THE CONNECTED CRM FOR SERVICE TEAMS
From the first hello to the final payment. Bring your customers, crew, and cash flow into one beautifully connected workspace.
Built for the office. Ready for the field.
Every relationship starts here.
Pick a point. Follow the flow.
01 / FROM FIRST CALL TO PAID INVOICE
Follow a service call through Poplexa. Click through each step to see how everything stays connected.
Capture the contact, property, and service details in one place. Start the relationship with the whole story.
Heating system service
Heating system inspection
Contact and property details attached
Service request added to the customer timeline
Connected to the same customer02 / THE WHOLE BUSINESS, IN SYNC
A shared source of truth for the people in the office and the people getting the job done.
One customer record. Every part of the business.
Track prospects, contacts, properties, notes, and service history from one searchable record.
Build quotes, send them to customers, and convert approved work into jobs or invoices.
Keep upcoming work, technician assignments, status updates, and completion notes organized.
Send invoices, record payments, and use Stripe-powered payment links when customers pay online.
See revenue, open invoices, overdue balances, job completion, and source performance.
Invite office staff, dispatchers, admins, and technicians with role-aware access.
03 / ROOM TO GROW
Choose the workspace that fits today. Grow into what comes next.
CRM basics for a small service team getting organized.
CAD
The complete daily CRM workspace for growing trade businesses.
CAD
More control for teams that need advanced roles and wider reporting.
CAD
Custom commercial terms, onboarding, and platform support.
CAD
Prices in CAD. Choose monthly or annual billing.
GOOD WORK DESERVES A BETTER WORKDAY.
Your customers. Your crew. Your next big chapter.
Find your plan