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OwnerBoard CRM for any local business

Your whole business on one board.

Customers, conversations, jobs, quotes, invoices, WhatsApp and your numbers, in one place that's set up around how you work. Pay once. No monthly fees.

  • Your demo is built with your business name in 5 seconds
  • 6 questions tailor it to exactly what you need
  • Live charts that tell you what to do next
crm.riveraplumbing.com
OwnerBoard dashboard for a sample plumbing business, with revenue chart, goal ring and KPI tiles
OwnerBoard on a phone
The problem

Sound familiar?

Customer details live everywhere.A notebook, your phone, texts, WhatsApp, a spreadsheet. When someone calls, you scramble to remember who they are.
Follow-ups slip.A quote goes out and nobody checks back. The customer hires someone who did.
You can't see your numbers.Is this month better than last? Who owes you? Where do your best customers come from? You're guessing.
Made for you, not for everyone

Most CRMs give everyone the same screens. Yours fits you.

When you open your demo, you answer 6 quick questions: what you want help with, how customers reach you, how many people will use it, what you send, what details you keep, and your monthly goal. OwnerBoard then shapes itself around your answers, and shows you exactly what it changed.

  • Your trade's words: Jobs, Bookings, Clients or Members
  • Only the menus you need; the rest stays out of your way
  • Your dashboard leads with what matters most to you
  • Follow-ups that run on their own, picked for your goals
  • Your own fields on every customer, like "Gate code" or "Preferred stylist"
crm.riveraplumbing.com
The six tailoring questions
crm.riveraplumbing.com
Built for you: what OwnerBoard changed from the answers
Your guided tour

Let our guide show you OwnerBoard, step by step.

Watch the 6 quick questions build a board around your business, then see the dashboard, pipeline, WhatsApp and quotes at work with sample data.

Narrated by our AI presenter2:03
Take the tour

See OwnerBoard working, screen by screen.

Real screens from a sample plumbing business. Your demo looks like this with your own name, trade and goals.

A pipeline you can dragEvery job, booking or deal on one board. Drag a card to Won and watch your numbers move. Quiet deals get a clock so nothing goes cold.
crm.riveraplumbing.com
A pipeline you can drag
Everything about a customer, on one pageCalls, emails, texts, WhatsApp, notes, quotes, invoices, support tickets and files in one timeline, with a lead score that tells you who to call first.
crm.riveraplumbing.com
Everything about a customer, on one page
WhatsApp, built inSend and receive WhatsApp messages right inside OwnerBoard, filed on the right customer automatically.
crm.riveraplumbing.com
WhatsApp, built in
Quotes and invoices with your logoMake one in under a minute. Your customer opens it on their phone and accepts it online, and you see the moment they open it.
crm.riveraplumbing.com
Quotes and invoices with your logo
Reports that explain themselvesWhere your money comes from, your best and slowest months, your team's follow-up rate and your top customers, in plain words.
crm.riveraplumbing.com
Reports that explain themselves
Everything in one place

All of this is included.

Contacts and companiesLinked people and companies, tags, your own custom fields, import from a spreadsheet, export any time.
Duplicate cleanupWe warn you before a duplicate is made, and merge two records into one in a click.
Smart listsSaved searches that keep themselves up to date, like "customers we haven't heard from in 90 days".
Lead scoringEvery contact gets a score from recent talks, open deals, money paid and whether they opened your quote.
Tasks and calendarFollow-ups with priorities and owners, appointments, a month view, and a link for Google Calendar or your iPhone.
Automation"When a quote is opened, remind me to call." "When an invoice is late, make a task." Set it once.
Support ticketsLog a problem, assign it, track it to resolved, and see first-reply and fix times.
CampaignsPick a smart list and send a personal email to each person from your own email.
Team rolesOwner, manager, staff or view-only logins, and an audit log of who changed what.
Works on any phoneAdd it to your home screen and it opens like an app, with your logo.
Dark modeEasy on the eyes after hours.
Your data, your serverEverything stays in your own copy. Download a full backup whenever you like.
crm.riveraplumbing.com
WhatsApp inbox inside OwnerBoard
WhatsApp

Your customers are on WhatsApp. Now so is your CRM.

  • Works on day one: a WhatsApp button on every customer opens your own WhatsApp, message ready, and logs it
  • Connect your WhatsApp Business number to send and receive inside OwnerBoard
  • New messages land on the right customer; new numbers become new contacts
  • Delivered and read ticks, and a task to reply when a message comes in

The inbox uses Meta's official WhatsApp Business Platform with your own Meta account. You connect it; we never log in to your accounts. Meta charges for some messages businesses send (from October 2026, replies are billed after a free monthly allowance) and pays nothing to us. We show you the current rules during setup.

