Docket CRM is a browser-based estimate builder and CRM. Take a call, build a quote, convert it to an invoice, and track the order through dispatch — without installing software on a single machine. One tenant, one database, your data.
What it does
Customer in seconds, line items from a searchable catalog, freight on board calculated into the order total. Optional plan-driven product recommendations via the Site Plan Extraction add-on.
One document, two modes. Quotes show per-unit pricing as a price sheet. Invoices add extended totals, materials subtotal, and total due.
Companies first, contacts second. Carriers as top-level. Custom pricing, delivery preferences, and historical order context on every record.
Spec sheets, photos, and stock counts on every product. Stock auto-decrements on first invoicing. Untracked products stay untracked.
Pickup, our delivery, or freight on board — three dispatch methods, one consistent line on the printed document, dollar charges flowing into totals.
Every customer company runs in its own container with its own SQLite file. No shared database, no cross-tenant leaks, no surprise neighbors.
Optional add-ons
Upload a site plan PDF on a draft estimate; Docket CRM extracts BMP quantities and surfaces matching products from your catalog under a "Recommended from plan" header. The rep still chooses what to add — the tool drafts, it does not commit.
AI features run against an API key you supply — OpenAI, Anthropic, Groq, or any OpenAI-compatible endpoint. The key is stored only in your tenant settings and is never returned in plaintext to the browser.
A typical day at the order desk
Live demo runs on a sandbox tenant with your company name on it. We send you CSV templates for products, customers, and carriers; you fill what you have, we map your column names to Docket CRM's schema before the call so the walkthrough uses your real catalog instead of canned data.