For small businesses and solopreneurs

One operating system for running a small business.

Core brings your customers, sales, money, automation, reporting, and AI into one place. If your business sends people into the field, Complete adds the operational layer too.

Start 7 days free See what Core includes

From $199 a month. Three users included. Cancel any time.

Core

Run the business

$199 per month

Customers, sales, proposals, invoices, payments, email, forms, automations, reporting, and Ask Oleera.

The foundation for every Oleera business, including businesses with no trucks, crews, or field work at all.

Add only when your work goes into the field

Complete

Run the field

$349 per month

Everything in Core, plus dispatch, jobs, visits, crews, shifts, capacity, and focused field staff access.

Included in both plans

The business system comes first

Core is not a stripped-down edition for businesses waiting to grow into Oleera. It is the complete customer, sales, billing, marketing, reporting, and AI system. Complete keeps all of it and adds field operations.

Keep every customer in context

Customers

Contacts, conversations, notes, tasks, and the full history of the relationship in one record. No hunting through inboxes to remember what happened last.

Move work through sales

Sales

A pipeline that keeps the original source attached from the first inquiry through the deal and the money that follows.

Quote, invoice, and collect

Money

Proposals customers sign on their phone, invoices, recurring billing, and card or ACH payments through your own Stripe account.

Turn follow-up into a system

Automation

Lead forms, booking pages, email campaigns, and automations that read like plain English instead of a wall of connected boxes.

Know what produced revenue

Reporting

Revenue by lead source, recognized when the work closes. The original source stays attached instead of disappearing after the first conversation.

Ask instead of hunting

Ask Oleera about the business in plain English. It reads the records, drafts the work, and waits for your approval before anything important changes.

Complete plan

When the work leaves the office, add the field layer

A trades business should not have to choose between a CRM that finds the customer and field software that does the job. Complete carries the same customer and source through dispatch, completion, invoice, and payment.

One system instead of two

CRM depth plus field operations

Core covers the role businesses usually hire GoHighLevel or another CRM to fill. Complete adds the operational role usually filled by ServiceTitan, Jobber, or a separate dispatch system, without splitting the customer history between them.

That means a lead source can survive from the first form through the job and into collected revenue. It is one chain of records, not a spreadsheet reconciliation at the end of the month.

Explore field operations

Complete adds

Dispatch board and crew schedule
Jobs and visits as separate records
Arrival windows, shifts, and capacity
Crew assignments and certifications
Field staff access to assigned work only

If you never dispatch people to jobs, you do not need this layer and you do not pay for it.

Built for small business

The owner should not need a software department

Most business systems get harder as they add capability. Oleera is designed around the person who has to run the company and the software in the same day.

No software department

Oleera is built for the owner who also sells, delivers, and makes the decisions. Setup is guided, the language is plain, and useful answers do not require a reporting specialist.

No second entry

A customer does not become a new record every time the work changes hands. Sales, billing, communication, and reporting all use the same underlying history.

No invisible AI

Oleera shows what it read and what it wants to change. You approve the work before deterministic code applies it, so assistance never requires blind trust.

Ask Oleera

AI that drafts the work and cannot send it behind your back

Ask which customers have gone quiet, what is overdue, which source produced the most revenue, or what needs attention this week. Oleera reads the same records you do and answers in plain English.

The model does not write to your database. It proposes a change. You see exactly what would happen, the reason, and the records it read. You approve it, then ordinary code makes the change.

Standing instructions can run on a schedule too. Ask Oleera to review overdue invoices every Monday and draft the follow-ups. The work will be waiting for you. It will not have reached a customer without you.

Always held for your approval

Send an email to a customer
Create or change a proposal
Create or change an invoice
Add a document line item
Change a job or a visit

Enforced in code, not by a preference that can be switched off.

Pricing

Start with the business. Add the field only if you need it.

Both plans include the same customer, sales, money, marketing, reporting, and AI system. Complete adds scheduling, dispatch, jobs, visits, crews, and capacity.

Core

$199/mo

The complete system for running a small business.

Customers, sales, proposals, invoices, payments, email, forms, automations, reporting, and Ask Oleera. Built for small businesses and solopreneurs that do not need to dispatch field teams.

Complete

$349/mo

Core, plus field operations.

Everything in Core, plus the operational system for businesses that send people into the field.

Three users included in both. See the full breakdown.

Run your business in one place

Start with Core for customers, sales, money, automation, reporting, and Ask Oleera. Choose Complete when your business also needs to schedule and dispatch field teams.

Start free trial Sign in