CRM and customer history
Organize contacts, service locations, notes, requests, documents and customer history in one reliable record.
The Sharpley platform
One connected operating system from first lead to final payment.
Sharpley gives service companies a professional place to manage customer relationships, sales, field work, documentation, teams, routes and financial planning without stitching together disconnected tools.
Complete business control
Every department works from the same information.
Sharpley connects the office, sales team, field staff, customer documents, scheduling and financial planning so work moves forward without duplicate entry or disconnected systems.
Custom sales pipeline
Build the stages around your sales process, then rename, reorder, add, remove and drag opportunities through the workflow.
Estimates and invoices
Build branded documents with line items, taxes, signatures, terms, payment conditions, status tracking, downloads and email actions.
Jobs and calendars
Coordinate job scopes, assigned staff, consultations, recurring schedules, custom calendars and upcoming field work from desktop or mobile.
Google route optimizer
Use the exact service addresses from today’s job calendar to create an efficient field route and open it directly in Google Maps.
Budgeting and analytics
Account for labor burden, insurance, vehicles, equipment, overhead, margins, sales performance and company growth.
A sales process everyone can follow
Keep every opportunity moving toward the next decision.
The visual pipeline gives owners and sales teams a shared view of every opportunity. Companies can use the included workflow or rename, reorder, add and remove stages to match the way they actually sell. Each lead stays connected to its customer, service, expected value and next action.
- ✓ Customize every pipeline stage
- ✓ Drag opportunities between stages
- ✓ See potential revenue by lead
- ✓ Create estimates without entering customer details again
Harbor Point Services · Sales workspaceFull Opportunity Pipeline
$80,300.00 total pipeline valueScale financial planning
Build pricing from the real cost of running the company.
Company Budget organizes employee wages, workers’ compensation, insurance, trucks, equipment, office overhead and custom cost sections in one editable annual model. Paid invoices automatically count toward the revenue target, while profit and margin figures update from the same saved numbers.
- ✓ Add, edit, save or delete individual costs
- ✓ Create custom budget sections for any expense
- ✓ Use saved laborers and equipment in estimates
- ✓ Track paid revenue, remaining sales, profit and margin
Scale financial planningCompany Budget
Harbor Point ServicesEditable annual cost sections
Employees and labor rates$183,040.00
Trucks and equipment$34,400.00
Insurance, workers’ comp + overhead$178,000.00
Today’s field routeRoute Optimizer
Real Google Maps directions · 3 stops
A schedule your crews can follow
Turn today’s calendar into a practical Google Maps route.
The route optimizer uses the same jobs and service addresses already scheduled for the day. Review the stops, optimize the order and open the route in Google Maps for live directions, traffic aware drive time and satellite view.
- ✓ Exact addresses from the job calendar
- ✓ One day route planning without extra setup
- ✓ Google Maps directions and satellite view
- ✓ A route list that matches scheduled work
See the complete workflow
Explore the platform with realistic sample data.
Use the optional guided tour or move through the live workspace at your own pace.
Open the interactive demo