Tracklytix
Features
How It Works
Pricing
Use Cases
ContactLog InGet Started
Built for Service Businesses

Run Your Service
Business from Lead
to Profit

Capture leads, send quotes, track invoices, and see your profits — all in one platform. Stop juggling spreadsheets, CRM tools, and invoicing apps separately.

Get StartedSee How It Works
Income
Expenses
Budget
Reports

Net Savings

+18.4%

Budget Health

92

Tracklytix
March 2026

Total Income

$0

+8.2%

Total Expenses

$0

-5.1%

Net Balance

+$0

+15.3%

Transactions

0

+12.0%

Cash Flow6 months
Income
Expenses
Spending
Housing
35%
Transport
18%
Food
22%
Utilities
12%
Other
13%
Freelance Income — Monthly+$4,200
Rent Payment — Monthly-$1,850
Utilities — Monthly-$320

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

Automation Flow

From Lead to Profit, All in One Workflow

Every step of your service business — from first contact to final profit calculation — connected and automated.

Lead Captured

New leads are captured from web forms, referrals, or manual entry — categorized by service and value.

Quote Sent

Branded quotes are generated from templates and sent to the client for approval.

Invoice Created

Accepted quotes convert to invoices automatically — no re-entering data.

Payment Collected

Payments are logged and reconciled as they come in. Overdue invoices are flagged.

Expenses Tracked

Job costs, mileage, and expenses are logged against each project for true cost visibility.

Profit Calculated

Revenue minus expenses gives you real-time profit per job, per client, and overall.

Step 1

Lead Captured

New leads are captured from web forms, referrals, or manual entry — categorized by service and value.

Step 2

Quote Sent

Branded quotes are generated from templates and sent to the client for approval.

Step 3

Invoice Created

Accepted quotes convert to invoices automatically — no re-entering data.

Step 4

Payment Collected

Payments are logged and reconciled as they come in. Overdue invoices are flagged.

Step 5

Expenses Tracked

Job costs, mileage, and expenses are logged against each project for true cost visibility.

Step 6

Profit Calculated

Revenue minus expenses gives you real-time profit per job, per client, and overall.

Product Demo

See Tracklytix in 2 Minutes

Watch how service businesses run their entire operation from one platform.

No signup needed
See real workflows
2 minutes
Features

Everything You Need in One Place

From capturing your first lead to calculating profit on every job — every tool your service business needs, connected in one platform.

CRM & Lead Management

Track leads, contacts, and client relationships. Full pipeline visibility from first touch to closed deal.

New

12

Qualified

8

Proposal

5

Won

3

Pipeline Management

Visual pipeline boards with customizable stages. Drag-and-drop deals through your sales process.

Quotes to Invoices

Generate branded quotes, convert to invoices on acceptance, and track payment status automatically.

Draft
Sent
Paid

Revenue Tracking

Real-time revenue dashboards broken down by client, service, and time period.

Profit Insights

Per-job and overall profit calculations. Know your margins in real time, not at month-end.

Web Design
42%
Consulting
68%
Development
35%

Mileage Tracking

Log business miles for tax deductions. Automatic trip detection and IRS-ready reports.

1,248

miles this month

AI Automation Workflows

Automate follow-ups, quote generation, invoice creation, and expense categorization with AI.

Trigger
→
Process
→
Action
Why Tracklytix

Why Tracklytix vs. Disconnected Tools

Most service businesses run their operations across 4-5 separate tools. Tracklytix connects everything in one platform.

Disconnected Tools

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.

Tracklytix Unified Platform

Everything connected in one system

Lead
Quote
Invoice
Payment
Profit

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.

Get Started Free
Platform

One Platform. Every Connection.

See how Tracklytix connects every part of your business operations — from lead capture to profit analytics — in one unified system.

Tracklytix

Lead Capture
CRM
Proposals
Pipeline
AI Engine
Quote System
Invoicing
Automation
Payments
Profit Analytics
Mileage

Tracklytix

Lead Capture
CRM
Proposals
Pipeline
AI Engine
Quote System
Invoicing
Automation
Payments
Profit Analytics
Mileage
Early Access

Free While We Build

We're a startup on a mission to help businesses run smarter. Get full access to every feature — completely free.

Without Tracklytix

  • Leads scattered across email, texts, and notes
  • Forgetting to follow up or send quotes
  • Waiting until month-end to know profit
  • Juggling CRM, invoicing, and spreadsheets

With Tracklytix

  • Every lead captured and tracked in one pipeline
  • Automated follow-ups and quote generation
  • Real-time per-job profit calculations
  • One platform from lead to profit
Limited Time

Full Access

Every feature. No limits.

$0$0/mo100% Free

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.

Get Started — It's Free

No credit card required. Cancel anytime.

What you'd normally pay

  • CRM Software$0/mo
  • Quoting Tool$0/mo
  • Invoicing Platform$0/mo
  • Automation Tools$0/mo
  • Profit Analytics$0/mo
Total value$0/mo
You pay today$0
Lead capture & CRM
Pipeline management
Branded quotes & proposals
Invoice generation & tracking
Payment collection & reconciliation
Expense & cost tracking
Per-job profit analytics
Mileage logging & deductions
AI-powered follow-ups
Workflow automations
Team collaboration
Priority support
Early Access

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

  • Per-job profit tracking was the #1 requested feature
  • Quote-to-invoice conversion saves 3+ hours/week
  • Automated follow-ups close 40% more deals

Join the Early Access

Get full access to every feature — completely free during our early access period.

No credit card required. Cancel anytime.

Lead TrackingQuotingInvoicingPaymentsProfit AnalyticsAutomations

Stop Losing Revenue to
Disconnected Tools

Join our early access program and start running your lead-to-profit workflow with Tracklytix. Full access, completely free.

Get Started FreeSee How It Works

No credit card required · Free forever during early access

Stay in the loop

Get product updates and tips delivered to your inbox.

Tracklytix

The lead-to-profit platform for service businesses. Capture leads, send quotes, track invoices, and see your profit — all in one place.

Product

  • Features
  • Pricing
  • Demo
  • For Business
  • How It Works
  • Use Cases

Resources

  • Documentation
  • API Reference
  • Guides
  • Changelog
  • Status

Company

  • About
  • Blog
  • Security
  • Careers
  • Contact

Legal

  • Privacy Policy
  • Terms of Service
  • Cookie Policy
256-bit SSL Encrypted
SOC 2 In Progress
GDPR Compliant

© 2026 Tracklytix. All rights reserved.