CRM with pipeline and customer history
Visual pipeline from lead to customer, full service history, installed equipment, recorded calls, job photos and notes. Never lose customer context again.
Every customer, every job, every conversation — on one profile.
Everything that's included.
Visual pipeline
Lead → Estimate → Job → Invoice → Repeat.
Full history
Every visit, installed equipment and warranty saved.
Recorded calls
Every call transcribed.
Notes + photos per job
Document every visit with photo and note.
AI lead scoring
AI prioritizes leads by close probability.
In 4 steps.
- 01
New lead
Enters from call, form, walk-in or referral.
- 02
Estimate sent
Moves to the next pipeline stage.
- 03
Job won
Customer signs — lead becomes active customer.
- 04
Recurring customer
History, equipment and preferences on the profile — ready for the next job.
Built for…
Any business losing track of who's who.
Services where customer history matters (HVAC, plumbing, pest).
Businesses with a team sharing customers.
What people ask the most.
Yes. CSV from Excel, Jobber, HCP or any system.
Configurable. Restrict by territory, team or role.
No. Unlimited customers on the Founders plan.
Ready to scale?
Join thousands of service professionals who use Olynx to grow and manage their operations without the growing pains.