LightserveCRM

30-day free trial. Desktop and mobile.

The CRM competitors pretend they built, then quietly rent back to you.

LightserveCRM is a full workspace for one company: contacts, jobs, invoices, campaigns, Book Now, a customer portal, reviews, team chat, and a dedicated mobile-friendly field page at /mobile — Today/Tomorrow jobs, Call Client, maps, pay links, and chat. After the trial: Cloud Hosted on lightservecrm.com servers only, or Self Hosted on yours.

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Mobile field page for phones Rust API + SvelteKit UI + PostgreSQL Cloud Hosted on lightservecrm.com only
LightserveCRM dashboard on a laptop in a service-company workspace
30 daysfree trial, all features
Mobile fielddedicated phone-friendly page
$6.99 / moCloud Hosted, or $84 / year
$155 / yearSelf Hosted, email support

What it actually does

Operations, money, and communications in one workspace.

Not a pile of add-ons. The product ships with the records field-service and sales teams live in every day — and the public surfaces customers actually use.

Records

People and accounts

Contacts, customers, and vendors with physical, mailing, and shipping addresses. Custom fields. CSV import. Multi-select customer merge: pick a master, choose field values, archive duplicates, and move jobs, invoices, contacts, and plans.

Catalog

Products, services, stock

Sell products and book services from one catalog. Inventory-tracked products get receive and adjust movements with reasons and history. Line items pull price and tax onto invoices.

Money

Invoices and tax

Draft, send, and collect. State sales tax. Stripe Checkout and Connect. Catalog payment-link buttons on invoices and jobs (open or Email). Dashboard charts for paid revenue, aging, and status mix.

Field

Jobs and a mobile-friendly page

Day / Week / Month calendar. Pending through Completed. Staff can always book today; Book Now honors the same-day toggle. Dedicated /mobile page: Home dashboard, Today/Tomorrow jobs, Call Client, Go To Client (Maps), schedule on site, invoices and pay links, team chat. Bottom tabs stay pinned on iPhone.

Public

Book Now, portal, reviews

Customers verify email, book a slot, or request products. Portal shows jobs, media, invoices, and 1–5 star reviews. Settings moderate reviews, add pasted reviews, and copy iframe embed HTML for your website.

Growth

Pipeline, campaigns, chat

Kanban deals. Visual email designer. SMS snippets. Team chat with photo and video — other members get an email with a preview. Company email and SMS alerts when a customer is created or a booking is made.

Gallery

The product, not a pitch deck.

Dashboard, mobile field page, contacts, appointments, invoices, campaigns, Book Now, pipeline, portal, reports, and workflows. Click any frame to enlarge.

Technician using the LightserveCRM mobile field page
Mobile field pageHome, Today/Tomorrow jobs, Call Client, Maps, schedule on site, invoices, team chat. Built for phones.
 LightserveCRM dashboard with KPI cards and upcoming jobs
DashboardPer-user widgets plus charts: workspace mix, paid revenue, invoices and jobs by status, aging, deals.
 Appointments calendar and job statuses
AppointmentsPending by default. Confirm to Scheduled. Arrived, completed, cancelled — each can fire a workflow.
 Invoice editor with line items and tax
InvoicesCatalog lines, state tax, Stripe Checkout, and catalog payment-link buttons with Email.

See every gallery frame

Automation competitors charge extra for

Workflows, webhooks, and a permission matrix that actually gates the API.

Ordered workflow steps

Trigger on invoice paid, payment links opened, deal won, appointment confirmed, customer verified, and more. Chain email, SMS, and Zulip in order. Default payment-link email and SMS workflows ship ready.

HMAC outbound webhooks

Subscribe Make.com or your own listener. Inbound POST with a shared secret. Dual-run warning if a workflow and a webhook share the same event.

Roles that mean something

Administrator is locked with every permission. Manager, Sales, and Staff are editable. Navigation and REST endpoints honor the same matrix. Teams group users inside the one company.

Integrations in Settings

Bring your mail, payments, SMS, and chat.

  • SMTP auto-detect for Google Workspace, Microsoft 365, Zoho Mail, Fastmail, Yahoo, iCloud, filtered MX, or self-hosted. IMAP stored for later inbound mail.
  • Company logo with {{company_logo}} merge (falls back to name initials).
  • Twilio SMS with a test send. SMS snippets share email template categories.
  • Zulip Chat with stream, topic, and a test message.
  • Stripe keys, webhook, Connect client ID, technician connected accounts, application fee basis points, payment links.
  • Public domain for Book Now and the portal. Company address required for campaign sends.

Theme studio

The install looks like your company

Light, dark, or system. Palettes: Lightserve, Midnight, Ocean, Forest, Sand, Rose, High contrast. First-run setup wizard sets company name, administrator, theme, and optional sample data.

30-day free trial

Cloud Hosted from $6.99 a month. Self Hosted $155 a year.

All features on both plans. Cloud Hosted runs only on lightservecrm.com servers and includes all support. Self Hosted includes email support and all upgrades.

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