Most popular CRMs on the market today — including Pipedrive, Zoho, and HubSpot — were designed for sales teams working from desks. They offer solid features for pipeline tracking, deal stages, and internal collaboration.
But if your business operates in the field — coordinating technicians, inspectors, or mobile service crews — you’ve likely felt the limitations.
At 3MY, we work with businesses that don’t just sell. They move. And they need more than contact management.
They need visibility, route control, live updates, and logistical precision.
The Problem with Standard CRMs
Standard CRMs are built around sales pipelines, not physical workflows. That’s fine for SaaS or B2B deal cycles — but for mobile operations, they break quickly.
Here’s what we consistently hear from clients who tried the usual options:
These platforms might track contact stages — but they don’t help you manage:
- Field crew schedules
- Location-based job grouping
- Travel time
- Real-time file and note sharing from the field
- On-map assignment of visits
Built for Real Operations, Not Just Reporting
This CRM system is not about charts and dashboards — it’s about making the day run smoother.
With standard CRMs:
- You coordinate jobs manually
- Routes are planned in Excel or Google Maps
- Updates are shared via email or phone
- Crews waste time due to disorganized planning
With 3MY:
- Jobs are assigned via drag-and-drop on a live map
- Routes are optimized visually
- Crew calendars sync with full instructions
- Project files, notes, and photos are available on-site
- Managers see job statuses and team load in real time
Who This Is For
We built this for companies that manage 3–10 visits per day, per team.
Typical use cases include:
- Cleaning and maintenance services
- Appliance or HVAC repair teams
- Electrical and plumbing crews
- Property inspection and reporting
- Mobile healthcare and lab services
- Pest control, landscaping, and delivery providers
If your business relies on real-world movement, mapped jobs, and team coordination across multiple addresses — this system was built around that need.
Customization Where It Counts
Off-the-shelf CRMs try to fit everyone. That’s why they rarely fit anyone perfectly.
At 3MY, we tailor every system to your internal logic:
- Job stages and terminology
- Team roles and permissions
- Regional routing logic
- Scheduling rules and map behavior
- File handling and documentation flow
- Notification timing and message formats
We don’t sell licenses. We build operational systems that remove friction and improve margins.
Want to See It in Action?
We offer planning calls where we walk through your current workflow, identify blockers, and show exactly how the system would adapt to your case.
No generic demos. No pushy sales pitch. Just honest insight.
Book a Planning Call
“Our teams weren’t getting updates in time.”
“There was no way to plan daily routes properly.”