Comparison
Modern Trades CRM vs Workiz
Direct answer
Workiz is a field-service management platform with built-in phone tools, AI features, and tiered automation limits. Modern Trades CRM is an earlier-stage lead-response and customer-growth layer with no job-management or invoicing side. One meaningful practical difference for buyers: Workiz does not publish prices, so you must contact them to learn cost; our base pricing is published.
Disclosure: Modern Trades CRM is operated by SubZeroMetrix LLC, which also publishes this page. This comparison is not independent. We've sourced every Workiz claim to their own current public documentation and marked anything we could not verify as UNKNOWN rather than guessing.
Who Each Product Is Built For
Workiz: Field-service businesses wanting jobs, invoicing, phone, and AI-assisted scheduling in one platform. Workiz publicly states it serves 120,000+ professionals.
Modern Trades CRM: Contractors whose gap is lead response, estimate follow-up, and customer reactivation -- either as a first CRM, or alongside an existing operational platform.
Capability Comparison
| Capability | Modern Trades CRM | Workiz |
|---|---|---|
| Published pricing | Published: $99 / $199 / $299 per month base | Not published -- their pricing page shows "Request pricing" for all three tiers (retrieved 2026-08-25) |
| Jobs, invoices, estimates | Not part of this product | Unlimited jobs, invoices, estimates, and clients listed from the Standard plan |
| Automation limits | No published automation cap; most automation is not yet built | Explicitly tiered: 5 (Standard), 10 (Pro), 30 (Ultimate) |
| Contact / customer records | Available -- verified working | Client management listed from Standard |
| Sales pipeline | Available -- 9-stage pipeline exists and is usable | Not itemized by that name on the pricing page -- UNKNOWN |
| Scheduling | Available -- appointment booking, reschedule, cancel, assignment | Smart scheduling and dispatching listed as included in all plans |
| AI lead / scheduling tools | Planned -- no live AI feature exists for this product | "Genius leads" and "Genius scheduling" listed from the Pro plan |
| AI phone answering | Planned -- not built | Workiz markets Genius Answering separately; plan inclusion not stated on the pricing page -- UNKNOWN |
| Online payments | Not part of this product | Listed from the Standard plan |
| QuickBooks integration | Not part of this product | Listed from the Standard plan |
| Inventory / equipment tracking | Not part of this product | Inventory management and equipment tracking listed on Ultimate |
| Service plans (recurring) | Planned -- not built | Service plans listed on the Ultimate plan |
| Open API | UNKNOWN -- not documented for this product | Open API listed on the Ultimate plan |
| Custom reporting | Planned -- no reporting layer exists yet | Custom reports listed from the Pro plan |
When Workiz Is the Better Choice
- You need job management, invoicing, and payments in one platform.
- You want built-in phone tools and AI-assisted scheduling that are live today.
- You need inventory, equipment tracking, or franchise management.
- You are comfortable going through a sales conversation to learn pricing.
When Modern Trades CRM Is a Useful Layer
- You want to know the price before talking to anyone.
- Your job management is handled and the leak is in lead follow-up.
- You want an explicit published statement of what is and is not built.
Pricing
Workiz does not publish plan prices. Their pricing page (retrieved 2026-08-25) shows 'Request pricing' for Standard, Pro, and Ultimate. We are not going to estimate or repeat third-party guesses at their pricing -- treat Workiz pricing as UNKNOWN until you request a quote from them directly.
Modern Trades CRM base pricing: Contractor CRM $99/mo, Revenue Recovery $199/mo, AI Front Desk $299/mo. Phone numbers, calls, SMS/MMS, email, and premium AI usage may carry separate usage charges, disclosed before activation.
Limitations of This Comparison
Based on Workiz's public pricing-plans page as retrieved 2026-08-25, without hands-on testing. Because Workiz withholds pricing, no price comparison is possible and none is implied. Their Genius Answering product is marketed separately from the pricing page, so plan inclusion is UNKNOWN.
Sources
Plans start at $99/month. See exactly what's verified working before deciding.
Last reviewed 2026-08-25.