What it's worth to you

Win more of the work you already chase.

Do the math with your own numbers If your average sale is $800 and better follow-up wins you just one more sale a month, that is $9,600 a year. OwnerBoard costs $797 once. If you spend 20 minutes a day looking for customer details, notes and invoices, that is about 80 hours a year back. Example only. Your numbers will differ.
Who it is for

For any local business that sells to people.

Contractors and home servicesSalons, spas and beautyRetail shopsRestaurants, cafés and caterersAccountants, lawyers and consultantsFitness and wellness studiosAuto repair and detailingReal estate and propertyAny other local business

Pick your trade when you start your demo and OwnerBoard uses your words, your pipeline stages and a starter list of services. Contractors who live on quotes and service calls may also like JobCatcher; real estate agents may like DealKeeper.

Try it yourself

Your own demo, with your business name, in 5 seconds.

Tell us your name, business and trade. You get a private demo filled with a year of sample customers, jobs and invoices for a business like yours, so the charts come alive. Come back any time in the next 14 days and it's still there.

Free. No card. We may follow up once to see if you have questions.
crm.riveraplumbing.com
The OwnerBoard demo form
FAQ

Questions, answered.

Are there monthly fees?

No. You pay once. The first year of hosting, backups and updates is included; after that it is $150 a year. There are no per-user fees for up to 10 team logins.

Who owns my data?

You do. It lives in your own copy, and you can download a full backup or a spreadsheet of your contacts any time.

Can you bring in my existing customers?

Yes. Upload your spreadsheet or the export from your current system yourself. A step-by-step guide walks you through it, so your contacts never leave your office.

How does WhatsApp work?

The WhatsApp buttons work right away. For the full inbox, you connect your WhatsApp Business number through Meta (we guide you; you stay in control of your account). Meta may charge for some messages you send.

Can my team use it?

Yes: up to 10 logins with roles (owner, manager, staff, view only), and an audit log of changes.

Does it work on my phone?

Yes. It works in any phone browser, and you can add it to your home screen so it opens like an app.

Is it a good fit if I'm a contractor?

Yes. If quotes and service calls are your whole day, also look at JobCatcher, which is built just for contractors.

Pricing

Seen enough? Here’s how to get OwnerBoard.

One simple price. Everything included, no monthly fees. Still have a question? Ask the team first.

ONE PRICE, YOURS TO KEEP Own it $797one time Your own private copy, set up for your business. After year one, $150 a year keeps it hosted, backed up and updated.
  • Your own private OwnerBoard, tailored to you
  • Step-by-step guide to upload your own customers
  • Your logo, colors, words and fields set up
  • 1 year of hosting, backups and updates
Get startedFounding price $597 for the first 5 customers
No monthly fees $1,097for 3 years, all in One payment of $797, then $150 a year from year two for hosting, backups and updates. A CRM that charges $50 a month costs $1,800 over the same 3 years, and you never own it. Many charge per user, too.
  • Pay once, it's yours
  • No subscription, no surprise price rises
  • Up to 10 team logins, no per-user fees
  • Your data stays yours: download it any time
Example only. Your numbers will differ.
Founding price: $597 to own it. The first 5 OwnerBoard customers save about 25% in return for an honest testimonial after 30 days.
Optional Pro Care, $497 for a full year (one payment, no auto-renewal): priority changes and a monthly review by email.20-day money-back guarantee: use it with your own customers for 20 days. If it doesn’t earn its keep, we refund every dollar.Payment: after you order, Payoneer emails you a secure payment request for us (pay by card or US bank account), usually within 1 business hour. We pay the card and bank fees, so you pay exactly the price shown.
Boost your results

Fill your board with new customers.

OwnerBoard looks after the customers you have. A website that turns visitors into calls, and social posts that keep you in front of your town, bring in more of them.

A website that makes the phone ringFast, mobile-first and written to turn visitors into calls and quote requests. Or keep your site and add our request form.See websites →Social posts, done for youA month of branded posts with captions for your town, ready to upload in about 15 minutes.See social media packs →
Works well with
ReferralLoopTurn customers into referrals.$397 one timeSignFormsWaivers and forms signed on any phone.$297 one timePackagesEverything set up at once, for less.save up to $244
Ready when you are

Run your whole business from one board.

Pay once, and we set it up around how you work: your logo, your words, your customers imported.

Get startedStart a chat
  • Secure payment by card or US bank account through Payoneer
  • Orders over $900 can be split into 2 payments
  • 20-day money-back guarantee
  • We never ask for your passwords
NetNook teamOnline · replies in minutes
Hi! Ask us anything about OwnerBoard. When you're ready, we'll send your plan right here.
Your plan OwnerBoard · Own it$597$797 Get started
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