For plumbers, HVAC, electrical and the trades
An AI powered operating system, purpose built for small business.
Everything from the first click to the collected invoice, in one place. No implementation partner, no certification course, no six week rollout. You ask it questions in plain English and it answers them.
From $199 a month. Three users included. No setup fee.
Why small businesses give up on CRM
Three reasons this normally does not work, removed
Software built for a fifty seat operation does not shrink well. It arrives assuming you have a dispatcher, an analyst, and somebody whose job is the software. You have none of those, and that is not a gap in your business.
The reporting problem
Eliminate the guesswork
You should not have to guess which advertising paid for the truck, or which customers are about to leave, or whether last month was actually good. Most systems cannot answer those because the data needed to answer them lives in two places.
- Lead source follows the job to the paid invoice
- Revenue counted on the close date, not the created date
- Margin per job, because the price book holds cost too
The admin problem
Eliminate the busywork
Retyping a customer from one system into another, chasing overdue invoices by hand, remembering to ask for the review. It is hours a week and none of it is the work you are actually good at.
- One record, so nothing is entered twice
- Oleera drafts the follow-ups and waits for your approval
- Standing instructions run on their own schedule
The adoption problem
Eliminate the learning curve
The reason most small businesses abandon a CRM is not price. It is that nobody ever finished setting it up. Enterprise systems assume an implementation partner and a person whose job is the software.
- Ask questions in plain English instead of building a report
- Guided setup, and we do the migration with you
- No consultant, no certification, no six week rollout
Eliminate the guesswork
Your two systems do not talk, and the gap is where your money goes
Almost every service business runs one system for getting customers and a second for doing the work. Neither one can answer the question the owner actually asks.
Marketing software
GoHighLevel and the rest
Runs the ads, catches the form, chases the lead, books the call. Then it hands off and never sees another thing. It cannot tell you what a campaign earned, because it never learns what the job was worth. Its return on ad spend is measured in leads, not dollars.
The gap
Bridged today with a spreadsheet and a Zap
Field software
ServiceTitan, Jobber and the rest
Picks up at the booked job: schedule, dispatch, invoice, payment. It can market to a database it already has, but it cannot acquire a customer, and it never knew where that customer came from in the first place.
Oleera is that gap, closed. The lead source is recorded once and travels with the customer onto the deal, the job, the visit and the invoice. When the money arrives, it still knows which ad paid for it. That is not a feature we added. It is how the database is shaped, which is why the incumbents cannot simply ship it next quarter.
What it does
The whole business, in one place
Not a suite of products that share a login. One record of a customer, one record of a property, one record of the work.
Know where the customer came from
CRMQuote it and get paid for it
MoneySend the truck
OperationsFill the calendar
BookingSee what marketing earned
ReportingAsk instead of hunting
AIEliminate the busywork
AI that drafts the work and cannot send it behind your back
Every software company is putting an AI agent in front of you this year. The honest problem with all of them is the same: you cannot see what it did, you cannot predict what it will cost, and nothing in this category has an undo button. Neither do we, and neither does anybody else, so we built the only real answer instead.
Oleera's agent never writes to your database. It proposes. You see a plain-English diff of exactly what would change, with the reason and the record it read. You approve it, and then ordinary code makes the change. Not the model.
Seven things can never happen without you no matter what any setting says, because the rule lives in the code and not in a preferences table: sending an email, creating or editing a document, changing a job, and changing a visit. A ceiling a settings row can raise is not a ceiling. Turning any of them loose would take a deploy, which is about the right amount of friction for "this software may now text my customers without asking me".
That is also why Oleera can run standing instructions on a schedule when the rest of the category cannot. Tell it to review overdue invoices every Monday and draft the follow-ups. It will have them waiting. It will not have sent them.
Never runs unattended
- Send an email to a customer
- Create a proposal or invoice
- Change a proposal or invoice
- Add a line item to a document
- Change a job
- Change a visit
- Change a visit's status
Enforced in code, not in settings. There is no toggle on this screen or any other that turns one of them off.
Pricing
Two plans, and the only question is whether you dispatch
Everything Oleera does is in both plans except the field operations layer. That is the entire difference, and it is on purpose.
Core
$199 /mo
Everything except the field.
The whole customer side: contacts, properties, pipeline, proposals, invoices, payments, email, forms, automations, reporting, and Oleera itself. For businesses that sell and bill but do not dispatch.
Full
$349 /mo
Core, plus the work itself.
Everything in Core and the entire operations layer. For anyone who sends someone to an address.
Three users included in both. See the full breakdown.
See whether it fits your business
Oleera is onboarding a small number of businesses at a time, so setup is done properly rather than left to a help article. Tell us what you run and we will tell you honestly whether it is a fit.