Win more jobs. Know your numbers. Pay nothing.
One free app to keep track of your customers, leads, jobs, invoices and expenses. (Software people call this a CRM.) Follow every lead from first call to paid invoice, snap receipts with your phone, and see what you actually made this month, all in one app that works offline.
- Free forever
- No sign-up
- Works offline
- Your data stays on your device
Runs in your browser and installs like an app on iPhone, Android, Windows, Mac and Chromebook. No contact limits. No user limits. No ads.
What is a CRM? Your customer notebook, upgraded.
CRM stands for customer relationship management. In plain English, it’s one place that keeps every customer, every lead, every quote and every “I’ll call you Thursday” you promised, and reminds you before anything slips.
You already have one. It’s just scattered.
- Sticky notes
- A notebook in the truck
- Phone contacts
- Texts & voicemails
- A spreadsheet
- A shoebox of receipts
PITHE Digital CRM pulls all of that into one app on your phone or computer, so you can find any customer, see what you quoted them and know what’s next in seconds.
You probably need one if you’ve ever…
- Forgotten to call a lead back, and lost the job
- Couldn’t remember what price you quoted someone
- Had no idea how many estimates you sent last month
- Rebuilt your expenses from a pile of receipts at tax time
- Had more than one person answering the phone or running jobs
What it looks like on a real day
- A homeowner calls about a leaking water heater. You add their name, number and address in about 10 seconds.
- You send a quote from the app with your logo on it. The CRM reminds you to follow up Thursday.
- They say yes. One tap turns the quote into a job on your schedule, with the address ready in Google Maps.
- You snap a photo of the parts receipt, finish the job and send the invoice before you leave the driveway.
- They pay, and you see your profit on that job, plus what you made this month, without opening a spreadsheet.
Next spring, the CRM reminds you they’re due for a check-up. That’s repeat business you would have forgotten.
Your CRM bill, itemized.
Most small-business software charges per user, per contact, or per feature, and the expense tracker and invoicing are usually separate apps with separate bills. Here, it's all one free app. No trial clock, no card on file, no "upgrade to unlock."
Invoice · PITHE Digital CRM
- Unlimited contacts & companies$0.00
- Users / seats (any number)$0.00
- Estimates & invoices$0.00
- Expense tracker & mileage$0.00
- Reports & P&L$0.00
- Card on filenone
- Total$0.00
Built for the way service work actually runs.
Calls come in, estimates go out, jobs get done, money comes in, receipts pile up. PITHE Digital CRM follows that whole loop, so nothing lives on a sticky note or in your head.
A pipeline you can see at a glance
Drag deals from "new lead" to "won" on a Kanban board, or switch to a sortable list. Every card shows the value and the next follow-up.
In your pocket, even with no signal
Install it to your home screen. Log a call from the driveway, check a balance on site, snap a receipt at the supply house.
Invoices that look like you
Turn an approved estimate into an invoice in one tap, then send a clean PDF with your logo, tax and deposits applied.
Receipts off the dashboard
Photograph the receipt, pick a category, mark it billable if the customer is paying. Done before you leave the parking lot.
One app instead of eight.
Your contacts, your pipeline, your calendar, your invoices and your expenses usually live in different places. Here they're connected, so a customer's whole story is one tap away.
Leads & deals pipeline
Drag-and-drop Kanban or list view, deal values, win/loss tracking and lead sources, so you know which ads and referrals actually pay.
Companies & contacts
Business leads with full addresses and a one-tap map link, with every contact linked to the company they work for.
Notes & activity timeline
Log calls, emails, meetings and site visits. Before you call a customer back, see everything that's happened in order.
Tasks, follow-ups & calendar
Due dates, reminders, recurring tasks and a calendar view. The follow-up that wins the job doesn't slip.
Groups, tags & smart groups
Tag VIPs, past customers or "spring tune-up," and let smart groups fill themselves based on rules you set.
Team members & owners
Add your crew, assign each lead, deal and task to an owner, and filter to see who's carrying what.
Estimates & invoices
Quotes that convert to invoices, line items, tax, discounts, deposits, partial payments and recurring billing.
Expense tracker & mileage
Schedule C–style categories, receipt photos, billable expenses, recurring costs and a trip-by-trip mileage log.
Reports that answer questions
Profit & loss, expenses by category, sales by customer, a tax-time summary, pipeline win rate and lead source results.
Import & export anything
Bring in CSV or Excel lists. Send out CSV, Excel, PDF, Google Sheets-friendly files and QuickBooks-ready exports.
Backups you control
One-click backup files, optional password encryption, and automatic backups to the cloud folder you already use.
Your brand, your way
Your logo and business details on the dashboard and invoices, dark mode, and Ctrl/⌘+K search to jump anywhere.
Jobs & job costing
Turn a won deal into a job with crew, checklist, photos and change orders, then see budget vs. actual profit on every job.
Time tracking
Start/stop timers by job and crew member, weekly timesheets, and unbilled hours that drop straight onto the invoice.
