CRM for service businesses
Poplexa
Keep leads, customers, estimates, jobs, invoices, and payments moving from one focused CRM workspace.
6
core workflows connected
1
customer timeline
24/7
online payment links
Pipeline
Today in Poplexa
Open jobs
28
Quotes sent
$41k
Paid this week
$18k
Estimate approved
Cedar Ridge Apartments
Technician dispatched
Boiler service, west wing
Invoice paid
Card payment through Stripe
Sales to payment
One CRM record from first call to paid invoice.
Poplexa keeps the messy middle connected: contacts, service details, quotes, job status, and payment history stay in the same customer timeline.
Lead and customer CRM
Track prospects, contacts, properties, notes, and service history from one searchable record.
Estimates that convert
Build quotes, send them to customers, and convert approved work into jobs or invoices.
Job scheduling
Keep upcoming work, technician assignments, status updates, and completion notes organized.
Invoices and payments
Send invoices, record payments, and use Stripe-powered payment links when customers pay online.
Reports that answer fast
See revenue, open invoices, overdue balances, job completion, and source performance.
Team access
Invite office staff, dispatchers, admins, and technicians with role-aware access.
Customer timeline
Everything stays attached to the job
New lead captured
Phone call, email, property, and job details are attached from the start.
Estimate sent and approved
The quote becomes part of the customer record and can become scheduled work.
Job completed and invoiced
Completion notes, invoice status, payment history, and follow-up stay connected.
Built for daily work
Less tab hunting. More closed work.
Your team can answer what was sold, what is scheduled, what is owed, and what happened last without jumping between tools.
Pricing
Plans that control exactly what each workspace can use.
Compare each plan by price and included features, then choose the workspace that fits your team.
Starter
CRM basics for a small service team getting organized.
Secure checkout and instant workspace activation.
Professional
The complete daily CRM workspace for growing trade businesses.
Secure checkout and instant workspace activation.
Business
More control for teams that need advanced roles and wider reporting.
Secure checkout and instant workspace activation.
Enterprise
Custom commercial terms, onboarding, and platform support.
Custom terms and onboarding with the Poplexa team.
Getting started
Create checkout details
Enter your company and owner login details on the checkout page.
Pay securely with Stripe
Stripe handles card collection and subscription billing.
Open Poplexa
After payment, your CRM workspace is created and ready to use.
Feature comparison
Plans are ordered from entry level to most complete.
| Feature | Starter$79/mo | Professional$149/mo | Business$299/mo | Enterprise$599/mo |
|---|---|---|---|---|
| DashboardDaily operations, activity, and workspace summary. | ||||
| LeadsCapture, follow up, and convert new opportunities. | ||||
| CustomersCustomer records, contacts, properties, and history. | ||||
| EstimatesQuotes, approvals, and conversion to work. | ||||
| JobsWork orders, status, technician updates, and completion. | ||||
| ScheduleCalendar visibility for office and field teams. | ||||
| InvoicesInvoice creation, sending, balances, and status. | ||||
| ReportsRevenue, conversion, invoice, job, and source reporting. | ||||
| SettingsWorkspace, billing, tax, branding, and business controls. | ||||
| TeamUser management and team invitations. | ||||
| RolesRole setup and permission management. | ||||
| Price bookReusable service, labour, material, and equipment pricing. | ||||
| PaymentsPayment records and Stripe-powered online links. | ||||
| FilesPhotos, attachments, and uploads on customer work. | ||||
| NotificationsWorkspace notification feed and read state. |