Quotes, jobs, and invoices.
On your website, not someone else’s.
TSSG CRM Pro turns your WordPress site into the system that runs your business. Send a quote, get it signed, schedule the work, invoice it, get paid. One flat price, every person on your crew included, and no software company taking a cut on top of your card processing.
From First Call to Paid, and After
Each one works on its own and they work together. Start with the part you need this week and turn the rest on when you get to it.
Clients
Residential and commercial, with contacts, service addresses, files, and notes on the record. Every quote, job, invoice, and message attached to the name, so opening a client shows you the whole history in one place.
Proposals
Estimates, quotes, change orders, and signed service agreements, with line items, deposits, discounts, expiry dates, and your own terms on the document. Every acceptance records the signature, the date, and the IP address it came from, so what was agreed to is on the record.
Jobs
Projects with tasks and costs, and recurring service with visits generated on the schedule, assigned to a crew member, and logged on site when the work is done. The reminders go out and the billing follows the same schedule, so repeat work stays on the calendar and on the invoice without being re-entered.
Invoices
Deposits, partial payments, late fees, refunds, credit notes, and recurring billing. Card payments run through your own Stripe account, and anything paid in cash, by check, or through a payment app gets recorded the same way, so the books stay right no matter how the money actually arrived.
Messaging
Quote follow-ups, overdue notices, appointment confirmations, and receipts, by email or by text from your own number. Templates and merge tags are yours to edit, and every message carries a delivery status, so you know it landed without having to ask.
AI Assistant
Ask in plain language, by chat or by text message, and it looks up records, drafts the writing, and fills in the details. It shows you exactly what it is about to do and waits for your OK before anything is saved.
Repeat Work
Ask for a rating when a job closes well, publish the good ones as testimonials on your own site, and send past clients a seasonal offer with a promo code attached. Follow-ups built from the records you already have.
One Price, Your Own Accounts, Your Own Data
Most software in this space bills you per person, moves your payments through its own account, and keeps your records on its servers. This does none of those three.
One price, whole crew
Every other tool charges by the person. Add a second truck and a third, and the price does not move.
Your payments, your money
Card payments run through your own Stripe account at your own rate. Nobody sits in the middle taking a percentage on top of the card fee, and a payment that comes in as cash or a check is just recorded, with no fee at all.
Your records stay yours
Everything lives in your own WordPress database on your own hosting. Export it whenever you want. Nobody can lock you out of your own history or raise the rent on it.
The paperwork a real job needs
Change orders, deposits, signed service agreements, recurring visits, credit notes, and refunds. The parts the quick invoicing apps skip because most jobs are not one line and one payment.
One Price, Unlimited Users
One price per site, no matter how many people use it. Add a second truck and a third and the price does not move.
Free
Quote it, send it, get paid, send the receipt. No credit card, no time limit, and no cap on how many records you keep.
- Unlimited clients, contacts, and files
- Quotes and estimates with e-sign approval pages
- Invoices with Stripe checkout, receipts, and refunds
- Projects, tasks, and meetings
- Email notifications on every send
- Runs on your WordPress site. You own everything.
Premium
Everything in Free, plus the parts that repeat. Overdue notices, quote follow-ups, service visits, and next month’s invoice go out on schedule without you starting them.
- Automated reminders, follow-ups, and late fees
- Recurring invoices, consolidation, and credit notes
- Text messaging through your own Twilio number
- Campaigns, promo codes, surveys, and testimonials
- Service schedules with generated visits and logs
- Bulk send, presets, custom proposals, and team seats
- AI assistant with your own API keys
Sovereign
Everything in Premium, with the AI assistant already connected. No API keys to go get, no provider account to open, no setup.
- Everything in Premium
- Managed AI works out of the box
- Drafts campaigns, replies, and survey content
- Works your CRM by chat or text message
- Your own keys and connectors stay available
- Priority support
Built by The Solo Software Group
TSSG CRM Pro is built by a solo developer for solo operators. No venture capital, no bloat, no enterprise upsells. Just clean software that respects your business and your data.
Open source under GPL v2+. Self-hosted on your own WordPress site. You own everything.