Schedule, dispatch & routes
Drag jobs onto a team calendar and build today's multi-stop Google Maps route in one tap.
Service agreements
Maintenance plans that create visits and invoices on schedule, with renewal reminders and monthly recurring revenue.
Leads that never go cold
Paste-a-lead parsing, speed-to-lead timers, stale-deal alerts, follow-up sequences, templates, automations and review requests.
Bills, e-signatures & cash flow
Vendor bills, purchase orders, signed estimates, late fees, statements, bank CSV import with rules and a 30/60/90-day cash forecast.
Pick your trade. It sets itself up.
Choose from about 50 service industries, or type your own. Your preset fills in pipeline stages, lead sources, custom fields and a starter service catalog that fit how your business sells, so you're working in minutes instead of configuring for a week. Change anything, anytime.
- Plumbing
- HVAC
- Electrical
- Roofing
- General contracting
- Remodeling
- Painting
- Handyman
- Landscaping
- Lawn care
- Tree service
- Pest control
- Pool & spa service
- House cleaning
- Commercial cleaning
- Pressure washing
- Moving
- Auto repair
- Detailing
- Real estate
- Property management
- Insurance
- Mortgage
- Hair salon
- Barbershop
- Nail salon
- Spa & esthetics
- Personal training
- Consulting
- Bookkeeping & tax
- Law practice
- Marketing agency
- IT services
- Photography
- Event planning
- Pet grooming
- Tutoring
- + type your own
Plumbing & HVAC
- Pipeline
- New callEstimateBookedWon
- Custom fields
- Equipment age, access notes, service plan
Salons & spas
- Pipeline
- InquiryConsultBookedRegular
- Custom fields
- Preferred stylist, color formula, last visit
Real estate agents
- Pipeline
- New leadShowingOfferClosed
- Custom fields
- Price range, target neighborhoods, pre-approved
Examples shown for illustration. Every stage, source, field and service is yours to rename, add or remove.
Know what you made, not just what you billed.
Invoicing tools tell you what came in. Expense apps tell you what went out. PITHE Digital CRM puts both side by side, so profit is a number you can check on a Tuesday, not a surprise in April.
Estimates, invoices & getting paid
- Estimates that become invoices in one step, with no retyping
- Line items from your products & services catalog, plus tax and discounts
- Deposits and partial payments tracked against the balance
- Recurring invoices for maintenance plans and retainers
- A/R aging shows who owes what, and for how long
- Professional PDF invoices with your logo
A built-in expense tracker
- Schedule C–style categories that line up with how small businesses file
- Receipt photos straight from your phone's camera
- Billable expenses you can add to a customer's invoice
- Recurring expenses for rent, insurance, software and phone
- A mileage log for every drive to a job or supplier
- Everything ties back to the customer or job it belongs to
- Profit & LossBy month, quarter or year
- Expenses by categorySee where it goes
- Sales by customerKnow your best accounts
- Tax-time summaryHand it to your preparer
- Pipeline win rateQuote-to-job ratio
- Lead sourceWhich marketing pays
Your bookkeeper will like this part.
Run your day in PITHE Digital CRM, then hand clean files to your accountant. Export customers, products and services, invoices and expenses in formats made for QuickBooks Online and QuickBooks Desktop, ready to import.
Moving in is just as easy. Import CSV or Excel files, including exports from Google Contacts, Outlook, HubSpot and QuickBooks customer lists. Map the columns, preview, done.
QuickBooks-ready exports are files you import yourself, not a live sync. QuickBooks is a trademark of Intuit Inc. Other product names are trademarks of their respective owners. PITHE is not affiliated with or endorsed by them.
- Customers
CSV - Products & services
CSV - Invoices
CSV - Expenses
CSV - QuickBooks Desktop
IIF - Any list or report
CSV · XLSX · PDF - Google Sheets
DOWNLOAD + IMPORT
Your customer list is your business. Literally.
PITHE Digital CRM stores everything in your browser's private database on your own phone or computer. Your customers, prices and profit margins never touch our servers. We never see them, store them or sell them, and there are no ads tracking what you do.
- No account means no password to leak and no profile to mine
- Works fully offline, on the job site or on the road
- Delete it all, anytime, from your own device
Backups on your terms
- One-click backup file you can save anywhere, with optional password encryption
- Automatic backups to a synced cloud folder on your computer (Chrome or Edge)
- On your phone, share a backup straight to your Google Drive or Dropbox app
- Restore anytime, on the same device or a new one
The honest part: because your data lives only on your device, clearing your browser data or losing your phone without a backup means losing your records. Turn on automatic backups once and you're covered.
Working as a team? Each teammate runs their own copy and you share backup files to hand off work. There's no real-time multi-user sync, which is exactly why nothing ever leaves your hands.
PITHE Digital CRM vs. typical free CRM plans.
