One platform.
Built around
your workflow.
Replace your CRM, project tools, dashboards, and spreadsheets with one flexible system — configured to the way your business actually runs. Live in 6–8 weeks.
See how CommonThread works — 90 seconds
One platform.
Built for your industry.
CommonThread adapts to how your business actually works — not the other way around. Select your industry to see exactly what that looks like.
Professional Services
Consulting, legal, architecture, and management firms drowning in siloed data, manual double-entry, and reporting blind spots.
Field Services
HVAC, plumbing, construction, and trade contractors losing jobs to paperwork, dispatch gaps, and invoices that never make it to accounting.
Non-Profits
Donor management, grant compliance, and stakeholder reporting — pulled from three different systems into one board-ready dashboard.
Your apps don't talk to each other. And everyone pays for it.
Most businesses are running 5–8 tools that were never designed to work together. The result is data that lives in the wrong place, staff that types everything twice, and leadership that's always a week behind.
One platform, configured to you, live in 6–8 weeks.
Everything your team needs.
Nothing they don't.
CommonThread is modular — you get exactly what your operation needs, configured during your Quick Focus, and expanded as your business grows.
CRM & Sales Pipeline
One unified database for leads, clients, and contacts. Auto-create follow-up tasks, log emails from Outlook or Gmail, and track every deal from first touch to close.
Financial Tools
Real-time financial dashboards, budgeting, variance alerts, and scenario forecasting — connected directly to QuickBooks Online. No separate spreadsheets.
KPIs & Dashboards
Build unlimited role-specific dashboards. Everyone sees the data relevant to their job — field crew, project managers, and executives all get their own view.
Task & Workflow Management
Guide staff through best-practice workflows with automated task assignment, approval chains, and deadline alerts. Nothing falls through the cracks.
Mapping & Geocoding
Real-time field team visibility, route optimization, and territory mapping. Dispatchers see where every crew is. Technicians get optimized routes pushed to their phone.
Integrations
QuickBooks Online, Gmail, Outlook, Dropbox Sign, Twilio, Shopify, Mapbox, and more. Connect existing infrastructure — replace nothing that's working.
Inventory Management
Track stock from central warehouse to individual truck bins. Automatic low-stock alerts tied to job usage. Parts never get forgotten on an invoice again.
Project Management
Full lifecycle project tracking with Gantt, Kanban, and scheduler views. Milestones, deadlines, ownership, and resource utilization — all in one place.
Role-Based Security
Control exactly who sees what — down to the field level. A technician sees their jobs. An executive sees everything. Sensitive data stays where it belongs.
What clients say after going live.
Real businesses. Real results. Zero spreadsheets.
"The investment in getting it right and bringing in tools that are customizable and will grow with your business — has proven that stretching for that investment and partnering with people that can help you, as the business continues to grow, is really, really, really important."
"It's an investment in your business future, but also your own free time. Your personal freedom — which is the whole reason to start a business. We went from two trucks to eight trucks and the thing just runs itself."
"We're not forced into how they think it should work — we're actually building it the way we want it to work. Scheduling went from 2–3 hours to 25 minutes. There's no reason we can't grow to 400 shifts a week. The system's there."
From first call to fully live
in 6–8 weeks.
A structured, proven methodology that eliminates the risk of enterprise software adoption. You know exactly what's happening — and what it costs — at every stage.
Workflow Audit
Free 30-minute call. We learn your operation and confirm CommonThread is the right fit. No commitment required.
Quick Focus
Deep-dive discovery. We map your workflows, build a working prototype, and deliver a complete implementation plan with exact cost.
Implementation
Data migration, configuration, dashboards, and training — all included. Your team is fully operational, not just handed a login.
Continuous Growth
As your business grows, CommonThread grows with you. Additional Quick Focus cycles add modules, integrations, and workflows over time.
Most clients are fully live in 6–8 weeks from Quick Focus approval. If we think it'll take longer for your situation — we'll tell you upfront.
Connects to what you already use.
CommonThread doesn't replace infrastructure that's working — it makes everything talk to each other.
+ legacy CRM, ERP systems, RFID scanners, retail POS, and almost any custom platform via API
Start with a free
Workflow Audit.
30 minutes. We map your current systems and show you exactly where the gaps are — whether you use CommonThread or not.
✓ Free · No commitment · ✓ 25 years in business · ✓ Live in 6–8 weeks or we'll tell you why