Monolith CRM
BetaThe modern CRM for field service, commerce, and inventory.
- Customer & contact management
- Proposals, invoices, payments
- Work orders & scheduling
- Industry-specific modules
CRM, communications, and documents — unified under one login, one bill, one team. Purpose-built for trades and service businesses, with Moli AI surfacing the right data at every step.
The Monolith suite
Every product is built by the same team against the same data model. No integration tax, no data re-entry, no "Zapier layer between your own tools."
The modern CRM for field service, commerce, and inventory.
Your CRM's built-in softphone and messaging hub.
Documents and templates plugged into your CRM.
Most service businesses cobble together 6–10 disconnected SaaS tools. Monolith replaces the stack — with the integrations already built in.
Eight bills. Eight logins. Eight admin panels. Zero integrations that actually work.
Monolith Platform
Powered by Moli AI
One login. One bill. One team behind the whole stack.
Save money
Stop paying five subscriptions and reconciling five bills.
Save time
No copy-paste between tools. Data flows where it needs to.
Stay connected
Every call, document, and record tied to the same customer.
One customer interaction flows across every product, with no handoffs to build or maintain.
Customer calls your business.
Call auto-logs to the account.
Generate a proposal from a template.
Send the invoice.
Get paid.
With Moli
Every step gets smarter.
Moli summarizes the call, drafts the proposal line items, suggests the follow-up, and can author an automation from a plain-language prompt when you say "do this every time."
Powered by Monolith Platform
The platform underneath the products. Configured by admins, extended by developers, and used by your whole team.
One login for you and your team — across every Monolith product you use.
Give every employee exactly the access they need. Scope by business unit, territory, product, or record. Nobody sees what they shouldn’t.
Run multiple businesses from one Monolith account. Employees see only their business unit; admins see every operation and report across all of them.
Secure cloud storage that scales with you. Dedicated buckets or S3-compatible options when you need more control.
Every record change, login, and admin action is tracked. Know who did what, when — compliance-ready by default.
Updates reach every device instantly. No refresh, no polling — your team sees changes the moment they happen.
No-code rules that trigger across products. Invoice generated → text the customer → log the activity. Moli can write them for you.
Surfaces the right record, drafts the follow-up, and writes the automation — in plain language, right where you work.
Industry-specific modules
Designed from day one for service businesses. Pick your trade during onboarding and the right modules light up — no generic CRM contortions required.
Smart routing and dispatch so the right tech gets to the right job.
Dispatch gantt · Smart routing · Service resources
Run both sides of the fulfillment relationship — delegate to partners or receive work from a master agent.
Master-agent & partner modes · Cross-tenant sync · Billing & inventory reconciliation
Territory management, lead capture, and commissions — built for the field.
Territory boundaries · Lead capture · Commission calculations
Manage service calls, track equipment, invoice on-site.
Maintenance contracts · Seasonal programs · Warranty tracking
Schedule appointments, order parts, get paid faster.
Permit tracking · Fixture inventory · Recurrence workflows
Proposals, permits, work orders, all in one place.
Load calculations · Inspection workflows · Panel inventory
Inspections, measurements, and insurance jobs on one record.
Inspections · Measurement packets · Insurance claims
Subs, materials, progress billing, done right.
Sub management · Change orders · Lien waiver tracking
Water, fire, and mold jobs with the claims and photos baked in.
Insurance claim tracking · Job photo docs · Emergency dispatch
Recurring routes, crew scheduling, and customer preferences in one place.
Recurring services · Crew rosters · Checklist templates
Treatment plans, recurring visits, and compliant chemical logs.
Treatment plans · Chemical logs · Recurring service routes
Route density, recurring services, and seasonal crews without spreadsheets.
Route density · Recurring visits · Seasonal crew management
Don't see your trade? Let us know on the beta form — we're expanding coverage.
Products are currently in Beta. Join the waitlist and we'll follow up based on fit and rollout timing.