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Monolith
CRM

Monolith CRM

Beta

The modern CRM for field service, commerce, and inventory

One object platform. Core CRM with validation and Moli AI included on every seat. Modules you turn on per seat as you grow.

Join the beta See pricing

What you get with CRM

Everything your team needs to run the business

Seven outcome-based capability groups, not a pile of features. All of Core CRM — included on every seat.

Manage Your Customers

Every record, relationship, and touchpoint in one place.

  • Accounts with support for complex multi-business service relationships
  • Contacts with business, household, and family relationship mapping
  • Locations — work sites, multi-address customers, rooms and suites, and more
  • Phone Numbers with line-type validation and SMS opt-in tracking
  • Notes with pinning, mentions, and a full activity timeline

Win More Jobs

Proposals to close, quickly.

  • Proposals — estimates, quotes, and change orders with e-sign
  • Pricebooks — standard and custom price lists per business unit
  • Sales Territories and Reps with assignment rules
  • Dashboards with pipeline, conversion, and close-rate aggregates

Get Paid Faster

A payments stack your accounting team actually trusts.

  • Invoices — standard, deposit, progress, and final
  • Payments with clear lifecycle tracking from authorized to settled
  • Deposits and deposit applications
  • Refunds and credit memos

Run Your Operations

Dispatch, scheduling, and field execution built in.

  • Work Orders with status workflows and crew assignment
  • Appointments and scheduling across teams
  • Territories and resource management
  • GPS tracking and travel-time calculation

Track Your Inventory

Warehouses, trucks, and customer-site assets, all tracked.

  • Inventory locations — warehouses, vehicles, and staging areas per business unit
  • Items and serialized items with lot and serial tracking
  • Assets — deployed equipment at customer sites
  • Transactions with full audit trail

Build It Your Way

Admins and developers both get what they need.

  • A deep object model with custom fields and custom objects
  • Formulas, rollups, and validation rules (same-record, cross-field, cross-object)
  • Template-driven display names and auto-incremented record numbers
  • No-code for admins, full API and SDK for developers

Moli AI At Your Side

Not a chatbot. A coworker that knows your data.

  • Surfaces the right customer data at the right moment in every workflow
  • Drafts proposals and invoice line items from source data
  • Summarizes calls and writes the follow-up for you
  • Authors automations from plain-language prompts — no developer required

Pick-and-choose add-on modules

Core CRM plus the modules you actually need

Core CRM — including validation and Moli AI — is included on every seat. Turn on modules per seat as you grow. Beta pricing TBD.

Sales

Available

Territories, reps, quotas, pipeline stages

Commerce

Available

Orders, fulfillment, multi-location inventory

Inventory

Available

Warehouses, serialized items, transfers, cycle counts

Field Service

Available

Work orders, crews, dispatch, GPS, asset history

Project Management

Available

Projects, tasks, progress billing, resource loading

Partner Programs

Available

Dealers, distributors, referral partners, co-op incentives

Compensation

Available

Commission plans, bonuses, payout runs, draws

Accounting

On the roadmap

GL, journal entries, reconciliation, financial reporting

Plug-and-play for your trade

Industry workflows that light up on day one

Choose your industry during onboarding and Monolith CRM loads the object relationships, pricebook templates, and workflow patterns that actually fit. Industry coverage is expanding across Beta.

HVAC

Beta coverage

Equipment maintenance contracts, seasonal tuning programs, permit tracking

Plumbing

Beta coverage

Water-heater age rollups, fixture service history, after-hours dispatch

Electrical

Beta coverage

Load calculations, inspection workflows, panel and circuit records

General Contracting

Beta coverage

Sub management, progress billing, change order workflows

Landscaping

Beta coverage

Route density, recurring-service scheduling, property service plans

Restoration

Beta coverage

Insurance adjusters, scope documentation, equipment on-site logs

Don't see your industry? Tell us on the beta form — the Object Platform under CRM was built so new verticals are configuration, not rebuilds.

Part of the Monolith ecosystem

Better with the rest of Monolith

CRM shares identity, billing, and events with Connect and Docs — so every touchpoint lands on the right record automatically.

Connect

Monolith Connect

Click-to-call any contact. Calls and texts auto-logged to the customer record.

Docs

Monolith Docs

Generate proposals and invoices from merge templates. PDFs attached to the record.

Moli

Moli AI

Summarizes calls, drafts follow-ups, and authors automations in plain language.

Beta pricing — TBD

Core CRM per seat plus pick-and-choose add-on modules.

Beta pricing is being validated with early customers. Final packaging and public pricing are still being finalized.

See all plans

See Monolith CRM for yourself

CRM is in Beta alongside Connect and Docs. Join the waitlist and we'll match you to a slot based on fit and rollout timing.

Join the beta See pricing