CRM
Customers, companies, leads, and opportunities in one record.
- Customer and company profiles
- Lead and opportunity pipelines
- Notes, activities, and searchable history
Features
Every operating surface, designed to share context
GoVerge is modular in adoption and unified in data. Teams get the tools they need without fracturing the customer record.
Projects
Phases, milestones, and health tracking from bid to closeout.
- Phases and milestones
- Progress and resource visibility
- Project health indicators
Jobs & Dispatch
Work orders, crew scheduling, and live field status.
- Work orders and templates
- Crew scheduling and availability
- Live dispatch board and job queue
Field Mobile
Offline-first jobs, photos, signatures, and time tracking.
- Offline-first job lists
- Photos, signatures, and forms
- GPS, barcode, and time tracking
Inventory
Stock, suppliers, purchase orders, and asset tracking.
- Products, categories, and warehouses
- Purchase orders and suppliers
- Stock movements and alerts
Finance
Quotes, invoices, payments, and profitability in one ledger.
- Quotes, estimates, and contracts
- Invoices, payments, and expenses
- Revenue and profitability views
Customer Portal
Booking, project tracking, invoices, and messaging for clients.
- Client authentication and profiles
- Service booking and project tracking
- Quotes, invoices, and messaging
AI Copilot
Summaries, quote drafting, scheduling suggestions, and email assist.
- Context-aware summaries
- Quote and invoice generation
- Email writing and smart scheduling