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
Professional CRM, simple monthly pricing.
Start with the complete Poplexa workspace. Billing is handled securely by Stripe.
Professional
Best for growing teamsA complete CRM for service companies that need customer records, quoting, scheduling, invoicing, payments, and reporting in one place.
What happens after checkout?
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.