Capture leads, send quotes, track invoices, and see your profits — all in one platform. Stop juggling spreadsheets, CRM tools, and invoicing apps separately.
Total Income
$0
+8.2%
Total Expenses
$0
-5.1%
Net Balance
+$0
+15.3%
Transactions
0
+12.0%
One platform. No more juggling CRM, spreadsheets, invoicing apps, and payment tools.
Leads
Capture & qualify
Quotes
Create & send
Invoices
Generate & track
Payments
Collect & reconcile
Expenses
Log & categorize
Profit
See in real time
Automations
Set & forget
Every step of your service business — from first contact to final profit calculation — connected and automated.
New leads are captured from web forms, referrals, or manual entry — categorized by service and value.
Branded quotes are generated from templates and sent to the client for approval.
Accepted quotes convert to invoices automatically — no re-entering data.
Payments are logged and reconciled as they come in. Overdue invoices are flagged.
Job costs, mileage, and expenses are logged against each project for true cost visibility.
Revenue minus expenses gives you real-time profit per job, per client, and overall.
New leads are captured from web forms, referrals, or manual entry — categorized by service and value.
Branded quotes are generated from templates and sent to the client for approval.
Accepted quotes convert to invoices automatically — no re-entering data.
Payments are logged and reconciled as they come in. Overdue invoices are flagged.
Job costs, mileage, and expenses are logged against each project for true cost visibility.
Revenue minus expenses gives you real-time profit per job, per client, and overall.
Watch how service businesses run their entire operation from one platform.
From capturing your first lead to calculating profit on every job — every tool your service business needs, connected in one platform.
Track leads, contacts, and client relationships. Full pipeline visibility from first touch to closed deal.
New
12
Qualified
8
Proposal
5
Won
3
Visual pipeline boards with customizable stages. Drag-and-drop deals through your sales process.
Generate branded quotes, convert to invoices on acceptance, and track payment status automatically.
Real-time revenue dashboards broken down by client, service, and time period.
Per-job and overall profit calculations. Know your margins in real time, not at month-end.
Log business miles for tax deductions. Automatic trip detection and IRS-ready reports.
1,248
miles this month
Automate follow-ups, quote generation, invoice creation, and expense categorization with AI.
Most service businesses run their operations across 4-5 separate tools. Tracklytix connects everything in one platform.
What most businesses do today
CRM
Leads fall through cracks between tools
Spreadsheets
Manual data entry, no real-time view
Invoice App
Disconnected from quotes and payments
Payment Tool
No link to job costs or profit
Result: Lost leads, delayed invoicing, no visibility into profit per job.
Everything connected in one system
Seamless Workflow
Lead to profit in one system
Real-Time Insights
Know your profit on every job
All-in-One Solution
No more tool switching
Automation Built In
Set it and forget it
Result: Faster follow-ups, cleaner invoicing, real-time profit on every job.
See how Tracklytix connects every part of your business operations — from lead capture to profit analytics — in one unified system.
Tracklytix
Tracklytix
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Every feature. No limits.
We're building Tracklytix in public and want real users shaping the product. Early adopters get lifetime pricing benefits when we launch paid plans. No credit card. No catch. Just sign up and start.
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What you'd normally pay
Join our early access program and start running your lead-to-profit workflow with Tracklytix. Full access, completely free.
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Built With Real Business Owners
We're building Tracklytix alongside the people who'll use it most.
0+
service businesses joined
Landscapers, electricians, plumbers, contractors, and more are already shaping the product.
Shaped by Real Feedback
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