Click your vertical. Get a CRM shaped around how you actually work — pipeline, custom fields, tasks, and tags already in place. No blank template. No six-week setup.
One click and a fresh tenant boots with the pipeline, custom fields, tags, and task templates your industry actually needs. Swap or add more from the module library anytime.
Available now
7-stage job pipeline from lead to invoiced. Equipment tracking (model, serial, install date, warranty). Service agreements, maintenance schedules, dispatch board. Built for the real difference between install, maintenance, and emergency work.
Available now
Patient flow from referral to billed, with HIPAA mode on from day one. Intake, insurance and prior-auth tracking, compliant appointment reminders. For small clinics and telehealth practices that need the rigor without the enterprise EMR.
Coming soon — help shape it
Matter management, time tracking, trust accounting, and conflict checks. For solo and small-firm practitioners who need more than a contact list and less than a full practice management suite.
Coming soon — help shape it
Student records, parent portal, enrollment pipelines, and tuition tracking. For independent K–12 schools running admissions and billing on a patchwork of tools that don’t talk to each other.
Coming soon — help shape it
Job dispatch, on-call scheduling, parts tracking, and warranty follow-up. Built for the same install / maintenance / emergency split HVAC shops deal with, with plumbing-specific parts and warranty workflows.
Coming soon — help shape it
Policy renewals, claims tracking, commission splits, and carrier management. For independent agents juggling multiple carriers and a book of business that lives in spreadsheets today.
PhoneCentral is a working telecom and MSP. We built this CRM because the tools we tried didn’t understand how small service businesses actually run — they were shaped for teams selling software, not for owners and operators running the day-to-day. Everything you see here runs our own shop first.
The first time you log in, you pick your business type. Your pipeline, custom fields, tags, and task templates are already there. You’re capturing the right information from day one — not six weeks into a consulting engagement.
PhoneCentral CRM is designed to sit next to your existing phone system — whatever you run. Keep the PBX you’ve got; the CRM brings the customer context, the notes, the pipeline, and the tasks that wrap around every call.
Your data lives in its own tenant. Export to CSV anytime. No lock-in.
We're rolling the beta out in waves, one vertical at a time. Drop your info and we'll be in touch within two business days.