CORESIGHT

Vision. Clarity. Security.

One platform, one team, 10x efficiency. See everything, miss nothing — stop hiring office staff… get a better system.

$0 per seat Pay only for the modules you use No contracts Custom dashboards A fraction of the cost
Customer CRMScheduling CalendarSmart Lead IntakeEstimating & QuotingMulti-Page ProposalsInvoicing & PaymentsField OperationsReporting Customer CRMScheduling CalendarSmart Lead IntakeEstimating & QuotingMulti-Page ProposalsInvoicing & PaymentsField OperationsReporting
What We Build

Replace your entire software stack

Service businesses juggle a CRM, a scheduler, a quoting tool, an invoicing app, and a pile of spreadsheets — none of which talk to each other. CoreSight is the single system that does all of it, so your team manages leads, jobs, and customers in one connected place. Let your team focus on growing and building, not trying to fix bottlenecks.

Customer CRM

Track every lead, contact, and customer relationship from first call through long-term service history.

Scheduling Calendar

Keep every appointment and job on one shared calendar the whole team can see and work from.

Estimating & Quoting

Build professional quotes and multi-page proposals, send them for approval, and convert them into work.

$

Invoicing & Payments

Turn completed jobs into invoices and collect payment without leaving the platform.

Field Operations

Give crews the job details, photos, and status updates they need from the field, in real time.

Reporting

See pipeline, revenue, and team performance across the business in clear dashboards.

Core Call · Smart Lead Intake

Never miss a call. Never miss a lead.Never miss a detail.

Core Call captures every inbound call as a lead — whether it goes to voicemail or a team member answers live. From there, the platform transcribes and summarizes the conversation and automatically updates the customer and job records, so the details capture themselves and nothing slips through.

01 · AI Intake
Core Call pulls every important detail from an incoming call — voicemail or answered live.
02 · Lead Created
A lead is created automatically, with the customer's information already filled in.
03 · Summarized
Every conversation is summarized with the relevant details captured.
04 · One Page
Whoever talks to the customer, the whole team stays on the same page — no missing details, no lost context.
One Team · One Source of Truth

Your whole team in one collaborative space

From the front office to the field, everyone works in the same live system — the same leads, the same jobs, the same customer history, updated in real time. No more re-explaining, no more version of events that only one person knows.

One collaborative workspace

Office staff, dispatchers, and field crews all see and update the same information as work moves forward — so the team is always aligned.

Dashboards built around you

Every business runs differently, so dashboards are customized per client. Each team sees exactly the numbers and views that matter to them.

Activity logs, end to end

Every action is logged, giving you full clarity on a job from start to finish — who did what, and when.

Pricing That Rewards You for Growing

Pay for what you use. Nothing more.

$0
Per Seat — Forever

Most platforms charge for every user you add. CoreSight doesn't. Put your dispatchers, office staff, and every field tech in the system without watching the bill climb — your price doesn't go up because your team grows.

And you only pay for the modules your business actually uses. Turn on what you need, leave the rest. The result is one platform that does the work of your whole software stack — at a fraction of the cost.

Customer CRM Smart Lead Intake Quoting Multi-Page Proposals Field Operations HR & Timekeeping Integrations
Switching Is Simple

No contracts. No data left behind.

No contracts, no lock-in

Sign up and try it. If CoreSight isn't right for you, walk away anytime — there's no cancellation fee. We'd rather earn your business every month than trap you in a contract.

We bring your data with you

We migrate your data from anything — legacy software, old systems, spreadsheets, PDFs, and more — so your history comes with you and nothing gets left behind when you switch.

Who It's For

Built for businesses that run on service

CoreSight is built for service and trade businesses — the teams whose success depends on how fast a lead becomes a scheduled, completed, and paid job. You should be focused on growing your business, not fighting bottlenecks created by messy, disconnected software.

If you provide a service, CoreSight is your engine.
How It Works

Our business model

CoreSight Systems LLC is a B2B software company. We license our platform to service and trade businesses under a Master Service Agreement — it's a subscription service for companies, not a consumer product.

A business subscribes

A service or trade company licenses the CoreSight platform under a written service agreement.

We provision their workspace

Each client gets their own configured, branded environment with the modules their business needs enabled — and we migrate their existing data in.

They run their operation

The client's staff manage leads, schedules, quotes, jobs, and invoices for their own customers inside the platform.

Everyone stays aligned

The whole team works from one live view of every lead, job, and customer, and customers are kept informed as their job moves forward.

Grow

Efficiently grow your business with smarter tools. You don't need more office staff — you need a better system.

Company

Get in touch

CoreSight Systems LLC — software services for service and trade businesses.