ACT! CRM. Stop double-entering your books.

Card payments, in-appComing soon

Let customers pay an invoice online by credit card. Status flips to paid automatically — no chasing, no manual reconciliation.

Coupled with JobMaster360Coming soon

Direct link to JobMaster360 for all trades & field operations — jobs, dispatch, work orders and estimates flowing straight from the CRM.

Built-in e-commerceComing soon

Sell products and services online with a storefront tied to your catalog — orders drop straight into the CRM as contacts, deals and invoices.

Integrated appointment bookingComing soon

Self-serve scheduling with availability rules, confirmations and reminders — appointments land on the same calendar your team already lives in.

Founding member offer · limited seats

Lock in our founder's rate — for life.

Join the first 50 businesses on JobMasterCRM and keep the whole platform — CRM, quotes & invoices, AI agents, automations and your website — at the founding price, every year you stay.

  • Every feature included — no per-AI-agent or usage add-on fees
  • Your founding rate locked for life — it never goes up
  • Priority white-glove onboarding with the founder
  • First in line for accounting, payments & JobMaster360 integrations

Founding annual

$497/year
$924/yrSave $427 (46%)

Only 37 of 50 founding seats left

No credit card to start the conversation · cancel anytime

Frequently asked

Can't find what you're looking for? Email jobmastercrm@mustautomate.ai.

Drop in a CSV from Sheets, HubSpot, Pipedrive, or anywhere else. Our importer fuzzy-matches name / email / phone / company columns automatically; map anything else manually.

Send from any contact profile in one click — replies route straight to your inbox via Reply-To. Email runs through our verified domain; SMS via a managed sender.

Built-in website builder ships a marketing site or video sales letter in 1–3 minutes. Multi-page or single-page funnel — pick a niche template, fill the form, hit Build, get a live URL.

All data is owner-scoped — only you and the people you invite can read or write to your workspace. Daily backups, encrypted at rest, exportable as CSV at any time.

The form submission endpoint is public; full read/write API is on the roadmap. In the meantime, every page exports CSV and the underlying database is queryable directly.

Get your team into JobMasterCRM this afternoon.

Tell us about your business and we'll get you set up — contacts imported, pipeline configured, ready to run in days, not months.