30-day free trial. Desktop and mobile.
LightserveCRM is a full workspace for one company: contacts, appointments, invoices, campaigns, Book Now (email or text), a customer portal with reschedule and reviews, e-signing, HRM (W-9 / 1099), team chat, AI nameplate notes, consultant share links, and a dedicated mobile-friendly field page at /mobile. After the trial: Cloud Hosted on lightservecrm.com servers only, or Self Hosted on yours.
What it actually does
Not a pile of add-ons. The product ships with the records field-service and sales teams live in every day — and the public surfaces customers actually use.
Records
Contacts, customers, and vendors with physical, mailing, and shipping addresses. Custom fields. CSV import. Multi-select customer merge: pick a master, choose field values, archive duplicates, and move appointments, invoices, contacts, and plans.
Catalog
Sell products and book services from one catalog. Inventory-tracked products get receive and adjust movements with reasons and history. Line items pull price and tax onto invoices.
Money
Draft, send, and collect. State sales tax. Stripe Checkout and Connect. Catalog payment-link buttons on invoices and appointments (open or Email). Dashboard charts for paid revenue, aging, and status mix.
Field
Day / Week / Month calendar, time-off blocks, company timezone. Photograph the nameplate, Analyze labels, keep AI Notes separate from tech notes. Create a consultant share link (time, notes, AI Notes, photos — no CRM login). Mobile: Home, Today/Tomorrow, Call Client, Maps, notes, invoices, chat.
Public
Customers sign in by email or text (Twilio). Book a slot or request products. Portal shows appointments, media, invoices, reviews, and Reschedule inside your hours-before-visit window. Header link back to Book Now. Embed reviews on your marketing site.
Growth
Kanban deals. Visual email designer. SMS snippets. Team chat with photo and video. Company email and SMS alerts on new customers and bookings. Staff reminders from My profile (email and/or text, up to three lead times).
Paperwork
PDF signing desk for CRM and HRM: fields, multi-party order, public sign links, executed copies. HRM workspace for employees and contractors, W-9 uploads, payouts, and 1099 drafts.
Gallery
Dashboard, mobile field page, contacts, appointments, invoices, campaigns, Book Now, pipeline, portal, reports, and workflows. Click any frame to enlarge.
Automation competitors charge extra for
Trigger on invoice paid, payment links opened, deal won, appointment confirmed, customer verified, and more. Chain email, SMS, and Zulip in order. Default payment-link email and SMS workflows ship ready.
Subscribe Make.com or your own listener. Inbound POST with a shared secret. Dual-run warning if a workflow and a webhook share the same event.
Administrator is locked with every permission. Manager, Sales, and Staff are editable. Navigation and REST endpoints honor the same matrix. Teams group users inside the one company.
Integrations in Settings
{{company_logo}} merge (falls back to name initials).Theme studio
Light, dark, or system. Palettes: Lightserve, Midnight, Ocean, Forest, Sand, Rose, High contrast. First-run setup wizard sets company name, administrator, theme, and optional sample data.
30-day free trial
All features on both plans. Cloud Hosted runs only on lightservecrm.com servers and includes all support. Self Hosted includes email support and all upgrades. Read features, the gallery, platform, pricing, the blog, or contact.
30 days, with all features, including the mobile field page.
Cloud Hosted is $6.99 per month or $84 per year, and it runs on lightservecrm.com servers only.
Self Hosted is $155 per year. You operate the host, and support is by email.