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, reminders, 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 re-entering customer details
Harbor Point Services · Sales workspaceFull Opportunity Pipeline
$80,300 total pipeline valueFinancial planning built into operations
Know the real cost before you set the price.
The company budget combines wages, payroll burden, workers’ compensation, insurance, vehicles, equipment, overhead, and revenue targets. Sharpley turns those costs into practical pricing guidance and connects the results to estimating and company analytics.
- ✓ Fully burdened labor rates
- ✓ Vehicle and equipment ownership costs
- ✓ Overhead recovery and target margin
- ✓ Revenue, break-even, and growth planning
Financial planningCompany Budget
Harbor Point ServicesCost structure
Labor + burden$43,820
Vehicles + equipment$18,240
Insurance + overhead$22,780
Today’s field efficiencyRoute Optimizer
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