# LoadBearing CRM Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about LoadBearing CRM Software - reviews, pricing plans, popular comparisons to other CRM products and more.

Source: https://www.capterra.com/p/10046986/LoadBearing-CRM

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# 

 LoadBearing CRM Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on June 25, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)

LoadBearing CRM

## What is LoadBearing CRM?

LoadBearing CRM is a cloud-based customer relationship management platform that consolidates client management, job tracking, estimates, invoicing, and team communications. Customizable intake forms with QR codes allow prospects to submit project details and photos. The platform enables estimate creation, e-signature collection, and Stripe payment acceptance with balance tracking. Job management spans kickoff to completion, covering team communications, material ordering, cost tracking, and scheduling. Work orders distribute tasks to subcontractors with attached photos and scope details. Automated email workflows handle confirmations, follow-ups, and reminders. Appointment scheduling syncs with Google Calendar. A customer portal provides live job updates. Integration with EagleView imports aerial measurements for material orders. Additional features include subcontractor management, permission-based team access, an items library, and time clock functionality.

## What is LoadBearing CRM used for?

[CRM](https://www.capterra.com/customer-relationship-management-software/)

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

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Neutral

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Negative

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Starting price

$35

Flat Rate, Per Month

Free trial  
available

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## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

API

Application programming interface that allows for integration with other systems/databases

Calendar Management

Track and manage schedules and meetings via an integrated calendar

Campaign Management

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Contact Management

Manage, organize, and store contact information

LoadBearing CRM 30 features

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

Track and manage schedules and meetings via an integrated calendar

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Manage, organize, and store contact information

Customize data fields to support various needs and use cases

Import and export data to and from software applications

Store and organize documents in a centralized system

Manage, store and organize emails within the system or via third-party apps

Create and send email blasts/campaigns

Pre-made examples and templates for emails

Track interaction history by documenting conversations for contacts

Automatically identify and save contact information of potential customers

Manage the process of attracting and converting business prospects into leads

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Score a lead on their quality or likelihood to buy based on certain behaviors

Score a lead based on quality or likelihood to buy/convert based on predetermined criteria

Automate workflows and trigger campaigns based on customer actions

Access software remotely via mobile devices

Generate quotes or estimates for customers

Log and store the source of contacts/leads

Timed notification for any upcoming task, deadline, appointment, or activity

View and track pertinent metrics to find patterns and gain insights from data

Pipeline view and tracking lead status

Reports specific to sales analysis for trends and strategies

Create, manage and track all task activities and progression

Organize customer data and accounts by user or geography

Set up connections to third-party platforms to improve business processes

Create, design and manage workflows for repetitive tasks

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## Pricing

Free Trial

Basic Plan

$35.00

Flat Rate,Per Month

It includes:

-   Client CRM & lead management
-   Qualifying intake form
-   Job estimates with e-signature
-   Invoicing with Stripe payments
-   Items library

Pro Plan

$215.00

Flat Rate,Per Month

It includes:

-   Everything in the Basic Plan
-   Full Jobs module (team chat, material orders, costs, change orders, purchase orders)
-   Schedule tab on every client and job
-   Cost change request workflow
-   EagleView aerial measurement integration
-   Work orders for crews & subcontractors
-   Subcontractor & vendor management
-   Advanced email automations
-   Business reporting & analytics
-   Customer portal (clients see live job status)
-   Photo & document management
-   Estimate templates
-   Priority support

Pro Unlimited Plan

$485.00

Flat Rate,Per Month

It includes:

-   Everything in the Pro Plan
-   Unlimited team members
-   Influencer portal & referral program

## Integrations

[

Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/)[

Hover](https://www.capterra.com/p/239375/HOVER/)[

EagleView](https://www.capterra.com/p/175004/EagleView-Roofing/)[

Interactive maps](https://www.capterra.com/p/268495/Interactive-maps/)

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## Support, customer service and training options

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

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