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CRM Integration

Your CRM and your field app, finally talking to each other.

Pull live pricing from your CRM into every estimate. Push completed quotes back automatically. No copy-paste. No version drift. One source of truth across both systems.

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Free trial for owners & operators. No credit card required.
How the sync works
1

Connect your CRM

Secure, server-side credentials — native Vonigo today.

2

Pull live pricing

Estimates always reflect current CRM rates — no exports.

3

Push quotes back

Finalized estimates land in your CRM record automatically.

What it does

One entry, two systems updated.

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Live pricing pull from your CRM

The estimate screen always reflects current CRM rates.

Price changes in your CRM flow to the field instantly — no manual sync.
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Quote push to your CRM

Completed estimates land in your CRM automatically.

No rekeying quotes; your CRM history stays complete without extra steps.
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Supported integrations — Vonigo, and expanding

Works with the CRM junk-removal operators already use.

No need to switch systems; CrewLogicAI works alongside what you have.
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Secure API connection

Credentials managed server-side; no plaintext keys in the app.

Integration is safe to deploy across a franchise network.
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Job record sync

Customer, address, and job details flow between systems.

One entry, two systems updated — crew and office see the same record.
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Real-time, not batch

Data moves as it happens, not on a nightly schedule.

The field and the office are never looking at different versions.
Rates in sync

Your CRM is the source of truth. Keep it that way.

If your pricing lives in your CRM, that's where it should stay. CrewLogicAI pulls rates live so your estimators are always quoting from current prices — not a snapshot that was exported three weeks ago.

CRM sync settings / pricing source toggle
[ Screenshot: CRM sync / pricing source settings ]
Close the loop

What gets estimated gets recorded.

When an estimate is finalized, CrewLogicAI pushes the quote back to the CRM record. No manual entry. Your CRM pipeline stays current, your reporting is accurate, and your office team sees what the field quoted without asking.

CRM quote record populated from CrewLogicAI
[ Screenshot: CRM quote record from CrewLogicAI ]
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Always current pricing

Field estimates reflect today's CRM rates, not last month's export.

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Quotes flow back automatically

Your CRM pipeline stays accurate without manual entry.

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Built for junk-removal operators

Native Vonigo integration, with more CRMs on the roadmap.

Explore more

Works with the rest of the platform.

Pricing & Price Book

Native pricing for operators without a CRM.

Learn more →

Proposals & PDFs

The customer document that goes with the quote.

Learn more →

AI Estimating

The estimates that feed the integration.

Learn more →

Your CRM and your field app, in sync.

Start a free trial and connect the systems you already run.

Start Free Trial Explore the Platform
Free trial for owners & operators. No credit card required.
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