One CRM that adapts to how your service business actually works
If your business doesn't fit a specific industry template, RecoCRM's Service / General edition gives you customer management, service orders, invoicing, and a sales pipeline that flexes around your workflow.
Sound familiar, service business owners?
No CRM built for our specific business
Off-the-shelf CRMs assume a specific industry; general service businesses end up forcing their workflow into the wrong mold.
Customer requests handled ad hoc
Without a shared system, service requests get tracked informally and details fall through the cracks.
Sales and service tracked separately
Disconnected tools for quoting, service delivery, and billing make it hard to see the full customer picture.
What RecoCRM does for service / general
Purpose-built features for your industry, not a generic one-size-fits-all system.
Customer management
Central customer database with full interaction and order history.
Service orders & invoicing
Create service orders and convert them directly into invoices.
Product catalogue
Maintain a catalogue of products or services you offer with pricing.
Sales pipeline
Track leads and quotes through a Kanban pipeline to close more deals.
Team management
Assign work, manage roles, and track team performance.
Reporting & insights
See revenue, order volume, and customer trends at a glance.
“Our business doesn't fit neatly into one category, so most CRMs felt wrong for us. RecoCRM's general setup let us configure customer management and invoicing exactly the way we work.”
Frequently asked questions
Is RecoCRM's general edition suitable for any service business?+
Yes, the Service / General edition is designed to flex around businesses that don't fit a specific vertical template, while still giving you customer management, service orders, and invoicing.
Can I customize the product/service catalogue?+
Yes, you can build a catalogue of your own products or services with pricing, ready to use in quotes and invoices.
Does it include a sales pipeline?+
Yes, leads and quotes move through a Kanban-style sales pipeline so you can track deals to close.
Can I move to an industry-specific edition later?+
Yes, you can move to a specific industry edition as RecoCRM adds more verticals, without losing your existing data.
Ready to run your service business on RecoCRM?
7-day free trial — no credit card required. Our team will help you set up and onboard.