Plenty of good CRMs offer a free tier, and many are a great fit for teams that need live, shared data. Here's how a local-first, all-in-one approach is different.
| Feature | PITHE Digital CRM | Typical free CRM plans |
|---|---|---|
| Price | $0, every feature | $0 entry tier; more features on paid plans |
| Account & card | None needed | Account required; card sometimes |
| Contacts | No set limit (device storage) | Often capped on free tiers |
| Users | No seat limit | Often limited seats |
| Estimates & invoices | Built in | Varies; often an add-on |
| Expense tracker & mileage | Built in | Usually a separate app |
| Profit & loss | Built in | Usually in accounting software |
| Works offline | Yes, fully | Usually needs a connection |
| Where data lives | On your device | Provider's cloud servers |
| Real-time team sync | No; share backup files | Usually yes |
"Typical free CRM plans" describes common patterns across the market as of October 2026, not any specific product. Plans vary and change; check each provider's current terms.
No app store. No download wizard.
Open pithegroup.com/crm/app in your browser and add it like an app. It gets its own icon, opens full screen and works offline. Or skip installing and just use it in the browser tab.
iPhone & iPad
Safari- Open pithegroup.com/crm/app in Safari.
- Tap the Share button (the square with an arrow).
- Tap Add to Home Screen, then Add.
Android
Chrome- Open pithegroup.com/crm/app in Chrome.
- Tap the ⋮ menu in the top corner.
- Tap Install app (or Add to Home screen).
Windows, Mac & Chromebook
Chrome or Edge- Open pithegroup.com/crm/app in Chrome or Edge.
- Click the install icon at the right end of the address bar.
- Click Install. It opens in its own window. On a Mac with Safari, use File → Add to Dock.
Straight answers about the free CRM.
What is a CRM, and does a small business need one?
CRM stands for customer relationship management. It is one app that keeps your customers, leads, quotes, jobs, follow-ups and payments in one place and reminds you what to do next. If you have ever lost a lead because you forgot to call back, or pieced together your numbers from receipts at tax time, a CRM pays for itself, and this one is free.
Is PITHE Digital CRM really free? What's the catch?
Yes, it's free: no account, no credit card, no ads, and no limits on contacts or users. There's no catch hidden in your data, either. Your records stay on your device, so we couldn't sell them if we wanted to. PITHE earns its living from optional web design, SEO and custom CRM setup work for businesses that want help.
Do I need to create an account or give an email address?
No. Open pithegroup.com/crm/app, pick your industry, and start working. There's no sign-up form, no password and no email list.
Where is my data stored, and can PITHE see it?
Everything you enter is stored in your browser's private database (IndexedDB) on your own phone or computer. PITHE never receives, stores, sees or sells your customers, invoices or expenses.
What happens if I lose my phone or clear my browser data?
Because your data lives on your device, clearing site data or losing the device can erase it, so make backups a habit. Save a one-click backup file (optionally password-encrypted), or on a computer using Chrome or Edge, turn on automatic backups to a Google Drive, Dropbox, OneDrive or iCloud synced folder. Restore from any backup file in seconds.
Can my team use it?
Yes. There are no user or seat limits, and you can add team members and assign leads, deals and tasks to an owner. Because data is stored locally, there is no real-time multi-user sync: each teammate runs their own copy, and you share backup files to hand off or combine work.
Does it work without an internet connection?
Yes. Once it's open or installed, the CRM works fully offline, so you can update a job, log mileage or snap a receipt in a basement or a dead zone.
Can I import my existing contacts?
Yes. Import CSV or Excel files, including contact exports from Google Contacts, Outlook, HubSpot and QuickBooks customer lists. You map the columns and preview before anything is saved.
Does it work with QuickBooks?
It creates QuickBooks-ready export files for customers, products and services, invoices and expenses (CSV), plus IIF files for QuickBooks Desktop. It's not a live sync: you export the file and import it into QuickBooks Online or Desktop. QuickBooks is a trademark of Intuit Inc.; PITHE is not affiliated with or endorsed by Intuit.
Is the expense tracker good enough for tax time?
It's built to make tax time easier: expenses use Schedule C–style categories, receipts are attached as photos, mileage is logged by trip, and the tax-time summary and profit and loss reports export to Excel or PDF for your bookkeeper. It isn't tax advice, so confirm categories and deductions with a tax professional.
What kinds of businesses is it for?
Service businesses of any size, from a one-person operation to a company with thousands of employees: contractors, plumbers, HVAC, electricians, cleaners, landscapers, salons, real estate agents, insurance agents, consultants, agencies and more. Choose from about 50 industry presets or type your own.
Start with one job you need done today.
Each of these free tools does one thing in your browser. When you want them all in one place, that is what the app is for.
Your next lead deserves better than a sticky note.
Open the app, pick your industry and add your first customer before your coffee gets cold. It's free, there's nothing to sign up for, and your data never leaves your device.
- Free forever
- No sign-up
- Works offline
- Your data stays on your device
Need a website, SEO or a custom CRM setup? PITHE can help.
We build fast, phone-first websites, local SEO and AI search readiness for service businesses, and we can set up the CRM for your team: industry fields, service catalog, imports and backup routine. Quotes are free.