CRM for locksmiths
A locksmith CRM that answers the lockout call before the next locksmith does
Lockouts are won in the first minute. Clientager answers every call and message 24/7, gets the address and the job, and puts it in front of your on-call locksmith.
CRM included in every plan, from $39/month. AI manager included.
New call
Job details confirmed
Locksmith assigned
Quote sent
Quick answer
What does a locksmith CRM need to do?
A locksmith CRM must answer lockout calls instantly, capture the address and job type, get the job to an available locksmith and collect payment on the spot. Clientager does that with an AI manager that answers calls, WhatsApp, SMS and chat 24/7, plus a CRM with urgent service requests, technician assignment, pay-by-link invoices and records for commercial clients. Plans start at $39/month.
Built for locksmiths and lock and security businesses
Your Locksmith CRM comes set up with the stages and fields locksmiths and lock and security businesses actually use. Change anything, add your own.
Pipeline stages
- New call
- Job details confirmed
- Locksmith assigned
- Quote sent
- Won
What each record holds
- Job address and landmark
- Job type (lockout, rekey, lock change, safe, access control)
- Residential, automotive or commercial
- Lock brand and type
- Master key system reference
- Proof of ownership noted
- Assigned locksmith
- Commercial account contact
Urgent service requests
Lockouts, broken locks after a break-in and car lockouts are opened as urgent requests with the address and details, then assigned to the locksmith on call.
Quick-turn pipeline
Most locksmith jobs close in an hour. The pipeline is short: new call, details confirmed, assigned, quoted, won. Larger jobs like access control use the same board.
Pay-by-link on site
Send the invoice with a secure pay link through Stripe, Razorpay or PayPal before you leave. The customer pays by phone and it is marked paid automatically.
Commercial account records
Store master key system references, key holders, lock types and service history for property managers and businesses as custom fields.
Calendar for scheduled work
Rekeys, lock changes and installs sit on the calendar next to tasks, so planned work fits around emergency call-outs.
Customer timeline
Every call transcript, text, job and payment per customer. Useful when a business calls back for more keys cut to the same system.
Reports
Track jobs by type, leads by source, revenue collected and what share of calls came after hours.
Included: Clientager AI manager
A CRM that fills itself in
Most CRMs wait for someone to type. Your AI manager answers calls, WhatsApp, SMS, website chat and email 24/7, then writes every contact, booking and next step into the CRM for you.
Answers every lockout instantly
Day or night, your AI manager picks up the call, so the customer does not hang up and dial the next listing.
Gets the address and the job
It asks where the customer is, what is locked and what kind of lock or vehicle it is, and writes it on the record.
Alerts your on-call locksmith
It opens an urgent service request and hands it to a human with a callback task, so you can confirm your arrival.
Shares your standard pricing
It can explain your call-out fee and how pricing works, using the information you give it, so there are no surprises.
Books planned work
Rekeys, lock upgrades and access control quotes are booked into open slots on your calendar with reminders.
How a locksmith runs on Clientager
- 01
Locked out at midnight
A customer calls from their doorstep. The AI manager answers, gets the address and the lock type, and notes they can show ID.
- 02
Urgent job opened
An urgent service request is created and assigned. Your on-call locksmith gets a callback task and confirms the arrival time.
- 03
Job done, paid on the spot
After opening the door, you send the invoice with a pay link. The customer pays from their phone.
- 04
Follow-up
The next day a review request goes out. A week later, a rekey offer for peace of mind.
Automations ready to switch on
- When A new urgent request is created→ Assign it to the on-call locksmith and create a callback task due in 5 minutes.
- When A job is marked completed→ Send the invoice pay link and a review request the next day.
- When A contact is tagged moved-in→ Send an SMS 7 days later offering a rekey for their new home.
- When A quote for access control sits for 4 days→ Send a follow-up email and create a call task.
- When A commercial account has no job for 12 months→ Send a check-in email offering a lock and key audit.
