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Description
Chalmsy offers AI-driven business management software tailored for small service-oriented enterprises such as florists, event coordinators, venues, interior designers, consultancies, and various trades. The platform streamlines the process from initial inquiry to finalized payment, allowing users to describe a job in simple terms while Chalmsy automatically generates a customized, branded proposal using the user's own materials, labor rates, and multipliers. Clients can conveniently review, comment, and accept proposals online, transforming accepted work into a project, followed by invoicing and bookkeeping entries, ensuring that no information is redundantly entered across different tools. The software encompasses features like quoting and estimating, proposal revisions and change orders, online approvals, deposit management, payment schedules, automated follow-ups for quotes, a client relationship management system, project oversight, invoicing capabilities, receipt capture, ledger management, profit-and-loss analysis, and integration with QuickBooks. Additionally, it seamlessly connects with Gmail, Google Calendar, and Google Drive with just one click, enhancing overall efficiency. Notably, all documents reflect your brand identity rather than Chalmsy's, with pricing structured per business rather than per user, starting at just $15 a month, making it accessible for small businesses. This comprehensive solution empowers entrepreneurs to manage their operations effectively without the hassle of multiple software platforms.
Description
Markate is the leading choice for residential and commercial service professionals, small business owners, field technicians needing an easy-to-use business management solution. Start, manage, and help grow your entire business with one intuitive app. We power service businesses to create a unique experience for customers and employees with CRM, field service management, sales and marketing automation tools.
Markate connector and add-on options provide business productivity solutions for photo and video project documentation, bookkeeping, employees access, online bookings, lead contact forms, branded customer portals, a virtual phone number, a customizable proposal kit, Ask for Review (via email or text), virtual video estimates, and residential consumer-friendly financing, multiple payment processing options as well as integrations with Google Contacts, and Google Calendar.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
CompanyCam
No
Google
No
NiceJob
No
QuickBooks Online
No
ResponsiBid
No
Zapier
No
Integrations
CompanyCam
Yes
Google
Yes
NiceJob
Yes
QuickBooks Online
Yes
ResponsiBid
Yes
Zapier
Yes
Pricing Details
$15/month, seats included
Free Trial
Yes
Free Version
No
Pricing Details
$39.95 per month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Chalmsy LLC
Founded
2026
Country
United States
Website
www.chalmsy.com
Vendor Details
Company Name
Markate
Founded
2014
Country
United States
Website
www.markate.com
Product Features
Business Management
Billing & Invoicing
No
CRM
No
Employee Management
No
Financial Management
No
Inventory Management
No
Marketing Management
No
Order Management
No
Point of Sale (POS)
No
Project Management
No
Purchasing
No
Scheduling
No
Time & Expense Tracking
No
Training Management
No
Vendor Management
No
Product Features
Business Management
Billing & Invoicing
Yes
CRM
Yes
Employee Management
Yes
Financial Management
No
Inventory Management
No
Marketing Management
Yes
Order Management
No
Point of Sale (POS)
Yes
Project Management
Yes
Purchasing
No
Scheduling
Yes
Time & Expense Tracking
Yes
Training Management
No
Vendor Management
No
