Liftori CRM — Early Access Now Open

THE AI-POWERED CRM
BUILT FOR SERVICE BUSINESSES

Sales, operations, finance, marketing, team chat, and EOS tools — one platform that runs your entire service company. Built for the trades, powered by AI, live in days not months.

See Pricing
12+Built-in hubs
4Trade industries supported
$149Starter — per month, flat
24hFrom signup to live workspace
Built For Your Trade

YOUR INDUSTRY, OUT OF THE BOX

Every workspace comes pre-configured for your trade — pipelines, job workflows, compliance tracking, and training built around how your business actually runs.

❄️

HVAC

Install & service pipelines, maintenance agreements, seasonal scheduling, crew dispatch.

🏠

ROOFING

Inspections to invoices — estimates, job production, material tracking, photo documentation.

🔥

KITCHEN EXHAUST CLEANING

NFPA 96 compliance, certificates, sticker tracking, AHJ reporting, recurring cleanings.

🔧

PLUMBING

Service calls, job prep, crew availability, estimates, and recurring commercial work.

YOUR TRADE

Don't see your industry? Tell us what you do — the platform adapts to any service business.

One Platform, Every Department

REPLACE 10+ TOOLS WITH ONE LOGIN

Every hub is included on every plan during early access. No per-feature upsells, no module pricing games.

📊

DASHBOARD

Your whole company at a glance — revenue, jobs, pipeline, and team activity in real time.

💼

SALES

Account-based CRM, pipelines, lead tracking, and follow-ups built for service contracts.

🛠️

OPERATIONS

Work orders, scheduling, crew dispatch, job maps, and field-ready job prep.

🧾

ESTIMATES

Cost & margin builder with your own price book — quote with confidence, protect your profit.

💰

FINANCE

Invoicing, receivables, full general ledger, and job profitability tracking.

📣

MARKETING

Campaigns, email, and lead-source analytics — know what's actually filling your pipeline.

💬

COMMS + TEAM CHAT

Unified inbox plus Slack-style channels — office and field on the same page.

📅

CALENDAR + TASKS

Company calendar, tasks, and notes that connect to jobs and customers — nothing slips.

🎯

EOS TOOLS

Rocks, scorecards, L10 meetings, V/TO, and accountability — run on EOS, built in.

🎓

LIFTORI UNIVERSITY

Sales, operations, manager, and owner training tracks — onboard your team like a franchise.

🤖

AI THROUGHOUT

AI-assisted workflows across every hub — and an AI roadmap that compounds monthly.

🔒

YOUR OWN WORKSPACE

Dedicated, isolated database per company. Your data is yours — never pooled, never shared.

From Signup To Running Your Business

LIVE IN 24 HOURS

STEP 01

START YOUR ACCOUNT

Pick your industry, tell us about your business, and check out securely — takes about 3 minutes.

STEP 02

WE BUILD YOUR WORKSPACE

Our team provisions your dedicated workspace, pre-configured for your trade, within 24 hours.

STEP 03

ONBOARD YOUR TEAM

Add your crew, import customers, and run your first jobs — with Liftori University guiding every role.

STEP 04

RUN & GROW

Pipelines, dispatch, invoicing, EOS — everything in one place, with new AI features landing monthly.

Simple, Flat Pricing

PICK YOUR PLAN

Starter is open now in early access. Pro and Scale are launching soon — join the waitlist and lock in priority onboarding.

Launching Soon

PRO

For teams that want more horsepower
$249/mo
Flat monthly
  • Everything in Starter
  • Advanced reporting & analytics
  • Owner track in Liftori University
  • Priority support
  • Not yet available — launching soon
Launching Soon

SCALE

Multi-crew, multi-location operations
$499/mo
+ usage-based AI features
  • Everything in Pro
  • High-volume AI automation
  • Dedicated account manager
  • White-glove onboarding
  • Not yet available — launching soon

QUESTIONS, ANSWERED

When does my workspace go live?

Within 24 hours of checkout. Early access workspaces are activated by our team so every company starts with a clean, correctly configured setup for their trade.

Am I charged before my workspace is active?

Your subscription starts at checkout, but if we ever miss the 24-hour activation window, we'll credit your first month. During early access, activation is hands-on and fast.

What if my industry isn't listed?

Pick "Your Trade" and tell us what you do. The platform is built generically for service businesses — pipelines, jobs, crews, invoices — and we configure it to your workflow.

Is my data shared with other companies?

Never. Every company gets its own dedicated, isolated workspace and database. Your customers, pricing, and financials are yours alone.

Can I cancel anytime?

Yes. Plans are month-to-month with no contracts. Cancel anytime from your workspace or by emailing support.

What's the difference between this and a custom build?

Liftori CRM is our ready-to-run platform for service businesses. If you need something fully custom — a different industry, a customer-facing app, a marketplace — check out Custom Builds.

STOP DUCT-TAPING 10 TOOLS TOGETHER

Get your whole company — sales, ops, money, and people — running on one AI-powered platform.