Built for companies that move. Not just manage.
Most CRMs were made for desk work. But if your team operates in the field — traveling between homes, sites, or facilities — then you need more than just contact tracking.
You need visibility. Coordination. Speed.
At 3MY, we build custom CRM systems for service companies that depend on real-world logistics, client location data, and daily scheduling precision.
Key Use Cases
This solution is ideal for companies that manage 3–10 visits per day, per team. Examples include:
- Residential and commercial cleaning services
- HVAC maintenance and appliance installation
- Plumbing, electrical, and handyman teams
- Property inspection and real estate condition reports
- Pest control, pool maintenance, and landscape crews
- Courier and mobile delivery services
- Mobile medical techs and home visit providers
Core Features
| Function | What It Enables |
|---|---|
| Lead Capture from Forms and Email | Automatically populate CRM entries from web forms, email requests, or custom sources. No manual re-entry. |
| Lead-to-Client Workflow | Move each client through defined project stages: intake, measurement, permits, work phases, completion. |
| Map-Based Job Management | View all active and upcoming clients on a map. Filter by status, work type, or scheduled date. |
| Interactive Map Scheduling | Assign visits by selecting locations on the map. Group nearby addresses to optimize route planning. |
| Google Calendar Integration | Scheduled jobs sync directly to team calendars. Each worker sees their route, location, and instructions. |
| Google Drive Integration | Each client has a shared folder: photos, blueprints, notes, material counts. Accessible from the field. |
| Live Updates for Field Teams | Changes in status, dates, or documentation are reflected instantly. No more coordination gaps. |
Designed to Solve Real Problems
- No more missing client info or outdated spreadsheets
- Teams receive real-time updates without calls or emails
- Managers build efficient workdays using visual map tools
- Crews access everything they need from one place
- Routes are tighter, downtime is reduced, margins improve
Beyond CRM: Real Operational Efficiency
This isn’t just a CRM. It’s a control center.
- Assign work to the right team, at the right time, in the right place
- Build daily or weekly schedules with drag-and-drop map tools
- Track statuses, approvals, files, notes, and logistics in one interface
- Reduce travel time and missed appointments with visual planning
We also offer tailored extensions:
- Route optimization with external mapping APIs
- Automatic customer reminders and status notifications
- Reporting dashboards for daily load, crew efficiency, and missed revenue
Built Around Your Business — Not the Other Way Around
This system isn’t one-size-fits-all. It’s built to fit the way you operate.
We tailor every layer to your workflow:
- Custom stages and order logic
- Crew roles and daily task structure
- Communication triggers and field data
- Map behavior, scheduling rules, and integrations
Whether you run 2 field teams or 20 — we build for clarity, speed, and growth. No bloat. No tech fluff.
Curious If It Fits Your Operation?
Book a Planning Call
We’ll walk through your current process, show you what’s possible, and give you practical ideas to improve flow and reduce waste. No pushy pitch. Just clear, grounded insight based on your real workflow.
