✦ One system for the whole business

The CRM built for
trades & field businesses

Pipeline, quoting, invoicing, field service, SMS & email inbox, inventory and accounting — in one place, priced so you only pay for what you use.

Free plan included — no credit card required.

Ryze CRM pipeline board showing deals across stages
Everything in one place

Stop stitching five apps together

Ryze replaces the spreadsheet, the quoting tool, the invoicing app, the job board and the shared inbox — so every customer, job and dollar lives in one system.

See every deal, at a glance

Drag-and-drop pipeline boards show exactly what's in flight, what it's worth and what needs a push.

  • Multiple pipelines with custom stages & win probability
  • Per-person access — pipeline membership, read-only viewers, deal visibility scopes
  • Map view, appointments and tasks tied to every deal
Sales summary dashboard with pipeline totals

Quote it, sign it, win it

Professional quotes and proposals your customers can view, accept and e-sign online — with templates, customer rate cards and document version history built in.

  • Branded PDF & digital documents with e-signature
  • Customer price lists — agreed rates applied automatically
  • Quote → invoice → payment in a couple of clicks
Quotes list with statuses and totals

Get paid without chasing

Invoices, deposits, payment claims and statements — with live status tracking so you always know what's outstanding, what's overdue and what landed this month.

  • Deposits, part-payments and credit notes
  • Overdue tracking with per-invoice history
  • Progress / payment claims for staged jobs
Invoices list with outstanding and overdue totals

Every customer, fully known

Contacts, companies and customers with the full story attached — every deal, document, message, file and call in one timeline.

  • Contacts & companies with lead sources and scoring
  • Customer file library — every photo, PDF and attachment in one place
  • SMS & email conversations linked to the right person automatically
Contacts list with companies and statuses

Books that keep themselves

A real double-entry ledger underneath your sales — invoices and expenses post themselves, and your reports are always live.

  • Trial balance, P&L and balance sheet — accrual or cash basis
  • GST & BAS ready for Australian businesses, with PAYG withheld support
  • AI expense scanning — photograph receipts, Ryze does the rest
Accounting reports with trial balance and BAS
And the rest of the toolbox

Built deep, not just wide

🗓️

Field service & scheduling

Work orders, appointments, dispatch boards and technician scheduling for crews on the road.

💬

SMS & email inbox

Two-way SMS and shared email in one inbox, matched to CRM contacts automatically — plus broadcast campaigns.

📦

Inventory that knows its cost

Lot-level FIFO costing, multi-location stock, van staging, transfers, stocktakes and purchase receipts.

Automation

Zapier-style workflows: triggers, conditions and actions that move deals, send messages and create records for you.

📞

Calls, recorded & coached

Call recording with AI transcription, sentiment analysis and coaching scores for your sales team.

🔐

Granular permissions

Per-user module access, pipeline membership, read-only viewers and deal visibility scopes — enforced at the API, not just hidden in the UI.

Run the whole business from one tab

Start on the free plan today. Upgrade when you're ready — and only for the modules you actually use.

Create your free account