Spreadsheets vs. Clientager
Spreadsheets and generic CRMs
- Missed calls go straight to the next locksmith on the list
- Addresses scribbled while driving
- Chasing payment after you have left
- Commercial key system records in a binder
- No history when a customer calls back
Clientager Locksmith CRM
- Every call answered in seconds, 24/7
- Address, job type and lock details on the record
- Pay-by-link sent before you leave the job
- Master key references and key holders stored per account
- Full timeline for every customer
Why speed is the whole game for a locksmith CRM
A locked-out customer calls the first number they see, and if nobody answers, they call the next one. That is the core problem a locksmith CRM has to solve. Clientager's AI manager answers calls, WhatsApp, SMS and web chat 24/7, replying to messages in each customer's own language. It asks where the customer is, what is locked and what type of lock or vehicle is involved, then opens an urgent job and alerts your on-call locksmith with a callback task.
Generic CRMs were made for long sales cycles, not a job that starts and ends inside an hour. Clientager comes with a short locksmith pipeline and urgent service requests by default. The record captures the address, the job type, the lock brand and whether the customer can show proof of ownership. You arrive knowing what to bring, and the details are saved for next time.
Getting paid before you drive away
Collecting payment at the door should be quick and clean. In Clientager you pick the service from your catalog, such as lockout call-out, rekey per cylinder or a new deadbolt, and the invoice adds tax for you. Send it with a secure pay-by-link through Stripe, Razorpay or PayPal on your own account. The customer pays from their phone, and the invoice is marked paid without you touching it.
Because every invoice lives on the customer record, you always know what was paid and when. Revenue reports show what each type of job brings in, and staff accounts do not see payments or revenue. If you work with other locksmiths, each one sees their own jobs and customer notes, while the owner sees the full picture, from first call to final payment.
Commercial clients and repeat work
Commercial accounts are where steady locksmith revenue comes from: property managers, shops, offices and schools. Each one has key holders, lock types and often a master key system. Store those details as custom fields on the account, along with every job and invoice. When the office manager calls for three more keys cut to the system, anyone on your team can see exactly what was done before.
Automations help turn one-off jobs into repeat customers. New homeowners can get a rekey offer a week after a lockout. Commercial clients who have been quiet for a year can get a check-in offering a lock and key audit. Review requests go out the day after each job. Every message is logged on the timeline, so nobody is contacted twice by mistake.
Questions about the CRM
What is the difference between a locksmith CRM and an AI manager?
The CRM holds your customers, jobs, commercial account details, invoices and payments. The AI manager answers your phone, WhatsApp, SMS and chat 24/7, captures the address and job type, opens urgent requests and alerts your on-call locksmith. Clientager includes both, so every lockout call becomes a job record without you writing anything down while driving.
Can I import my existing customers and commercial accounts?
Yes. Import from any spreadsheet or CRM export via CSV. Map columns to fields like address, account contact, lock type or master key reference. Duplicate detection flags existing contacts, and you can merge duplicates afterwards. You can export everything back to CSV whenever you want.
Can my other locksmiths log in without seeing my revenue?
Yes. Give them the staff role. Staff see their assigned jobs, customer details, notes and tasks, but not payments, billing or revenue reports. Owners and managers see everything, and an activity log shows who changed what. Starter includes 2 team logins, Growth 5 and Scale unlimited.
Can the AI manager quote prices on the phone?
It can explain the pricing you give it, such as your call-out fee or a standard rekey price, and say when a final price depends on the lock. You control what it says. For anything unusual, it creates a callback task so you can quote directly.
Does it work from my phone on the road?
Clientager works in any browser on a desktop or a phone. You can open the job, see the address and notes, send the invoice pay link and mark the job complete from your phone browser. There is nothing to install.
How much does a locksmith CRM cost with Clientager?
The CRM is included in every Clientager plan, and plans start at $39/month. That includes the AI manager that answers calls and messages 24/7. You can see it in a live demo first, and you can get a refund before your agent goes live if it is not a fit.
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